International Private Wealth Advisors LLC Has $2.87 Million Stock Position in Costco Wholesale Corporation $COST

International Private Wealth Advisors LLC cut its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 15.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,323 shares of the retailer’s stock after selling 624 shares during the quarter. Costco Wholesale makes up 1.8% of International Private Wealth Advisors LLC’s holdings, making the stock its 15th biggest holding. International Private Wealth Advisors LLC’s holdings in Costco Wholesale were worth $2,866,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank bought a new position in shares of Costco Wholesale in the second quarter worth about $5,692,035,000. Assenagon Asset Management S.A. grew its holdings in shares of Costco Wholesale by 1,586.8% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock valued at $980,857,000 after purchasing an additional 1,070,005 shares during the last quarter. Amundi grew its holdings in shares of Costco Wholesale by 45.0% during the 3rd quarter. Amundi now owns 3,176,606 shares of the retailer’s stock valued at $2,893,697,000 after purchasing an additional 986,182 shares during the last quarter. Invesco Ltd. increased its position in Costco Wholesale by 9.8% during the 2nd quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock worth $4,248,384,000 after purchasing an additional 383,887 shares in the last quarter. Finally, Voloridge Investment Management LLC increased its position in Costco Wholesale by 112.2% during the 3rd quarter. Voloridge Investment Management LLC now owns 477,425 shares of the retailer’s stock worth $441,919,000 after purchasing an additional 252,453 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Trading Up 0.4%

Shares of NASDAQ COST opened at $983.86 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The firm has a 50 day moving average price of $986.70 and a two-hundred day moving average price of $939.26. The stock has a market cap of $436.49 billion, a P/E ratio of 51.16, a price-to-earnings-growth ratio of 4.84 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. During the same quarter in the previous year, the business earned $4.02 earnings per share. Costco Wholesale’s revenue was up 9.2% compared to the same quarter last year. As a group, equities analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were issued a dividend of $1.30 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s payout ratio is presently 27.04%.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Susan L. Decker sold 458 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the sale, the director owned 8,532 shares in the company, valued at approximately $8,148,060. The trade was a 5.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Claudine Adamo sold 730 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following the completion of the sale, the executive vice president directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 7,645 shares of company stock worth $7,049,302. 0.10% of the stock is currently owned by insiders.

Costco Wholesale News Summary

Here are the key news stories impacting Costco Wholesale this week:

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates, signaling stronger-than-expected profit outlook that supports higher valuation multiples for COST. Erste Group EPS Upgrade
• Positive Sentiment: Costco is rolling out standalone gas stations — a potential traffic driver and membership-value play that could boost ancillary revenue and stickiness of memberships. Costco Is Launching Standalone Gas Stations
• Positive Sentiment: Costco opened its 11th Canadian Business Centre (Winnipeg), expanding B2B footprint, creating local jobs and increasing wholesale penetration in a new province. Canada’s Eleventh Costco Business Centre
• Positive Sentiment: New Kirkland energy drink rollout is drawing customer enthusiasm and could pressure branded competitors while reinforcing Costco’s private-label margin advantages. Kirkland Energy Drink Coverage
• Positive Sentiment: High-profile endorsements and favorable press (Charlie Munger praise, coverage highlighting membership loyalty) help sentiment and investor confidence in Costco’s durable model. Charlie Munger on Costco
• Neutral Sentiment: Coverage comparing Costco to Walmart and Amazon frames Costco as a defensive, membership-driven retailer but highlights intensifying omnichannel and ad-revenue competition from peers. Walmart or Costco: Who’s Winning?
• Neutral Sentiment: Investor write-ups (Fool, MarketBeat) continue to list Costco as a top consumer-staples holding — supportive for long-term flows but not a catalyst for immediate re-rating. The 2 Best Consumer Staples Stocks
• Negative Sentiment: Analysts and media flag concerns about membership-growth trends and rich valuation — a key risk that could cap upside if membership or comparable-sales momentum slows. Analyst Concerns on Membership Growth

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Gordon Haskett raised their target price on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on shares of Costco Wholesale in a report on Thursday, January 8th. Citigroup reiterated a “neutral” rating on shares of Costco Wholesale in a research note on Friday, February 20th. Bank of America began coverage on Costco Wholesale in a report on Friday, February 27th. They set a “buy” rating and a $1,185.00 price objective on the stock. Finally, DA Davidson restated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research report on Friday, March 6th. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,039.13.

Costco Wholesale Profile

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.