549 Costco Wholesale Corporation $COST Shares Bought by Tanager Wealth Management LLP

Tanager Wealth Management LLP lifted its stake in Costco Wholesale Corporation (NASDAQ:COST) by 60.4% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,458 shares of the retailer’s stock after purchasing an additional 549 shares during the period. Tanager Wealth Management LLP’s holdings in Costco Wholesale were worth $1,327,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in COST. State Street Corp boosted its holdings in Costco Wholesale by 31.7% during the second quarter. State Street Corp now owns 23,901,594 shares of the retailer’s stock worth $22,359,224,000 after buying an additional 5,749,362 shares during the last quarter. Bank of America Corp DE grew its position in shares of Costco Wholesale by 11.5% during the 1st quarter. Bank of America Corp DE now owns 7,515,031 shares of the retailer’s stock worth $7,488,203,000 after buying an additional 773,651 shares during the period. Diamant Asset Management Inc. increased its stake in shares of Costco Wholesale by 99,278.0% in the 1st quarter. Diamant Asset Management Inc. now owns 6,726,899 shares of the retailer’s stock valued at $672,690,000 after acquiring an additional 6,720,130 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Costco Wholesale by 5.5% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,068,312 shares of the retailer’s stock valued at $2,870,314,000 after acquiring an additional 160,893 shares during the last quarter. Finally, Amundi increased its stake in shares of Costco Wholesale by 11.1% in the 1st quarter. Amundi now owns 2,839,016 shares of the retailer’s stock valued at $2,828,881,000 after acquiring an additional 283,360 shares during the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 2,200 shares of Costco Wholesale stock in a transaction that occurred on Tuesday, September 29th. The shares were sold at an average price of $915.93, for a total value of $2,015,046.00. Following the transaction, the executive vice president owned 7,134 shares of the company’s stock, valued at approximately $6,534,244.62. The trade was a 23.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP William Richard Wilcox sold 1,100 shares of the company’s stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $958.21, for a total transaction of $1,054,031.00. Following the completion of the transaction, the executive vice president owned 3,094 shares of the company’s stock, valued at $2,964,701.74. This trade represents a 26.23% decrease in their position. The SEC filing for this sale provides additional information. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale Stock Up 0.6%

NASDAQ:COST opened at $995.53 on Tuesday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The stock has a 50-day moving average price of $934.01 and a two-hundred day moving average price of $963.03. The stock has a market cap of $441.15 billion, a price-to-earnings ratio of 47.95, a PEG ratio of 4.23 and a beta of 0.88. The company has a current ratio of 1.06, a quick ratio of 0.62 and a debt-to-equity ratio of 0.11.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, September 24th. The retailer reported $6.75 EPS for the quarter, topping analysts’ consensus estimates of $6.54 by $0.21. Costco Wholesale had a return on equity of 27.60% and a net margin of 3.04%. The company had revenue of $95.72 billion for the quarter, compared to analyst estimates of $94.97 billion. During the same quarter last year, the firm posted $5.87 earnings per share. Costco Wholesale’s revenue was up 11.1% compared to the same quarter last year. As a group, equities analysts expect that Costco Wholesale Corporation will post 22.70 earnings per share for the current year.

Costco Wholesale Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Friday, October 30th will be paid a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Friday, October 30th. Costco Wholesale’s dividend payout ratio is presently 28.32%.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco is reportedly adding a $2.99 sweet treat to its food-court menu. While financially modest, the low-priced offering could reinforce the company’s value proposition and drive additional customer traffic. Costco adds a $2.99 food-court treat
• Positive Sentiment: Recent sales momentum remains a key support for COST, with September sales reportedly increasing 13% year over year. The growth highlights continued customer demand despite broader concerns about retail spending. Costco valuation and sales growth
• Positive Sentiment: Costco is scheduled to pay a quarterly dividend of $1.47 per share on Nov. 13. Although its approximately 0.6% yield is low, regular and occasional special dividends add to the long-term shareholder return case. Costco dividend analysis
• Neutral Sentiment: Costco continues expanding its warehouse footprint, including a 152,000-square-foot location with a 32-pump gas station scheduled to open in November. The project offers incremental growth potential, though its near-term earnings effect is likely limited. New Costco warehouse opening
• Neutral Sentiment: Analyses comparing Costco with Walmart emphasize Costco’s stronger competitive moat and recent relative performance, but also frame the stock as a long-term quality investment rather than a clear short-term bargain. Costco versus Walmart comparison
• Negative Sentiment: Truist analyst Scot Ciccarelli reaffirmed a Hold rating and a $955 price target, indicating limited upside after Costco’s strong run. The target is below recent trading levels, reinforcing valuation concerns. Truist Costco rating
• Negative Sentiment: Costco trades at a demanding valuation—roughly 48 times earnings—despite its strong sales growth. Rising prices for oil and protein could also pressure margins or merchandise affordability, increasing the risk of investor disappointment. Costco price tracker and inflation

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. UBS Group reiterated a “buy” rating on shares of Costco Wholesale in a research report on Thursday, September 17th. Oppenheimer restated an “outperform” rating and set a $1,160.00 price objective on shares of Costco Wholesale in a report on Wednesday, September 16th. Jefferies Financial Group lowered their target price on shares of Costco Wholesale from $1,130.00 to $1,100.00 in a research note on Friday, September 25th. Freedom Broker lowered their target price on shares of Costco Wholesale from $1,030.00 to $1,010.00 and set a “buy” rating for the company in a research note on Friday, September 25th. Finally, Robert W. Baird set a $1,175.00 target price on shares of Costco Wholesale in a report on Friday, September 25th. Twenty-four research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,087.40.

Costco Wholesale Profile

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells merchandise in bulk and at competitive prices through warehouse clubs and e-commerce platforms, serving individual consumers, businesses and other organizations.

Its product selection includes groceries and fresh foods, household supplies, appliances, electronics, furniture, apparel, health and beauty products, jewelry, automotive products and prescription drugs. Costco also provides services such as optical care, pharmacy services, hearing-aid sales, travel offerings and fuel sales, depending on location.

The company traces its roots to Price Club, which opened in San Diego in 1976.