Capital International Investors Has $487.31 Million Holdings in Costco Wholesale Corporation $COST

Capital International Investors grew its stake in Costco Wholesale Corporation (NASDAQ:COST) by 1.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 526,525 shares of the retailer’s stock after purchasing an additional 8,940 shares during the period. Capital International Investors owned about 0.12% of Costco Wholesale worth $487,309,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in COST. Silver Oak Securities Incorporated boosted its holdings in shares of Costco Wholesale by 49.3% in the third quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after buying an additional 1,248 shares during the period. Permanent Capital Management LP acquired a new stake in shares of Costco Wholesale during the third quarter worth $874,000. Wealthspire Advisors LLC lifted its position in Costco Wholesale by 2.0% in the 2nd quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock valued at $15,640,000 after acquiring an additional 312 shares in the last quarter. Vanguard Group Inc. boosted its stake in Costco Wholesale by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after purchasing an additional 711,560 shares during the period. Finally, Exchange Traded Concepts LLC increased its holdings in Costco Wholesale by 43.6% during the 3rd quarter. Exchange Traded Concepts LLC now owns 23,444 shares of the retailer’s stock worth $21,700,000 after purchasing an additional 7,116 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on COST shares. UBS Group set a $1,175.00 price target on Costco Wholesale in a report on Friday. BTIG Research reiterated a “buy” rating and set a $1,115.00 price objective on shares of Costco Wholesale in a report on Thursday, March 5th. Robert W. Baird set a $1,100.00 target price on Costco Wholesale in a research report on Thursday, February 5th. Roth Mkm restated a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. Finally, Daiwa Securities Group upped their price target on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research report on Tuesday. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,039.13.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: BTIG raised its price target to $1,125 (from $1,115) and kept a Buy rating after Costco’s Q2 beat, citing strong membership income and traffic — a supportive signal for upside. Read More.
• Positive Sentiment: Several outlets/reporting services published higher price targets (including one noting a raise to $1,315), showing continued analyst bullishness and a range of upside scenarios priced in by some firms. Read More.
• Positive Sentiment: Tax/tariff news: a federal trade‑court ruling could generate tariff refunds that management says it may pass to members as lower prices — this would reinforce Costco’s value proposition and membership stickiness. Read More.
• Positive Sentiment: Operational momentum: February comparable‑store sales were strong (Zacks cites comps up ~7.9%) and e‑commerce grew double digits, supporting the premium valuation on fundamental grounds. Read More.
• Neutral Sentiment: Daiwa raised its target to $975 but kept a Neutral rating — a modestly positive PT move offset by a non‑bullish stance. Read More.
• Neutral Sentiment: Truist nudged its target higher to $977 (from $926) but reiterated a Hold, noting membership growth remains a constraint — mixed signal for near‑term upside. Read More.
• Neutral Sentiment: Company expansion note: Costco is building another standalone gas station — incremental revenue/traffic detail that is likely modestly accretive over time. Read More.
• Neutral Sentiment: Wide coverage pieces (Fool, Seeking Alpha) continue to debate valuation vs. peers (Walmart, Home Depot) — helpful context but not an immediate catalyst. Read More.
• Negative Sentiment: Goldman Sachs cut its price target to $1,088, which, along with comments about premium valuation, adds near‑term downside risk if growth disappoints. Read More.
• Negative Sentiment: Valuation/expectations: some analysts and writeups (Seeking Alpha coverage noted) view shares as fairly valued — combined with membership‑growth headwinds this can pressure the stock when sentiment weakens. Read More.

Insider Buying and Selling

In other Costco Wholesale news, Director Susan L. Decker sold 458 shares of the company’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the sale, the director directly owned 8,532 shares of the company’s stock, valued at approximately $8,148,060. This represents a 5.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Javier Polit sold 558 shares of the stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total transaction of $481,492.62. Following the completion of the sale, the executive vice president owned 10,190 shares of the company’s stock, valued at approximately $8,792,849.10. This represents a 5.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,915 shares of company stock worth $6,317,097 in the last quarter. 0.10% of the stock is owned by company insiders.

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $997.36 on Wednesday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The business has a 50-day moving average of $967.03 and a 200-day moving average of $935.85. The stock has a market capitalization of $442.70 billion, a price-to-earnings ratio of 51.86, a PEG ratio of 4.84 and a beta of 1.01. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08.

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

Costco Wholesale Announces Dividend

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

Costco Wholesale Company 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.