Swiss Life Asset Management Ltd reduced its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 4.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 97,315 shares of the retailer’s stock after selling 4,304 shares during the period. Swiss Life Asset Management Ltd’s holdings in Costco Wholesale were worth $90,078,000 at the end of the most recent quarter.
Other large investors also recently modified their holdings of the company. Hurley Capital LLC boosted its holdings in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after buying an additional 18 shares during the period. Abich Financial Wealth Management LLC bought a new position in Costco Wholesale in the 3rd quarter valued at about $34,000. Collier Financial acquired a new stake in Costco Wholesale during the third quarter worth approximately $35,000. AXS Investments LLC bought a new stake in shares of Costco Wholesale during the third quarter worth approximately $36,000. Finally, Imprint Wealth LLC bought a new stake in shares of Costco Wholesale during the third quarter worth approximately $36,000. 68.48% of the stock is owned by institutional investors.
Costco Wholesale Stock Down 1.6%
NASDAQ COST opened at $979.92 on Thursday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The company has a market cap of $434.74 billion, a price-to-earnings ratio of 50.96, a PEG ratio of 4.92 and a beta of 1.01. The company has a 50 day moving average of $982.13 and a 200-day moving average of $938.12. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,067.08.
Costco Wholesale Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s dividend payout ratio is 27.04%.
Wall Street Analysts Forecast Growth
A number of equities analysts have recently weighed in on COST shares. Robert W. Baird set a $1,100.00 target price on Costco Wholesale in a research note on Thursday, February 5th. Weiss Ratings upgraded Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. Citigroup reaffirmed a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. Roth Mkm reiterated a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. Finally, DA Davidson reissued a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a report on Friday, March 6th. Twenty-three analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,039.13.
View Our Latest Research Report on COST
Key Stories Impacting Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Costco is opening its first standalone gas station in Mission Viejo, CA, expanding fuel footprint and local competitive pressure on convenience stores — this can boost fuel volumes and membership value over time. Costco’s first standalone gas station to open by late June
- Positive Sentiment: Management commentary and recent analysis highlight resilient consumer spending at Costco and a strong gas business, supporting revenue stability even during broader market weakness. Why Costco Stock Is Up 16% in 2026 While the Broader Market Sells Off
- Positive Sentiment: Multiple bullish pieces argue Costco’s premium multiple is justified by its membership model, Kirkland private label strength, and recession resilience — narratives that support a higher valuation multiple. 3 Reasons Costco Stock Deserves to Trade at a Sky-High Valuation
- Positive Sentiment: Local initiatives and benefits — e.g., lowering fertility-drug costs in New Jersey and rollout of faster checkout tech — boost member value and may support retention and traffic. Costco to lower cost of fertility drugs in NJ
- Neutral Sentiment: New product and private-label news (sourdough kit, new Kirkland items) help drive in-store traffic and add to merchandise appeal but are routine for Costco’s merchandising strategy. This Costco Sourdough Kit Has Everything You Need to Start Baking Bread
- Neutral Sentiment: Macro trade/tariff developments and energy policy moves (Jones Act waiver, new tariffs) create broader cost/price risk for retail but impacts on Costco are indirect and timing uncertain. Trump tariffs live updates
- Neutral Sentiment: Reports that some members may pay more to renew memberships could boost recurring revenue if accepted, but risk minor churn; net effect depends on price level and timing. Some Costco members may pay more to renew their memberships
- Negative Sentiment: Costco issued recalls and warnings after possible salmonella contamination in heat-and-serve/meatloaf meal kits — food-safety recalls can dent foot traffic, incur recall costs, and temporarily harm reputation. Costco recalls popular heat-and-serve meal sold at NC stores. How to get a refund
Insider Buying and Selling
In other Costco Wholesale news, 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 transaction of $732,204.60. Following the sale, the executive vice president directly owned 6,121 shares in the company, valued at $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction of $838,321.00. Following the completion of the transaction, the executive vice president directly owned 4,228 shares in the company, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 7,645 shares of company stock valued at $7,049,302 in the last ninety days. Insiders own 0.10% of the company’s stock.
About Costco Wholesale
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.
Further Reading
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