Pensionfund Sabic Makes New Investment in Costco Wholesale Corporation $COST

Pensionfund Sabic bought a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,800 shares of the retailer’s stock, valued at approximately $3,277,000. Costco Wholesale accounts for 0.9% of Pensionfund Sabic’s portfolio, making the stock its 26th largest holding.

A number of other institutional investors have also recently made changes to their positions in the stock. Silver Oak Securities Incorporated raised its stake in Costco Wholesale by 49.3% during the 3rd 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 last quarter. Permanent Capital Management LP purchased a new position in shares of Costco Wholesale in the 3rd quarter worth $874,000. Exchange Traded Concepts LLC grew its holdings in shares of Costco Wholesale by 43.6% in the third quarter. Exchange Traded Concepts LLC now owns 23,444 shares of the retailer’s stock worth $21,700,000 after acquiring an additional 7,116 shares during the period. FORA Capital LLC bought a new stake in shares of Costco Wholesale in the third quarter worth $2,781,000. Finally, Lombard Odier Asset Management Switzerland SA increased its position in Costco Wholesale by 8.9% during the second quarter. Lombard Odier Asset Management Switzerland SA now owns 18,132 shares of the retailer’s stock valued at $17,950,000 after acquiring an additional 1,480 shares during the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Insider Activity at Costco Wholesale

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction that occurred on 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 transaction, the executive vice president owned 6,121 shares of the company’s stock, valued at $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the transaction, the executive vice president owned 44,837 shares of the company’s stock, valued at approximately $42,101,943. The trade was a 3.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 7,645 shares of company stock worth $7,049,302 in the last 90 days. Insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

NASDAQ:COST opened at $973.82 on Wednesday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The stock has a 50-day simple moving average of $985.35 and a two-hundred day simple moving average of $938.64. The firm has a market capitalization of $432.04 billion, a PE ratio of 50.64, a P/E/G ratio of 4.77 and a beta of 1.01. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 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 firm had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter last year, the company earned $4.02 earnings per share. The business’s revenue for the quarter was up 9.2% compared to the same quarter last year. Analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders 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 yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.04%.

Analyst Upgrades and Downgrades

COST has been the topic of a number of recent research reports. Deutsche Bank Aktiengesellschaft set a $1,044.00 target price on Costco Wholesale in a report on Thursday, January 8th. Mizuho upped their price target on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Rothschild & Co Redburn increased their price objective on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 17th. Bank of America initiated coverage on shares of Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price objective on the stock. Finally, Roth Mkm restated a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Costco’s stock snapped a six-session losing streak, a technical turnaround that often attracts short‑term buying. Costco shares snap six-session losing streak
• Positive Sentiment: The Street highlights a secular tailwind as more Americans cut back on dining out, which benefits at‑home bulk grocery and membership retailers like Costco. That supports higher traffic and basket sizes. Costco sees big opportunity as Americans ditch restaurants
• Positive Sentiment: Costco launched a rival energy drink (reportedly impacting Celsius), signaling product expansion and private‑label premiumization that can boost margins and membership value. Celsius stock tumbles as Costco launches rival energy drink
• Positive Sentiment: Costco is expanding member services into fertility care and rolling out in‑store experiential events (outdoor cooking roadshow), diversifying revenue beyond bulk merchandise and strengthening membership stickiness. Costco Expands Member Offerings With Fertility Care And In Store Events
• Positive Sentiment: Analyst pieces (Zacks) reiterate a long‑term growth thesis driven by strong comparable sales, traffic and ticket growth—supporting investor confidence in earnings durability. Costco’s Comparable Sales Stay Strong: Is Traffic Driving Growth?
• Neutral Sentiment: Multiple short‑interest reports show a “large increase” but list 0 shares / NaN changes and 0.0 days to cover — this appears to be a data glitch rather than meaningful shorting activity; investors should treat these entries as noise until corrected.
• Negative Sentiment: InsiderMonkey included Costco on a list of “most overvalued companies,” a headline that can feed headline‑driven selling or cautious positioning given COST’s premium valuation metrics. 5 Most Overvalued Companies According to the Media

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.