International Private Wealth Advisors LLC Sells 624 Shares of Costco Wholesale Corporation $COST

International Private Wealth Advisors LLC decreased its position in Costco Wholesale Corporation (NASDAQ:COST) by 15.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,323 shares of the retailer’s stock after selling 624 shares during the period. 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 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of COST. Norges Bank bought a new position in shares of Costco Wholesale in the 2nd quarter worth about $5,692,035,000. Assenagon Asset Management S.A. boosted its position 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 in the last quarter. Amundi boosted its position 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 in the last quarter. Invesco Ltd. grew its stake in Costco Wholesale by 9.8% during the second 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 during the period. Finally, Voloridge Investment Management LLC grew its stake in Costco Wholesale by 112.2% during the third 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 during the period. Institutional investors own 68.48% of the company’s stock.

Key Costco Wholesale News

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

Costco Wholesale Price Performance

COST stock 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. The business has a 50-day simple moving average of $986.70 and a two-hundred day simple moving average of $939.26. The company has a market capitalization 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 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 earnings per share (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 firm had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same period in the previous year, the firm earned $4.02 EPS. The business’s revenue for the quarter was up 9.2% compared to the same quarter last year. Research analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

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 given a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis 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 currently 27.04%.

Insider Activity at Costco Wholesale

In other Costco Wholesale news, Director Susan L. Decker sold 458 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the transaction, the director owned 8,532 shares in the company, valued at $8,148,060. This trade represents a 5.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Russell D. Miller sold 1,500 shares of Costco Wholesale stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the transaction, the executive vice president owned 8,240 shares of the company’s stock, valued at $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 7,645 shares of company stock worth $7,049,302 over the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the company. BMO Capital Markets increased their price target on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. JPMorgan Chase & Co. lifted their price objective on shares of Costco Wholesale from $1,050.00 to $1,060.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Deutsche Bank Aktiengesellschaft set a $1,044.00 target price on shares of Costco Wholesale in a research report on Thursday, January 8th. UBS Group set a $1,175.00 target price on shares of Costco Wholesale in a research note on Friday, March 6th. Finally, The Goldman Sachs Group reduced their price target on shares of Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating for the company in a report on Friday, March 6th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Costco Wholesale currently has an average rating of “Moderate Buy” and an average price target of $1,039.13.

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.