503 Costco Wholesale Corporation $COST Shares Acquired by IPG Investment Advisors LLC

IPG Investment Advisors LLC boosted its stake in Costco Wholesale Corporation (NASDAQ:COST) by 12.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,478 shares of the retailer’s stock after purchasing an additional 503 shares during the period. IPG Investment Advisors LLC’s holdings in Costco Wholesale were worth $4,077,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Sarasin & Partners LLP grew its stake in shares of Costco Wholesale by 6.9% during the 2nd quarter. Sarasin & Partners LLP now owns 214,194 shares of the retailer’s stock valued at $200,372,000 after acquiring an additional 13,795 shares during the period. Silvant Capital Management LLC bought a new stake in Costco Wholesale during the 2nd quarter worth approximately $16,013,000. Nissay Asset Management Corp Japan raised its stake in Costco Wholesale by 4.1% during the 2nd quarter. Nissay Asset Management Corp Japan now owns 158,416 shares of the retailer’s stock worth $148,193,000 after acquiring an additional 6,200 shares during the period. Hyperion Asset Management Ltd raised its stake in Costco Wholesale by 9.0% during the 2nd quarter. Hyperion Asset Management Ltd now owns 68,762 shares of the retailer’s stock worth $64,325,000 after acquiring an additional 5,656 shares during the period. Finally, Concurrent Investment Advisors LLC lifted its holdings in Costco Wholesale by 15.0% during the second quarter. Concurrent Investment Advisors LLC now owns 22,766 shares of the retailer’s stock valued at $21,297,000 after purchasing an additional 2,974 shares in the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Costco Wholesale Stock Down 2.0%

NASDAQ COST opened at $1,019.26 on Wednesday. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50. The company has a current ratio of 1.06, a quick ratio of 0.62 and a debt-to-equity ratio of 0.11. The stock has a market cap of $451.66 billion, a PE ratio of 49.10, a P/E/G ratio of 4.45 and a beta of 0.85. The stock’s 50 day moving average is $946.12 and its 200 day moving average is $971.09.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, September 24th. The retailer reported $6.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.54 by $0.21. The business had revenue of $95.72 billion during the quarter, compared to analyst estimates of $94.97 billion. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The company’s revenue was up 11.1% on a year-over-year basis. During the same period last year, the firm posted $5.87 EPS. Research analysts predict that Costco Wholesale Corporation will post 22.70 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

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

Analysts Set New Price Targets

COST has been the subject of a number of recent analyst reports. HSBC upgraded shares of Costco Wholesale to a “buy” rating in a research report on Friday, September 25th. Sanford C. Bernstein lowered their target price on shares of Costco Wholesale from $1,144.00 to $1,143.00 and set an “outperform” rating on the stock in a research note on Friday, September 25th. JPMorgan Chase & Co. dropped their target price on shares of Costco Wholesale from $1,100.00 to $1,015.00 and set an “overweight” rating for the company in a report on Friday, September 25th. Jefferies Financial Group dropped their target price on shares of Costco Wholesale from $1,130.00 to $1,100.00 in a report on Friday, September 25th. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and issued a $1,000.00 price target on shares of Costco Wholesale in a research note on Friday, October 9th. One analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,086.19.

Insiders Place Their Bets

In other news, EVP Claudine Adamo sold 2,200 shares of Costco Wholesale stock in a transaction dated Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total value of $2,015,046.00. Following the sale, the executive vice president directly 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 document filed with the SEC, which can be accessed through this hyperlink. Also, EVP William Richard Wilcox sold 1,100 shares of the business’s stock in a transaction dated Tuesday, October 13th. The stock was sold at an average price of $958.21, for a total value of $1,054,031.00. Following the completion of the sale, the executive vice president owned 3,094 shares in the company, valued at $2,964,701.74. This represents a 26.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 0.10% of the stock is currently owned by corporate insiders.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco’s DoorDash and Uber Eats expansion could add sales, reach younger shoppers and support digital growth without reducing warehouse traffic. Read article
• Positive Sentiment: Costco received approval for a new store at Seacoast Landing in Newington, New Hampshire, with a 2027 opening targeted—supporting longer-term expansion. Read article
• Positive Sentiment: Commentary presents Costco as a durable blue-chip investment and highlights its ability to introduce appealing products, including a coffee offering tied to an emerging trend. These are supportive long-term views, not new financial guidance. Read article Read article
• Neutral Sentiment: Articles discuss whether Costco could split its shares in 2027 because the price is above $1,000. A split could improve share accessibility but would not change the company’s underlying value, and no split has been announced. Read article
• Negative Sentiment: ETFs were reported as net sellers of about $75.6 million in COST shares on Oct. 29, which may have contributed to selling pressure; this is backward-looking and does not establish the cause of the latest decline. Read article

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.