Costco Wholesale Corporation $COST Shares Sold by Roberts Capital Advisors LLC

Roberts Capital Advisors LLC trimmed its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 50.0% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 910 shares of the retailer’s stock after selling 911 shares during the period. Roberts Capital Advisors LLC’s holdings in Costco Wholesale were worth $842,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Connor Clark & Lunn Investment Management Ltd. grew its stake in shares of Costco Wholesale by 38.2% in the third quarter. Connor Clark & Lunn Investment Management Ltd. now owns 54,319 shares of the retailer’s stock valued at $50,279,000 after buying an additional 15,025 shares in the last quarter. Kepler Cheuvreux Suisse SA purchased a new stake in shares of Costco Wholesale in the 3rd quarter valued at $41,365,000. Beese Fulmer Investment Management Inc. lifted its stake in Costco Wholesale by 0.6% during the 3rd quarter. Beese Fulmer Investment Management Inc. now owns 30,657 shares of the retailer’s stock worth $28,378,000 after acquiring an additional 170 shares in the last quarter. Nemes Rush Group LLC lifted its stake in Costco Wholesale by 7.3% during the 3rd quarter. Nemes Rush Group LLC now owns 13,739 shares of the retailer’s stock worth $12,717,000 after acquiring an additional 940 shares in the last quarter. Finally, Financial Life Planners boosted its holdings in Costco Wholesale by 0.5% during the 3rd quarter. Financial Life Planners now owns 2,814 shares of the retailer’s stock valued at $2,604,000 after acquiring an additional 14 shares during the period. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

More Costco Wholesale News

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 latest quarterly beat, highlighting resilient membership income and traffic that support further upside. BTIG Raises Costco Target
• Positive Sentiment: Multiple bullish commentary pieces note Costco’s continued revenue growth, membership economics and long-term outperformance, supporting investor confidence in secular growth and renewal-driven cash flow. Is Costco Stock a Buy?
• Neutral Sentiment: Daiwa lifted its target to $975 from $917 but kept a Neutral rating, signaling slightly improved analyst expectations without changing the stance. Daiwa Adjusts Price Target
• Neutral Sentiment: Truist raised its price target to $977 (from $926) but reiterated a Hold, citing solid results offset by slower membership growth — a mixed signal for near-term upside. Truist Lifts PT
• Neutral Sentiment: Several consumer/ETF stories point to warehouse clubs and discount-retailer ETFs (which include COST) as beneficiaries if shoppers shift to value — supportive demand narrative but indirect for Costco’s stock. 3 ETFs That Could Benefit
• Negative Sentiment: A proposed nationwide class action alleges Costco didn’t pass through refunds to customers after import tariffs were struck down, creating potential litigation exposure and reputational risk. Customers Sue Over Tariff Refunds
• Negative Sentiment: Rising gas prices and supply-chain strains are flagged as a potential margin pressure point for Costco’s low-price model — a near-term headwind if fuel-driven costs force price or margin trade-offs. Gas Prices Could Hurt Costco
• Negative Sentiment: An EVP sold 730 shares (disclosed in an SEC Form 4), a relatively small insider trim but often interpreted negatively by short-term traders. SEC Filing: Insider Sale
• Neutral Sentiment: Recent short-interest reports show anomalous zero/NaN figures (data issue); no clear evidence of a material increase in short interest to explain today’s move.

Wall Street Analyst Weigh In

COST has been the topic of a number of recent research reports. Oppenheimer boosted their price target on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Gordon Haskett raised their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. Truist Financial lifted their price objective on shares of Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a report on Friday, March 6th. Wells Fargo & Company upped their target price on shares of Costco Wholesale from $900.00 to $950.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 5th. Finally, Raymond James Financial increased their target price on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,039.13.

Insider Buying and Selling

In related news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction 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 completion of the transaction, the executive vice president owned 6,121 shares in the company, valued at approximately $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 SEC, which is accessible through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of the stock in a transaction on Friday, January 9th. The shares were sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the transaction, the executive vice president directly owned 8,240 shares in the company, valued at $7,550,476.80. This trade represents a 15.40% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 7,645 shares of company stock worth $7,049,302. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of COST opened at $992.15 on Thursday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08. The stock has a market capitalization of $440.39 billion, a PE ratio of 51.59, a PEG ratio of 5.04 and a beta of 1.01. 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 $969.62 and a 200-day simple moving average of $936.24.

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

Costco Wholesale Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given a $1.30 dividend. The ex-dividend date of this dividend 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%.

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.