ABN Amro Investment Solutions Grows Stock Holdings in Costco Wholesale Corporation $COST

ABN Amro Investment Solutions lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 205.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 23,131 shares of the retailer’s stock after buying an additional 15,549 shares during the quarter. ABN Amro Investment Solutions’ holdings in Costco Wholesale were worth $19,947,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Rathbones Group PLC lifted its stake in shares of Costco Wholesale by 2.2% during the 4th quarter. Rathbones Group PLC now owns 274,655 shares of the retailer’s stock valued at $236,814,000 after buying an additional 5,866 shares in the last quarter. Lazard Freres Gestion S.A.S. increased its holdings in Costco Wholesale by 36.5% in the 4th quarter. Lazard Freres Gestion S.A.S. now owns 115,633 shares of the retailer’s stock valued at $99,714,000 after acquiring an additional 30,933 shares during the last quarter. Fischer Financial Services Inc. increased its holdings in Costco Wholesale by 2.9% in the 4th quarter. Fischer Financial Services Inc. now owns 7,836 shares of the retailer’s stock valued at $6,756,000 after acquiring an additional 224 shares during the last quarter. Kennedy Investment Group increased its holdings in Costco Wholesale by 22.2% in the 4th quarter. Kennedy Investment Group now owns 2,446 shares of the retailer’s stock valued at $2,110,000 after acquiring an additional 445 shares during the last quarter. Finally, TPG Financial Advisors LLC increased its holdings in Costco Wholesale by 5.2% in the 4th quarter. TPG Financial Advisors LLC now owns 386 shares of the retailer’s stock valued at $333,000 after acquiring an additional 19 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 related news, EVP Claudine Adamo sold 730 shares of Costco Wholesale 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 completion of the transaction, the executive vice president directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Costco Wholesale stock opened at $1,074.01 on Thursday. The company’s 50-day moving average price is $1,006.08 and its 200-day moving average price is $958.67. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The company has a market cap of $476.48 billion, a PE ratio of 55.85, a price-to-earnings-growth ratio of 5.38 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share 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 posted $4.02 EPS. The business’s quarterly revenue was up 9.2% on a year-over-year basis. On average, equities research analysts forecast that Costco Wholesale Corporation will post 20.33 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were paid a dividend of $1.47 per share. The ex-dividend date of this dividend was Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.5%. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio is presently 30.58%.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: UBS raised its price target on Costco to $1,275 and kept a buy rating, signaling confidence that the stock still has room to run ahead of earnings. Benzinga report on UBS target raise
• Positive Sentiment: Analysts continue to back Costco into Q3, with commentary that strong membership renewals and steady traffic may be enough to support another solid quarter even if results are not spectacular. TipRanks article
• Positive Sentiment: Higher gas prices may be steering more shoppers to warehouse clubs like Costco for discounted fuel, which could lift traffic and reinforce the company’s value proposition. Benzinga article on gas-driven traffic
• Positive Sentiment: Recent articles highlighted Costco’s strong 2026 performance, record highs, and speculation about a future stock split, all of which can keep investor enthusiasm elevated. Yahoo Finance article on stock split speculation
• Neutral Sentiment: Media coverage around new food court items, UK store updates, and Costco being a trending stock may help keep the brand in the spotlight, but these headlines are unlikely to materially change the near-term earnings picture.
• Negative Sentiment: Some traders are taking profits after the stock’s strong recent rally and six-session winning streak, which is contributing to the pullback today. MSN article on pullback after winning streak
• Negative Sentiment: Costco faces a high expectations bar heading into Q3 results, so even a good report could disappoint if it does not exceed the market’s elevated hopes. Yahoo Finance article on high expectations

Analysts Set New Price Targets

A number of analysts have issued reports on COST shares. Roth Mkm reiterated a “sell” rating on shares of Costco Wholesale in a report on Wednesday, February 4th. BMO Capital Markets lifted their price target on shares of Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a report on Friday, March 6th. BTIG Research reiterated a “buy” rating and issued a $1,115.00 price target on shares of Costco Wholesale in a report on Thursday, March 5th. Truist Financial lifted their price target 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. Finally, Citigroup reiterated a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,052.60.

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.