934 Shares of Costco Wholesale Corporation $COST Bought by Leo Wealth LLC

Leo Wealth LLC bought a new position in Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 934 shares of the retailer’s stock, valued at approximately $850,000.

A number of other institutional investors have also recently bought and sold shares of COST. State Street Corp increased its holdings in shares of Costco Wholesale by 31.7% during the 2nd quarter. State Street Corp now owns 23,901,594 shares of the retailer’s stock worth $22,359,224,000 after buying an additional 5,749,362 shares during the last quarter. Bank of America Corp DE raised its position in shares of Costco Wholesale by 11.5% in the 1st quarter. Bank of America Corp DE now owns 7,515,031 shares of the retailer’s stock worth $7,488,203,000 after buying an additional 773,651 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Costco Wholesale by 5.5% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,068,312 shares of the retailer’s stock worth $2,870,314,000 after buying an additional 160,893 shares during the period. Amundi boosted its holdings in Costco Wholesale by 11.1% in the first quarter. Amundi now owns 2,839,016 shares of the retailer’s stock valued at $2,828,881,000 after acquiring an additional 283,360 shares during the last quarter. Finally, Ascentis Wealth Management LLC boosted its holdings in Costco Wholesale by 103,637.0% in the second quarter. Ascentis Wealth Management LLC now owns 2,500,062 shares of the retailer’s stock valued at $2,549,616,000 after acquiring an additional 2,497,652 shares during the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

COST has been the subject of a number of research reports. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a research report on Monday, September 28th. Royal Bank Of Canada restated a “sector perform” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a report on Friday, October 9th. Truist Financial reduced their price objective on Costco Wholesale from $1,011.00 to $955.00 and set a “hold” rating on the stock in a research note on Friday, September 25th. Sanford C. Bernstein decreased their target price on Costco Wholesale from $1,144.00 to $1,143.00 and set an “outperform” rating for the company in a report on Friday, September 25th. Finally, Robert W. Baird set a $1,175.00 target price on shares of Costco Wholesale in a research report on Friday, September 25th. Twenty-five analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,086.19.

Insider Activity

In other news, EVP Claudine Adamo sold 2,200 shares of the 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 completion of the sale, the executive vice president owned 7,134 shares in the company, valued at approximately $6,534,244.62. This trade represents a 23.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP William Richard Wilcox sold 1,100 shares of the firm’s stock in a transaction dated Tuesday, October 13th. The shares were sold at an average price of $958.21, for a total value of $1,054,031.00. Following the sale, the executive vice president owned 3,094 shares in the company, valued at approximately $2,964,701.74. The trade was 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 owned by corporate insiders.

Costco Wholesale News Roundup

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

• Positive Sentiment: AI-driven shopping could support e-commerce growth. Costco is seeing triple-digit increases in traffic and sales originating from AI-powered search, with strong conversion rates. Although the channel remains small, broader adoption could provide a new source of online customer acquisition. Costco’s AI Search Traffic Soars: Can It Fuel Online Sales?
• Positive Sentiment: Health-services expansion may improve member retention. New pharmacy and health offerings, including expanded GLP-1 and fertility-related options and mobile payment capabilities, could make memberships more valuable and encourage renewals. Costco expands a key health offering
• Positive Sentiment: Warehouse growth remains a long-term sales catalyst. Costco is preparing to open a 152,000-square-foot location after delays and reportedly plans 33 new warehouses in 2027, supporting future membership and revenue growth. Costco is finally opening a massive warehouse Costco is opening 33 new warehouses in 2027
• Neutral Sentiment: Short-interest data provides no meaningful bearish signal. The report lists zero shares sold short and a zero-day short-interest ratio, suggesting limited measurable short-selling pressure, although the data appears inconsistent with the description of a “significant increase.”
• Negative Sentiment: Valuation remains the primary risk. An investor analysis argues that COST is overvalued despite its durable business model and strong long-term performance. At its elevated earnings multiple, the stock may require continued strong growth to justify further gains. Costco valuation and 10-year outlook

Costco Wholesale Stock Performance

NASDAQ:COST opened at $1,005.16 on Tuesday. 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 firm has a market capitalization of $445.42 billion, a price-to-earnings ratio of 48.42, a PEG ratio of 4.29 and a beta of 0.88. The firm’s fifty day simple moving average is $938.87 and its 200 day simple moving average is $968.09. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50.

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

Costco Wholesale Announces Dividend

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

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.