S.E.E.D. Planning Group LLC raised its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,191 shares of the retailer’s stock after acquiring an additional 554 shares during the period. Costco Wholesale comprises about 2.8% of S.E.E.D. Planning Group LLC’s investment portfolio, making the stock its 14th largest holding. S.E.E.D. Planning Group LLC’s holdings in Costco Wholesale were worth $12,009,000 at the end of the most recent quarter.
Other hedge funds also recently modified their holdings of the company. MRA Advisory Group lifted its holdings in shares of Costco Wholesale by 4.3% during the 3rd quarter. MRA Advisory Group now owns 313 shares of the retailer’s stock valued at $285,000 after purchasing an additional 13 shares in the last quarter. American National Bank & Trust increased its stake in Costco Wholesale by 31.1% during the 3rd quarter. American National Bank & Trust now owns 27,953 shares of the retailer’s stock worth $25,447,000 after purchasing an additional 6,639 shares in the last quarter. Worth Asset Management LLC acquired a new stake in Costco Wholesale during the 3rd quarter worth approximately $218,000. Matrix Trust Co raised its holdings in Costco Wholesale by 7.0% during the 3rd quarter. Matrix Trust Co now owns 2,347 shares of the retailer’s stock worth $2,137,000 after buying an additional 153 shares during the period. Finally, Weaver Consulting Group lifted its stake in Costco Wholesale by 2.5% in the third quarter. Weaver Consulting Group now owns 1,498 shares of the retailer’s stock valued at $1,364,000 after buying an additional 36 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.
Costco Wholesale Stock Up 1.1%
Shares of COST stock traded up $10.03 during trading on Wednesday, reaching $945.71. The company’s stock had a trading volume of 884,477 shares, compared to its average volume of 2,191,021. The business has a fifty day moving average price of $931.59 and a 200-day moving average price of $963.90. The company has a quick ratio of 0.62, a current ratio of 1.06 and a debt-to-equity ratio of 0.11. The company has a market cap of $419.40 billion, a price-to-earnings ratio of 45.53, a price-to-earnings-growth ratio of 3.95 and a beta of 0.88. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50.
More Costco Wholesale News
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Costco’s cash balance continues to build, raising speculation that the company could announce another special dividend or otherwise return additional capital to shareholders later this year. Costco’s Cash Pile Keeps Building
- Positive Sentiment: Digital sales exceeded $33 billion in fiscal 2026, with faster delivery, personalization and AI-powered search supporting Costco’s e-commerce expansion and providing another avenue for revenue growth. Costco’s Digital Sales Top $33 Billion
- Positive Sentiment: Fiscal 2026 ended with 84.1 million paid members and a 92.3% U.S. and Canada renewal rate, reinforcing Costco’s competitive moat and recurring membership-fee revenue. Is Costco’s Moat Really Worth the Premium?
- Positive Sentiment: Analyst commentary remains constructive, with COST described as a highly ranked growth stock and brokerages assigning an average “Moderate Buy” rating. Costco Is a Top-Ranked Growth Stock
- Neutral Sentiment: A proposed new warehouse in Westfield could support future sales and membership growth, but the project is still under consideration and would not materially affect near-term results. Westfield Considers New Costco Warehouse Proposal
- Negative Sentiment: Investors remain concerned that Costco’s premium valuation leaves limited room for error, particularly as tariffs and other economic pressures threaten merchandise margins. Costco Stock Could Surprise Investors
Wall Street Analyst Weigh In
COST has been the subject of several research analyst reports. DA Davidson upped their price target on shares of Costco Wholesale from $1,000.00 to $1,040.00 and gave the company a “neutral” rating in a report on Friday, September 25th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Costco Wholesale in a research report on Friday, September 25th. Mizuho reduced their target price on shares of Costco Wholesale from $1,100.00 to $1,065.00 and set an “outperform” rating for the company in a research note on Friday, September 25th. Oppenheimer reiterated an “outperform” rating and set a $1,160.00 target price on shares of Costco Wholesale in a report on Wednesday, September 16th. Finally, JPMorgan Chase & Co. cut their price target on Costco Wholesale from $1,100.00 to $1,015.00 and set an “overweight” rating on the stock in a report on Friday, September 25th. Twenty-two investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and a consensus target price of $1,046.27.
Read Our Latest Stock Report on COST
Insider Activity at Costco Wholesale
In other news, EVP Claudine Adamo sold 2,200 shares of the stock in a transaction that occurred on 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 of the company’s stock, valued at approximately $6,534,244.62. This represents a 23.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.10% of the stock is currently owned by corporate insiders.
About Costco Wholesale
Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells a broad selection of merchandise, including groceries, fresh foods, beverages, appliances, electronics, furniture, apparel, jewelry, hardware, and seasonal products. It also offers services such as gasoline, pharmacies, optical departments, hearing-aid centers, food courts, travel services, and business delivery in selected markets.
Costco markets many products under its private-label Kirkland Signature brand and sells merchandise through warehouse locations and e-commerce platforms.
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