Sapient Capital LLC boosted its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 44.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 104,853 shares of the retailer’s stock after purchasing an additional 32,047 shares during the period. Costco Wholesale comprises 1.3% of Sapient Capital LLC’s investment portfolio, making the stock its 12th largest position. Sapient Capital LLC’s holdings in Costco Wholesale were worth $95,452,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds have also recently made changes to their positions in COST. CoreCap Advisors LLC lifted its holdings in Costco Wholesale by 23.1% in the 3rd quarter. CoreCap Advisors LLC now owns 6,297 shares of the retailer’s stock worth $5,732,000 after buying an additional 1,180 shares during the period. Atwood & Palmer Inc. increased its stake in shares of Costco Wholesale by 12.2% during the third quarter. Atwood & Palmer Inc. now owns 1,549 shares of the retailer’s stock valued at $1,410,000 after buying an additional 169 shares during the period. Zevenbergen Capital Investments LLC raised its holdings in shares of Costco Wholesale by 151.5% during the third quarter. Zevenbergen Capital Investments LLC now owns 20,628 shares of the retailer’s stock valued at $18,778,000 after acquiring an additional 12,425 shares in the last quarter. Aletheian Wealth Advisors LLC raised its holdings in shares of Costco Wholesale by 4.0% during the third quarter. Aletheian Wealth Advisors LLC now owns 542 shares of the retailer’s stock valued at $493,000 after acquiring an additional 21 shares in the last quarter. Finally, Titleist Asset Management LLC lifted its stake in Costco Wholesale by 6.8% in the third quarter. Titleist Asset Management LLC now owns 1,211 shares of the retailer’s stock worth $1,102,000 after acquiring an additional 77 shares during the period. Institutional investors own 68.48% of the company’s stock.
Costco Wholesale Stock Up 0.6%
Costco Wholesale stock traded up $5.67 during trading hours on Thursday, hitting $947.92. The stock had a trading volume of 2,267,778 shares, compared to its average volume of 2,195,423. The stock has a market capitalization of $420.38 billion, a P/E ratio of 45.66, a price-to-earnings-growth ratio of 4.00 and a beta of 0.88. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. 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 stock’s 50-day moving average price is $930.81 and its 200-day moving average price is $963.49.
Insider Buying and Selling
In other Costco Wholesale news, EVP Claudine Adamo sold 2,200 shares of the business’s stock in a transaction on Tuesday, September 29th. The shares were sold at an average price of $915.93, for a total transaction of $2,015,046.00. Following the completion of the sale, the executive vice president directly owned 7,134 shares in the company, valued at approximately $6,534,244.62. The trade was a 23.57% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.10% of the company’s stock.
Analyst Ratings Changes
Several analysts recently weighed in on COST shares. BTIG Research reiterated a “buy” rating and issued a $1,125.00 price target on shares of Costco Wholesale in a report on Wednesday, September 23rd. Freedom Broker decreased their price objective on shares of Costco Wholesale from $1,030.00 to $1,010.00 and set a “buy” rating for the company in a report on Friday, September 25th. Evercore reaffirmed an “outperform” rating on shares of Costco Wholesale in a research report on Tuesday, September 22nd. Jefferies Financial Group cut their target price on shares of Costco Wholesale from $1,130.00 to $1,100.00 in a research note on Friday, September 25th. Finally, Oppenheimer reiterated an “outperform” rating and set a $1,160.00 price target on shares of Costco Wholesale in a research report on Wednesday, September 16th. Twenty-two research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,046.27.
Get Our Latest Analysis on Costco Wholesale
Costco Wholesale News Summary
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Costco reported September net sales of $30.02 billion, up 13% year over year. Total comparable sales increased 11.4%, with U.S. comps up 12.5%, Canada up 6.3% and other international markets up 10.8%. Costco September Sales Results
- Positive Sentiment: Underlying demand remained healthy: comparable sales excluding gasoline-price and foreign-exchange effects rose approximately 7.6%, supported by stronger traffic and transaction growth. Digital sales also increased 19%, indicating broad momentum beyond Costco’s warehouse locations. Costco September Sales Growth
- Positive Sentiment: The strong start to fiscal 2027 supports the view that Costco continues to gain from value-conscious consumers and a resilient membership-based model. Analysts highlighted traffic and transaction growth as particularly important indicators for future revenue performance. Costco Sales Rise in September
- Neutral Sentiment: Several reports note that part of the headline sales increase was helped by higher gasoline prices and potentially temporary, lower-margin sales categories. Investors may therefore focus more closely on traffic, transactions and core sales than on the 13% reported growth rate. Costco Sales Rebound Analysis
- Negative Sentiment: Costco’s premium valuation leaves limited room for disappointing growth or margin trends. Ongoing tariff and margin-pressure concerns, along with a lawsuit alleging misleading “sugar-free” labeling for a Kirkland drink mix, represent potential risks, though neither appears material to current sales momentum.
Costco Wholesale Profile
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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