1,061 Shares in Costco Wholesale Corporation $COST Purchased by TSG Advice Partners LLC

Posted by Brian Himes on Nov 3rd, 2026

TSG Advice Partners LLC acquired a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 1,061 shares of the retailer’s stock, valued at approximately $993,000.

Other hedge funds also recently bought and sold shares of the company. Sarasin & Partners LLP grew its position in shares of Costco Wholesale by 6.9% during the 2nd quarter. Sarasin & Partners LLP now owns 214,194 shares of the retailer’s stock worth $200,372,000 after buying an additional 13,795 shares in the last quarter. Silvant Capital Management LLC bought a new stake in shares of Costco Wholesale in the second quarter valued at about $16,013,000. Nissay Asset Management Corp Japan raised its holdings in shares of Costco Wholesale by 4.1% in the second quarter. Nissay Asset Management Corp Japan now owns 158,416 shares of the retailer’s stock valued at $148,193,000 after acquiring an additional 6,200 shares in the last quarter. Hyperion Asset Management Ltd lifted its stake in Costco Wholesale by 9.0% in the second quarter. Hyperion Asset Management Ltd now owns 68,762 shares of the retailer’s stock worth $64,325,000 after acquiring an additional 5,656 shares during the period. Finally, Concurrent Investment Advisors LLC lifted its stake in Costco Wholesale by 15.0% in the second quarter. Concurrent Investment Advisors LLC now owns 22,766 shares of the retailer’s stock worth $21,297,000 after acquiring an additional 2,974 shares during the period. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Performance

Shares of COST opened at $1,040.55 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 cap of $461.10 billion, a PE ratio of 50.12, a P/E/G ratio of 4.20 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 stock has a fifty day moving average price of $945.16 and a 200-day moving average price of $970.75.

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

Costco Wholesale Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be issued a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, October 30th. Costco Wholesale’s dividend payout ratio (DPR) is currently 28.32%.

Insider Transactions at Costco Wholesale

In related news, EVP Claudine Adamo sold 2,200 shares of the stock in a transaction that occurred on Tuesday, September 29th. The shares were sold at an average price of $915.93, for a total value of $2,015,046.00. Following the completion of the transaction, the executive vice president directly owned 7,134 shares of the company’s stock, valued at $6,534,244.62. This trade represents a 23.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP William Richard Wilcox sold 1,100 shares of the stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $958.21, for a total transaction of $1,054,031.00. Following the completion of the transaction, the executive vice president directly owned 3,094 shares of the company’s stock, valued at $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 currently owned by insiders.

Wall Street Analyst Weigh In

COST has been the topic of several recent research reports. Sanford C. Bernstein dropped their target price on shares of Costco Wholesale from $1,144.00 to $1,143.00 and set an “outperform” rating on the stock in a report on Friday, September 25th. Bank of America reduced their price target on shares of Costco Wholesale from $1,200.00 to $1,095.00 and set a “buy” rating for the company in a report on Wednesday, September 16th. Truist Financial reduced their price target on shares of Costco Wholesale from $1,011.00 to $955.00 and set a “hold” rating for the company in a report on Friday, September 25th. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $1,000.00 price target on shares of Costco Wholesale in a research report on Friday, October 9th. Finally, Mizuho dropped their price objective on shares of Costco Wholesale from $1,100.00 to $1,065.00 and set an “outperform” rating on the stock in a research note on Friday, September 25th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,086.19.

Read Our Latest Research Report on COST

Key Costco Wholesale News

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

Positive Sentiment: Costco received approval to build a warehouse at Seacoast Landing in Newington, New Hampshire, with an opening targeted for 2027. The new location should expand Costco’s store base and provide a long-term source of membership and sales growth. Costco gets approval to build at Seacoast Landing
Positive Sentiment: Expansion through DoorDash and Uber Eats could generate incremental sales, attract younger shoppers and strengthen Costco’s digital presence without materially reducing warehouse traffic. Costco DoorDash and Uber Eats expansion
Positive Sentiment: Costco and Walmart are gaining grocery market share as consumers increasingly seek value amid higher household costs. This reinforces Costco’s competitive positioning and could support comparable sales and membership retention. Walmart and Costco gaining grocery market share
Neutral Sentiment: Costco is scheduled to pay its final quarterly dividend of 2026 on November 13, providing a predictable shareholder return but adding little new information about the company’s growth outlook. Costco dividend payment
Neutral Sentiment: Costco and other companies objected to OKXICE’s proposed tokenized-stock trading platform. The move protects the company’s branding and shareholder rights but is unlikely to affect near-term earnings. Companies oppose OKXICE tokenized stocks plan
Neutral Sentiment: Articles discussing a possible stock split emphasize that Costco has rarely split its shares and may not do so in 2027. A split would not change underlying value, while the stock’s high valuation leaves less room for execution disappointments. Costco stock split outlook
Negative Sentiment: Exchange-traded funds were net sellers of approximately $75.6 million of COST shares on October 29, indicating some institutional profit-taking and creating modest short-term selling pressure. ETFs are net sellers of Costco

About Costco Wholesale

(Free Report)

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.