Costco Wholesale Corporation $COST Stock Bought by Farther Finance Advisors LLC

Posted by Geri Gentry on Oct 8th, 2026

Farther Finance Advisors LLC grew its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 51.1% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 41,594 shares of the retailer’s stock after buying an additional 14,058 shares during the quarter. Farther Finance Advisors LLC’s holdings in Costco Wholesale were worth $37,865,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of COST. Sarasin & Partners LLP grew its position in shares of Costco Wholesale by 6.9% during the second 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. Perryman Financial Advisory Inc. AD acquired a new stake in Costco Wholesale in the fourth quarter valued at approximately $9,300,000. Nissay Asset Management Corp Japan raised its holdings in 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 last quarter. 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 last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on COST shares. Sanford C. Bernstein lowered their price target on shares of 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. BTIG Research reaffirmed a “buy” rating and set a $1,125.00 price objective on shares of Costco Wholesale in a research report on Wednesday, September 23rd. Wells Fargo & Company lowered their target price on shares of Costco Wholesale from $1,000.00 to $950.00 and set an “equal weight” rating for the company in a research note on Friday, September 25th. JPMorgan Chase & Co. lowered their target price on shares of Costco Wholesale from $1,100.00 to $1,015.00 and set an “overweight” rating for the company in a research note on Friday, September 25th. Finally, Evercore reissued an “outperform” rating on shares of Costco Wholesale in a report on Tuesday, September 22nd. Twenty-two analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,046.27.

Check Out Our Latest Analysis on Costco Wholesale

Insider Transactions at Costco Wholesale

In related news, EVP Claudine Adamo sold 2,200 shares of the firm’s stock in a transaction that occurred on Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total transaction of $2,015,046.00. Following the transaction, the executive vice president owned 7,134 shares in the company, valued at $6,534,244.62. This trade represents a 23.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.10% of the stock is owned by corporate insiders.

Key Headlines Impacting Costco Wholesale

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 Stock Performance

NASDAQ COST traded up $5.67 during trading hours on Thursday, hitting $947.92. The company had a trading volume of 2,267,778 shares, compared to its average volume of 2,195,423. The business has a 50 day moving average of $930.95 and a 200-day moving average of $963.67. The company has a market cap of $420.38 billion, a PE ratio of 45.66, a price-to-earnings-growth ratio of 4.00 and a beta of 0.88. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,096.50. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.62 and a current ratio of 1.06.

Costco Wholesale (NASDAQ:COST – Get Free Report) last posted its earnings results on Thursday, September 24th. The retailer reported $6.75 EPS for the quarter, topping analysts’ consensus estimates of $6.54 by $0.21. Costco Wholesale had a return on equity of 27.60% and a net margin of 3.04%.The business had revenue of $95.72 billion for the quarter, compared to analysts’ expectations of $94.97 billion. During the same quarter in the previous year, the firm earned $5.87 earnings per share. The business’s revenue was up 11.1% compared to the same quarter last year. As a group, equities research analysts expect that Costco Wholesale Corporation will post 22.86 EPS for the current year.

Costco Wholesale Company Profile

(Free Report)

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.