2,108 Costco Wholesale Corporation $COST Shares Purchased by China Universal Asset Management Co. Ltd.

Posted by Brian Himes on Oct 30th, 2026

China Universal Asset Management Co. Ltd. raised its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 11.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 19,964 shares of the retailer’s stock after acquiring an additional 2,108 shares during the period. Costco Wholesale makes up 1.0% of China Universal Asset Management Co. Ltd.’s investment portfolio, making the stock its 26th largest holding. China Universal Asset Management Co. Ltd.’s holdings in Costco Wholesale were worth $18,459,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. State Street Corp raised its holdings in Costco Wholesale by 31.7% during the second quarter. State Street Corp now owns 23,901,594 shares of the retailer’s stock worth $22,359,224,000 after purchasing an additional 5,749,362 shares in the last quarter. Bank of America Corp DE lifted its position in Costco Wholesale by 11.5% in the first quarter. Bank of America Corp DE now owns 7,515,031 shares of the retailer’s stock valued at $7,488,203,000 after purchasing an additional 773,651 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in 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 valued at $2,870,314,000 after purchasing an additional 160,893 shares in the last quarter. Amundi boosted its holdings in Costco Wholesale by 11.1% in the 1st quarter. Amundi now owns 2,839,016 shares of the retailer’s stock valued at $2,828,881,000 after purchasing an additional 283,360 shares in the last quarter. Finally, Ascentis Wealth Management LLC boosted its holdings in Costco Wholesale by 103,637.0% in the 2nd quarter. Ascentis Wealth Management LLC now owns 2,500,062 shares of the retailer’s stock valued at $2,549,616,000 after purchasing an additional 2,497,652 shares in the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on COST shares. BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a research report on Friday, September 25th. JPMorgan Chase & Co. reduced their price target on Costco Wholesale from $1,100.00 to $1,015.00 and set an “overweight” rating for the company in a report on Friday, September 25th. UBS Group restated a “buy” rating on shares of Costco Wholesale in a research note on Thursday, September 17th. BTIG Research reaffirmed a “buy” rating and set a $1,125.00 price objective on shares of Costco Wholesale in a report on Wednesday, September 23rd. Finally, Bank of America dropped their price objective on Costco Wholesale from $1,200.00 to $1,095.00 and set a “buy” rating on the stock in a report on Wednesday, September 16th. Twenty-five equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,086.19.

Get Our Latest Research Report on COST

Costco Wholesale News Summary

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

Positive Sentiment: Costco’s shares increased as the Federal Trade Commission opened a pricing probe into rivals Walmart and Target. The investigation could highlight Costco’s value proposition and competitive positioning, although it does not directly involve Costco. Costco Stock Ticks Up as the FTC Launches Pricing Probe into Rivals
Positive Sentiment: Recent coverage points to Costco attracting younger shoppers, including consumers under 40 who use mobile and artificial-intelligence tools while retaining interest in the company’s “treasure hunt” shopping experience. This suggests Costco’s brand and digital engagement remain relevant to future members. The New Costco Shopper Is Under 40
Positive Sentiment: Analysts continue to cite Costco’s competitive advantages, including strong member loyalty, high renewal rates and the recurring revenue generated by memberships. CICC also initiated coverage with an Outperform rating, adding to the positive analyst sentiment. Costco Stock’s Long-Term Upside Could Come From These Competitive Advantages
Positive Sentiment: Costco expanded real-time health-benefit redemptions to more than 600 U.S. warehouses through NationsBenefits. The initiative could improve convenience, support store traffic and create longer-term opportunities in healthcare-related services. Costco Brings Real-Time Health Benefit Checkouts to More Than 600 Stores
Neutral Sentiment: Costco opened a location in Western New York, providing incremental warehouse expansion and potential membership growth, though the financial impact is likely limited in the near term. Costco Opens Its Doors in Western New York
Negative Sentiment: Costco’s valuation remains a concern: its premium price-to-earnings multiple leaves less room for execution mistakes and may limit upside if growth slows. Costco’s Valuation Remains a Head Scratcher
Negative Sentiment: Complaints about Costco’s food-court experience represent a minor customer-satisfaction risk, though the issue is unlikely to materially affect the investment thesis by itself. Costco Faces Major Food Court Complaints

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, EVP William Richard Wilcox sold 1,100 shares of Costco Wholesale stock in a transaction dated 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 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. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Claudine Adamo sold 2,200 shares of the company’s 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 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 SEC filing for this sale provides additional information. Insiders own 0.10% of the company’s stock.

Costco Wholesale Trading Up 1.4%

NASDAQ:COST opened at $996.08 on Friday. The company has a market capitalization of $441.39 billion, a PE ratio of 48.06, a price-to-earnings-growth ratio of 4.20 and a beta of 0.88. The company has a quick ratio of 0.62, a current ratio of 1.06 and a debt-to-equity ratio of 0.11. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The stock has a fifty day simple moving average of $941.73 and a 200-day simple moving average of $969.91.

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

Costco Wholesale Dividend Announcement

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

Costco Wholesale Profile

(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.