2,811 Shares in Costco Wholesale Corporation $COST Acquired by Third View Private Wealth LLC

Key Points

• Third View Private Wealth LLC opened a new position of 2,811 shares (~$2.42M) in Costco in Q4, and institutional investors now own 68.48% of the stock.
• Corporate insiders sold 3,538 shares (~$3.42M) over the last quarter — including Director Susan Decker and EVP Claudine Adamo — leaving insiders with only 0.10% ownership.
• Costco posted a quarterly beat (EPS $4.58 vs. $4.55 est.; revenue $69.6B, +9.2% YoY), recently raised membership fees and is seeing near‑term tailwinds from higher gas prices, while analysts maintain a "Moderate Buy" consensus with an average price target of about $1,043.

Third View Private Wealth LLC acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 2,811 shares of the retailer's stock, valued at approximately $2,424,000.

Several other institutional investors have also recently modified their holdings of the stock. Busey Bank raised its position in shares of Costco Wholesale by 0.4% during the 3rd quarter. Busey Bank now owns 2,651 shares of the retailer's stock worth $2,454,000 after purchasing an additional 11 shares during the last quarter. Pasadena Private Wealth LLC raised its position in shares of Costco Wholesale by 0.8% during the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer's stock worth $1,299,000 after purchasing an additional 11 shares during the last quarter. Tandem Investment Partners LLC raised its position in shares of Costco Wholesale by 1.1% during the 3rd quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer's stock worth $916,000 after purchasing an additional 11 shares during the last quarter. Optima Capital LLC raised its position in shares of Costco Wholesale by 0.9% during the 3rd quarter. Optima Capital LLC now owns 1,192 shares of the retailer's stock worth $1,104,000 after purchasing an additional 11 shares during the last quarter. Finally, Gratus Wealth Advisors LLC raised its position in shares of Costco Wholesale by 0.8% during the 3rd quarter. Gratus Wealth Advisors LLC now owns 1,399 shares of the retailer's stock worth $1,295,000 after purchasing an additional 11 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Costco Wholesale

In other news, Director Susan L. Decker sold 458 shares of the business's stock in a transaction on Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the sale, the director directly owned 8,532 shares of the company's stock, valued at $8,148,060. The trade was a 5.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Claudine Adamo sold 730 shares of the business's stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the sale, the executive vice president directly owned 6,121 shares of the company's stock, valued at $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,538 shares of company stock valued at $3,416,416 over the last quarter. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: Higher gas prices are boosting store traffic and March sales, which helps gasoline margin and ancillary in-club spending — a near-term sales tailwind for Costco. Higher Gas Prices Are Already Having a Positive Impact on Costco's Sales
• Positive Sentiment: Costco recently raised membership fees (first increase in seven years), which should lift recurring revenue and margins given high renewal rates. This supports longer‑term cash flow even if it pressures membership-sensitive customers. Costco Raised Membership Fees for the First Time in 7 Years. Here's What Investors Learned From It.
• Positive Sentiment: International sales (especially Other International) are accelerating versus the U.S., shifting Costco’s growth mix and reducing reliance on domestic comps. That diversification can support revenue growth expectations. Costco's International Sales Surge Signals Shift in Growth Mix
• Positive Sentiment: Brand strength in Japan (local bestsellers and a differentiated “American” offering) underscores Costco’s international merchandising and membership appeal, supporting long-term expansion potential. Costco Japan's top-selling product baffled execs — until they watched shoppers open it and sniff. Here's what they said
• Neutral Sentiment: Analyst coverage remains constructive but cautious — DA Davidson reiterated a neutral rating, signaling no immediate analyst-driven catalyst. Costco Wholesale's (COST) Neutral Rating Reiterated at DA Davidson
• Neutral Sentiment: Profiles and rankings (Zacks, Fool) continue to highlight Costco as a strong growth/quality name, which supports investor interest but is unlikely to move the stock alone. Here's Why Costco (COST) is a Strong Growth Stock
• Negative Sentiment: Broader retail-sector volatility and recent weakness (retail stocks have lagged the market) can weigh on Costco’s multiple as investors de-risk consumer names, contributing to the down move today. 1 Consumer Stock to Research Further and 2 We Ignore

Wall Street Analyst Weigh In

Several brokerages recently issued reports on COST. Northcoast Research set a $1,100.00 price objective on Costco Wholesale and gave the stock a "buy" rating in a research report on Wednesday, December 24th. Deutsche Bank Aktiengesellschaft lifted their price objective on Costco Wholesale from $1,103.00 to $1,104.00 and gave the stock a "buy" rating in a research report on Thursday, April 9th. Evercore set a $1,100.00 price objective on Costco Wholesale in a research report on Monday, March 2nd. Wells Fargo & Company boosted their price target on Costco Wholesale from $950.00 to $1,000.00 and gave the company an "equal weight" rating in a report on Thursday, April 9th. Finally, Oppenheimer boosted their price target on Costco Wholesale from $1,050.00 to $1,100.00 and gave the company an "outperform" rating in a report on Thursday, February 5th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Costco Wholesale has an average rating of "Moderate Buy" and an average price target of $1,043.13.

Costco Wholesale Trading Down 1.8%

Shares of COST opened at $980.85 on Tuesday. The stock has a fifty day moving average of $995.75 and a two-hundred day moving average of $943.13. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The company has a market capitalization of $435.15 billion, a PE ratio of 51.01, a price-to-earnings-growth ratio of 4.92 and a beta of 0.99. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08.

Costco Wholesale (NASDAQ:COST - Get Free Report) last issued its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, beating the consensus estimate of $4.55 by $0.03. The company had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.Costco Wholesale's revenue was up 9.2% on a year-over-year basis. During the same period in the previous year, the firm posted $4.02 EPS. As a group, analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were issued a $1.30 dividend. The ex-dividend date was Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale's payout ratio is 27.04%.

Costco Wholesale Profile

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company's product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco's business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.

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