ABN Amro Investment Solutions Acquires 15,549 Shares of Costco Wholesale Corporation $COST

Key Points

• ABN Amro Investment Solutions boosted its Costco stake by 205.1% in the fourth quarter, buying 15,549 additional shares and bringing its total holdings to 23,131 shares worth about $19.95 million.
• Costco reported better-than-expected quarterly results, with EPS of $4.58 versus $4.55 expected and revenue of $69.6 billion, up 9.2% year over year.
• The company also raised its quarterly dividend to $1.47 per share from $1.30, while analysts remain generally upbeat with a consensus rating of Moderate Buy and a target price around $1,052.60.

ABN Amro Investment Solutions raised its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 205.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,131 shares of the retailer's stock after acquiring an additional 15,549 shares during the quarter. ABN Amro Investment Solutions' holdings in Costco Wholesale were worth $19,947,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also bought and sold shares of the company. FORA Capital LLC bought a new position in shares of Costco Wholesale during the third quarter valued at approximately $2,781,000. World Investment Advisors increased its stake in shares of Costco Wholesale by 8.4% during the fourth quarter. World Investment Advisors now owns 20,081 shares of the retailer's stock valued at $15,835,000 after purchasing an additional 1,560 shares in the last quarter. Teacher Retirement System of Texas increased its stake in shares of Costco Wholesale by 24.5% during the fourth quarter. Teacher Retirement System of Texas now owns 140,429 shares of the retailer's stock valued at $121,098,000 after purchasing an additional 27,625 shares in the last quarter. Curtis Advisory Group LLC increased its stake in shares of Costco Wholesale by 56.7% during the fourth quarter. Curtis Advisory Group LLC now owns 4,535 shares of the retailer's stock valued at $3,911,000 after purchasing an additional 1,641 shares in the last quarter. Finally, Mariner LLC increased its stake in shares of Costco Wholesale by 1.5% during the third quarter. Mariner LLC now owns 399,894 shares of the retailer's stock valued at $370,140,000 after purchasing an additional 5,937 shares in the last quarter. Institutional investors own 68.48% of the company's stock.

Costco Wholesale Trading Down 1.9%

Shares of COST stock opened at $1,074.01 on Thursday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The firm has a fifty day moving average price of $1,006.08 and a 200-day moving average price of $958.67. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The company has a market cap of $476.48 billion, a price-to-earnings ratio of 55.85, a PEG ratio of 5.38 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST - Get Free Report) last issued its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The firm had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter in the previous year, the firm posted $4.02 EPS. The company's revenue for the quarter was up 9.2% compared to the same quarter last year. As a group, equities analysts predict that Costco Wholesale Corporation will post 20.33 earnings per share for the current year.

Costco Wholesale Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were paid a dividend of $1.47 per share. This is a positive change from Costco Wholesale's previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.5%. Costco Wholesale's dividend payout ratio is presently 30.58%.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Claudine Adamo sold 730 shares of Costco Wholesale 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 transaction, the executive vice president owned 6,121 shares in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.10% of the company's stock.

Key Costco Wholesale News

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

• Positive Sentiment: UBS raised its price target on Costco to $1,275 and kept a buy rating, signaling confidence that the stock still has room to run ahead of earnings. Benzinga report on UBS target raise
• Positive Sentiment: Analysts continue to back Costco into Q3, with commentary that strong membership renewals and steady traffic may be enough to support another solid quarter even if results are not spectacular. TipRanks article
• Positive Sentiment: Higher gas prices may be steering more shoppers to warehouse clubs like Costco for discounted fuel, which could lift traffic and reinforce the company’s value proposition. Benzinga article on gas-driven traffic
• Positive Sentiment: Recent articles highlighted Costco’s strong 2026 performance, record highs, and speculation about a future stock split, all of which can keep investor enthusiasm elevated. Yahoo Finance article on stock split speculation
• Neutral Sentiment: Media coverage around new food court items, UK store updates, and Costco being a trending stock may help keep the brand in the spotlight, but these headlines are unlikely to materially change the near-term earnings picture.
• Negative Sentiment: Some traders are taking profits after the stock’s strong recent rally and six-session winning streak, which is contributing to the pullback today. MSN article on pullback after winning streak
• Negative Sentiment: Costco faces a high expectations bar heading into Q3 results, so even a good report could disappoint if it does not exceed the market’s elevated hopes. Yahoo Finance article on high expectations

Analysts Set New Price Targets

COST has been the subject of a number of analyst reports. Truist Financial raised their target price on shares of Costco Wholesale from $926.00 to $977.00 and gave the company a "hold" rating in a research note on Friday, March 6th. Bank of America initiated coverage on shares of Costco Wholesale in a research note on Friday, February 27th. They set a "buy" rating and a $1,185.00 target price for the company. Evercore set a $1,100.00 target price on shares of Costco Wholesale in a research note on Monday, March 2nd. Sanford C. Bernstein reiterated an "outperform" rating and issued a $1,192.00 price target on shares of Costco Wholesale in a research note on Tuesday, May 12th. Finally, Telsey Advisory Group raised their price target on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an "outperform" rating in a research report on Thursday, April 9th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Costco Wholesale currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,052.60.

Costco Wholesale Company 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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