Alecta Tjanstepension Omsesidigt Sells 32,300 Shares of Costco Wholesale Corporation $COST

Key Points

• Alecta Tjanstepension Omsesidigt cut its Costco stake by 23.1%, selling 32,300 shares and leaving 107,700 shares valued at about $99.68 million per its latest SEC filing.
• Company insiders have been selling recently—EVP Claudine Adamo sold 730 shares at ~$1,003 and EVP Javier Polit sold 2,049 shares at ~$867—and insiders sold a total of 7,645 shares valued at $7.05 million over the past 90 days.
• Analysts give Costco a consensus rating of “Moderate Buy” with an average target of $1,039.13; the company also slightly beat quarterly EPS and revenue estimates (EPS $4.58 vs. $4.55; revenue $69.6B vs. $68.96B) despite a premium P/E (~51).

Alecta Tjanstepension Omsesidigt lowered its stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 23.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 107,700 shares of the retailer's stock after selling 32,300 shares during the period. Alecta Tjanstepension Omsesidigt's holdings in Costco Wholesale were worth $99,679,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Hobbs Wealth Management LLC boosted its holdings in Costco Wholesale by 4.4% in the 2nd quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer's stock valued at $259,000 after purchasing an additional 11 shares during the period. Busey Bank raised its position in shares of Costco Wholesale by 0.4% during the third quarter. Busey Bank now owns 2,651 shares of the retailer's stock valued at $2,454,000 after buying 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 third quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer's stock valued at $1,299,000 after buying an additional 11 shares during the last quarter. Tandem Investment Partners LLC lifted its stake in shares of Costco Wholesale by 1.1% in the third quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer's stock valued at $916,000 after buying an additional 11 shares during the period. Finally, Optima Capital LLC lifted its stake in shares of Costco Wholesale by 0.9% in the third quarter. Optima Capital LLC now owns 1,192 shares of the retailer's stock valued at $1,104,000 after buying an additional 11 shares during the period. Institutional investors own 68.48% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a research note on Thursday, January 8th. Telsey Advisory Group lifted their price objective on Costco Wholesale from $1,100.00 to $1,125.00 and gave the stock an "outperform" rating in a report on Friday, March 6th. HSBC lowered their price objective on Costco Wholesale from $1,060.00 to $1,045.00 and set a "hold" rating on the stock in a research report on Friday, December 12th. Citigroup restated a "neutral" rating on shares of Costco Wholesale in a research note on Friday, February 20th. Finally, DA Davidson reaffirmed a "neutral" rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research report on Friday, March 6th. Twenty-three research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Costco Wholesale has an average rating of "Moderate Buy" and an average target price of $1,039.13.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the business's stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following the completion of the transaction, the executive vice president directly owned 6,121 shares of the company's stock, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Javier Polit sold 2,049 shares of the company's stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following the transaction, the executive vice president owned 10,748 shares in the company, valued at $9,320,773.08. The trade was a 16.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 7,645 shares of company stock valued at $7,049,302. Insiders own 0.10% of the company's stock.

Costco Wholesale Trading Down 1.6%

Shares of COST opened at $979.92 on Thursday. 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 cap of $434.74 billion, a price-to-earnings ratio of 50.96, a PEG ratio of 4.92 and a beta of 1.01. The stock has a fifty day moving average price of $982.13 and a two-hundred day moving average price of $938.12. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08.

Costco Wholesale (NASDAQ:COST - Get Free Report) last announced its earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, topping the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company had revenue of $69.60 billion for the quarter, compared to analysts' expectations of $68.96 billion. During the same quarter in the prior year, the business earned $4.02 earnings per share. The business's revenue for the quarter was up 9.2% on a year-over-year basis. Analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco is opening its first standalone gas station in Mission Viejo, CA, expanding fuel footprint and local competitive pressure on convenience stores — this can boost fuel volumes and membership value over time. Costco’s first standalone gas station to open by late June
• Positive Sentiment: Management commentary and recent analysis highlight resilient consumer spending at Costco and a strong gas business, supporting revenue stability even during broader market weakness. Why Costco Stock Is Up 16% in 2026 While the Broader Market Sells Off
• Positive Sentiment: Multiple bullish pieces argue Costco’s premium multiple is justified by its membership model, Kirkland private label strength, and recession resilience — narratives that support a higher valuation multiple. 3 Reasons Costco Stock Deserves to Trade at a Sky-High Valuation
• Positive Sentiment: Local initiatives and benefits — e.g., lowering fertility-drug costs in New Jersey and rollout of faster checkout tech — boost member value and may support retention and traffic. Costco to lower cost of fertility drugs in NJ
• Neutral Sentiment: New product and private-label news (sourdough kit, new Kirkland items) help drive in-store traffic and add to merchandise appeal but are routine for Costco’s merchandising strategy. This Costco Sourdough Kit Has Everything You Need to Start Baking Bread
• Neutral Sentiment: Macro trade/tariff developments and energy policy moves (Jones Act waiver, new tariffs) create broader cost/price risk for retail but impacts on Costco are indirect and timing uncertain. Trump tariffs live updates
• Neutral Sentiment: Reports that some members may pay more to renew memberships could boost recurring revenue if accepted, but risk minor churn; net effect depends on price level and timing. Some Costco members may pay more to renew their memberships
• Negative Sentiment: Costco issued recalls and warnings after possible salmonella contamination in heat-and-serve/meatloaf meal kits — food-safety recalls can dent foot traffic, incur recall costs, and temporarily harm reputation. Costco recalls popular heat-and-serve meal sold at NC stores. How to get a refund

About Costco Wholesale

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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