Jackson Square Capital LLC Has $3.64 Million Stock Position in Costco Wholesale Corporation $COST

Key Points

• Jackson Square Capital cut its Costco stake by 36.9% in Q4, selling 2,468 shares to leave 4,219 shares valued at about $3.64 million.
• Insider selling has been active: EVP James Klauer sold 1,500 shares at ~$939 and Director Susan Decker sold 458 shares at ~$955, with insiders selling 5,038 shares (~$4.79M) over the last 90 days and owning 0.10% of the stock.
• Costco posted a modest beat for the quarter (EPS $4.58 vs. $4.55, revenue $69.6B, +9.2% YoY), trades at a PE of 53.6 with a $457B market cap, and carries a consensus "Moderate Buy" analyst rating (average target ~$1,039).

Jackson Square Capital LLC reduced its stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 36.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,219 shares of the retailer's stock after selling 2,468 shares during the quarter. Jackson Square Capital LLC's holdings in Costco Wholesale were worth $3,638,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Hurley Capital LLC boosted its stake in Costco Wholesale by 120.0% in the third quarter. Hurley Capital LLC now owns 33 shares of the retailer's stock valued at $31,000 after buying an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new stake in Costco Wholesale in the third quarter valued at about $34,000. Collier Financial acquired a new stake in Costco Wholesale in the third quarter valued at about $35,000. AXS Investments LLC acquired a new stake in Costco Wholesale in the third quarter valued at about $36,000. Finally, Imprint Wealth LLC acquired a new stake in Costco Wholesale in the third quarter valued at about $36,000. 68.48% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Costco Wholesale

In other news, EVP James C. Klauer sold 1,500 shares of the firm's stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the transaction, the executive vice president directly owned 44,837 shares in the company, valued at $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Susan L. Decker sold 458 shares of the firm's stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the transaction, the director owned 8,532 shares of the company's stock, valued at $8,148,060. This trade represents a 5.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 5,038 shares of company stock valued at $4,790,896 over the last ninety days. Insiders own 0.10% of the company's stock.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $1,030.27 on Thursday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The company has a market capitalization of $457.08 billion, a PE ratio of 53.58, a P/E/G ratio of 5.01 and a beta of 0.99. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08. The stock has a 50-day moving average price of $992.75 and a two-hundred day moving average price of $941.87.

Costco Wholesale (NASDAQ:COST - Get Free Report) last posted its earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating 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 firm had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same period last year, the company earned $4.02 earnings per share. The business's quarterly revenue was up 9.2% on a year-over-year basis. Analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on COST. JPMorgan Chase & Co. raised their price objective on Costco Wholesale from $1,050.00 to $1,060.00 and gave the company an "overweight" rating in a research note on Friday, March 6th. UBS Group set a $1,175.00 price objective on Costco Wholesale in a research note on Friday, March 6th. Truist Financial raised their price objective on Costco Wholesale from $926.00 to $977.00 and gave the company a "hold" rating in a research note on Friday, March 6th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on Costco Wholesale in a research note on Thursday, January 8th. Finally, TD Cowen reaffirmed a "buy" rating on shares of Costco Wholesale in a research note on Friday, March 6th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $1,039.13.

Key Costco Wholesale News

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

• Positive Sentiment: Company-reported March net sales rose 11.3% year-over-year to $28.41 billion, and 31-week sales were up 9.1%, signaling healthy demand and supporting top-line momentum. Costco Wholesale Corporation Reports March Sales Results
• Positive Sentiment: Costco announced a new store opening in New Braunfels, TX this spring — a steady pipeline of club openings supports membership growth and local market penetration. Costco sets opening date for New Braunfels store. Here's everything we know.
• Positive Sentiment: Company is developing its first stand‑alone gas station, which could expand fuel margins and membership value in new formats. Costco’s first stand-alone gas station is officially in the works — here's what we know
• Positive Sentiment: Costco expanded private‑label offerings by testing Kirkland-branded energy drinks (Celsius lookalikes), a move that can protect margins and reduce supplier dependency. Costco Tests Kirkland Energy Drinks And Supplier Power With Celsius Lookalike
• Positive Sentiment: Viral product buzz (new bakery item) and tests of ultra-fast checkouts can boost foot traffic and transaction throughput — small operational wins that support comps. Costco Quietly Launched a New Bakery Item—and Shoppers Are Already Obsessed Costco tests checkout that could take under 10 seconds
• Neutral Sentiment: Social buzz about an unusually large 150‑inch TV listing drew attention but appears anecdotal and not material to fundamentals. Rumor has it Costco is selling a 150-inch TV, and people have questions
• Neutral Sentiment: Media pieces on grocery-price comparisons highlight Costco’s value vs. traditional grocers (helpful marketing), while broader pieces on AI/agentic commerce discuss structural retail shifts but don’t change near‑term Costco fundamentals. 'The results shocked me': A shopper compared 32 items at Walmart and Costco — and one store was nearly 26% cheaper 2 Stocks I’d Add to the Shopping Cart for the Agentic Commerce Revolution
• Negative Sentiment: Analyst/commentary pieces argue Costco’s premium valuation and recent run reduce upside for new buyers — a common counterpoint that can cap near‑term gains. Costco: Not Attractive For New Investors

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.

Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.