Costco Wholesale Corporation $COST Stock Bought by LifeGoal Investments LLC

LifeGoal Investments LLC grew its stake in Costco Wholesale Corporation (NASDAQ:COST) by 587.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,467 shares of the retailer’s stock after acquiring an additional 2,963 shares during the quarter. Costco Wholesale comprises approximately 1.0% of LifeGoal Investments LLC’s portfolio, making the stock its 26th biggest holding. LifeGoal Investments LLC’s holdings in Costco Wholesale were worth $3,156,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also modified their holdings of the company. Pacifica Partners Inc. boosted its position in Costco Wholesale by 2.7% during the third quarter. Pacifica Partners Inc. now owns 982 shares of the retailer’s stock worth $898,000 after acquiring an additional 26 shares during the last quarter. Stableford Capital II LLC raised its holdings in Costco Wholesale by 3.1% in the 3rd quarter. Stableford Capital II LLC now owns 1,286 shares of the retailer’s stock valued at $1,171,000 after acquiring an additional 39 shares during the last quarter. Mn Services Vermogensbeheer B.V. lifted its stake in shares of Costco Wholesale by 26.1% during the 3rd quarter. Mn Services Vermogensbeheer B.V. now owns 163,032 shares of the retailer’s stock worth $148,415,000 after purchasing an additional 33,766 shares during the period. Diversified Management Inc. lifted its stake in shares of Costco Wholesale by 723.7% during the 3rd quarter. Diversified Management Inc. now owns 8,031 shares of the retailer’s stock worth $7,311,000 after purchasing an additional 7,056 shares during the period. Finally, Acropolis Investment Management LLC boosted its holdings in shares of Costco Wholesale by 116.7% during the third quarter. Acropolis Investment Management LLC now owns 3,957 shares of the retailer’s stock worth $3,602,000 after purchasing an additional 2,131 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Performance

Shares of NASDAQ:COST opened at $947.92 on Friday. The business has a 50-day moving average of $930.81 and a two-hundred day moving average of $963.49. The firm has a market capitalization of $420.38 billion, a PE ratio of 45.66, a P/E/G ratio of 4.03 and a beta of 0.88. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.06 and a quick ratio of 0.62. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, September 24th. The retailer reported $6.75 earnings per share for the quarter, beating the consensus estimate of $6.54 by $0.21. Costco Wholesale had a return on equity of 27.60% and a net margin of 3.04%.The business had revenue of $95.72 billion for the quarter, compared to analyst estimates of $94.97 billion. During the same period in the previous year, the company posted $5.87 EPS. The company’s revenue was up 11.1% compared to the same quarter last year. As a group, research analysts forecast that Costco Wholesale Corporation will post 22.86 earnings per share for the current year.

Analysts Set New Price Targets

A number of brokerages have recently commented on COST. Freedom Broker lowered their price objective on Costco Wholesale from $1,030.00 to $1,010.00 and set a “buy” rating for the company in a research report on Friday, September 25th. Weiss Ratings lowered Costco Wholesale from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, September 2nd. Jefferies Financial Group lowered their price target on Costco Wholesale from $1,130.00 to $1,100.00 in a report on Friday, September 25th. Roth Capital reaffirmed a “sell” rating and set a $781.00 price objective on shares of Costco Wholesale in a research note on Friday, September 25th. Finally, TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a report on Friday, September 25th. Twenty-two investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $1,046.27.

Costco Wholesale News Summary

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

• Positive Sentiment: September sales accelerated. Costco reported net sales of $30.02 billion for the five-week retail month, up 13.0% year over year. Total comparable sales increased 11.4%, with U.S. comparable sales up 12.5%, supporting expectations for a strong start to fiscal 2027. Costco Wholesale Corporation Reports September Sales Results
• Positive Sentiment: Traffic and digital momentum remain strong. Analysts noted that transaction growth and customer traffic were key drivers, while digital sales rose 19%. Core comparable sales excluding gasoline and foreign-exchange effects increased 7.6%, indicating that demand extends beyond fuel-price inflation. Costco sales rise in September as strong traffic drives start to fiscal 2027
• Neutral Sentiment: Analyst support is mixed. UBS characterized the September trends as accelerating, while DA Davidson maintained a Hold rating and kept its price target unchanged. This suggests the operating performance is healthy but may already be reflected in COST’s valuation. Costco warehouse club tour analysis
• Negative Sentiment: Sales quality and valuation remain concerns. Some analysts cautioned that gasoline prices and other temporary, lower-margin factors contributed to the headline increase. With COST trading at roughly 45 times earnings, investors need sustained traffic, membership and profit growth to justify the premium multiple. Costco’s Sales Rebound in September Looks Great on Paper

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 2,200 shares of Costco Wholesale stock in a transaction that occurred on Tuesday, September 29th. The shares were sold at an average price of $915.93, for a total transaction of $2,015,046.00. Following the transaction, the executive vice president directly owned 7,134 shares of the company’s stock, valued at $6,534,244.62. The trade was a 23.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 0.10% of the company’s stock.

Costco Wholesale Profile

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells a broad selection of merchandise, including groceries, fresh foods, beverages, appliances, electronics, furniture, apparel, jewelry, hardware, and seasonal products. It also offers services such as gasoline, pharmacies, optical departments, hearing-aid centers, food courts, travel services, and business delivery in selected markets.

Costco markets many products under its private-label Kirkland Signature brand and sells merchandise through warehouse locations and e-commerce platforms.