HWG Holdings LP Has $5.29 Million Stock Position in Costco Wholesale Corporation $COST

HWG Holdings LP cut its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 50.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,135 shares of the retailer’s stock after selling 6,179 shares during the period. Costco Wholesale comprises approximately 1.3% of HWG Holdings LP’s investment portfolio, making the stock its 16th biggest position. HWG Holdings LP’s holdings in Costco Wholesale were worth $5,290,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Norges Bank acquired a new position in shares of Costco Wholesale during the 2nd quarter worth $5,692,035,000. Assenagon Asset Management S.A. boosted its stake in Costco Wholesale by 1,586.8% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock valued at $980,857,000 after buying an additional 1,070,005 shares in the last quarter. Amundi grew its position in Costco Wholesale by 45.0% in the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock valued at $2,893,697,000 after acquiring an additional 986,182 shares during the last quarter. Invesco Ltd. grew its position in Costco Wholesale by 9.8% in the second quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after acquiring an additional 383,887 shares during the last quarter. Finally, Voloridge Investment Management LLC raised its stake in Costco Wholesale by 112.2% during the third quarter. Voloridge Investment Management LLC now owns 477,425 shares of the retailer’s stock worth $441,919,000 after acquiring an additional 252,453 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. Weiss Ratings upgraded shares of Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, March 17th. Oppenheimer upped their price objective on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Gordon Haskett increased their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. DA Davidson restated a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research report on Friday, March 6th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and set a $1,050.00 target price on shares of Costco Wholesale in a research note on Thursday, March 5th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,039.13.

More Costco Wholesale News

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

• Positive Sentiment: Costco’s new Kirkland energy drink is being positioned as a value private‑label offering that should drive incremental sales and hurt branded competitors — this is seen by markets as a low‑cost growth lever for Costco. Why Costco’s cheap new Kirkland energy drink won’t crush Celsius
• Positive Sentiment: Coverage highlights strong member response to the Kirkland energy drink and frames the launch as another example of Costco using its private label to expand assortments and margins — a near‑term positive for top‑line and gross‑margin outlooks. Costco’s new energy drink delights fans, rattles competition
• Positive Sentiment: Multiple outlets note that Costco’s product expansion is putting pressure on smaller branded peers (e.g., Celsius), which markets interpreted as confirmation that Costco can capture share in higher‑growth categories. Celsius Stock Jolted After Costco Offers Energy-Drink Brand for Less
• Neutral Sentiment: Analyst coverage remains broadly positive: consensus price target implies material upside, but reports flag rising concerns about membership growth and valuation — a mixed signal for future returns. Analysts Bullish on Costco Wholesale (COST) Despite Increasing Concerns Regarding Membership Growth Trends and Valuation
• Positive Sentiment: Analyses on Costco’s gas‑pricing strategy emphasize it as a membership retention/acquisition tool that stabilizes traffic and revenue — supportive for recurring revenue and same‑store trends. Here’s Why Costco’s Gas Pricing Strategy Is Good News for Shareholders
• Negative Sentiment: Separate pieces call out valuation worries and include Costco on lists of overvalued names — a reminder that the stock’s premium multiple leaves it vulnerable to sentiment shifts if membership or comp trends slow. 5 Most Overvalued Companies According to the Media
• Neutral Sentiment: Regulatory/legal flow: Bloomberg Law flags Costco as a target in consumer tariff‑refund actions — keep an eye on potential filings, though no immediate financial impact has been reported. FedEx, Costco, UPS Are Main Targets for Consumer Tariff Refunds

Costco Wholesale Stock Performance

NASDAQ:COST opened at $974.86 on Thursday. The stock’s 50-day moving average is $985.83 and its 200-day moving average is $938.89. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,067.08. 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 stock has a market cap of $432.50 billion, a P/E ratio of 50.69, a price-to-earnings-growth ratio of 4.81 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Thursday, March 5th. 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 business had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. During the same quarter last year, the business earned $4.02 EPS. The firm’s quarterly revenue was up 9.2% on a year-over-year basis. Equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

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

Insider Activity

In related news, EVP Teresa A. Jones sold 850 shares of the stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the sale, the executive vice president directly owned 4,228 shares in the company, valued at $4,169,907.28. This represents a 16.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the transaction, the executive vice president directly owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 7,645 shares of company stock valued at $7,049,302. 0.10% of the stock is currently owned by company insiders.

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.