S.E.E.D. Planning Group LLC Grows Position in Costco Wholesale Corporation $COST

S.E.E.D. Planning Group LLC grew its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 4.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,191 shares of the retailer’s stock after buying an additional 554 shares during the period. Costco Wholesale accounts for about 2.8% of S.E.E.D. Planning Group LLC’s portfolio, making the stock its 14th biggest holding. S.E.E.D. Planning Group LLC’s holdings in Costco Wholesale were worth $12,009,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in COST. Bank of America Corp DE acquired a new stake in Costco Wholesale during the 2nd quarter valued at $6,781,946,000. Diamant Asset Management Inc. increased its holdings in shares of Costco Wholesale by 99,278.0% in the first quarter. Diamant Asset Management Inc. now owns 6,726,899 shares of the retailer’s stock valued at $672,690,000 after purchasing an additional 6,720,130 shares during the last quarter. State Street Corp raised its position in shares of Costco Wholesale by 31.7% in the second quarter. State Street Corp now owns 23,901,594 shares of the retailer’s stock valued at $22,359,224,000 after purchasing an additional 5,749,362 shares during the period. Corient Private Wealth LLC lifted its stake in shares of Costco Wholesale by 838.9% during the 4th quarter. Corient Private Wealth LLC now owns 6,125,405 shares of the retailer’s stock worth $5,282,182,000 after buying an additional 5,472,968 shares during the last quarter. Finally, Legal & General Group Plc acquired a new stake in shares of Costco Wholesale during the 2nd quarter worth about $2,362,188,000. 68.48% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 2,200 shares of Costco Wholesale stock in a transaction on Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total value of $2,015,046.00. Following the completion of 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco’s cash balance continues to build, raising speculation that the company could announce another special dividend or otherwise return additional capital to shareholders later this year. Costco’s Cash Pile Keeps Building
• Positive Sentiment: Digital sales exceeded $33 billion in fiscal 2026, with faster delivery, personalization and AI-powered search supporting Costco’s e-commerce expansion and providing another avenue for revenue growth. Costco’s Digital Sales Top $33 Billion
• Positive Sentiment: Fiscal 2026 ended with 84.1 million paid members and a 92.3% U.S. and Canada renewal rate, reinforcing Costco’s competitive moat and recurring membership-fee revenue. Is Costco’s Moat Really Worth the Premium?
• Positive Sentiment: Analyst commentary remains constructive, with COST described as a highly ranked growth stock and brokerages assigning an average “Moderate Buy” rating. Costco Is a Top-Ranked Growth Stock
• Neutral Sentiment: A proposed new warehouse in Westfield could support future sales and membership growth, but the project is still under consideration and would not materially affect near-term results. Westfield Considers New Costco Warehouse Proposal
• Negative Sentiment: Investors remain concerned that Costco’s premium valuation leaves limited room for error, particularly as tariffs and other economic pressures threaten merchandise margins. Costco Stock Could Surprise Investors

Costco Wholesale Stock Performance

NASDAQ COST traded up $10.03 during trading on Wednesday, reaching $945.71. The company’s stock had a trading volume of 884,477 shares, compared to its average volume of 2,191,021. The firm has a 50 day moving average price of $931.59 and a 200 day moving average price of $963.90. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50. The firm has a market capitalization of $419.40 billion, a price-to-earnings ratio of 45.53, a price-to-earnings-growth ratio of 3.95 and a beta of 0.88. The company has a current ratio of 1.06, a quick ratio of 0.62 and a debt-to-equity ratio of 0.11.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, September 24th. The retailer reported $6.75 EPS for the quarter, topping the consensus estimate of $6.54 by $0.21. The company had revenue of $95.72 billion for the quarter, compared to analysts’ expectations of $94.97 billion. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The business’s revenue for the quarter was up 11.1% on a year-over-year basis. During the same period last year, the firm earned $5.87 earnings per share. As a group, equities analysts anticipate that Costco Wholesale Corporation will post 22.86 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently commented on COST shares. Raymond James Financial decreased their price target on shares of Costco Wholesale from $1,100.00 to $1,050.00 and set an “outperform” rating on the stock in a research note on Friday, September 25th. TD Cowen restated a “buy” rating on shares of Costco Wholesale in a report on Friday, September 25th. Wells Fargo & Company decreased their target price on Costco Wholesale from $1,000.00 to $950.00 and set an “equal weight” rating on the stock in a research report on Friday, September 25th. Evercore reiterated an “outperform” rating on shares of Costco Wholesale in a research note on Tuesday, September 22nd. Finally, HSBC raised Costco Wholesale to a “buy” rating in a report on Friday, September 25th. Twenty-two investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,046.27.

About Costco Wholesale

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.