Barlow Wealth Partners Inc. increased its stake in Costco Wholesale Corporation by 2.2% during the third quarter, acquiring an additional 740 shares to bring its total to 34,452 shares. This position now represents 3.6% of the fund’s portfolio and is its sixth largest holding, valued at $32.55 million in the most recent SEC filing. Vanguard Group Inc. also expanded its position by 1.7% in the second quarter, purchasing 711,560 shares to hold 43.36 million shares worth $42.92 billion. State Street Corp raised its holding by 0.5% over the same period, adding 90,107 shares to reach 18.33 million shares valued at $18.14 billion, while Geode Capital Management LLC boosted its position by 1.5%, bringing its total to 10.28 million shares, worth $10.12 billion. Norges Bank initiated a new stake valued at $5.69 billion and Invesco Ltd. grew its position by 9.8% to 4.29 million shares valued at $4.25 billion. Institutional investors and hedge funds now own 68.48% of the company’s shares.

Over the past ninety days, corporate insiders have sold a combined 9,315 shares of Costco, valued at $8.55 million. Executive Vice President Javier Polit sold 2,049 shares on December 29th at an average price of $867.21, reducing his holdings by 16.01% to 10,748 shares. On January 9th, Executive Vice President Russell D. Miller sold 1,500 shares at an average price of $916.32, cutting his position by 15.40% to 8,240 shares. Director Susan L. Decker disposed of 458 shares on January 16th at an average price of $955.00, and Executive Vice President Teresa A. Jones sold 850 shares on January 21st at an average price of $986.26. Insiders now own 0.10% of the company’s stock.

Twenty-one analysts maintain a Buy rating on Costco, twelve have assigned a Hold rating and one has issued a Sell rating, resulting in a consensus rating of Moderate Buy. Argus raised its price target from 1,170 to 1,200 and affirmed a Buy rating on September 29th. Robert W. Baird lowered its target from 1,125 to 1,000 and kept an Outperform rating on December 12th. BMO Capital Markets and Telsey Advisory Group both reaffirmed Outperform ratings in mid-January, with Telsey setting a 1,100 price objective. DA Davidson reiterated a Neutral rating with a 1,000 price target on December 4th. The consensus price target across analysts stands at 996.

In its latest quarter ending August 31st, Costco reported net sales of $270 billion for fiscal 2025, with comparable sales growth of 8.3% year-over-year. The retailer delivered earnings per share of $4.34, surpassing consensus estimates by $0.07, and achieved a return on equity of 29.35% and a net margin of 2.96%. Quarterly revenue reached $67.31 billion, topping forecasts by $0.28 billion, while same-store sales rose 6.4% when adjusted for fuel prices and currency effects. The company posted membership fee income of $1.3 billion in the first quarter of fiscal 2026, reflecting a 7.3% increase excluding fee increases and foreign exchange. As of its latest report, the company carries a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04.