14,664 Costco Wholesale Corporation $COST Shares Sold by Generate Investment Management Ltd

14 Oct 2026, 18:46 by Michael Walen · The Markets Daily

Generate Investment Management Ltd reduced its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 90.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,489 shares of the retailer’s stock after selling 14,664 shares during the period. Generate Investment Management Ltd’s holdings in Costco Wholesale were worth $1,355,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of COST. First Citizens Bank & Trust Co. grew its holdings in shares of Costco Wholesale by 114.6% during the 3rd quarter. First Citizens Bank & Trust Co. now owns 11,216 shares of the retailer’s stock worth $10,210,000 after purchasing an additional 5,989 shares in the last quarter. Roberts Wealth Advisors LLC increased its position in shares of Costco Wholesale by 3.6% during the third quarter. Roberts Wealth Advisors LLC now owns 5,392 shares of the retailer’s stock valued at $4,909,000 after purchasing an additional 187 shares during the period. JM2 Capital Inc. raised its stake in shares of Costco Wholesale by 0.7% in the third quarter. JM2 Capital Inc. now owns 2,993 shares of the retailer’s stock valued at $2,725,000 after purchasing an additional 20 shares in the last quarter. MFA Wealth Services raised its stake in shares of Costco Wholesale by 112.9% in the third quarter. MFA Wealth Services now owns 1,784 shares of the retailer’s stock valued at $1,624,000 after purchasing an additional 946 shares in the last quarter. Finally, XY Planning Network Inc. lifted its position in Costco Wholesale by 3.6% in the third quarter. XY Planning Network Inc. now owns 459 shares of the retailer’s stock worth $418,000 after purchasing an additional 16 shares during the period. 68.48% of the stock is currently owned by institutional investors and hedge funds.

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 approximately $30.02 billion for the five-week period ended October 4, up 13% year over year. The strong result reinforces investor confidence in demand, membership strength and Costco’s value-focused model. Should Costco’s September Sales Jump and Faster Digital Growth Require Action From Costco Wholesale Investors?
Positive Sentiment: Digital momentum remains strong: Digitally enabled sales increased 19%, aided by expanded delivery options and personalization. The company’s platform also continues to attract brand partners, supporting Costco’s broader growth strategy. Costco’s 19% September Digital Sales Growth Signals Strong Momentum
Positive Sentiment: Expansion opportunities are progressing: A Florida city council gave early approval for a new Costco location, while plans for a West Oakland warehouse could create hundreds of jobs. New warehouses can increase membership, sales and recurring fee revenue over time. Costco Gets Early OK From Florida City Council for New Retail Store
Positive Sentiment: Financial flexibility is a strength: Analysts highlighted Costco’s roughly $21.3 billion liquidity cushion, manageable debt and strong cash generation, which provide capacity for warehouse investment and help the company withstand retail volatility. How Costco’s Balance Sheet Gives It an Edge Over Retail Competitors
Neutral Sentiment: Analyst estimates edged higher: Erste Group raised its FY2027 EPS forecast to $22.80 from $22.67 and projected $25.01 for FY2028, signaling confidence in long-term earnings growth. The FY2027 estimate remains broadly in line with the $22.85 consensus.
Negative Sentiment: Premium valuation limits upside: Costco trades at roughly 46–47 times earnings, well above the broader market. Investors appear to be pricing in sustained growth, leaving the stock vulnerable if sales or margins slow.
Negative Sentiment: Higher interest rates raise the opportunity cost: The 10-year Treasury yield has reached about 5.2%, substantially exceeding Costco’s dividend yield. That may make income-oriented investors less willing to pay a premium for COST shares. Costco Wholesale Stock Loses to 10-Year U.S. Treasury Notes on Yield

Costco Wholesale Price Performance

Shares of NASDAQ COST traded up $19.72 during trading on Wednesday, reaching $974.35. The company had a trading volume of 1,035,418 shares, compared to its average volume of 2,178,881. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.62 and a current ratio of 1.06. The business’s 50 day moving average price is $930.95 and its 200-day moving average price is $963.12. The stock has a market cap of $431.76 billion, a PE ratio of 46.92, a PEG ratio of 4.07 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST – Get Free Report) last issued its quarterly earnings results on Thursday, September 24th. The retailer reported $6.75 earnings per share for the quarter, beating analysts’ consensus estimates of $6.54 by $0.21. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The business had revenue of $95.72 billion during the quarter, compared to analyst estimates of $94.97 billion. During the same quarter last year, the business posted $5.87 earnings per share. Costco Wholesale’s revenue for the quarter was up 11.1% compared to the same quarter last year. Analysts expect that Costco Wholesale Corporation will post 22.85 earnings per share for the current year.

Analysts Set New Price Targets

Several equities research analysts have issued reports on COST shares. Sanford C. Bernstein lowered their price target on shares of Costco Wholesale from $1,144.00 to $1,143.00 and set an “outperform” rating on the stock in a report on Friday, September 25th. Evercore reiterated an “outperform” rating on shares of Costco Wholesale in a research report on Tuesday, September 22nd. UBS Group reissued a “buy” rating on shares of Costco Wholesale in a research note on Thursday, September 17th. DA Davidson increased their price target on shares of Costco Wholesale from $1,000.00 to $1,040.00 and gave the stock a “neutral” rating in a research report on Friday, September 25th. Finally, Citigroup began coverage on Costco Wholesale in a report on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 price objective on the stock. Twenty-three equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $1,046.27.

Check Out Our Latest Stock Report on COST

Insider Buying and Selling

In other 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 sale, the executive vice president directly owned 7,134 shares of the company’s stock, valued at approximately $6,534,244.62. This trade represents a 23.57% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.10% of the company’s stock.

Costco Wholesale Company Profile

(Free Report)

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.