rts logo

Who are the Institutional Holders in Costco Wholesale Corp (COST)?

Costco Wholesale Corp (NASDAQ: COST) is 10.28% higher on its value in year-to-date trading and has touched a low of $778.52 and a high of $1078.23 in the current 52-week trading range. The question becomes, what are the chances the stock will continue to grow shareholders’ wealth in the market. Here’s what analysts think will happen to its price in the coming time. The COST stock was last observed hovering at around $991.54 in the last trading session, with the day’s gains setting it 18.93%.

Currently trading at $1010.47, the stock is 1.57% and 5.18% above its SMA20 and SMA50 respectively. However, with a daily trading volume of 2.46 million and changing 1.91% at the moment leaves the stock 7.63% off its SMA200. COST registered 30.36% gain for a year compared to 6-month gain of 8.32%.

The stock witnessed a 3.43% loss in the last 1 month and extending the period to 3 months gives it a -6.17%, and is 0.27% up over the last 5 days. If we measure the stock’s price variations over the week and the month, we find that the volatility rates stand at 2.30% over the week and 2.23% over the month.

Costco Wholesale Corp (COST) has around 333000 employees, a market worth around $448.33B and $264.09B in sales. Current P/E ratio is 58.99 and Fwd P/E is 50.65. Profit margin for the company is 2.89%. Distance from 52-week low is 29.79% and -6.28% from its 52-week high. The company has generated returns on investments over the last 12 months (22.67%).

The EPS is expected to grow by 9.40% this year

The shares outstanding are 443.73M, and float is at 438.98M with Short Float at 1.37%.

The top institutional shareholder in the company is VANGUARD GROUP INC with over 41.37 million shares valued at $35.17 billion. The investor’s holdings represent 9.3206 of the COST Shares outstanding. As of 2024-06-30, the second largest holder is BLACKROCK INC. with 33.19 million shares valued at $28.21 billion to account for 7.4763 of the shares outstanding. The other top investors are STATE STREET CORP which holds 18.63 million shares representing 4.1965 and valued at over $15.83 billion, while MORGAN STANLEY holds 2.1267 of the shares totaling 9.44 million with a market value of $8.02 billion.

Costco Wholesale Corp (COST) Insider Activity

The most recent transaction is an insider sale by Klauer James C, the company’s Executive Vice President. SEC filings show that Klauer James C sold 4,000 shares of the company’s common stock on Apr 17 ’25 at a price of $981.07 per share for a total of $3.92 million. Following the sale, the insider now owns 43994.0 shares.

Still, SEC filings show that on Mar 27 ’25, MILLERCHIP GARY (Executive Vice President) disposed off 1,100 shares at an average price of $940.01 for $1.03 million. The insider now directly holds 11,165 shares of Costco Wholesale Corp (COST).

Related Posts