Crescent Sterling Ltd. Purchases 812 Shares of Costco Wholesale Corporation $COST

Crescent Sterling Ltd. raised its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 88.6% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,728 shares of the retailer’s stock after purchasing an additional 812 shares during the period. Costco Wholesale comprises about 1.7% of Crescent Sterling Ltd.’s investment portfolio, making the stock its 19th largest position. Crescent Sterling Ltd.’s holdings in Costco Wholesale were worth $1,599,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Summit Financial Consulting LLC boosted its holdings in Costco Wholesale by 32.5% in the third quarter. Summit Financial Consulting LLC now owns 408 shares of the retailer’s stock worth $378,000 after acquiring an additional 100 shares in the last quarter. Andrew Hill Investment Advisors Inc. raised its holdings in shares of Costco Wholesale by 55.4% during the third quarter. Andrew Hill Investment Advisors Inc. now owns 3,339 shares of the retailer’s stock valued at $3,091,000 after purchasing an additional 1,191 shares during the last quarter. Revisor Wealth Management LLC lifted its holdings in shares of Costco Wholesale by 12.4% during the 3rd quarter. Revisor Wealth Management LLC now owns 409 shares of the retailer’s stock valued at $384,000 after buying an additional 45 shares during the period. Integris Wealth Management LLC boosted its position in Costco Wholesale by 4.1% in the third quarter. Integris Wealth Management LLC now owns 583 shares of the retailer’s stock worth $540,000 after purchasing an additional 23 shares during the last quarter. Finally, Key Client Fiduciary Advisors LLC boosted its holdings in shares of Costco Wholesale by 1.8% in the third quarter. Key Client Fiduciary Advisors LLC now owns 790 shares of the retailer’s stock worth $732,000 after buying an additional 14 shares during the last quarter. 68.48% of the stock is owned by institutional investors.

Key Stores Impacting Costco Wholesale

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

• Positive Sentiment: Q1 beat and quality score uplift — Costco’s recent quarter beat expectations and Benzinga highlights a jump in its “Quality” ranking plus the company’s legal stance on tariffs, which together support the narrative that fundamentals remain solid. Read More.
• Positive Sentiment: Analyst / technical view: oversold setup — MarketBeat and other commentary note COST has pulled back into oversold territory despite strong fundamentals, which frames today’s move as a potential bargain-hunting rebound. Read More.
• Positive Sentiment: Holiday/seasonal tailwinds — broader retail commentary (Zacks, MarketBeat) points to a strong holiday spending environment that can boost warehouse-club traffic and sales into year-end. Read More.
• Positive Sentiment: New-store pipeline — local expansion (Macon store slated for summer 2027) underscores continued real-estate-driven growth and member growth potential. Read More.
• Neutral Sentiment: Investor guides and long-horizon takes — multiple pieces (Fool, Seeking Alpha, MSN) debate Costco’s multi-year outlook and positioning, useful for strategic investors but not immediate catalysts. Read More.
• Neutral Sentiment: Operational/consumer info (store hours, product lists) — seasonal articles on hours and popular products are informational for members but unlikely to move the stock materially. Read More.
• Negative Sentiment: Competitive pressure — BJ’s aggressive Texas expansion is noted as an emerging challenge in key regions, which could pressure market share and margins over time. Read More.
• Negative Sentiment: Mixed/critical commentary — vocal critics (e.g., Jim Cramer) and articles pointing out that COST has been down this year inject caution and may weigh on sentiment despite fundamentals. Read More.
• Neutral Sentiment: Short-interest data anomaly — a report shows zero short interest (likely a reporting/data error); not a reliable signal for positioning. Read More.

Analyst Upgrades and Downgrades

A number of analysts have commented on the company. Evercore ISI reduced their price target on Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating for the company in a research report on Friday, September 26th. Argus lifted their target price on Costco Wholesale from $1,170.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, September 29th. Sanford C. Bernstein increased their price objective on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Northcoast Research set a $1,100.00 target price on Costco Wholesale and gave the stock a “buy” rating in a report on Wednesday. Finally, Citigroup cut their price target on shares of Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating on the stock in a report on Monday, September 29th. Nineteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $992.08.

Insider Activity at Costco Wholesale

In related news, EVP Claudine Adamo sold 2,700 shares of the firm’s stock in a transaction on Friday, October 24th. The stock was sold at an average price of $935.68, for a total value of $2,526,336.00. Following the completion of the transaction, the executive vice president owned 6,851 shares in the company, valued at $6,410,343.68. This trade represents a 28.27% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP William Richard Wilcox sold 2,400 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $930.13, for a total value of $2,232,312.00. Following the sale, the executive vice president owned 2,000 shares in the company, valued at approximately $1,860,260. The trade was a 54.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 9,720 shares of company stock valued at $9,010,257. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale Stock Performance

Shares of COST stock opened at $872.75 on Thursday. The firm has a market cap of $387.39 billion, a price-to-earnings ratio of 46.75, a PEG ratio of 5.12 and a beta of 1.00. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,078.23. The company’s 50 day moving average is $904.70 and its 200 day moving average is $940.94.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating the consensus estimate of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. During the same period last year, the firm earned $4.04 earnings per share. Costco Wholesale’s revenue was up 8.3% compared to the same quarter last year. On average, sell-side analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were issued a $1.30 dividend. The ex-dividend date of this dividend was Friday, October 31st. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is currently 27.85%.

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.