Apollon Wealth Management LLC Purchases 2,224 Shares of Costco Wholesale Corporation $COST

Apollon Wealth Management LLC raised its position in Costco Wholesale Corporation (NASDAQ:COST) by 4.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 49,172 shares of the retailer’s stock after acquiring an additional 2,224 shares during the quarter. Costco Wholesale makes up 0.8% of Apollon Wealth Management LLC’s investment portfolio, making the stock its 24th largest position. Apollon Wealth Management LLC’s holdings in Costco Wholesale were worth $45,515,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Bulwark Capital Corp bought a new position in Costco Wholesale during the 2nd quarter valued at approximately $25,000. Soundwatch Capital LLC grew its position in shares of Costco Wholesale by 635.7% in the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after buying an additional 2,206 shares during the last quarter. LFA Lugano Financial Advisors SA purchased a new position in shares of Costco Wholesale during the second quarter valued at approximately $31,000. Anderson Financial Strategies LLC increased its stake in shares of Costco Wholesale by 900.0% during the first quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock valued at $38,000 after buying an additional 36 shares during the period. Finally, Financial Connections Group Inc. raised its holdings in shares of Costco Wholesale by 975.0% during the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after acquiring an additional 39 shares in the last quarter. 68.48% of the stock is owned by institutional investors.

More Costco Wholesale News

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

• Positive Sentiment: Northcoast Research upgraded COST from Neutral to Buy and set a $1,100 price target (roughly +26% upside from recent levels), a near-term catalyst for bullish flows. Northcoast Upgrade
• Positive Sentiment: Yahoo Finance reports Costco “breaks 3 records” — a headline that reinforces momentum around membership, sales and comps (positively read by investors even before full detail disclosure). Costco breaks 3 records
• Positive Sentiment: Forbes published a piece outlining specific catalysts and execution paths that could drive a rally in COST — a constructive analyst/strategy view that supports more optimistic positioning. How Costco Stock Can Rally
• Positive Sentiment: The Motley Fool (and syndicated repeat) published bullish commentary framing COST as a long-term wealth-builder, reinforcing investor confidence in the membership model and repeat purchase economics. Is Costco Stock a Multimillionaire Maker?
• Neutral Sentiment: Zacks compares Target vs. Costco on upside potential — this frames COST as resilient (membership/digital momentum) but highlights peer execution differences investors are weighing. Target vs. Costco
• Neutral Sentiment: MarketBeat flagged COST as among household names showing rare oversold signals into year-end — a technical setup that can attract short-term buying if momentum stabilizes. Oversold Signals
• Neutral Sentiment: Zacks noted increased investor attention on COST (summary pieces that raise visibility but don’t change fundamentals). Investor Attention
• Neutral Sentiment: Consumer/operational items — a regional product feature (MSN), holiday hours/closures and a planned one-day shutdown article — are interest items for customers but unlikely to move fundamentals materially. Regional Costco Find Holiday Closure

Wall Street Analyst Weigh In

Several analysts recently weighed in on COST shares. Oppenheimer cut their price target on shares of Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating on the stock in a report on Monday, November 3rd. Guggenheim restated a “neutral” rating on shares of Costco Wholesale in a report on Monday, December 22nd. Hovde Group began coverage on shares of Costco Wholesale in a research report on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 target price for the company. JPMorgan Chase & Co. boosted their price target on shares of Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Finally, Raymond James Financial decreased their price target on shares of Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $992.08.

Costco Wholesale Trading Up 0.2%

NASDAQ:COST opened at $873.35 on Friday. The stock has a market cap of $387.65 billion, a price-to-earnings ratio of 46.78, a PEG ratio of 5.23 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. The company’s 50 day moving average price is $902.38 and its 200-day moving average price is $939.07. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The business had revenue of $67.31 billion for the quarter, compared to analysts’ expectations of $67.03 billion. During the same period in the prior year, the firm posted $4.04 EPS. The firm’s quarterly revenue was up 8.3% on a year-over-year basis. On average, equities research analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Insiders Place Their Bets

In other news, EVP Russell D. Miller sold 3,381 shares of the firm’s stock in a transaction dated Monday, September 29th. The shares were sold at an average price of $915.00, for a total transaction of $3,093,615.00. Following the sale, the executive vice president owned 9,740 shares of the company’s stock, valued at $8,912,100. This trade represents a 25.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Tiffany Marie Barbre sold 1,239 shares of the business’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $934.62, for a total transaction of $1,157,994.18. Following the transaction, the insider directly owned 5,155 shares of the company’s stock, valued at $4,817,966.10. The trade was a 19.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 9,720 shares of company stock valued at $9,010,257. 0.10% of the stock is currently owned by corporate insiders.

About Costco Wholesale

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.