Costco Wholesale Corporation $COST Shares Sold by Valley National Advisers Inc.

Valley National Advisers Inc. cut its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 80.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 506 shares of the retailer’s stock after selling 2,052 shares during the quarter. Valley National Advisers Inc.’s holdings in Costco Wholesale were worth $468,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. Bulwark Capital Corp purchased a new position in Costco Wholesale during the second quarter worth $25,000. LFA Lugano Financial Advisors SA acquired a new stake in shares of Costco Wholesale during the second quarter valued at $31,000. Anderson Financial Strategies LLC boosted 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 acquiring an additional 36 shares during the last quarter. Financial Connections Group Inc. increased its position in Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after purchasing an additional 39 shares in the last quarter. Finally, Frazier Financial Advisors LLC raised its stake in Costco Wholesale by 72.0% in the 2nd quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock valued at $43,000 after purchasing an additional 18 shares during the last quarter. 68.48% of the stock is owned by hedge funds and other 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

Insiders Place Their Bets

In other Costco Wholesale news, EVP Claudine Adamo sold 2,700 shares of the company’s stock in a transaction dated Friday, October 24th. The shares were 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 directly owned 6,851 shares of the company’s stock, valued at $6,410,343.68. This represents a 28.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP William Richard Wilcox sold 2,400 shares of the business’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $930.13, for a total value of $2,232,312.00. Following the completion of the transaction, the executive vice president owned 2,000 shares in the company, valued at approximately $1,860,260. This trade represents a 54.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,339 shares of company stock worth $5,916,642 in the last quarter. 0.10% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the stock. Sanford C. Bernstein lifted their price target on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the stock an “outperform” rating in a report on Friday, December 12th. The Goldman Sachs Group decreased their target price on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a research report on Friday, December 12th. Northcoast Research set a $1,100.00 target price on shares of Costco Wholesale and gave the stock a “buy” rating in a research note on Wednesday. Cowen reissued a “buy” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Finally, Roth Capital set a $769.00 price objective on Costco Wholesale and gave the stock a “sell” rating in a report on Monday, December 15th. Nineteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $992.08.

Costco Wholesale Stock Up 0.2%

Shares of NASDAQ:COST opened at $873.35 on Monday. The stock has a 50-day simple moving average of $902.38 and a 200-day simple moving average of $938.67. The stock has a market capitalization of $387.65 billion, a P/E ratio of 46.78, a PEG ratio of 5.23 and a beta of 1.00. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,078.23. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04.

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, topping 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 analyst estimates of $67.03 billion. During the same quarter in the prior year, the business earned $4.04 earnings per share. The business’s quarterly revenue was up 8.3% compared to the same quarter last year. Equities analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

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