Davis Capital Management Acquires Shares of 1,476 Costco Wholesale Corporation $COST

Davis Capital Management bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm bought 1,476 shares of the retailer’s stock, valued at approximately $1,366,000.

Other institutional investors have also made changes to their positions in the company. Bulwark Capital Corp acquired a new position in Costco Wholesale in the second quarter worth $25,000. Soundwatch Capital LLC lifted 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 acquired a new position in shares of Costco Wholesale in the 2nd quarter valued at about $31,000. Anderson Financial Strategies LLC grew its position in shares of Costco Wholesale by 900.0% during the 1st 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 last quarter. Finally, Financial Connections Group Inc. grew its position in shares of Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after buying an additional 39 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Stock Down 0.9%

Shares of Costco Wholesale stock opened at $854.50 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,078.23. The business’s fifty day moving average price is $894.79 and its two-hundred day moving average price is $934.60. The company has a market capitalization of $379.29 billion, a P/E ratio of 45.77, a PEG ratio of 5.12 and a beta of 1.02.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The company had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. During the same period last year, the company earned $4.04 earnings per share. The company’s quarterly revenue was up 8.3% compared to the same quarter last year. As a group, research analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current 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 given 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 was Friday, October 31st. Costco Wholesale’s payout ratio is 27.85%.

Analyst Upgrades and Downgrades

COST has been the subject of a number of research reports. Evercore ISI decreased their target price on Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating for the company in a research note on Friday, September 26th. DA Davidson restated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research report on Thursday, December 4th. Hovde Group initiated coverage on Costco Wholesale in a research note on Tuesday, November 18th. They set a “market perform” rating and a $16.00 price objective for the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 29th. Finally, Daiwa Capital Markets reduced their price target on shares of Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a report on Tuesday, December 16th. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $992.08.

Costco Wholesale News Summary

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

• Positive Sentiment: Telsey Advisory Group reiterated an “outperform” rating and set a $1,100 price target on COST, signaling material upside vs. current levels and giving investors a bullish anchor. Benzinga
• Positive Sentiment: MarketBeat includes Costco among five high‑quality stocks to own in 2026, highlighting Costco’s “premium defensive” positioning, steady membership income, and mid‑teens historical EPS compounding—support for longer‑term investor demand. Beyond the Santa Claus Rally—5 Quality Stocks to Buy in 2026
• Positive Sentiment: Local expansion: Costco is taking steps to open two new Ontario locations, which supports longer‑run membership and sales growth in Canada. Costco takes steps to open two new locations in Ontario
• Neutral Sentiment: Consumer‑facing coverage (holiday hours, product roundups, “3 things to know” pieces) reminds retail customers and investors of Costco’s brand strength but is unlikely to move the stock materially on its own. 3 Things to Know About Costco Stock Before You Buy
• Neutral Sentiment: Practical holiday coverage (e.g., New Year’s Day hours) and product arrival lists attract shoppers but are not catalysts for the stock. Is Costco open or closed on New Year’s Day 2026?
• Negative Sentiment: Analysts expect December comps to slow (consensus ~2.2% same‑store sales), and a December sales update due Jan. 7 could confirm softer near‑term trends—this is the primary immediate downside risk for the stock. Is Costco Cooling Off? Why December Sales Growth Might Look Slower
• Negative Sentiment: Insider selling: EVP Javier Polit sold significant blocks of shares in late‑December (SEC Form 4 filings), which can weigh on sentiment because investors sometimes read large insider sales as profit taking. SEC Form 4 – Javier Polit
• Negative Sentiment: Valuation sensitivity: COST trades at an elevated multiple (P/E mid‑40s), so the stock is vulnerable to downside if growth decelerates or macro conditions deteriorate. Market data & valuation
• Negative Sentiment: Operational/shrink risk: recent reports of cargo thefts tied to food shipments underscore logistics exposures that could add cost or cause isolated supply disruptions. Oysters, crab and $400,000 worth of lobster meat stolen in New England

Insider Activity at Costco Wholesale

In related news, EVP Claudine Adamo sold 2,700 shares of the business’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $935.68, for a total transaction of $2,526,336.00. Following the sale, the executive vice president owned 6,851 shares of the company’s stock, valued at $6,410,343.68. The trade was a 28.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Tiffany Marie Barbre sold 1,239 shares of the company’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $934.62, for a total value of $1,157,994.18. Following the completion of the sale, the insider owned 5,155 shares of the company’s stock, valued at $4,817,966.10. This trade represents a 19.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 8,946 shares of company stock valued at $8,175,048. 0.10% of the stock is currently owned by insiders.

Costco Wholesale 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.