Concurrent Investment Advisors LLC Sells 972 Shares of Costco Wholesale Corporation $COST

Concurrent Investment Advisors LLC decreased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 5.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 18,320 shares of the retailer’s stock after selling 972 shares during the period. Concurrent Investment Advisors LLC’s holdings in Costco Wholesale were worth $16,957,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Bulwark Capital Corp purchased a new position in Costco Wholesale during the second quarter valued at $25,000. Soundwatch Capital LLC grew its stake in shares of Costco Wholesale by 635.7% in the second quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after acquiring an additional 2,206 shares during the last quarter. LFA Lugano Financial Advisors SA bought a new position in shares of Costco Wholesale during the second quarter valued at $31,000. Financial Connections Group Inc. raised its position in shares of Costco Wholesale by 975.0% in 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 during the last quarter. Finally, Frazier Financial Advisors LLC boosted 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 worth $43,000 after purchasing an additional 18 shares in the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Costco Wholesale

In other Costco Wholesale news, EVP William Richard Wilcox sold 2,400 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The shares were sold at an average price of $930.13, for a total transaction of $2,232,312.00. Following the completion of the sale, the executive vice president directly owned 2,000 shares of the company’s stock, valued at approximately $1,860,260. This represents a 54.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Claudine Adamo sold 2,700 shares of the 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 completion of the transaction, the executive vice president owned 6,851 shares in the company, valued at $6,410,343.68. The trade was a 28.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 10,446 shares of company stock valued at $9,549,528 in the last three months. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Price Performance

NASDAQ COST opened at $943.08 on Tuesday. The stock has a market capitalization of $418.60 billion, a price-to-earnings ratio of 50.51, a PEG ratio of 5.54 and a beta of 1.02. 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 current ratio of 1.04 and a quick ratio of 0.53. The business’s fifty day moving average price is $892.88 and its 200-day moving average price is $930.80.

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

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Investors 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 presently 27.85%.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on COST shares. Daiwa Capital Markets decreased their target price 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. Roth Capital set a $769.00 price target on shares of Costco Wholesale and gave the company a “sell” rating in a research report on Monday, December 15th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $1,100.00 price objective on shares of Costco Wholesale in a research report on Thursday, January 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 29th. Finally, Morgan Stanley decreased their price target on Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating for the company in a research note on Friday, September 26th. Twenty-one analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $996.00.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Mizuho upgrade — Mizuho moved COST to its top-picks list and upgraded the stock to Outperform, raising its price target (cited as $1,000 in coverage), which supports buying interest from institutional and retail investors. Costco (COST) Added to Mizuho Top Picks After Pullback
• Positive Sentiment: Sales acceleration — Recent reporting highlights that two key Costco sales metrics have accelerated, a development investors like because it points to continued membership spending and top-line momentum. 2 Key Costco Sales Metrics Just Accelerated, and Investors Love It
• Positive Sentiment: Card perk added — Costco quietly added a meaningful credit-card perk, which can boost transaction volume and member loyalty (positive for same-store sales and margins over time). Costco quietly added a major credit card perk
• Positive Sentiment: Ongoing expansion — Multiple local reports show new warehouse builds and store openings (e.g., Camarillo construction visible; plans in South Los Angeles and Dallas), underscoring continued footprint growth that supports revenue and membership expansion. Costco Camarillo warehouse and gas station construction now visible at site
• Neutral Sentiment: Long-term analyst/features — Several opinion pieces and comparative write-ups (Where Will Costco Be in 5 Years?; Costco vs. Home Depot) reiterate Costco’s strong long-term track record but do not introduce new catalysts. These items support the bull case but are not immediate drivers. Where Will Costco Be in 5 Years?
• Neutral Sentiment: Short-interest data glitch — A report flagged a “significant increase” in short interest but shows zero shares and a zero days-to-cover figure, indicating a likely data error rather than a market pressure signal. Investors should treat short-interest headlines cautiously until clarified. (Data source: market summary)
• Negative Sentiment: Insider sale — EVP Russell D. Miller sold 1,500 shares (disclosed SEC Form 4), reducing his holding by ~15.4% in that transaction; insider sales can be read negatively by some investors even when small relative to total holdings. SEC filing — Form 4 (Russell D. Miller)

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.