Global Wealth Management Investment Advisory Inc. Acquires 728 Shares of Costco Wholesale Corporation $COST

Global Wealth Management Investment Advisory Inc. grew its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 20.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 4,334 shares of the retailer’s stock after purchasing an additional 728 shares during the period. Global Wealth Management Investment Advisory Inc.’s holdings in Costco Wholesale were worth $4,011,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC lifted its stake in Costco Wholesale by 12.3% in the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after purchasing an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after acquiring an additional 130 shares during the last quarter. Everpar Advisors LLC boosted its holdings in shares of Costco Wholesale by 17.7% during the 2nd quarter. Everpar Advisors LLC now owns 646 shares of the retailer’s stock valued at $640,000 after acquiring an additional 97 shares in the last quarter. Little House Capital LLC grew its position in Costco Wholesale by 14.6% during the 2nd quarter. Little House Capital LLC now owns 4,617 shares of the retailer’s stock worth $4,570,000 after acquiring an additional 587 shares during the last quarter. Finally, MassMutual Private Wealth & Trust FSB grew its position in Costco Wholesale by 1.1% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 15,777 shares of the retailer’s stock worth $15,618,000 after acquiring an additional 166 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale News Roundup

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

• Positive Sentiment: December sales/technical breakout: Costco reported strong December sales (digital-enabled sales up ~19%, comp growth across U.S., Canada and international markets) and technical indicators have shown a recent breakout that many traders view as bullish. December sales release
• Positive Sentiment: Mizuho upgrade / analyst interest: An upgrade and inclusion on a top‑picks list has attracted buying interest from institutions and retail investors, supporting near-term demand. Mizuho upgrade
• Positive Sentiment: Store expansion — Reports show new warehouses under construction and announcements for additional openings (including a six‑warehouse story), reinforcing mid‑to‑longer‑term revenue and membership growth potential. Costco opening 6 new warehouses
• Positive Sentiment: ETF and sector flows: ETF managers highlighted Costco as a beneficiary in a split (K‑shaped) consumer environment—investors see it as a defensive/durable consumer play versus lower‑priced competitors. K-shaped economy ETFs
• Positive Sentiment: New product distribution: Quicklly’s launch of a ready‑to‑heat Indian meals line at Costco is a minor but positive indicator of increasing SKU diversity and appeal to specialist brands. Quicklly launches at Costco
• Neutral Sentiment: Long‑term features and comparisons reiterate Costco’s durable model but don’t add an immediate catalyst; helpful for conviction but not a short‑term driver. Where Will Costco Be in 5 Years?
• Neutral Sentiment: Short‑interest reporting appears to contain data errors (zero shares reported); treat short‑interest headlines as unreliable until clarified.
• Negative Sentiment: Insider sale: EVP Russell D. Miller sold 1,500 shares (SEC Form 4), reducing his stake by ~15% in that filing—small in absolute terms but often read negatively by momentum traders. SEC Form 4 — Russell D. Miller
• Negative Sentiment: Valuation and risk: Costco still trades at an elevated multiple (roughly 50x earnings). That valuation leaves the stock sensitive to any signs of slowing sales or membership trends, which can amplify short‑term down moves.

Analyst Upgrades and Downgrades

COST has been the subject of several research reports. HSBC dropped their target price on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Truist Financial dropped their price objective on shares of Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating for the company in a report on Friday, December 12th. Evercore ISI reduced their target price on shares of Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating on the stock in a report on Friday, September 26th. Finally, Hovde Group initiated coverage on shares of Costco Wholesale in a research report on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 price target for the company. Twenty-one analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $996.00.

Costco Wholesale Stock Down 0.1%

Costco Wholesale stock opened at $941.93 on Wednesday. The firm has a market cap of $418.09 billion, a price-to-earnings ratio of 50.45, a PEG ratio of 5.65 and a beta of 1.02. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week 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. The firm has a 50 day moving average price of $892.90 and a two-hundred day moving average price of $930.49.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, topping the consensus estimate 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 net margin of 2.96% and a return on equity of 29.35%. Costco Wholesale’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the prior year, the company posted $4.04 earnings per share. Equities analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Insider Activity

In related news, EVP William Richard Wilcox sold 2,400 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The stock was 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 owned 2,000 shares of the company’s stock, valued at $1,860,260. This trade represents a 54.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Javier Polit sold 558 shares of the business’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total value of $481,492.62. Following the completion of the transaction, the executive vice president directly owned 10,190 shares in the company, valued at approximately $8,792,849.10. This trade represents a 5.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 10,446 shares of company stock worth $9,549,528. 0.10% of the stock is 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.