First National Corp MA ADV Has $2.56 Million Position in Costco Wholesale Corporation $COST

First National Corp MA ADV lessened its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 23.4% during the third quarter, Holdings Channel.com reports. The fund owned 2,793 shares of the retailer’s stock after selling 851 shares during the period. First National Corp MA ADV’s holdings in Costco Wholesale were worth $2,562,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of COST. Brighton Jones LLC lifted its holdings in shares of Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after acquiring an additional 2,172 shares during the period. Revolve Wealth Partners LLC raised its position in Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares in the last quarter. Beacon Financial Group lifted its stake in Costco Wholesale by 10.6% during the second quarter. Beacon Financial Group now owns 905 shares of the retailer’s stock worth $896,000 after purchasing an additional 87 shares during the last quarter. Triumph Capital Management lifted its stake in Costco Wholesale by 6.4% during the second quarter. Triumph Capital Management now owns 298 shares of the retailer’s stock worth $295,000 after purchasing an additional 18 shares during the last quarter. Finally, Berkshire Bank increased its stake in shares of Costco Wholesale by 1.7% in the 2nd quarter. Berkshire Bank now owns 1,435 shares of the retailer’s stock valued at $1,421,000 after purchasing an additional 24 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale News Roundup

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

• Positive Sentiment: December sales and digital momentum: December sales accelerated (5-week period showing mid-single-digit comps) and digital-enabled sales surged (~19% YoY), supporting higher traffic and larger average tickets — a clear revenue catalyst. Costco Finally Breaks Out: Is There Still Time to Buy?
• Positive Sentiment: Technical breakout and upside interest: After a prolonged pullback, shares have broken above key short-term moving averages, drawing renewed buying and analyst attention that can sustain momentum into earnings and guidance windows. Costco Finally Breaks Out: Is There Still Time to Buy?
• Positive Sentiment: Retail footprint expansion: Costco plans/announcements for new warehouses continue (recent local reports of six new openings across three states), supporting membership growth and long-term sales runway. The Costco Craze Continues: 6 New Warehouses Opening Across 3 States
• Neutral Sentiment: Positive long-term narrative but not an immediate catalyst: Features on Costco’s long-term returns (e.g., articles on buy-and-hold outcomes and whether it can make long-term investors wealthy) reinforce confidence but don’t change near-term fundamentals. Could Costco Help You Become a Millionaire Over the Long Term?
• Negative Sentiment: Insider selling: Multiple disclosures show executive share sales (EVP Russell Miller sold 1,500 shares), which some investors read as a near-term red flag even though the amounts are small relative to market cap. Several Executives Sell Costco Stock (COST) to Start the New Year
• Negative Sentiment: Valuation headwinds: Analysts and features note Costco trades at a premium (~50x earnings), leaving the stock vulnerable if sales momentum cools or macro pressures hit consumer spending. Read This Before Buying Costco Stock for the Long Term

Costco Wholesale Stock Up 1.0%

NASDAQ:COST opened at $950.98 on Thursday. Costco Wholesale Corporation has a one year low of $844.06 and a one 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 company has a market cap of $422.11 billion, a PE ratio of 50.94, a P/E/G ratio of 5.64 and a beta of 1.02. The firm’s 50 day simple moving average is $893.22 and its 200 day simple moving average is $930.64.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results 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. The firm 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%. The company’s revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the company posted $4.04 EPS. On average, research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, EVP William Richard Wilcox sold 2,400 shares of Costco Wholesale stock in a transaction dated 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 transaction, the executive vice president directly owned 2,000 shares of the company’s stock, valued at approximately $1,860,260. The trade was a 54.55% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Claudine Adamo sold 2,700 shares of the 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 sale, the executive vice president directly owned 6,851 shares of the company’s stock, valued at approximately $6,410,343.68. The trade was a 28.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 10,446 shares of company stock worth $9,549,528 over the last 90 days. Company insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

COST has been the subject of several recent analyst reports. Truist Financial dropped their price objective on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Raymond James Financial dropped their target price on shares of Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a report on Friday, December 12th. Robert W. Baird decreased their price target on shares of Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating on the stock in a report on Friday, December 12th. Argus increased their price objective on shares of Costco Wholesale from $1,170.00 to $1,200.00 and gave the company a “buy” rating in a research note on Monday, September 29th. Finally, Cowen restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $996.00.

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.