Csenge Advisory Group Has $5.09 Million Holdings in Costco Wholesale Corporation $COST

Csenge Advisory Group cut its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 9.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,497 shares of the retailer’s stock after selling 576 shares during the period. Csenge Advisory Group’s holdings in Costco Wholesale were worth $5,089,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of COST. Soundwatch Capital LLC increased its holdings in shares of Costco Wholesale by 635.7% during the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock valued at $25,000 after acquiring an additional 2,206 shares during the last quarter. LFA Lugano Financial Advisors SA bought a new stake in Costco Wholesale during the second quarter worth approximately $31,000. Financial Connections Group Inc. grew its holdings in Costco Wholesale by 975.0% during the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after purchasing an additional 39 shares during the last quarter. Frazier Financial Advisors LLC grew its holdings in Costco Wholesale by 72.0% during the second 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. Finally, Marquette Asset Management LLC raised its position in shares of Costco Wholesale by 2,200.0% in the third quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock valued at $43,000 after purchasing an additional 44 shares during the period. 68.48% of the stock is currently owned by institutional investors.

Insider Activity

In other Costco Wholesale news, EVP William Richard Wilcox sold 2,400 shares of the business’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $930.13, for a total value of $2,232,312.00. Following the sale, the executive vice president owned 2,000 shares of the company’s stock, valued at $1,860,260. The trade was a 54.55% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP James C. Klauer sold 1,500 shares of the stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the transaction, the executive vice president owned 44,837 shares of the company’s stock, valued at approximately $42,101,943. This represents a 3.24% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 11,946 shares of company stock valued at $10,958,028. 0.10% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research firms recently issued reports on COST. The Goldman Sachs Group decreased their price objective on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating for the company in a report on Friday, December 12th. Gordon Haskett cut their target price on shares of Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating for the company in a research report on Monday, December 1st. Argus raised their price target on Costco Wholesale from $1,170.00 to $1,200.00 and gave the company a “buy” rating in a research report on Monday, September 29th. Jefferies Financial Group reiterated a “buy” rating on shares of Costco Wholesale in a research note on Thursday, October 9th. Finally, 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. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $996.00.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Board raised shareholder returns with a confirmed quarterly cash dividend of $1.30 per share (payable Feb. 13), which supports income-focused demand and underpins buyer interest. Read More.
• Positive Sentiment: Technical and momentum stories are signaling a breakout after late-2025 weakness; analysts and commentators pointing to stronger December sales and improving charts are drawing short-term buyers. Read More.
• Positive Sentiment: Multiple long-term investor pieces highlight Costco’s resilient membership model, renewal economics and international expansion as durable tailwinds that keep buy-and-hold interest elevated. Read More.
• Positive Sentiment: Consumer-facing features (e.g., food-court pricing, membership perks) and new incentives to upgrade members to Executive status may help average spend and renewals over time, supporting the revenue mix. Read More.
• Neutral Sentiment: Consumer and lifestyle write-ups (buy-and-hold lists, product highlights) keep brand visibility high but are unlikely to move the stock materially by themselves. Read More.
• Neutral Sentiment: Options-flow commentary notes unusually active put activity on Costco — framed as a strategy for acquiring shares without overpaying; this highlights price sensitivity but isn’t a direct directional signal. Read More.
• Negative Sentiment: Insider selling: EVP James Klauer and other executives disclosed mid-January share sales (Klauer sold 1,500 shares), which can create short-term selling pressure and raise investor caution even if sales are routine. Read More.
• Negative Sentiment: Valuation remains a constraint—COST trades at a premium versus peers (~50x earnings), so the stock is sensitive to any sign of slowing sales/margin improvement; some coverage highlights that premium as a risk to near-term gains. Read More.

Costco Wholesale Stock Up 0.7%

COST stock opened at $963.61 on Friday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,078.23. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The company has a market cap of $427.72 billion, a PE ratio of 51.61, a price-to-earnings-growth ratio of 5.73 and a beta of 1.02. The business’s 50-day simple moving average is $894.70 and its 200 day simple moving average is $930.63.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping 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 during the quarter, compared to the consensus estimate of $67.03 billion. During the same quarter last year, the company earned $4.04 EPS. The company’s quarterly revenue was up 8.3% on a year-over-year basis. On average, research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be given a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.

About Costco Wholesale

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.