Costco Wholesale Corporation $COST Shares Sold by Bfsg LLC

Bfsg LLC cut its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 11.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 9,002 shares of the retailer’s stock after selling 1,108 shares during the quarter. Costco Wholesale accounts for 0.8% of Bfsg LLC’s portfolio, making the stock its 29th largest position. Bfsg LLC’s holdings in Costco Wholesale were worth $8,332,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of COST. Soundwatch Capital LLC raised its position in 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 in the last quarter. LFA Lugano Financial Advisors SA acquired a new position in shares of Costco Wholesale in the 2nd quarter worth approximately $31,000. Financial Connections Group Inc. grew its stake 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. Frazier Financial Advisors LLC raised its holdings in shares of 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. Finally, Marquette Asset Management LLC lifted its stake in Costco Wholesale by 2,200.0% during 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 last quarter. Institutional investors own 68.48% of the company’s stock.

More Costco Wholesale News

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.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Javier Polit sold 2,049 shares of Costco Wholesale stock in a transaction on Monday, December 29th. The stock was sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following the completion of the sale, the executive vice president owned 10,748 shares of the company’s stock, valued at approximately $9,320,773.08. This trade represents a 16.01% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the transaction, the executive vice president directly owned 8,240 shares in the company, valued at approximately $7,550,476.80. The trade was a 15.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 11,946 shares of company stock worth $10,958,028 over the last 90 days. 0.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research firms have issued reports on COST. BMO Capital Markets restated an “outperform” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Gordon Haskett decreased their target price on Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating on the stock in a report on Monday, December 1st. Citigroup cut their target price on Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating on the stock in a research report on Monday, September 29th. Robert W. Baird decreased their price target on Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating for the company in a research report on Friday, December 12th. Finally, Evercore ISI dropped their price target on Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating on the stock in a research note on Friday, September 26th. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $996.00.

Costco Wholesale Trading Up 0.7%

Shares of NASDAQ COST opened at $963.61 on Friday. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,078.23. The business has a 50-day moving average price of $894.70 and a two-hundred day moving average price of $930.25. The firm has a market capitalization of $427.72 billion, a PE ratio of 51.61, a PEG ratio of 5.77 and a beta of 1.02.

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

Costco Wholesale Announces Dividend

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

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.