Fiducient Advisors LLC Acquires New Holdings in Costco Wholesale Corporation $COST

Fiducient Advisors LLC acquired a new position in Costco Wholesale Corporation (NASDAQ:COST) in the 3rd quarter, Holdings Channel reports. The institutional investor acquired 914 shares of the retailer’s stock, valued at approximately $846,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of COST. Peterson Wealth Services raised its position in shares of Costco Wholesale by 0.5% in the second quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock valued at $13,479,000 after purchasing an additional 72 shares during the period. Fishman Jay A Ltd. MI grew its stake in Costco Wholesale by 3.5% in the 2nd quarter. Fishman Jay A Ltd. MI now owns 16,888 shares of the retailer’s stock valued at $16,718,000 after buying an additional 575 shares during the last quarter. Silver Oak Securities Incorporated grew its stake in Costco Wholesale by 49.3% in the 3rd quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after buying an additional 1,248 shares during the last quarter. Permanent Capital Management LP bought a new position in Costco Wholesale in the 3rd quarter valued at about $874,000. Finally, Wealthspire Advisors LLC lifted its position in Costco Wholesale by 2.0% during the second quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock worth $15,640,000 after acquiring an additional 312 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Up 1.9%

Shares of COST opened at $982.86 on Thursday. The firm has a 50 day simple moving average of $898.05 and a two-hundred day simple moving average of $929.94. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,078.23. The company has a market cap of $436.26 billion, a P/E ratio of 52.64, a P/E/G ratio of 5.78 and a beta of 1.02.

Costco Wholesale (NASDAQ:COST) last issued 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. 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 for the quarter, compared to analyst estimates of $67.03 billion. During the same quarter last year, the company posted $4.04 EPS. The company’s revenue for the quarter was up 8.3% compared to the same quarter last year. Research analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The firm 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 annualized dividend and a yield of 0.5%. Costco Wholesale’s payout ratio is presently 27.85%.

Insider Transactions at Costco Wholesale

In related 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 transaction, the executive vice president directly owned 2,000 shares in the company, valued at $1,860,260. This represents a 54.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president owned 44,837 shares in the company, valued at $42,101,943. This represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 12,404 shares of company stock valued at $11,395,418. 0.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several equities analysts have recently commented on COST shares. Truist Financial decreased their target price on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating on the stock in a research report on Friday, December 12th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Morgan Stanley lowered their price objective on Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating on the stock in a research report on Friday, September 26th. Jefferies Financial Group reissued a “buy” rating on shares of Costco Wholesale in a research report on Thursday, October 9th. Finally, The Goldman Sachs Group decreased their price target on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a research note on Friday, December 12th. 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, the stock currently has an average rating of “Moderate Buy” and an average target price of $996.00.

Costco Wholesale News Roundup

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

• Positive Sentiment: Warehouse expansion and faster new-store ramp-ups support long-term sales and membership growth, giving a clear growth runway that investors reward. Read More.
• Positive Sentiment: Costco is adopting a tech upgrade used by competitors to improve the member experience — a move that can boost traffic, basket size and retention if rollout is smooth. Read More.
• Positive Sentiment: Recent performance shows Costco outpacing the market, reflecting resilient December sales and membership trends that underwrite recurring revenue. Read More.
• Positive Sentiment: Card and membership perks were improved (higher gas rewards), which can increase loyalty and in-warehouse spending among cardholders. Read More.
• Neutral Sentiment: Analysis questions whether Costco’s premium P/E is justified given steady but moderate growth — useful context for entry/position sizing decisions. Read More.
• Neutral Sentiment: Investor guides and commentary (e.g., what Costco needs to prove in 2026) emphasize strong fundamentals but note high expectations; these pieces tend to temper near-term upside forecasts. Read More.
• Negative Sentiment: An insider sale was disclosed (Director Susan Decker sold 458 shares), a small but visible transaction that some investors interpret as a mild negative signal on timing/valuation. Read More.
• Negative Sentiment: Increased expansion by large grocery rivals raises the risk of localized share pressure and margin competition over time. Read More.

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.