Envestnet Portfolio Solutions Inc. Has $24.05 Million Stock Position in Costco Wholesale Corporation $COST

Envestnet Portfolio Solutions Inc. cut its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 15.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 25,986 shares of the retailer’s stock after selling 4,727 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Costco Wholesale were worth $24,053,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in COST. Norges Bank acquired a new position in Costco Wholesale during the second quarter valued at approximately $5,692,035,000. Laurel Wealth Advisors LLC boosted its position in shares of Costco Wholesale by 96,316.6% during the second quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock worth $1,364,888,000 after buying an additional 1,377,328 shares during the period. Vanguard Group Inc. grew its holdings in shares of Costco Wholesale by 1.7% during the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after buying an additional 711,560 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Costco Wholesale by 9.8% during the second quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock worth $4,248,384,000 after buying an additional 383,887 shares in the last quarter. Finally, Symphony Financial Ltd. Co. raised its position in Costco Wholesale by 15,055.5% in the 2nd quarter. Symphony Financial Ltd. Co. now owns 320,994 shares of the retailer’s stock valued at $317,722,000 after buying an additional 318,876 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Analyst and outlet bullishness: Several retail pieces highlight Costco’s resilient sales, membership strength and reasons to buy, supporting the stock’s longer-term case. Read More.
• Positive Sentiment: Operational lift — tech upgrades: Coverage says Costco is adopting competitor-style tech to improve the member experience, which could boost traffic and spend over time. Read More.
• Positive Sentiment: Local development progress: A draft environmental impact report was issued for a new El Dorado Hills Costco — a step toward store growth that supports long-term revenue and membership expansion. Read More.
• Neutral Sentiment: Valuation debate: Several pieces question whether COST’s premium P/E is justified despite multi-year returns — useful for investors deciding entry points but not an operational red flag. Read More.
• Neutral Sentiment: Services and programs explained: Recent explainers/reviews of Costco’s auto program and partner insurance products highlight ancillary revenue lines that deepen member relationships but have limited immediate stock impact. Read More.
• Neutral Sentiment: Pattern-trade mention: A trading piece lists Costco as a seasonal pattern trade with upside potential (speculative trading interest, not fundamental guidance). Read More.
• Negative Sentiment: Bearish commentary: Two Seeking Alpha pieces argue the recent rally may be overextended and that strong early-2026 results could be short-lived, which can prompt profit-taking. Read More. Read More.
• Negative Sentiment: Insider selling: Director Susan Decker sold 458 shares (~$955 avg) recently — a small, disclosed sale that some investors interpret negatively for near-term sentiment. Read More.
• Negative Sentiment: Competitive pressure: Coverage of rival grocery expansion increases the risk of margin or share pressure in some markets over time. Read More.

Costco Wholesale Price Performance

Shares of COST opened at $976.17 on Friday. The company has a market cap of $433.29 billion, a price-to-earnings ratio of 52.29, a PEG ratio of 5.89 and a beta of 1.02. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. The company’s fifty day simple moving average is $899.07 and its 200 day simple moving average is $930.26. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last released 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 for 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%. Costco Wholesale’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the previous year, the business earned $4.04 EPS. On average, research analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Analysts Set New Price Targets

A number of equities analysts have weighed in on COST shares. Roth Mkm set a $769.00 price target on Costco Wholesale and gave the stock a “sell” rating in a research report on Monday, December 15th. The Goldman Sachs Group cut their price objective on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a research report on Friday, December 12th. Argus raised their target price on shares of 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. JPMorgan Chase & Co. lifted their price target on shares of Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a research report on Monday, December 29th. Twenty-one 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 data from MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and a consensus price target of $996.00.

Insider Transactions at Costco Wholesale

In related news, EVP Russell D. Miller sold 1,500 shares of the stock in a transaction on 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 sale, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the sale, the executive vice president directly owned 44,837 shares of the company’s stock, valued at $42,101,943. This represents a 3.24% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 8,465 shares of company stock valued at $7,711,088. Company insiders own 0.10% of the company’s stock.

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.