Werba Rubin Papier Wealth Management Has $2.15 Million Stock Holdings in Costco Wholesale Corporation $COST

Werba Rubin Papier Wealth Management increased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 114.3% in the 3rd quarter, Holdings Channel.com reports. The fund owned 2,323 shares of the retailer’s stock after buying an additional 1,239 shares during the quarter. Werba Rubin Papier Wealth Management’s holdings in Costco Wholesale were worth $2,150,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the company. Hobbs Wealth Management LLC increased its holdings in Costco Wholesale by 4.4% in the second quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock worth $259,000 after buying an additional 11 shares during the last quarter. Graney & King LLC increased its stake in shares of Costco Wholesale by 6.8% during the 2nd quarter. Graney & King LLC now owns 173 shares of the retailer’s stock worth $171,000 after purchasing an additional 11 shares during the last quarter. Seneschal Advisors LLC raised its holdings in shares of Costco Wholesale by 0.4% during the 2nd quarter. Seneschal Advisors LLC now owns 3,142 shares of the retailer’s stock valued at $3,110,000 after purchasing an additional 11 shares in the last quarter. Busey Bank lifted its stake in shares of Costco Wholesale by 0.4% in the 3rd quarter. Busey Bank now owns 2,651 shares of the retailer’s stock valued at $2,454,000 after purchasing an additional 11 shares during the last quarter. Finally, Pasadena Private Wealth LLC lifted its stake in shares of Costco Wholesale by 0.8% in the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock valued at $1,299,000 after purchasing an additional 11 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, Director Susan L. Decker sold 458 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $955.00, for a total value of $437,390.00. Following the sale, the director owned 8,532 shares of the company’s stock, valued at $8,148,060. The trade was a 5.09% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Javier Polit sold 558 shares of the stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total transaction of $481,492.62. Following the completion of the transaction, the executive vice president owned 10,190 shares of the company’s stock, valued at approximately $8,792,849.10. This represents a 5.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 9,315 shares of company stock valued at $8,549,409 in the last quarter. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale Stock Performance

NASDAQ:COST opened at $940.25 on Friday. The firm’s 50-day moving average is $906.50 and its 200-day moving average is $929.59. The company has a market cap of $417.35 billion, a price-to-earnings ratio of 50.36, a PEG ratio of 5.70 and a beta of 1.02. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share 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 business had revenue of $67.31 billion for the quarter, compared to the consensus estimate of $67.03 billion. During the same period last year, the business earned $4.04 earnings per share. The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. Equities 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 disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.85%.

Analyst Ratings Changes

Several research firms have commented on COST. The Goldman Sachs Group lowered their target price 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. Telsey Advisory Group reissued an “outperform” rating and set a $1,100.00 price objective on shares of Costco Wholesale in a report on Thursday, January 8th. Daiwa Capital Markets reduced their target price on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a report on Tuesday, December 16th. HSBC decreased their target price on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 29th. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $996.00.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco is expanding same‑day delivery across Europe (Paris to Madrid), which supports international growth and services-led revenue expansion. Costco Stock (COST) has no Joie de Vivre Despite Expanding Services to Paris and Madrid
• Positive Sentiment: Analyst coverage remains generally favorable (average “Moderate Buy” / bullish writeups), offering support amid near‑term volatility. Costco Wholesale Corporation (NASDAQ:COST) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: Costco continues product and membership promotions (Kirkland x Nike SB Dunk release, Gold Star membership digital shop card) that boost customer engagement but are unlikely to move near‑term results materially. Costco and Nike released the Kirkland x Nike SB Dunk shoes. Are they worth it? This Costco Gold Star Membership gets you a $20 Digital Costco Shop Card*
• Neutral Sentiment: Valuation remains rich (high P/E relative to peers), which can amplify reactions to news and weighs on upside in a risk‑off session. (Background market data)
• Negative Sentiment: A proposed class‑action accuses Costco of misleading customers by marketing its rotisserie chicken as having “no preservatives.” Legal risk and reputation headlines are the clearest short‑term negative catalyst. Costco Is Sued Over Preservatives in Its $5 Rotisserie Chickens Costco sued over ‘no preservatives’ claims
• Negative Sentiment: Some fund activity shows minor trimming of positions (e.g., Alpha Cubed Investments sold shares), which can add to downward pressure in a smaller‑volume selloff. Alpha Cubed Investments LLC Trims Position in Costco Wholesale Corporation $COST

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.