Costco Wholesale Corporation $COST Shares Purchased by Mutual Advisors LLC

Mutual Advisors LLC grew its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 8.4% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 19,626 shares of the retailer’s stock after purchasing an additional 1,518 shares during the quarter. Mutual Advisors LLC’s holdings in Costco Wholesale were worth $18,488,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Peterson Wealth Services boosted its stake in Costco Wholesale by 0.5% during the 2nd 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 in the last quarter. Fishman Jay A Ltd. MI lifted its stake in Costco Wholesale by 3.5% during the second quarter. Fishman Jay A Ltd. MI now owns 16,888 shares of the retailer’s stock valued at $16,718,000 after purchasing an additional 575 shares during the last quarter. Silver Oak Securities Incorporated boosted its holdings in Costco Wholesale by 49.3% during the third quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock worth $3,499,000 after buying an additional 1,248 shares in the last quarter. Permanent Capital Management LP acquired a new position in Costco Wholesale in the third quarter worth approximately $874,000. Finally, Wealthspire Advisors LLC lifted its position in shares of Costco Wholesale by 2.0% during the 2nd quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock valued at $15,640,000 after acquiring an additional 312 shares during the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Wall Street Analysts Forecast Growth

COST has been the topic of a number of recent analyst reports. UBS Group reaffirmed a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. HSBC cut their price objective on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a report on Friday, December 12th. BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a report on Friday, December 12th. Sanford C. Bernstein boosted their price target on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a report on Friday, December 12th. Finally, DA Davidson restated a “neutral” rating and issued a $1,000.00 price target on shares of Costco Wholesale in a research report on Thursday, December 4th. Twenty-one analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Costco Wholesale currently has a consensus rating of “Moderate Buy” and an average target price of $996.00.

Costco Wholesale Stock Down 1.3%

COST stock opened at $940.25 on Friday. The company has a 50 day moving average of $906.50 and a two-hundred day moving average of $929.32. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,078.23. 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.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping 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 business had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. During the same period last year, the company earned $4.04 earnings per share. Costco Wholesale’s quarterly revenue was up 8.3% compared to the same quarter last year. On average, equities analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be paid a $1.30 dividend. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. Costco Wholesale’s payout ratio is presently 27.85%.

Key Stories Impacting 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

Insider Transactions at Costco Wholesale

In related news, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction of $838,321.00. Following the transaction, the executive vice president owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. This trade represents a 16.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP James C. Klauer sold 1,500 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was 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 directly owned 44,837 shares of the company’s stock, valued at $42,101,943. This represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 9,315 shares of company stock valued at $8,549,409 in the last ninety days. 0.10% of the stock is currently owned by insiders.

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.