Costco Wholesale Corporation $COST Shares Sold by Callan Family Office LLC

Callan Family Office LLC trimmed its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 16.9% in the third quarter, HoldingsChannel.com reports. The fund owned 17,950 shares of the retailer’s stock after selling 3,644 shares during the period. Callan Family Office LLC’s holdings in Costco Wholesale were worth $16,615,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Soundwatch Capital LLC increased its position in shares of Costco Wholesale by 635.7% during 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 during the period. LFA Lugano Financial Advisors SA acquired a new position in Costco Wholesale during the 2nd quarter worth $31,000. AXS Investments LLC acquired a new position in Costco Wholesale during the 3rd quarter worth $36,000. Financial Connections Group Inc. increased its holdings in Costco Wholesale by 975.0% during 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 period. Finally, Frazier Financial Advisors LLC raised its position in Costco Wholesale by 72.0% in the 2nd quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock valued at $43,000 after purchasing an additional 18 shares in the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, EVP Javier Polit sold 558 shares of the stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $862.89, for a total transaction of $481,492.62. Following the completion of the sale, the executive vice president directly owned 10,190 shares of the company’s stock, valued at approximately $8,792,849.10. This trade represents a 5.19% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the business’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 value of $838,321.00. Following the completion of the transaction, the executive vice president directly owned 4,228 shares in the company, valued at approximately $4,169,907.28. The trade was a 16.74% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 9,315 shares of company stock valued at $8,549,409. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently commented on COST shares. Truist Financial cut their target price on shares of Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating on the stock in a research note on Friday, December 12th. Robert W. Baird lowered their price target on shares of Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating for the company in a report on Friday, December 12th. Weiss Ratings restated a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Sanford C. Bernstein boosted their target price on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the stock an “outperform” rating in a research note on Friday, December 12th. Finally, Northcoast Research set a $1,100.00 target price on Costco Wholesale and gave the company a “buy” rating in a report on Wednesday, December 24th. Twenty-one analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $996.00.

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $968.36 on Tuesday. The stock has a market cap of $429.83 billion, a P/E ratio of 51.87, a P/E/G ratio of 5.62 and a beta of 1.01. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,078.23. The stock has a 50 day moving average of $908.15 and a two-hundred day moving average of $929.27. 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 (NASDAQ:COST) last announced its 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. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The business had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. During the same period last year, the firm posted $4.04 earnings per share. The company’s revenue for the quarter was up 8.3% compared to the same quarter last year. On average, research analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

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

More Costco Wholesale News

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and set a $1,100 price target, signaling continued analyst confidence and upside vs. the current level. Telsey reaffirmation and $1,100 PT
• Positive Sentiment: New store investment: a roughly $37M Costco build in New Braunfels is progressing ahead of an April opening — expansion that supports future sales and membership growth. $37M New Braunfels construction
• Positive Sentiment: Operations/UX improvements: recent changes to speed up shopping for members can raise throughput and sales per visit. Shopping faster and easier for members
• Positive Sentiment: Media bullishness: commentators including Jim Cramer have highlighted Costco’s recent momentum, which can lift sentiment and buying interest. Jim Cramer says ‘Been a Good Bounce’
• Neutral Sentiment: Industry comparisons and stock-picking pieces (e.g., Motley Fool) examine Costco vs. Walmart — useful context but not an immediate price driver. Costco vs. Walmart analysis
• Neutral Sentiment: Reported short-interest data appears inconsistent (zeros/NaN), so there’s no clear indication of a large short-squeeze or meaningful short pressure from the published figure.
• Negative Sentiment: Product recall: Costco recalled mini beignets across multiple states for mislabeling that creates an allergy risk — a reputational and potential liability headwind, though likely small relative to company scale. Costco recalls mini beignets after packaging mix-up
• Negative Sentiment: Analyst downgrade: an InvestorPlace update included a downgrade of Costco in its blue-chip rankings, which can create short-term selling pressure among model/benchmark investors. FedEx Upgraded, Costco Downgraded

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.