Oppenheimer Asset Management Inc. Has $13.65 Million Position in Costco Wholesale Corporation $COST

Oppenheimer Asset Management Inc. grew its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 9.9% during the third quarter, HoldingsChannel.com reports. The firm owned 14,748 shares of the retailer’s stock after purchasing an additional 1,333 shares during the period. Oppenheimer Asset Management Inc.’s holdings in Costco Wholesale were worth $13,651,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Peterson Wealth Services boosted its holdings in Costco Wholesale by 0.5% during the second quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock worth $13,479,000 after purchasing an additional 72 shares during the last quarter. Silver Oak Securities Incorporated boosted its stake in shares of Costco Wholesale by 49.3% in the 3rd 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 during the last quarter. Permanent Capital Management LP bought a new position in shares of Costco Wholesale in the third quarter valued at approximately $874,000. Wealthspire Advisors LLC increased its position in shares of Costco Wholesale by 2.0% during the second 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. Finally, Vanguard Group Inc. increased its position 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 valued at $42,920,107,000 after acquiring an additional 711,560 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: JPMorgan upgraded COST to “overweight” and raised its price target to $1,050, signaling analyst confidence and providing upside to the stock. JPMorgan raises COST price target to $1,050
• Positive Sentiment: January sales and Costco’s value proposition (pricing, private label, e-commerce + warehouse footprint) are being flagged as drivers for continued traffic and revenue growth — a bullish operational read-through for 2026. Is Costco’s January Sales Surge Fueling a Bigger 2026 Rally?
• Positive Sentiment: Costco is expanding its Instacart partnership in Europe, which can boost e-commerce volume and improve cross-border growth optionality. Costco Expands Instacart In Europe As Valuation Stays Above Fair Value
• Positive Sentiment: Company expansion plans, including a proposed 20-store strategy in Australia, support long-term member and sales growth in a relatively underpenetrated market. Can anyone compete with Costco’s 20-store plan?
• Positive Sentiment: An institutional buyer, RFG Advisory LLC, modestly increased its Costco stake, a small signal of continued investor interest. Costco Shares Purchased by RFG Advisory LLC
• Neutral Sentiment: DA Davidson reiterated a “Neutral” rating on COST, which may temper near-term momentum from upgrades. DA Davidson reiterates Neutral on COST
• Neutral Sentiment: Multiple media pieces are debating whether the 15% year-to-date rise makes Costco a buy — helpful for retail interest but largely reiterative analysis rather than new company-specific catalysts. Costco Stock Is Up 15% This Year. Time to Buy?
• Negative Sentiment: Some commentary highlights valuation as a risk — Costco’s premium P/E and elevated multiple relative to growth could limit upside unless top-line acceleration and margin expansion persist. Valuation watch: Is COST expensive?

Costco Wholesale Price Performance

COST opened at $997.59 on Tuesday. The firm has a 50-day moving average price of $916.32 and a 200-day moving average price of $930.88. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,078.23. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The company has a market capitalization of $442.80 billion, a price-to-earnings ratio of 53.43, a PEG ratio of 5.28 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping the consensus estimate of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. During the same period last year, the firm earned $4.04 EPS. Costco Wholesale’s revenue for the quarter was up 8.3% on a year-over-year basis. Equities analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

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

Insider Activity at Costco Wholesale

In related news, Director Susan L. Decker sold 458 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $955.00, for a total transaction of $437,390.00. Following the sale, the director owned 8,532 shares of the company’s stock, valued at approximately $8,148,060. This represents a 5.09% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the executive vice president owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 6,915 shares of company stock worth $6,317,097 in the last 90 days. 0.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research analysts have weighed in on COST shares. 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 research report on Friday, December 12th. Robert W. Baird set a $1,100.00 price target on shares of Costco Wholesale in a research report on Thursday. Mizuho raised their price objective on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the stock an “outperform” rating in a report on Tuesday, February 3rd. BTIG Research assumed coverage on shares of Costco Wholesale in a research note on Tuesday, October 14th. They issued a “buy” rating and a $1,115.00 target price on the stock. Finally, JPMorgan Chase & Co. increased their target price on shares of Costco Wholesale from $1,000.00 to $1,050.00 and gave the company an “overweight” rating in a research report on Monday. Twenty-one analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and an average target price of $1,007.42.

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.