Clear Creek Financial Management LLC Has $6.19 Million Stake in Costco Wholesale Corporation $COST

Clear Creek Financial Management LLC raised its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 13.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 6,685 shares of the retailer’s stock after purchasing an additional 778 shares during the quarter. Clear Creek Financial Management LLC’s holdings in Costco Wholesale were worth $6,188,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Peterson Wealth Services increased its holdings in shares of 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 period. Silver Oak Securities Incorporated boosted its stake in shares of Costco Wholesale by 49.3% in the third quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after buying an additional 1,248 shares during the period. Permanent Capital Management LP bought a new stake in shares of Costco Wholesale in the third quarter valued at approximately $874,000. Wealthspire Advisors LLC grew its position in Costco Wholesale by 2.0% during the second quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock worth $15,640,000 after buying an additional 312 shares in the last quarter. Finally, Vanguard Group Inc. increased its stake in Costco Wholesale by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after acquiring an additional 711,560 shares during the period. Institutional investors own 68.48% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on COST. TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $1,100.00 price target on shares of Costco Wholesale in a research note on Monday, February 2nd. Raymond James Financial cut their price objective on shares of Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a research report on Friday, December 12th. UBS Group reissued a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Finally, BMO Capital Markets restated an “outperform” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $1,008.07.

Costco Wholesale Stock Performance

NASDAQ:COST opened at $987.82 on Friday. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,067.08. 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 stock has a market cap of $438.46 billion, a P/E ratio of 52.91, a price-to-earnings-growth ratio of 5.26 and a beta of 1.01. The stock’s 50-day moving average is $932.55 and its 200-day moving average is $934.33.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.27 by $0.07. The firm had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter last year, the firm earned $4.04 earnings per share. 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 was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given a dividend of $1.30 per share. The ex-dividend date was Friday, January 30th. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio is 27.85%.

Insiders Place Their Bets

In other news, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the executive vice president directly owned 44,837 shares of the company’s stock, valued at $42,101,943. This trade represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 6,915 shares of company stock valued at $6,317,097 in the last 90 days. Company insiders own 0.10% of the company’s stock.

More Costco Wholesale News

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

• Positive Sentiment: Rothschild & Co Redburn issued a bullish outlook forecasting strong price appreciation for COST, which can support investor confidence and buy-side interest. Rothschild & Co Redburn Forecasts Strong Price Appreciation for Costco Wholesale (NASDAQ:COST) Stock
• Positive Sentiment: Nike’s limited partnership with Costco is generating buzz and resale demand, signaling potential incremental traffic and a marketing win that can boost same-store sales and brand halo. Why Nike Partnering with Costco Is Actually a Genius Move
• Positive Sentiment: New consumer services — Costco is rolling out online and app-based custom cake ordering, a small but tangible ecommerce/service expansion that can modestly increase basket spend and convenience. Costco is unveiling online cake ordering and customers say its ‘awesome news’
• Neutral Sentiment: Analyst and media comparisons: several pieces weigh Costco’s steady, membership-driven model versus peers (Target, Walmart) and debate upside potential given current valuation — useful for longer-term positioning but mixed near-term impact. Target vs. Costco: Which Discount Retail Stock Has Better Upside Now?
• Neutral Sentiment: Short-interest report in February appears anomalous (reported large increase but shows zero shares / NaN); no clear evidence of a meaningful short squeeze risk at present.
• Negative Sentiment: Costco dropped a proposed project in Asheville citing regulatory requirements and costs — a sign of localized development friction that could slow planned square-footage growth. Costco drops Asheville proposal due to requirements, costs
• Negative Sentiment: Product safety and recall issues: Costco faces a class-action alleging salmonella risk from rotisserie chicken and is issuing refunds/recalling certain restaurant gift cards — both create near-term legal/operational noise and potential costs. Class-action lawsuit alleges Costco’s rotisserie chicken poses salmonella risk
• Negative Sentiment: Market reaction: commentary and trading reports note recent share declines amid a broader market bounce, reflecting investor reassessment of valuation after strong multi-year gains. Costco (COST) Stock Declines While Market Improves: Some Information for Investors

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.