Dakota Wealth Management Has $49.15 Million Position in Costco Wholesale Corporation $COST

Dakota Wealth Management cut its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 3.3% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 53,103 shares of the retailer’s stock after selling 1,836 shares during the period. Costco Wholesale comprises approximately 1.0% of Dakota Wealth Management’s holdings, making the stock its 16th largest position. Dakota Wealth Management’s holdings in Costco Wholesale were worth $49,154,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of COST. Hobbs Wealth Management LLC boosted its position in Costco Wholesale by 4.4% during the second quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock valued at $259,000 after purchasing an additional 11 shares during the last quarter. Busey Bank raised its stake in shares of Costco Wholesale by 0.4% during the 3rd quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after purchasing an additional 11 shares in the last quarter. Pasadena Private Wealth LLC lifted its holdings in shares of Costco Wholesale by 0.8% during the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock valued at $1,299,000 after buying an additional 11 shares during the last quarter. Tandem Investment Partners LLC grew its stake in shares of Costco Wholesale by 1.1% in the 3rd quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock valued at $916,000 after buying an additional 11 shares in the last quarter. Finally, Optima Capital LLC increased its holdings in Costco Wholesale by 0.9% in the third quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock worth $1,104,000 after buying 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, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction that occurred on 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 $7,550,476.80. This represents a 15.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the sale, the director directly owned 8,532 shares in the company, valued at $8,148,060. The trade was a 5.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,915 shares of company stock valued at $6,317,097 in the last three months. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

COST opened at $986.02 on Tuesday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,067.08. The firm has a market capitalization of $437.66 billion, a P/E ratio of 52.81, a price-to-earnings-growth ratio of 5.20 and a beta of 1.01. The stock’s 50 day moving average price is $937.07 and its two-hundred day moving average price is $934.29. 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 (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 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 the consensus estimate of $67.03 billion. During the same quarter last year, the company posted $4.04 earnings per share. Costco Wholesale’s quarterly revenue was up 8.3% on a year-over-year basis. On average, equities analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were issued 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 payout ratio is presently 27.85%.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Broad-based comparable-sales strength across the U.S., Canada and international markets — traffic, higher tickets and digital sales are driving momentum. Why Costco’s Comparable Sales Strength Looks Broad-Based Globally
• Positive Sentiment: Analysts collectively rate COST as an average “Moderate Buy,” which supports near-term demand for shares from institutional buyers. Costco Given Average Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Articles highlight Costco’s stable profits and resilient supermarket-style business model, reinforcing its defensive, cash-generating profile. Costco: Supermarket Giant With Stable Profits
• Positive Sentiment: Tariff-rollbacks may be a tailwind for margins/pricing on imported goods — a cited near-term benefit for Costco’s cost structure. Costco: A Tariff-Rollback Winner, But No Longer On Sale
• Positive Sentiment: Retail buzz (viral food-court dessert) can boost foot traffic and member engagement, a small but relevant driver for same-store sales. Costco’s New $3 Food Court Dessert Is Going Viral
• Neutral Sentiment: Higher investor search/interest in COST signals attention but not direction — watch flows and news catalysts. Investors Heavily Search Costco Wholesale Corporation (COST)
• Neutral Sentiment: Mentions by high-profile commentators (e.g., Jim Cramer) keep the name in public view; helpful for retail interest but not a fundamental catalyst. Jim Cramer Looks Back On Costco’s Share Price Performance
• Neutral Sentiment: Comparisons with Sam’s Club/Walmart highlight competitive context; price positioning remains a watch item but not a new risk. We compared Costco and Sam’s Club prices on store brand products
• Negative Sentiment: Valuation concern: several pieces warn COST’s strong run has driven a high P/E (~52–53), raising the risk that future returns depend on continued execution and comp strength. Costco Stock Is Soaring, but Is It Getting Ahead of Itself?
• Negative Sentiment: Some commentators argue Costco’s premium valuation and ubiquity limit upside for new investors — a caution for long-term entrants at current levels. 1 Reason I Haven’t Bought Costco Stock — and Probably Never Will
• Negative Sentiment: Member-facing policy changes or rules that frustrate long-term members could be a minor retention risk if they scale. Costco rule may frustrate some members

Analyst Upgrades and Downgrades

A number of research firms have issued reports on COST. Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 29th. Roth Mkm reaffirmed a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. JPMorgan Chase & Co. upped their price objective on shares of Costco Wholesale from $1,000.00 to $1,050.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. 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. Finally, Citigroup reiterated a “neutral” rating on shares of Costco Wholesale in a research note on Friday. Twenty-one equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,008.07.

Costco Wholesale 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.