Costco Wholesale Corporation $COST Stock Position Raised by Diversify Wealth Management LLC

Diversify Wealth Management LLC increased its stake in Costco Wholesale Corporation (NASDAQ:COST) by 6.5% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,339 shares of the retailer’s stock after acquiring an additional 754 shares during the quarter. Costco Wholesale makes up 0.7% of Diversify Wealth Management LLC’s holdings, making the stock its 27th largest holding. Diversify Wealth Management LLC’s holdings in Costco Wholesale were worth $11,451,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also modified their holdings of the stock. Hobbs Wealth Management LLC increased its stake in Costco Wholesale by 4.4% in the 2nd quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock worth $259,000 after purchasing an additional 11 shares in the last quarter. Busey Bank boosted its holdings in shares of Costco Wholesale by 0.4% in the third quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after buying an additional 11 shares during the period. Pasadena Private Wealth LLC increased its position in shares of Costco Wholesale by 0.8% in the third quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock worth $1,299,000 after acquiring an additional 11 shares in the last quarter. Tandem Investment Partners LLC raised its holdings in shares of Costco Wholesale by 1.1% during the third quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock valued at $916,000 after acquiring an additional 11 shares during the period. Finally, Optima Capital LLC lifted its position in shares of Costco Wholesale by 0.9% in the 3rd quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock valued at $1,104,000 after acquiring an additional 11 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Citi raised its price target to $1,000 (from $990), citing modest same‑store sales and an earnings beat — a near‑term vote of confidence from an influential sell‑side shop. Citi Raises Costco (COST) Price Target to $1,000 from $990
• Positive Sentiment: Supreme Court action on IEEPA tariffs and FedEx’s statement that it will return any tariff refunds reduces a key cost/uncertainty risk for import‑reliant retailers like Costco. That legal resolution is supportive for margins and inventory planning. FedEx says it will return to customers any refunds it gets back from Trump’s illegal tariffs
• Positive Sentiment: Local expansion: municipal/state approvals for new Costco locations in Lawrence and Southborough signal continued store growth and membership acquisition opportunities in those markets. (Supports long‑term revenue footprint.) A new Costco will be built in Lawrence — the city’s first. Here’s what to know Costco proposal in Southborough earns state approval. What’s next
• Neutral Sentiment: Analyst and retail‑sector commentary (Zacks, TipRanks, The Motley Fool) highlights Costco as a defensive/quality retail play with a recent valuation reset that some view as a buying opportunity — useful context but not an immediate catalyst. Costco and 3 More Discount Retail Stocks Investors Should Watch Now Costco Stock (COST) Is Still a Great Buy after Valuation Reset
• Neutral Sentiment: Operational/consumer items (new food‑court menu, expanded brand assortment) support traffic and membership retention but are incremental rather than market moving. Costco launches new food court treat to rival McDonalds
• Negative Sentiment: Macro and tariff risks remain a concern per deeper analyses that argue external policy or import disruptions could still pressure margins or force SKU changes — a watch item for investors despite the recent court ruling. Costco: Macro/Tariff Risks Persist – Further Consolidation Likely
• Negative Sentiment: Legal risk: two class‑action suits over the $4.99 rotisserie chicken could create reputational noise and small legal costs; unlikely to be material to long‑term earnings but a near‑term headline risk. Costco’s $4.99 Rotisserie Chicken Is Facing 2 Class-Action Lawsuits

Costco Wholesale Stock Down 0.8%

Shares of Costco Wholesale stock opened at $986.74 on Friday. The stock has a 50-day simple moving average of $945.05 and a 200-day simple moving average of $935.19. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The firm has a market cap of $437.98 billion, a price-to-earnings ratio of 52.85, a P/E/G ratio of 5.24 and a beta of 1.01. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. The firm had revenue of $67.31 billion during the quarter, compared to analysts’ expectations 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 was up 8.3% compared to the same quarter last year. During the same period in the previous year, the company earned $4.04 earnings per share. On average, equities research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

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

Insider Activity

In other news, EVP Teresa A. Jones sold 850 shares of the stock in a transaction dated Wednesday, January 21st. The stock was 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 represents a 16.74% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Susan L. Decker sold 458 shares of the business’s 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 completion of the sale, the director owned 8,532 shares of the company’s stock, valued at approximately $8,148,060. This trade represents a 5.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 6,915 shares of company stock valued at $6,317,097. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

COST has been the topic of several research analyst reports. Mizuho lifted 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 research report on Tuesday, February 3rd. Daiwa Securities Group decreased their target price on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a research report on Tuesday, December 16th. Roth Mkm reissued a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. Northcoast Research set a $1,100.00 price objective on Costco Wholesale and gave the stock a “buy” rating in a research report on Wednesday, December 24th. Finally, Deutsche Bank Aktiengesellschaft set a $1,044.00 target price on Costco Wholesale in a research note on Thursday, January 8th. Twenty-one research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,008.07.

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.