Anfield Capital Management LLC Sells 1,167 Shares of Costco Wholesale Corporation $COST

Anfield Capital Management LLC lowered its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 79.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 308 shares of the retailer’s stock after selling 1,167 shares during the quarter. Anfield Capital Management LLC’s holdings in Costco Wholesale were worth $285,000 as of its most recent filing with the SEC.

Other large investors also recently made changes to their positions in the company. Soundwatch Capital LLC lifted 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 purchasing an additional 2,206 shares in the last quarter. LFA Lugano Financial Advisors SA bought a new position in Costco Wholesale in the 2nd quarter worth approximately $31,000. Hurley Capital LLC lifted its holdings in Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after buying an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new position in Costco Wholesale during the 3rd quarter worth $34,000. Finally, Collier Financial bought a new position in Costco Wholesale in the 3rd quarter valued at $35,000. 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. Sanford C. Bernstein restated an “outperform” rating and set a $1,155.00 target price on shares of Costco Wholesale in a research report on Monday, February 9th. DA Davidson reiterated a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a research report on Thursday, February 5th. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a report on Monday, December 22nd. The Goldman Sachs Group cut their target price on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a research report on Friday, December 12th. Finally, HSBC lowered their price target on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Twenty-two equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,014.39.

Insiders Place Their Bets

In other news, EVP Teresa A. Jones sold 850 shares of the business’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the sale, the executive vice president directly owned 4,228 shares in the company, valued at $4,169,907.28. The trade was a 16.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Javier Polit sold 558 shares of the company’s stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $862.89, for a total value of $481,492.62. Following the transaction, the executive vice president directly owned 10,190 shares of the company’s stock, valued at $8,792,849.10. This represents a 5.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 6,915 shares of company stock worth $6,317,097 in the last ninety days. 0.10% of the stock is owned by insiders.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Bank of America initiated coverage with a “Buy” and a $1,185 price target, signaling material upside from current levels and lending institutional momentum to the name.
• Positive Sentiment: Analysts highlighted Costco’s resilience in a K-shaped economy — pricing power, loyal executive members and margin durability — supporting the stock’s defensive growth narrative. What’s Going On With Costco Wholesale Stock Today?
• Positive Sentiment: Seeking Alpha published a long-term bullish piece framing Costco’s business model as attractive for buy-and-hold investors, reinforcing the stock’s appeal for portfolio allocation. Costco: A Strong Business Model For Long-Term Investors
• Positive Sentiment: Merchandising and pricing moves — Costco added more national brands and cut prices on select items — which can boost traffic and member perceived value, supporting same-store fundamentals. Costco adds more big brands and lowers prices
• Neutral Sentiment: Costco heads into Q2 with consensus expectations for revenue growth (~+8.6%) and EPS (~+12.7%), which supports the bull case but raises the bar — strong results could be priced in given recent analyst optimism. Should You Buy Costco Stock Ahead of Q2 Earnings Report?
• Neutral Sentiment: Costco is pursuing tariff refund lawsuits (post-Supreme Court rulings) while investing in digital tools and global expansion — potential upside from refunds but also short-term cash/legal uncertainty and capex. How Investors May Respond To Costco Wholesale (COST) Tariff Refund Lawsuits And Digital Expansion Investments
• Negative Sentiment: Operational hiccup: Costco notified Hawaii members of a Yakitori fried rice recall — a localized food-safety issue that could produce modest short-term negative PR and costs. Costco notifies Hawaii members of Yakitori fried rice recall

Costco Wholesale Trading Up 2.4%

NASDAQ COST opened at $1,010.79 on Friday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. The firm has a market cap of $448.66 billion, a P/E ratio of 54.14, a P/E/G ratio of 5.19 and a beta of 1.01. The stock’s 50-day moving average is $948.16 and its 200-day moving average is $935.35.

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, topping analysts’ consensus estimates of $4.27 by $0.07. The business had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.Costco Wholesale’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the prior year, the business earned $4.04 EPS. Sell-side analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

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

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.