Aviso Financial Inc. Has $12.77 Million Holdings in Costco Wholesale Corporation $COST

Aviso Financial Inc. lifted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 5.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,791 shares of the retailer’s stock after buying an additional 668 shares during the quarter. Aviso Financial Inc.’s holdings in Costco Wholesale were worth $12,765,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of the stock. Soundwatch Capital LLC grew its holdings in Costco Wholesale by 635.7% in 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 during the period. LFA Lugano Financial Advisors SA bought a new position in shares of Costco Wholesale during the 2nd quarter worth about $31,000. Hurley Capital LLC boosted its position in shares of 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 purchasing an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new stake in shares of Costco Wholesale in the 3rd quarter valued at about $34,000. Finally, Collier Financial bought a new stake in Costco Wholesale in the 3rd quarter valued at about $35,000. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale News Roundup

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%

Shares of Costco Wholesale stock opened at $1,010.79 on Friday. The company has a market capitalization of $448.66 billion, a P/E ratio of 54.14, a price-to-earnings-growth ratio of 5.32 and a beta of 1.01. The stock has a fifty day simple moving average of $948.16 and a 200 day simple moving average of $934.96. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month 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.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating the consensus estimate of $4.27 by $0.07. The business had revenue of $67.31 billion for 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%.The business’s revenue was up 8.3% on a year-over-year basis. During the same period last year, the business earned $4.04 EPS. On average, sell-side analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Analysts Set New Price Targets

A number of research analysts recently weighed in on COST shares. UBS Group reaffirmed a “buy” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Raymond James Financial decreased their price objective on Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a report on Friday, December 12th. HSBC cut their target price on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Rothschild & Co Redburn boosted their price target on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a research note on Tuesday, February 17th. Finally, Daiwa Securities Group lowered their price objective on shares of Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating on the stock in a report on Tuesday, December 16th. Twenty-two investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,014.39.

Insider Activity

In other news, EVP Javier Polit sold 2,049 shares of the business’s stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $867.21, for a total value of $1,776,913.29. Following the transaction, the executive vice president owned 10,748 shares in the company, valued at $9,320,773.08. The trade was a 16.01% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Susan L. Decker sold 458 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $955.00, for a total value of $437,390.00. Following the completion of the transaction, the director directly owned 8,532 shares of the company’s stock, valued at approximately $8,148,060. This 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 90 days, insiders have sold 6,915 shares of company stock worth $6,317,097. Corporate insiders own 0.10% of the company’s stock.

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.