Cache Advisors LLC Grows Position in Costco Wholesale Corporation $COST

Cache Advisors LLC boosted its position in Costco Wholesale Corporation (NASDAQ:COST) by 140.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,532 shares of the retailer’s stock after acquiring an additional 894 shares during the quarter. Cache Advisors LLC’s holdings in Costco Wholesale were worth $1,418,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the company. Soundwatch Capital LLC boosted its position in shares of Costco Wholesale by 635.7% during the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after acquiring an additional 2,206 shares in the last quarter. LFA Lugano Financial Advisors SA acquired a new stake in shares of Costco Wholesale during the 2nd quarter worth about $31,000. Hurley Capital LLC lifted its stake in Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares during the last quarter. Abich Financial Wealth Management LLC acquired a new position in Costco Wholesale in the third quarter valued at approximately $34,000. Finally, Collier Financial acquired a new position in Costco Wholesale in the third quarter valued at approximately $35,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. Truist Financial reduced their price objective on shares of Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Roth Mkm reiterated a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. BMO Capital Markets reissued an “outperform” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Bank of America initiated coverage on Costco Wholesale in a report on Friday. They set a “buy” rating and a $1,185.00 price objective on the stock. Finally, Telsey Advisory Group reiterated an “outperform” rating and set a $1,100.00 target price on shares of Costco Wholesale in a research report on Monday, February 2nd. Twenty-two equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Costco Wholesale presently has an average rating of “Moderate Buy” and a consensus price target of $1,014.39.

Insiders Place Their Bets

In related news, EVP Teresa A. Jones sold 850 shares of Costco Wholesale stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares in the company, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Susan L. Decker sold 458 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $955.00, for a total transaction of $437,390.00. Following the transaction, the director owned 8,532 shares of the company’s stock, valued at approximately $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. In the last 90 days, insiders have sold 6,915 shares of company stock valued at $6,317,097. 0.10% of the stock is owned by company insiders.

Trending Headlines about 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. The firm’s fifty day moving average is $948.16 and its two-hundred day moving average is $934.96. 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 quick ratio of 0.53 and a current ratio of 1.04. The firm has a market cap of $448.66 billion, a PE ratio of 54.14, a P/E/G ratio of 5.32 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, topping the consensus estimate of $4.27 by $0.07. The business 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 business’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.04 earnings per share. Analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

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

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.