Creekmur Asset Management LLC Has $1.44 Million Stake in Costco Wholesale Corporation $COST

Creekmur Asset Management LLC lowered its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 48.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,555 shares of the retailer’s stock after selling 1,450 shares during the quarter. Creekmur Asset Management LLC’s holdings in Costco Wholesale were worth $1,440,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of COST. Norges Bank acquired a new position in shares of Costco Wholesale during the second quarter valued at about $5,692,035,000. Laurel Wealth Advisors LLC lifted its position in Costco Wholesale by 96,316.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock valued at $1,364,888,000 after acquiring an additional 1,377,328 shares in the last quarter. Vanguard Group Inc. lifted its position in Costco Wholesale by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after acquiring an additional 711,560 shares in the last quarter. Invesco Ltd. boosted its stake in Costco Wholesale by 9.8% during the 2nd quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after purchasing an additional 383,887 shares during the last quarter. Finally, Symphony Financial Ltd. Co. increased its holdings in Costco Wholesale by 15,055.5% during the 2nd quarter. Symphony Financial Ltd. Co. now owns 320,994 shares of the retailer’s stock worth $317,722,000 after purchasing an additional 318,876 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. BMO Capital Markets restated an “outperform” rating on shares of Costco Wholesale in a report on Friday, December 12th. DA Davidson restated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, February 5th. Northcoast Research set a $1,100.00 price objective on shares of Costco Wholesale and gave the stock a “buy” rating in a report on Wednesday, December 24th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Finally, Bank of America initiated coverage on shares of Costco Wholesale in a research report on Friday. They set a “buy” rating and a $1,185.00 price target on the stock. Twenty-two analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,014.39.

Costco Wholesale Trading Up 2.4%

NASDAQ COST opened at $1,010.79 on Friday. The business’s fifty day moving average is $948.16 and its 200-day moving average is $934.96. 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 stock has a market capitalization of $448.66 billion, a price-to-earnings ratio of 54.14, a PEG ratio of 5.32 and a beta of 1.01. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results 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 company had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.04 earnings per share. Equities research analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

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

More Costco Wholesale News

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

Insider Buying and Selling

In other news, 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 $8,148,060. This represents a 5.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Javier Polit sold 558 shares of Costco Wholesale 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 completion of the sale, the executive vice president directly owned 10,190 shares of the company’s stock, valued at approximately $8,792,849.10. This trade represents a 5.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 6,915 shares of company stock worth $6,317,097 in the last three months. 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.