Centaurus Financial Inc. Buys 1,046 Shares of Costco Wholesale Corporation $COST

Centaurus Financial Inc. lifted its position in Costco Wholesale Corporation (NASDAQ:COST) by 19.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,410 shares of the retailer’s stock after buying an additional 1,046 shares during the quarter. Centaurus Financial Inc.’s holdings in Costco Wholesale were worth $5,933,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Soundwatch Capital LLC grew its position in shares of Costco Wholesale by 635.7% in the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock valued at $25,000 after acquiring an additional 2,206 shares during the period. Hurley Capital LLC raised its holdings in shares of Costco Wholesale by 120.0% in the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after purchasing an additional 18 shares during the period. Abich Financial Wealth Management LLC acquired a new stake in Costco Wholesale in the 3rd quarter valued at about $34,000. Collier Financial bought a new position in Costco Wholesale during the third quarter worth about $35,000. Finally, AXS Investments LLC acquired a new position in Costco Wholesale during the third quarter worth approximately $36,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Weiss Ratings restated a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 29th. Gordon Haskett upped their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a report on Tuesday, February 3rd. Citigroup reissued a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. Robert W. Baird set a $1,100.00 target price on shares of Costco Wholesale in a report on Thursday, February 5th. Finally, Oppenheimer upped their price target on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $1,039.13.

Insider Activity at Costco Wholesale

In related 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 completion of the sale, the executive vice president directly owned 10,748 shares in the company, valued at approximately $9,320,773.08. The trade was a 16.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total value of $732,204.60. Following the transaction, the executive vice president owned 6,121 shares in the company, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 7,645 shares of company stock valued at $7,049,302. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $996.16 on Wednesday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The firm has a market cap of $441.95 billion, a price-to-earnings ratio of 51.80, a P/E/G ratio of 5.06 and a beta of 1.01. The stock’s fifty day moving average price is $980.18 and its two-hundred day moving average price is $937.82. 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 earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter last year, the firm earned $4.02 earnings per share. The company’s revenue was up 9.2% on a year-over-year basis. On average, equities analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given 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 is presently 27.04%.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Management says shoppers remain willing to spend at Costco and its fuel business is resilient; commentary that Costco moderates gas margin changes supports steady traffic and membership value, a bullish signal for near-term same-store sales. Why Costco Stock Is Up 16% in 2026
• Positive Sentiment: Kirkland Signature continues to expand (new products from wings to salmon and ongoing brand-strength coverage), reinforcing private-label margins and member loyalty — a structural moat that supports higher-margin sales over time. Costco adds new Kirkland Signature products
• Positive Sentiment: New checkout technology pilots could speed throughput and reduce labor/friction costs if rolled out broadly, improving store economics and customer experience. Costco’s New Checkout Tech
• Neutral Sentiment: Costco is pursuing local expansion talks (Asheville, NC), which could support long-term growth but have limited immediate earnings impact. Is Asheville Costco still possible?
• Negative Sentiment: Costco has issued recalls and public warnings for prepared meatloaf/meal kits over potential Salmonella contamination in multiple states; recalls can drive short-term costs, refunds, regulatory scrutiny and pressure foot traffic for affected categories. Costco recalls popular heat-and-serve meal sold at NC stores
• Negative Sentiment: Broad media and health-department alerts (Hawaii, multiple states) amplified the recall story, increasing reputational risk and the chance of localized sales softness in deli/ready-to-eat categories. Costco warns shoppers after salmonella contamination

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.