Bank of New York Mellon Corp Cuts Stock Holdings in Costco Wholesale Corporation $COST

Bank of New York Mellon Corp cut its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 2.6% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,347,362 shares of the retailer’s stock after selling 88,286 shares during the period. Costco Wholesale accounts for approximately 0.6% of Bank of New York Mellon Corp’s holdings, making the stock its 22nd biggest holding. Bank of New York Mellon Corp’s holdings in Costco Wholesale were worth $3,098,419,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Rockline Wealth Management LLC boosted its holdings in Costco Wholesale by 2.0% in the third quarter. Rockline Wealth Management LLC now owns 9,465 shares of the retailer’s stock valued at $8,761,000 after acquiring an additional 182 shares during the last quarter. Tobias Financial Advisors Inc. raised its holdings in shares of Costco Wholesale by 5.0% in the 3rd quarter. Tobias Financial Advisors Inc. now owns 1,200 shares of the retailer’s stock worth $1,111,000 after purchasing an additional 57 shares during the period. Farrow Financial Inc. lifted its stake in shares of Costco Wholesale by 0.6% in the 3rd quarter. Farrow Financial Inc. now owns 2,427 shares of the retailer’s stock valued at $2,247,000 after purchasing an additional 15 shares in the last quarter. Truist Financial Corp grew its holdings in shares of Costco Wholesale by 1.1% during the 3rd quarter. Truist Financial Corp now owns 315,311 shares of the retailer’s stock worth $291,861,000 after purchasing an additional 3,483 shares during the period. Finally, EPG Wealth Management LLC increased its position in Costco Wholesale by 3.3% during the 3rd quarter. EPG Wealth Management LLC now owns 1,664 shares of the retailer’s stock worth $1,540,000 after purchasing an additional 53 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms have issued reports on COST. JPMorgan Chase & Co. boosted their price objective on shares of Costco Wholesale from $1,025.00 to $1,027.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Mizuho set a $1,000.00 price objective on Costco Wholesale and gave the company an “outperform” rating in a research report on Monday, January 5th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 29th. Twenty-one analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $996.00.

Costco Wholesale News Roundup

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

• Positive Sentiment: Strong balance sheet and rising membership fees highlighted as reasons Costco can weather retail headwinds, supporting the bull case. Can Costco Outgrow Retail Headwinds? The Balance Sheet Says Yes
• Positive Sentiment: Morgan Stanley lists Costco among top picks into earnings — an analyst endorsement that can support demand for the shares. Morgan Stanley’s top picks include AMD and Costco
• Positive Sentiment: Zacks highlights Costco as a strong growth stock across styles (growth/value/momentum), which may attract multi-style investors. Here’s Why Costco (COST) is a Strong Growth Stock
• Positive Sentiment: Investor guidance on company fundamentals — Fool articles note high membership renewal rates and location-level revenue growth, reinforcing long-term resilience. 3 Important Metrics All Costco Stock Investors Need to Know
• Neutral Sentiment: Reported January short-interest data appears to be erroneous (zeros/NaN) and is not providing meaningful directional info. (Likely a data glitch.)
• Neutral Sentiment: Press and lifestyle coverage (shopping tips, product write-ups, “how to buy gold” pieces) drive consumer visibility but are unlikely to move the stock materially. 9 Tips And Tricks For Shopping At Costco On A Budget In 2026
• Neutral Sentiment: Options/market-strategy pieces note recent rebound and trading ideas — indicates elevated trader interest but not a fundamental change. Costco Stock Has Moved Up Over The Last Month – What Are The Best Plays Now?
• Negative Sentiment: Company executive reported insider selling (EVP sold ~$838k) — insider sales can trigger caution among investors even if routine. Insider Selling: Costco EVP Sells $838,321 in Stock
• Negative Sentiment: New class-action lawsuit over alleged false “no preservatives” claims on Kirkland rotisserie chicken may pose reputational and legal risk. Costco’s popular bargain meal at center of new lawsuit
• Negative Sentiment: Bearish commentary and scenario pieces (e.g., a speculative path to a $700 share price) can amplify downside sentiment among traders despite strong fundamentals. How Costco Stock Falls To $700?

Costco Wholesale Stock Down 0.8%

Shares of NASDAQ COST opened at $970.28 on Wednesday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,078.23. The stock’s 50-day simple moving average is $903.08 and its 200-day simple moving average is $929.49. The firm has a market cap of $430.68 billion, a price-to-earnings ratio of 51.97, a PEG ratio of 5.86 and a beta of 1.02.

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 analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The firm had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. During the same quarter last year, the firm earned $4.04 EPS. Costco Wholesale’s quarterly revenue was up 8.3% on a year-over-year basis. As a group, equities 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 declared a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be issued a $1.30 dividend. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s dividend payout ratio is currently 27.85%.

Insider Activity

In other Costco Wholesale news, EVP William Richard Wilcox sold 2,400 shares of the firm’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $930.13, for a total transaction of $2,232,312.00. Following the completion of the transaction, the executive vice president directly owned 2,000 shares of the company’s stock, valued at $1,860,260. This trade represents a 54.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the sale, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 9,315 shares of company stock worth $8,549,409 over the last ninety days. Insiders own 0.10% of the company’s stock.

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.