UMB Bank n.a. cut its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.1% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 87,856 shares of the retailer’s stock after selling 941 shares during the period. Costco Wholesale accounts for 1.2% of UMB Bank n.a.’s portfolio, making the stock its 18th biggest position. UMB Bank n.a.’s holdings in Costco Wholesale were worth $81,322,000 at the end of the most recent reporting period.
Several other large investors also recently modified their holdings of COST. Brighton Jones LLC grew its stake in Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after acquiring an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC grew its position in shares of Costco Wholesale by 13.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares in the last quarter. Drucker Wealth 3.0 LLC grew its position in shares of Costco Wholesale by 45.0% during the 2nd quarter. Drucker Wealth 3.0 LLC now owns 657 shares of the retailer’s stock valued at $645,000 after purchasing an additional 204 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after purchasing an additional 165 shares during the period. Finally, Pinnacle Wealth Planning Services Inc. raised its position in shares of Costco Wholesale by 1.1% in the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after buying an additional 23 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.
Costco Wholesale Stock Performance
Shares of NASDAQ COST opened at $940.25 on Friday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,078.23. The firm has a market capitalization of $417.35 billion, a price-to-earnings ratio of 50.36, a price-to-earnings-growth ratio of 5.70 and a beta of 1.02. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. The firm has a 50 day moving average of $906.50 and a 200 day moving average of $929.32.
Costco Wholesale Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.
Insider Activity
In other news, EVP Teresa A. Jones sold 850 shares of Costco Wholesale stock in a transaction that occurred 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 owned 4,228 shares of the company’s stock, valued at $4,169,907.28. The trade was a 16.74% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Russell D. Miller sold 1,500 shares of the stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the sale, the executive vice president owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 9,315 shares of company stock valued at $8,549,409. Insiders own 0.10% of the company’s stock.
Trending Headlines about Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Costco is expanding same‑day delivery across Europe (Paris to Madrid), which supports international growth and services-led revenue expansion. Costco Stock (COST) has no Joie de Vivre Despite Expanding Services to Paris and Madrid
- Positive Sentiment: Analyst coverage remains generally favorable (average “Moderate Buy” / bullish writeups), offering support amid near‑term volatility. Costco Wholesale Corporation (NASDAQ:COST) Given Average Rating of “Moderate Buy” by Brokerages
- Neutral Sentiment: Costco continues product and membership promotions (Kirkland x Nike SB Dunk release, Gold Star membership digital shop card) that boost customer engagement but are unlikely to move near‑term results materially. Costco and Nike released the Kirkland x Nike SB Dunk shoes. Are they worth it? This Costco Gold Star Membership gets you a $20 Digital Costco Shop Card*
- Neutral Sentiment: Valuation remains rich (high P/E relative to peers), which can amplify reactions to news and weighs on upside in a risk‑off session. (Background market data)
- Negative Sentiment: A proposed class‑action accuses Costco of misleading customers by marketing its rotisserie chicken as having “no preservatives.” Legal risk and reputation headlines are the clearest short‑term negative catalyst. Costco Is Sued Over Preservatives in Its $5 Rotisserie Chickens Costco sued over ‘no preservatives’ claims
- Negative Sentiment: Some fund activity shows minor trimming of positions (e.g., Alpha Cubed Investments sold shares), which can add to downward pressure in a smaller‑volume selloff. Alpha Cubed Investments LLC Trims Position in Costco Wholesale Corporation $COST
Analyst Upgrades and Downgrades
A number of brokerages have recently issued reports on COST. JPMorgan Chase & Co. lifted their price target on Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Northcoast Research set a $1,100.00 price target on shares of Costco Wholesale and gave the company a “buy” rating in a research report on Wednesday, December 24th. Weiss Ratings restated a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. HSBC reduced their price target 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. Finally, Oppenheimer decreased their price objective on shares of Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating for the company in a report on Monday, November 3rd. Twenty-one analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $996.00.
Read Our Latest Analysis on Costco Wholesale
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.
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Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).
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