Corsicana & Co. Acquires New Shares in Costco Wholesale Corporation $COST

Corsicana & Co. bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 3,497 shares of the retailer’s stock, valued at approximately $3,237,000. Costco Wholesale makes up approximately 1.8% of Corsicana & Co.’s portfolio, making the stock its 14th largest position.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in COST. Bulwark Capital Corp bought a new position in shares of Costco Wholesale during the 2nd quarter valued at about $25,000. Soundwatch Capital LLC raised its holdings in 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 buying an additional 2,206 shares during the period. LFA Lugano Financial Advisors SA bought a new position in Costco Wholesale in the second quarter valued at approximately $31,000. Anderson Financial Strategies LLC boosted its holdings in shares of Costco Wholesale by 900.0% in the first quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock valued at $38,000 after buying an additional 36 shares during the period. Finally, Financial Connections Group Inc. boosted its holdings in shares of Costco Wholesale by 975.0% in the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after buying an additional 39 shares during the period. 68.48% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Memberships remain a strong, recurring revenue engine: renewal rates are still near historical highs despite more digital sign-ups, supporting predictability of cash flow and the membership model. Costco Renewal Rates Stay Near Historical Highs Despite Digital Shift
• Positive Sentiment: Recent quarterly results beat expectations, which validates sales momentum and pricing strategy even as growth may moderate — a bullish fundamental anchor for long-term investors. Costco Beat Earnings Expectations in Q1. Here’s Why It Could Still Struggle in 2026.
• Positive Sentiment: Expansion continues: Costco has secured land and signed deals for new locations (example: a recent land purchase in Calgary), supporting long-term store growth and membership acquisition. Anthem and Rencor Sign Costco to Springbank’s Bingham Crossing Centre
• Positive Sentiment: Positive analyst/commentary pieces reiterate Costco as a long-term holding, reinforcing investor confidence in the company’s durable business model despite recent pullbacks. 3 Soaring Stocks to Hold for the Next 20 Years
• Neutral Sentiment: Macroeconomic / assortment effects: Tariffs are prompting merchandising adjustments to keep prices low for shoppers — this can compress margins or shift SKU mix, but management appears to be managing assortment proactively. How Tariffs Are Changing Up Costco’s Shelves
• Neutral Sentiment: International revenue trends deserve close attention — overseas growth dynamics and currency mix can meaningfully affect Wall Street’s forecasts and long‑term targets. Don’t Overlook Costco (COST) International Revenue Trends While Assessing the Stock
• Neutral Sentiment: Guggenheim reiterated a Neutral rating amid softening metrics — an analyst stance that typically limits upside until metrics stabilize. Guggenheim reiterates Neutral rating on Costco stock amid softening metrics
• Negative Sentiment: Unusual bearish options activity: a very large uptick in put purchases suggests some traders are positioning for further near-term downside or insurance against volatility.
• Negative Sentiment: Valuation and structural cautions: analysis flags Costco’s AI‑grade multiple and other valuation metrics as warning signs for investors, which can pressure sentiment if growth slows. Why Costco’s (COST) AI-Grade Multiple is a Warning Signal for Investors
• Negative Sentiment: Analyst downgrade impact: a recent downgrade pushed the stock to a one‑year low, amplifying near‑term selling pressure and weighing on sentiment. Costco Wholesale (NASDAQ:COST) Hits New 1-Year Low After Analyst Downgrade

Analyst Ratings Changes

A number of equities research analysts recently commented on COST shares. Wolfe Research started coverage on shares of Costco Wholesale in a report on Thursday, September 18th. They set a “peer perform” rating on the stock. Sanford C. Bernstein increased their target price on Costco Wholesale from $1,134.00 to $1,146.00 and gave the stock an “outperform” rating in a report on Friday, December 12th. Morgan Stanley dropped their price target on Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating on the stock in a research note on Friday, September 26th. Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Finally, Oppenheimer decreased their price objective on 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. Eighteen 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. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $987.58.

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $855.62 on Monday. 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 business has a 50-day moving average of $909.89 and a 200-day moving average of $943.68. The stock has a market capitalization of $379.78 billion, a price-to-earnings ratio of 45.83, a PEG ratio of 5.13 and a beta of 1.00. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.27 by $0.07. The business had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.Costco Wholesale’s revenue was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $4.04 earnings per share. As a group, sell-side analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were issued a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, October 31st. Costco Wholesale’s dividend payout ratio is presently 27.85%.

Insider Activity

In related news, EVP Russell D. Miller sold 3,381 shares of the business’s stock in a transaction on Monday, September 29th. The shares were sold at an average price of $915.00, for a total transaction of $3,093,615.00. Following the transaction, the executive vice president directly owned 9,740 shares in the company, valued at approximately $8,912,100. The trade was a 25.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Claudine Adamo sold 2,700 shares of the company’s stock in a transaction on Friday, October 24th. The stock was sold at an average price of $935.68, for a total transaction of $2,526,336.00. Following the sale, the executive vice president directly owned 6,851 shares in the company, valued at $6,410,343.68. This trade represents a 28.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 9,720 shares of company stock valued at $9,010,257 over the last three months. Corporate 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.