Brighton Jones LLC Has $21.91 Million Stock Position in Costco Wholesale Corporation $COST

Brighton Jones LLC reduced its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 2.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,670 shares of the retailer’s stock after selling 639 shares during the quarter. Brighton Jones LLC’s holdings in Costco Wholesale were worth $21,910,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Bulwark Capital Corp bought a new stake in Costco Wholesale in the 2nd quarter valued at approximately $25,000. Soundwatch Capital LLC raised its stake in 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. LFA Lugano Financial Advisors SA bought a new stake in shares of Costco Wholesale during the 2nd quarter worth about $31,000. Anderson Financial Strategies LLC lifted its holdings in Costco Wholesale by 900.0% during the 1st quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock worth $38,000 after purchasing an additional 36 shares during the last quarter. Finally, Financial Connections Group Inc. grew its stake 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 acquiring an additional 39 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

More Costco Wholesale News

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

• Positive Sentiment: Barron’s reports an analyst saying renewal-rate concerns are overblown, which supports Costco’s recurring revenue model and limits downside to membership-driven margins. Costco Renewal-Rate Concerns Are Overblown, Says Analyst
• Positive Sentiment: Costco is piloting faster checkout technology in Arizona, which could improve throughput, customer convenience and sales conversion if rolled out broadly. Costco’s technology is speeding up checkout in Arizona. What to know
• Positive Sentiment: Company fundamentals cited as resilient: membership fees and planned store growth (28 new stores in fiscal 2026) remain tailwinds for long‑term revenue and margin stability. Before You Buy the Dip on Costco Stock, Here Are 3 Things to Watch in 2026
• Neutral Sentiment: Comparative pieces weigh Costco against peers (Walmart, Amazon); analysts highlight Costco’s stability but suggest other names may offer more upside given Costco’s elevated valuation. Costco vs. Walmart: Which Retail Giant Should You Buy?
• Negative Sentiment: Roth Capital’s Bill Kirk and others point to “convenience” issues (traffic, checkout, assortment) as drivers of Costco’s disappointing year — a direct explanation for weaker comps and investor frustration. Roth Capital’s Bill Kirk points out convenience issues behind Costco’s disappointing year
• Negative Sentiment: Multiple analyst and media pieces note Costco’s rare underperformance in 2025, citing macro headwinds and an elevated P/E that leaves little room for execution misses. What’s Going on With Costco Stock?
• Negative Sentiment: Tariff concerns remain a headline risk; commentators (including Jim Cramer) suggest resolution could be a trigger for recovery, implying tariffs are currently a weight on sentiment. Jim Cramer Says Victory Against Tariffs Could Finally Pull Costco Stock “From Its Continued, and Endless, and Terrible Tailspin”

Insider Activity at Costco Wholesale

In other Costco Wholesale news, EVP Claudine Adamo sold 2,700 shares of Costco Wholesale stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $935.68, for a total transaction of $2,526,336.00. Following the completion of the sale, the executive vice president directly owned 6,851 shares in the company, valued at $6,410,343.68. The trade was a 28.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Russell D. Miller sold 3,381 shares of the stock in a transaction on Monday, September 29th. The shares were sold at an average price of $915.00, for a total value of $3,093,615.00. Following the completion of the transaction, the executive vice president directly owned 9,740 shares in the company, valued at approximately $8,912,100. This represents a 25.77% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 9,720 shares of company stock valued at $9,010,257. Company insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on COST. The Goldman Sachs Group cut their target price on Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating for the company in a research report on Friday, December 12th. Jefferies Financial Group reiterated a “buy” rating on shares of Costco Wholesale in a research report on Thursday, October 9th. Wells Fargo & Company lowered their price target on shares of Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating for the company in a report on Friday. Telsey Advisory Group reaffirmed an “outperform” rating and set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Friday, December 12th. Finally, Oppenheimer reduced their price target on shares of Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. Eighteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $987.58.

Costco Wholesale Stock Down 0.7%

COST stock opened at $850.00 on Tuesday. The stock has a fifty day moving average of $908.18 and a 200-day moving average of $942.55. The company has a market capitalization of $377.29 billion, a price-to-earnings ratio of 45.53, 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. 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 (NASDAQ:COST) last released 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 net margin of 2.96% and a return on equity of 29.35%. The business had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. During the same period in the previous year, the business earned $4.04 EPS. Costco Wholesale’s revenue was up 8.3% compared to the same quarter last year. As a group, equities research analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

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

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.