Calamos Wealth Management LLC Buys 1,666 Shares of Costco Wholesale Corporation $COST

Calamos Wealth Management LLC boosted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 25.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 8,226 shares of the retailer’s stock after buying an additional 1,666 shares during the period. Calamos Wealth Management LLC’s holdings in Costco Wholesale were worth $7,614,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Single Point Partners LLC grew its holdings in Costco Wholesale by 6.5% during the 3rd quarter. Single Point Partners LLC now owns 311 shares of the retailer’s stock valued at $288,000 after purchasing an additional 19 shares during the last quarter. Access Financial Services Inc. bought a new stake in Costco Wholesale in the third quarter worth about $1,552,000. Aljian Capital Management LLC boosted its position in shares of Costco Wholesale by 0.4% during the third quarter. Aljian Capital Management LLC now owns 55,787 shares of the retailer’s stock valued at $51,638,000 after buying an additional 233 shares during the period. Oak Asset Management LLC grew its stake in shares of Costco Wholesale by 1.9% during the third quarter. Oak Asset Management LLC now owns 4,086 shares of the retailer’s stock valued at $3,782,000 after buying an additional 78 shares during the last quarter. Finally, Sax Wealth Advisors LLC raised its holdings in shares of Costco Wholesale by 8.2% in the third quarter. Sax Wealth Advisors LLC now owns 1,623 shares of the retailer’s stock worth $1,503,000 after buying an additional 123 shares during the period. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Stock Down 0.3%

Shares of Costco Wholesale stock opened at $865.65 on Wednesday. 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 stock has a market cap of $384.24 billion, a price-to-earnings ratio of 46.37, a PEG ratio of 5.20 and a beta of 1.00. The firm’s 50-day moving average is $899.58 and its two-hundred day moving average is $936.84. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, topping the consensus estimate of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The firm had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. During the same quarter in the prior year, the company earned $4.04 EPS. The company’s revenue was up 8.3% compared to the same quarter last year. As a group, research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were given a dividend of $1.30 per share. 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 27.85%.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on COST. Morgan Stanley dropped their price objective on Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating for the company in a report on Friday, September 26th. BTIG Research assumed coverage on shares of Costco Wholesale in a research note on Tuesday, October 14th. They set a “buy” rating and a $1,115.00 target price for the company. Hovde Group started coverage on shares of Costco Wholesale in a report on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 price target on the stock. JPMorgan Chase & Co. boosted their price objective on shares of 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. Finally, UBS Group reaffirmed a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Nineteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $992.08.

Costco Wholesale News Roundup

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

• Positive Sentiment: Zacks reports strong traffic gains and rising digital engagement, reinforcing Costco’s value/membership-driven model and supporting durable revenue growth. Read More.
• Positive Sentiment: Northcoast says Costco’s global expansion is gaining momentum — a tailwind for long-term store-level sales and membership growth outside the U.S. Read More.
• Positive Sentiment: 247WallSt publishes a bullish take arguing Costco could surge and even split its stock in 2026, which can attract momentum investors and spark speculative buying. Read More.
• Positive Sentiment: Marketing/deal coverage highlights a discounted membership offer (digital Shop Card for new Gold Star sign-ups) that could modestly boost new-member adds in the near term. Read More.
• Neutral Sentiment: Options and derivatives-focused pieces note increased trading strategies around COST (buying leveraged upside via spreads), signaling active trader interest but not a directional fundamental change. Read More.
• Neutral Sentiment: Morning‑read pieces (The Motley Fool / Yahoo guides) reiterate Costco’s steady business model: memberships drive profitability and slow, consistent comp growth is the core thesis — helpful context for buy-and-hold investors. Read More.
• Negative Sentiment: WSJ reports Sam’s Club is gaining ground in China, highlighting competitive risks to Costco’s international growth and margin profile in that market. Read More.
• Negative Sentiment: Coverage noting that COST has “tumbled despite higher free cash flow and FCF margins” underscores investor frustration that operational strength hasn’t translated into price support — a sentiment drag. Read More.
• Negative Sentiment: Logistics/cargo-theft stories include a theft of lobster meat destined for Costco stores — a reminder of supply-chain and security risks that can create isolated product disruptions and minor cost/headline noise. Read More.

Insider Buying and Selling at Costco Wholesale

In other news, insider Tiffany Marie Barbre sold 1,239 shares of Costco Wholesale stock in a transaction on Friday, October 24th. The stock was sold at an average price of $934.62, for a total value of $1,157,994.18. Following the transaction, the insider directly owned 5,155 shares in the company, valued at approximately $4,817,966.10. This trade represents a 19.38% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Claudine Adamo sold 2,700 shares of the business’s stock in a transaction on Friday, October 24th. The stock was sold at an average price of $935.68, for a total value of $2,526,336.00. Following the completion of the transaction, the executive vice president directly owned 6,851 shares of the company’s stock, valued at approximately $6,410,343.68. The trade was a 28.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 6,339 shares of company stock valued at $5,916,642. 0.10% of the stock is currently owned by corporate insiders.

About Costco Wholesale

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.