999 Shares in Costco Wholesale Corporation $COST Purchased by Almanack Investment Partners LLC.

Almanack Investment Partners LLC. acquired a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 999 shares of the retailer’s stock, valued at approximately $925,000.

Other institutional investors have also bought and sold shares of the company. Norges Bank purchased a new position in Costco Wholesale during the second quarter worth approximately $5,692,035,000. Kingstone Capital Partners Texas LLC increased its stake in shares of Costco Wholesale by 418,980.3% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 2,359,422 shares of the retailer’s stock worth $2,335,686,000 after acquiring an additional 2,358,859 shares during the last quarter. Laurel Wealth Advisors LLC increased its stake in shares of Costco Wholesale by 96,316.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock worth $1,364,888,000 after acquiring an additional 1,377,328 shares during the last quarter. Vanguard Group Inc. raised its holdings in shares of Costco Wholesale by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after acquiring an additional 711,560 shares during the period. Finally, Invesco Ltd. boosted its position in shares of Costco Wholesale by 9.8% during the 2nd quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after acquiring an additional 383,887 shares during the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on COST shares. Roth Capital set a $769.00 price objective on shares of Costco Wholesale and gave the company a “sell” rating in a report on Monday, December 15th. Evercore ISI cut their price target on shares of Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating for the company in a report on Friday, September 26th. BTIG Research started coverage on shares of Costco Wholesale in a research report on Tuesday, October 14th. They set a “buy” rating and a $1,115.00 price target on the stock. Oppenheimer decreased their price objective on Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating on the stock in a report on Monday, November 3rd. Finally, Jefferies Financial Group reissued a “buy” rating on shares of Costco Wholesale in a research note on Thursday, October 9th. Twenty equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus price target of $994.08.

Costco Wholesale Stock Up 2.5%

Shares of NASDAQ COST opened at $875.74 on Tuesday. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The business’s 50 day moving average is $893.70 and its two-hundred day moving average is $933.62. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,078.23. The firm has a market cap of $388.71 billion, a price-to-earnings ratio of 46.91, a PEG ratio of 5.12 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. The business had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The company’s revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the firm posted $4.04 earnings per share. Research analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were paid a dividend of $1.30 per share. The ex-dividend date was Friday, October 31st. This represents a $5.20 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s dividend payout ratio is 27.85%.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Javier Polit sold 558 shares of the firm’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total value of $481,492.62. Following the completion of the transaction, the executive vice president owned 10,190 shares of the company’s stock, valued at approximately $8,792,849.10. This trade represents a 5.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Claudine Adamo sold 2,700 shares of the firm’s 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 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 8,946 shares of company stock worth $8,175,048 over the last ninety days. Company insiders own 0.10% of the company’s stock.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Multiple analyst upgrades and renewed buy-side interest, plus speculation Costco might pay a special dividend, are supporting investor optimism about returns and capital allocation. Costco Stock (COST) Gets Multiple Analyst Upgrades to Start the New Year
• Positive Sentiment: An analyst note arguing Costco’s current problems are temporary and that shares could still reach $1,000 frames recent softness as cyclical and manageable, supporting upside expectations. Why Costco’s stock could still get to $1,000 despite sluggish sales and membership growth
• Positive Sentiment: Evidence that Costco’s digital investments (e‑commerce, AI, same‑day delivery) are gaining traction provides a tangible growth runway beyond warehouse traffic, which supports longer‑term revenue expansion. Costco’s Digital Ecosystem Emerges as a Powerful Growth Engine
• Positive Sentiment: Recent analyst consensus remains constructive (many firms rate Costco a Buy/Moderate Buy and groups like Telsey issued Outperform), which can support multiple expansion and buying interest. Consensus Recommendation of “Moderate Buy”
• Neutral Sentiment: Jim Cramer flagged Costco as a name to watch — visibility that can attract short‑term flows but doesn’t change fundamentals. Cramer’s Stop Trading: Costco
• Neutral Sentiment: Operational notes — new store opening schedules and consumer‑facing features (store hours, hidden product lists) offer local sales tailwinds but are low impact for the stock on their own. Costco sets schedule for opening store in west Roseville’s Baseline Marketplace
• Negative Sentiment: Valuation concerns: commentary noting Costco’s business is strong but the current share price is hard to justify suggests some investors view upside as limited absent materially faster growth or share buybacks/dividends. Is Costco Stock Set to Rebound Higher in 2026?
• Negative Sentiment: Near‑term earnings caution from some Zacks commentary flags downside risk to Q2 results, which could pressure the stock if comparable‑store sales or membership trends weaken. Zacks Research Has Pessimistic Outlook of COST Q2 Earnings

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.