Chicago Capital LLC Has $57.96 Million Position in Costco Wholesale Corporation $COST

Chicago Capital LLC decreased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 1.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 62,618 shares of the retailer’s stock after selling 1,224 shares during the period. Costco Wholesale makes up 1.4% of Chicago Capital LLC’s holdings, making the stock its 25th biggest position. Chicago Capital LLC’s holdings in Costco Wholesale were worth $57,961,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Keystone Wealth Services LLC increased its holdings in shares of Costco Wholesale by 0.9% during the third quarter. Keystone Wealth Services LLC now owns 8,757 shares of the retailer’s stock worth $8,106,000 after purchasing an additional 74 shares during the period. Financial Perspectives Inc boosted its stake in shares of Costco Wholesale by 3.3% in the third quarter. Financial Perspectives Inc now owns 1,157 shares of the retailer’s stock valued at $1,071,000 after buying an additional 37 shares during the period. Granite Harbor Advisors Inc. grew its position in Costco Wholesale by 7.0% during the third quarter. Granite Harbor Advisors Inc. now owns 614 shares of the retailer’s stock worth $568,000 after buying an additional 40 shares in the last quarter. Biltmore Wealth Management LLC increased its stake in Costco Wholesale by 1.5% during the 3rd quarter. Biltmore Wealth Management LLC now owns 1,094 shares of the retailer’s stock worth $1,012,000 after acquiring an additional 16 shares during the period. Finally, D.A. Davidson & CO. increased its stake in Costco Wholesale by 2.7% during the 3rd quarter. D.A. Davidson & CO. now owns 190,692 shares of the retailer’s stock worth $176,511,000 after acquiring an additional 5,033 shares during the period. 68.48% of the stock is currently 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: 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

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. 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. Citigroup cut their price objective on shares of Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating for the company in a research report on Monday, September 29th. Evercore ISI decreased their target price on shares of Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating on the stock in a report on Friday, September 26th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Finally, Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a research report on Monday, December 22nd. Twenty investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Costco Wholesale currently has a consensus rating of “Moderate Buy” and an average price target of $994.08.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, EVP Claudine Adamo sold 2,700 shares of the stock in a transaction dated 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 in the company, valued at approximately $6,410,343.68. This trade represents a 28.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Tiffany Marie Barbre sold 1,239 shares of the business’s stock in a transaction dated 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 sale, the insider owned 5,155 shares in the company, valued at approximately $4,817,966.10. This trade represents a 19.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 8,946 shares of company stock worth $8,175,048 in the last 90 days. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale Trading Up 2.5%

Shares of Costco Wholesale stock opened at $875.74 on Tuesday. The firm has a market capitalization of $388.71 billion, a PE ratio of 46.91, a price-to-earnings-growth ratio of 5.12 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’s 50 day moving average is $893.70 and its 200 day moving average is $933.62. 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 posted its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The firm had revenue of $67.31 billion for the quarter, compared to analysts’ expectations of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company’s revenue was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.04 earnings per share. Equities research analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were given 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 payout ratio is currently 27.85%.

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.