Costco Wholesale Corporation $COST Shares Sold by Duncker Streett & Co. Inc.

Duncker Streett & Co. Inc. decreased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 48.3% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 6,471 shares of the retailer’s stock after selling 6,034 shares during the period. Costco Wholesale accounts for approximately 1.0% of Duncker Streett & Co. Inc.’s portfolio, making the stock its 25th largest holding. Duncker Streett & Co. Inc.’s holdings in Costco Wholesale were worth $5,990,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its holdings in shares of Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after acquiring an additional 2,172 shares during the period. Revolve Wealth Partners LLC increased its position in Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after purchasing an additional 130 shares during the last quarter. Ransom Advisory Ltd purchased a new position in Costco Wholesale during the first quarter worth approximately $61,000. WBI Investments LLC purchased a new position in Costco Wholesale during the first quarter worth approximately $289,000. Finally, BOS Asset Management LLC boosted its holdings in shares of Costco Wholesale by 5.5% in the 1st quarter. BOS Asset Management LLC now owns 714 shares of the retailer’s stock valued at $675,000 after purchasing an additional 37 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Performance

Shares of NASDAQ:COST opened at $915.31 on Friday. The business’s 50-day simple moving average is $892.31 and its 200 day simple moving average is $932.51. The company has a market cap of $406.28 billion, a P/E ratio of 49.03, a PEG ratio of 5.29 and a beta of 1.02. 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 Corporation has a one year low of $844.06 and a one year high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last released its quarterly 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. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.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 business earned $4.04 EPS. Costco Wholesale’s quarterly revenue was up 8.3% compared to the same quarter last year. On average, sell-side 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 declared a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis 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%.

Insider Activity

In other news, insider Tiffany Marie Barbre sold 1,239 shares of the firm’s stock in a transaction dated Friday, October 24th. The stock was sold at an average price of $934.62, for a total transaction of $1,157,994.18. Following the completion of the sale, the insider directly owned 5,155 shares in the company, valued at $4,817,966.10. This trade represents a 19.38% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Claudine Adamo sold 2,700 shares of Costco Wholesale 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 sale, the executive vice president directly owned 6,851 shares in the company, valued at approximately $6,410,343.68. The trade was a 28.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 8,946 shares of company stock valued at $8,175,048 in the last 90 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: Company-reported December net sales of $29.86B (up 8.5% YoY) and 18.9% digitally-enabled sales highlight broad-based strength across regions and channels, underpinning near-term revenue momentum. Costco Reports December Sales Results
• Positive Sentiment: Monthly and holiday comp-sales data (total-company comps ~+7%, U.S. comps +6%) are cited by analysts as a catalyst for a stock recovery and buying interest. Coverage and write-ups from outlets highlight the sales beat as the primary short-term driver. Costco Holiday Blowout Signals Strong Stock Recovery Ahead
• Positive Sentiment: Wall Street activity is supportive: new coverage (Deutsche Bank initiated at Buy), analyst reaffirmations and high price targets (Telsey $1,100 PT; J.P. Morgan maintain Buy with $1,000 PT) lift sentiment and create potential upside vs. the current share price. Deutsche Bank Coverage (Finviz)
• Neutral Sentiment: Market commentary notes Costco’s long-term growth runway (membership model, retail media potential, international expansion), which supports a premium valuation but also implies investors are pricing in quality growth. Costco: The Retail Media Transformation Everyone Is Missing
• Neutral Sentiment: Speculation about special dividends and investor chatter around capital returns has surfaced after strong sales; this can boost short-term interest but is not confirmed corporate action. Investors Hunt for a 2026 Special Dividend
• Negative Sentiment: Local development/legal risks: a lawsuit seeking to block a proposed Paramus, NJ Costco highlights potential project delays and local regulatory risk that can affect growth timing in specific markets. Paramus Lawsuit Seeks to Block Costco Project
• Negative Sentiment: Quiver/filings data show notable insider sales and mixed institutional positioning; heavy insider selling can be perceived negatively even as institutions broadly remain active — a risk to sentiment if selling accelerates. QuiverQuant December Sales & Insider Activity

Analyst Upgrades and Downgrades

A number of analysts have recently commented on COST shares. Jefferies Financial Group restated a “buy” rating on shares of Costco Wholesale in a report on Thursday, October 9th. HSBC dropped their price target on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research note on Friday, December 12th. Robert W. Baird cut their price objective on Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating on the stock in a report on Friday, December 12th. Argus boosted their target price on Costco Wholesale from $1,170.00 to $1,200.00 and gave the stock a “buy” rating in a report on Monday, September 29th. Finally, Citigroup dropped their target price 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. Twenty-one analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus target price of $996.00.

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.