Costco Wholesale Corporation $COST Shares Acquired by Harbor Investment Advisory LLC

Harbor Investment Advisory LLC grew its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 19.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,882 shares of the retailer’s stock after acquiring an additional 1,097 shares during the period. Harbor Investment Advisory LLC’s holdings in Costco Wholesale were worth $6,371,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the business. Bulwark Capital Corp purchased a new position in shares of Costco Wholesale during the 2nd quarter valued at about $25,000. LFA Lugano Financial Advisors SA acquired a new stake in Costco Wholesale during the second quarter worth about $31,000. Financial Connections Group Inc. grew its holdings in Costco Wholesale by 975.0% during the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after acquiring an additional 39 shares during the period. Frazier Financial Advisors LLC raised its position in Costco Wholesale by 72.0% during the second quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock valued at $43,000 after acquiring an additional 18 shares in the last quarter. Finally, Marquette Asset Management LLC lifted its holdings in Costco Wholesale by 2,200.0% in the third quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock valued at $43,000 after acquiring an additional 44 shares during the period. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling

In other Costco Wholesale news, insider Tiffany Marie Barbre sold 1,239 shares of Costco Wholesale stock in a transaction on Friday, October 24th. The shares were sold at an average price of $934.62, for a total transaction of $1,157,994.18. Following the sale, the insider owned 5,155 shares of the company’s stock, valued at $4,817,966.10. The trade was a 19.38% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the sale, the executive vice president directly owned 8,240 shares of the company’s stock, valued at $7,550,476.80. The trade was a 15.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 10,446 shares of company stock worth $9,549,528 in the last ninety days. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Trading Up 2.0%

Shares of Costco Wholesale stock opened at $943.08 on Tuesday. The firm has a market capitalization of $418.60 billion, a PE ratio of 50.51, a P/E/G ratio of 5.54 and a beta of 1.02. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,078.23. The firm’s 50-day moving average price is $892.88 and its 200 day moving average price is $930.80. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping the consensus estimate of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The company 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 quarterly revenue was up 8.3% on a year-over-year basis. On average, sell-side analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Mizuho set a $1,000.00 price objective on shares of Costco Wholesale and gave the stock an “outperform” rating in a research note on Monday, January 5th. BTIG Research assumed 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. Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a research report on Monday, December 29th. Roth Capital set a $769.00 target price on Costco Wholesale and gave the company a “sell” rating in a research report on Monday, December 15th. Finally, Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a research note on Thursday. Twenty-one research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $996.00.

Costco Wholesale News Roundup

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

• Positive Sentiment: Mizuho upgrade — Mizuho moved COST to its top-picks list and upgraded the stock to Outperform, raising its price target (cited as $1,000 in coverage), which supports buying interest from institutional and retail investors. Costco (COST) Added to Mizuho Top Picks After Pullback
• Positive Sentiment: Sales acceleration — Recent reporting highlights that two key Costco sales metrics have accelerated, a development investors like because it points to continued membership spending and top-line momentum. 2 Key Costco Sales Metrics Just Accelerated, and Investors Love It
• Positive Sentiment: Card perk added — Costco quietly added a meaningful credit-card perk, which can boost transaction volume and member loyalty (positive for same-store sales and margins over time). Costco quietly added a major credit card perk
• Positive Sentiment: Ongoing expansion — Multiple local reports show new warehouse builds and store openings (e.g., Camarillo construction visible; plans in South Los Angeles and Dallas), underscoring continued footprint growth that supports revenue and membership expansion. Costco Camarillo warehouse and gas station construction now visible at site
• Neutral Sentiment: Long-term analyst/features — Several opinion pieces and comparative write-ups (Where Will Costco Be in 5 Years?; Costco vs. Home Depot) reiterate Costco’s strong long-term track record but do not introduce new catalysts. These items support the bull case but are not immediate drivers. Where Will Costco Be in 5 Years?
• Neutral Sentiment: Short-interest data glitch — A report flagged a “significant increase” in short interest but shows zero shares and a zero days-to-cover figure, indicating a likely data error rather than a market pressure signal. Investors should treat short-interest headlines cautiously until clarified. (Data source: market summary)
• Negative Sentiment: Insider sale — EVP Russell D. Miller sold 1,500 shares (disclosed SEC Form 4), reducing his holding by ~15.4% in that transaction; insider sales can be read negatively by some investors even when small relative to total holdings. SEC filing — Form 4 (Russell D. Miller)

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.