First National Corp MA ADV Sells 851 Shares of Costco Wholesale Corporation $COST

First National Corp MA ADV lowered its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 23.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,793 shares of the retailer’s stock after selling 851 shares during the period. First National Corp MA ADV’s holdings in Costco Wholesale were worth $2,562,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Soundwatch Capital LLC increased its position in shares of Costco Wholesale by 635.7% in the second quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock valued at $25,000 after acquiring an additional 2,206 shares during the last quarter. LFA Lugano Financial Advisors SA bought a new position in Costco Wholesale in the second quarter valued at approximately $31,000. Financial Connections Group Inc. increased its position in shares of Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after purchasing an additional 39 shares during the last quarter. Frazier Financial Advisors LLC raised its stake in shares of Costco Wholesale by 72.0% during the 2nd quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock worth $43,000 after purchasing an additional 18 shares in the last quarter. Finally, Marquette Asset Management LLC boosted its holdings in shares of Costco Wholesale by 2,200.0% in the 3rd quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock valued at $43,000 after buying an additional 44 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Costco Wholesale Stock Up 1.0%

Costco Wholesale stock opened at $950.98 on Thursday. The company’s 50-day moving average price is $893.22 and its two-hundred day moving average price is $930.64. 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 stock has a market cap of $422.11 billion, a P/E ratio of 50.94, a P/E/G ratio of 5.64 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.

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

Insider Transactions at Costco Wholesale

In related news, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $916.32, for a total value of $1,374,480.00. Following the transaction, the executive vice president directly owned 8,240 shares in the company, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, 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 transaction, the insider directly owned 5,155 shares in the company, valued at approximately $4,817,966.10. This represents a 19.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 10,446 shares of company stock worth $9,549,528. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: December sales and digital momentum: December sales accelerated (5-week period showing mid-single-digit comps) and digital-enabled sales surged (~19% YoY), supporting higher traffic and larger average tickets — a clear revenue catalyst. Costco Finally Breaks Out: Is There Still Time to Buy?
• Positive Sentiment: Technical breakout and upside interest: After a prolonged pullback, shares have broken above key short-term moving averages, drawing renewed buying and analyst attention that can sustain momentum into earnings and guidance windows. Costco Finally Breaks Out: Is There Still Time to Buy?
• Positive Sentiment: Retail footprint expansion: Costco plans/announcements for new warehouses continue (recent local reports of six new openings across three states), supporting membership growth and long-term sales runway. The Costco Craze Continues: 6 New Warehouses Opening Across 3 States
• Neutral Sentiment: Positive long-term narrative but not an immediate catalyst: Features on Costco’s long-term returns (e.g., articles on buy-and-hold outcomes and whether it can make long-term investors wealthy) reinforce confidence but don’t change near-term fundamentals. Could Costco Help You Become a Millionaire Over the Long Term?
• Negative Sentiment: Insider selling: Multiple disclosures show executive share sales (EVP Russell Miller sold 1,500 shares), which some investors read as a near-term red flag even though the amounts are small relative to market cap. Several Executives Sell Costco Stock (COST) to Start the New Year
• Negative Sentiment: Valuation headwinds: Analysts and features note Costco trades at a premium (~50x earnings), leaving the stock vulnerable if sales momentum cools or macro pressures hit consumer spending. Read This Before Buying Costco Stock for the Long Term

Wall Street Analyst Weigh In

COST has been the topic of a number of recent analyst reports. Jefferies Financial Group restated a “buy” rating on shares of Costco Wholesale in a report on Thursday, October 9th. HSBC lowered their price objective on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a research note on Friday, December 12th. UBS Group reiterated a “buy” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Raymond James Financial lowered their price target on Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating on the stock in a research report on Friday, December 12th. Finally, Morgan Stanley dropped their price objective on Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating on the stock in a research note on Friday, September 26th. Twenty-one analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average 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.