Costco Wholesale Corporation $COST Shares Acquired by Amalgamated Bank

Amalgamated Bank boosted its stake in Costco Wholesale Corporation (NASDAQ:COST) by 1.2% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 105,142 shares of the retailer’s stock after acquiring an additional 1,248 shares during the quarter. Costco Wholesale accounts for about 0.7% of Amalgamated Bank’s portfolio, making the stock its 17th biggest holding. Amalgamated Bank’s holdings in Costco Wholesale were worth $97,323,000 as of its most recent filing with the SEC.

Other large investors also recently added to or reduced their stakes in the company. Peterson Wealth Services increased its stake in shares of Costco Wholesale by 0.5% in the 2nd quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock worth $13,479,000 after acquiring an additional 72 shares during the last quarter. Fishman Jay A Ltd. MI raised its stake in Costco Wholesale by 3.5% during the second quarter. Fishman Jay A Ltd. MI now owns 16,888 shares of the retailer’s stock worth $16,718,000 after purchasing an additional 575 shares during the period. Silver Oak Securities Incorporated boosted its holdings in Costco Wholesale by 49.3% in the 3rd quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after purchasing an additional 1,248 shares during the last quarter. Permanent Capital Management LP purchased a new stake in shares of Costco Wholesale in the 3rd quarter valued at approximately $874,000. Finally, Wealthspire Advisors LLC increased its holdings in shares of Costco Wholesale by 2.0% during the 2nd quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock worth $15,640,000 after buying an additional 312 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Costco Wholesale Stock Performance

NASDAQ COST opened at $963.61 on Friday. The company has a fifty day moving average of $894.70 and a two-hundred day moving average of $930.25. The company has a market capitalization of $427.72 billion, a PE ratio of 51.61, a P/E/G ratio of 5.77 and a beta of 1.02. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,078.23. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) 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 for the quarter, compared to the consensus estimate of $67.03 billion. During the same quarter last year, the business posted $4.04 EPS. The firm’s quarterly revenue was up 8.3% compared to the same quarter last year. As a group, analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be paid a dividend of $1.30 per share. The ex-dividend date is Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. Costco Wholesale’s dividend payout ratio is currently 27.85%.

Costco Wholesale News Summary

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

• Positive Sentiment: Board raised shareholder returns with a confirmed quarterly cash dividend of $1.30 per share (payable Feb. 13), which supports income-focused demand and underpins buyer interest. Read More.
• Positive Sentiment: Technical and momentum stories are signaling a breakout after late-2025 weakness; analysts and commentators pointing to stronger December sales and improving charts are drawing short-term buyers. Read More.
• Positive Sentiment: Multiple long-term investor pieces highlight Costco’s resilient membership model, renewal economics and international expansion as durable tailwinds that keep buy-and-hold interest elevated. Read More.
• Positive Sentiment: Consumer-facing features (e.g., food-court pricing, membership perks) and new incentives to upgrade members to Executive status may help average spend and renewals over time, supporting the revenue mix. Read More.
• Neutral Sentiment: Consumer and lifestyle write-ups (buy-and-hold lists, product highlights) keep brand visibility high but are unlikely to move the stock materially by themselves. Read More.
• Neutral Sentiment: Options-flow commentary notes unusually active put activity on Costco — framed as a strategy for acquiring shares without overpaying; this highlights price sensitivity but isn’t a direct directional signal. Read More.
• Negative Sentiment: Insider selling: EVP James Klauer and other executives disclosed mid-January share sales (Klauer sold 1,500 shares), which can create short-term selling pressure and raise investor caution even if sales are routine. Read More.
• Negative Sentiment: Valuation remains a constraint—COST trades at a premium versus peers (~50x earnings), so the stock is sensitive to any sign of slowing sales/margin improvement; some coverage highlights that premium as a risk to near-term gains. Read More.

Insider Activity

In related 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 transaction, the insider owned 5,155 shares of the company’s stock, valued at $4,817,966.10. This trade represents a 19.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Javier Polit sold 558 shares of the business’s stock in a transaction dated 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 in the company, valued at $8,792,849.10. This trade represents a 5.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 11,946 shares of company stock worth $10,958,028 over the last 90 days. 0.10% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. The Goldman Sachs Group lowered their price objective 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. Oppenheimer lowered their price target on Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating for the company in a report on Monday, November 3rd. BTIG Research began coverage on shares of Costco Wholesale in a report on Tuesday, October 14th. They issued a “buy” rating and a $1,115.00 price objective on the stock. Hovde Group initiated coverage on shares of Costco Wholesale in a research note on Tuesday, November 18th. They set a “market perform” rating and a $16.00 target price for the company. Finally, HSBC dropped their price target on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $996.00.

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.