Costco Wholesale Corporation $COST Stake Lessened by Bfsg LLC

Bfsg LLC cut its stake in Costco Wholesale Corporation (NASDAQ:COST) by 11.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,002 shares of the retailer’s stock after selling 1,108 shares during the period. Costco Wholesale accounts for 0.8% of Bfsg LLC’s portfolio, making the stock its 29th largest position. Bfsg LLC’s holdings in Costco Wholesale were worth $8,332,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently added to or reduced their stakes in COST. LFA Lugano Financial Advisors SA bought a new position in shares of Costco Wholesale during the second quarter worth about $31,000. Financial Connections Group Inc. increased its holdings in Costco Wholesale by 975.0% in the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after buying an additional 39 shares during the last quarter. Frazier Financial Advisors LLC raised its stake 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 buying an additional 18 shares in the last quarter. Marquette Asset Management LLC lifted its holdings in Costco Wholesale by 2,200.0% during the 3rd quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock worth $43,000 after buying an additional 44 shares during the last quarter. Finally, Spurstone Advisory Services LLC acquired a new position in shares of Costco Wholesale in the 2nd quarter worth approximately $48,000. 68.48% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the transaction, the executive vice president directly owned 44,837 shares of the company’s stock, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of Costco Wholesale stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the sale, the executive vice president 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 SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 11,946 shares of company stock valued at $10,958,028. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Price Performance

NASDAQ COST opened at $963.61 on Friday. The company has a 50-day moving average price of $894.70 and a two-hundred day moving average price of $930.25. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,078.23. The stock has a market cap of $427.72 billion, a price-to-earnings ratio of 51.61, a price-to-earnings-growth ratio of 5.77 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.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share (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 business had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. During the same period in the previous year, the firm posted $4.04 earnings per share. The business’s revenue was up 8.3% on a year-over-year basis. Analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

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

Analyst Ratings Changes

COST has been the topic of several research analyst reports. Daiwa Capital Markets reduced their price objective on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating on the stock in a research note on Tuesday, December 16th. DA Davidson reissued a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a report on Thursday, December 4th. UBS Group restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Argus boosted their price objective on shares of Costco Wholesale from $1,170.00 to $1,200.00 and gave the company a “buy” rating in a research report on Monday, September 29th. Finally, Citigroup dropped their price objective on shares of Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating on the stock in a research note on Monday, September 29th. 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $996.00.

Key Costco Wholesale News

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.

About Costco Wholesale

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.