695 Shares in Costco Wholesale Corporation $COST Bought by Dynasty Wealth Management LLC

Dynasty Wealth Management LLC bought a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 695 shares of the retailer’s stock, valued at approximately $644,000.

A number of other hedge funds have also made changes to their positions in COST. Peterson Wealth Services boosted its holdings in Costco Wholesale by 0.5% during the second quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock valued at $13,479,000 after acquiring an additional 72 shares during the period. Fishman Jay A Ltd. MI increased its stake in shares of Costco Wholesale by 3.5% in 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 lifted its position in shares of Costco Wholesale by 49.3% during the 3rd quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock worth $3,499,000 after purchasing an additional 1,248 shares during the last quarter. Permanent Capital Management LP acquired a new position in shares of Costco Wholesale during the 3rd quarter worth about $874,000. Finally, Wealthspire Advisors LLC grew its holdings in Costco Wholesale by 2.0% in the 2nd quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock valued at $15,640,000 after buying an additional 312 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Up 0.1%

Shares of COST opened at $964.26 on Wednesday. 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 company has a 50-day moving average price of $896.67 and a two-hundred day moving average price of $929.57. The stock has a market cap of $428.01 billion, a price-to-earnings ratio of 51.65, a P/E/G ratio of 5.77 and a beta of 1.02. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 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, 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 quarter last year, the company earned $4.04 EPS. Costco Wholesale’s revenue was up 8.3% on a year-over-year basis. Equities analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be given 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 dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on COST shares. HSBC reduced their price objective on 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. UBS Group restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Sanford C. Bernstein upped their price objective on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Raymond James Financial reduced their target price on shares of Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. Finally, Northcoast Research set a $1,100.00 price target on Costco Wholesale and gave the company a “buy” rating in a research note on Wednesday, December 24th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus 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: Warehouse expansion and faster new-store ramp-ups signal durable growth runway and better utilization of sites, supporting long-term sales and membership gains. Costco’s Warehouse Expansion Strategy Fuels Long-Term Growth
• Positive Sentiment: Retail sales momentum: December sales came in strong and helped extend a recent rally — reinforces resilient traffic and membership trends that drive recurring revenue. Costco Stock Rallies on December Sales
• Positive Sentiment: Card benefits improved: Costco has quietly boosted gas rewards for co-branded cardholders (to 5% at Costco pumps), a member incentive likely to help retention and spend. Costco quietly boosts gas rewards for branded credit card holders
• Neutral Sentiment: Analyst/visitor pieces highlight Costco as a durable long-term holding (strong member loyalty, steady comps) but flag a high valuation and moderate growth that may limit near-term upside from current levels. Useful for long-term investors evaluating entry price. Is Costco Stock a Long-Term Buy for Everyday Investors?
• Neutral Sentiment: Brand/supplier shift: Costco is switching its food-court beverage supplier back to Coca‑Cola after a decade with Pepsi — a merchandising/partnership change with limited near-term financial impact but some margin/brand implications. Costco Switches Food Court Back to Coke After Decade With Pepsi
• Negative Sentiment: Insider sale: Director Susan L. Decker sold 458 shares (~$955 avg), reducing her stake — a small disclosed sale that some investors view negatively as timing/insight into valuation. Susan L. Decker Insider Sale
• Negative Sentiment: Competitive pressure: Coverage notes a large grocery rival launching an expansion push — increased competition could pressure share gains or margins in some markets over time. Huge Costco grocery rival launches expansion plans

Insider Activity

In other Costco Wholesale news, EVP Claudine Adamo sold 2,700 shares of the business’s stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $935.68, for a total value of $2,526,336.00. Following the transaction, the executive vice president directly owned 6,851 shares in the company, valued at $6,410,343.68. The trade was a 28.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Javier Polit sold 2,049 shares of Costco Wholesale stock in a transaction that occurred on Monday, December 29th. The shares were sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following the completion of the transaction, the executive vice president owned 10,748 shares of the company’s stock, valued at $9,320,773.08. This trade represents a 16.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 12,404 shares of company stock worth $11,395,418 over the last ninety days. Corporate insiders own 0.10% of the company’s stock.

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.