Fiducient Advisors LLC Acquires Shares of 914 Costco Wholesale Corporation $COST

Fiducient Advisors LLC bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 914 shares of the retailer’s stock, valued at approximately $846,000.

Several other institutional investors and hedge funds have also made changes to their positions in COST. Soundwatch Capital LLC increased its position in shares of Costco Wholesale by 635.7% during the second quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after acquiring an additional 2,206 shares during the last quarter. LFA Lugano Financial Advisors SA acquired a new stake in Costco Wholesale during the 2nd quarter valued at approximately $31,000. Financial Connections Group Inc. increased its holdings in 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 position in shares of Costco Wholesale by 72.0% in the 2nd quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock valued at $43,000 after purchasing an additional 18 shares in the last quarter. Finally, Marquette Asset Management LLC raised its position 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 purchasing an additional 44 shares in the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Key Costco Wholesale News

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

• Positive Sentiment: Warehouse expansion and faster new-store ramp-ups support long-term sales and membership growth, giving a clear growth runway that investors reward. Read More.
• Positive Sentiment: Costco is adopting a tech upgrade used by competitors to improve the member experience — a move that can boost traffic, basket size and retention if rollout is smooth. Read More.
• Positive Sentiment: Recent performance shows Costco outpacing the market, reflecting resilient December sales and membership trends that underwrite recurring revenue. Read More.
• Positive Sentiment: Card and membership perks were improved (higher gas rewards), which can increase loyalty and in-warehouse spending among cardholders. Read More.
• Neutral Sentiment: Analysis questions whether Costco’s premium P/E is justified given steady but moderate growth — useful context for entry/position sizing decisions. Read More.
• Neutral Sentiment: Investor guides and commentary (e.g., what Costco needs to prove in 2026) emphasize strong fundamentals but note high expectations; these pieces tend to temper near-term upside forecasts. Read More.
• Negative Sentiment: An insider sale was disclosed (Director Susan Decker sold 458 shares), a small but visible transaction that some investors interpret as a mild negative signal on timing/valuation. Read More.
• Negative Sentiment: Increased expansion by large grocery rivals raises the risk of localized share pressure and margin competition over time. Read More.

Costco Wholesale Stock Up 1.9%

NASDAQ:COST opened at $982.86 on Thursday. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. The stock has a 50 day moving average of $898.05 and a 200-day moving average of $929.94. The firm has a market capitalization of $436.26 billion, a PE ratio of 52.64, a price-to-earnings-growth ratio of 5.78 and a beta of 1.02. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results 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. The business 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 business’s revenue was up 8.3% on a year-over-year basis. During the same quarter last year, the business posted $4.04 EPS. Analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders 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 annualized dividend and a dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio is currently 27.85%.

Analyst Ratings Changes

A number of brokerages recently issued reports on COST. Morgan Stanley dropped their price target on shares of Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating for the company in a research note on Friday, September 26th. Mizuho set a $1,000.00 price objective on shares of Costco Wholesale and gave the stock an “outperform” rating in a report on Monday, January 5th. DA Davidson restated a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research note on Thursday, December 4th. Gordon Haskett decreased their price target on Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating for the company in a research note on Monday, December 1st. Finally, Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a report on Monday, December 22nd. Twenty-one research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and a consensus target price of $996.00.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Javier Polit sold 558 shares of the firm’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total value of $481,492.62. Following the sale, the executive vice president owned 10,190 shares in the company, valued at approximately $8,792,849.10. This trade represents a 5.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP James C. Klauer sold 1,500 shares of Costco Wholesale stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the sale, the executive vice president directly owned 44,837 shares in the company, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 12,404 shares of company stock worth $11,395,418. 0.10% of the stock is owned by company insiders.

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.