Facet Wealth Inc. Sells 927 Shares of Costco Wholesale Corporation $COST

Facet Wealth Inc. decreased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 43.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,217 shares of the retailer’s stock after selling 927 shares during the period. Facet Wealth Inc.’s holdings in Costco Wholesale were worth $1,126,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Wagner Wealth Management LLC grew its holdings in shares of Costco Wholesale by 3.4% during the second quarter. Wagner Wealth Management LLC now owns 330 shares of the retailer’s stock worth $326,000 after purchasing an additional 11 shares in the last quarter. Hobbs Wealth Management LLC grew its stake in Costco Wholesale by 4.4% in the 2nd quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock worth $259,000 after buying an additional 11 shares in the last quarter. Busey Bank grew its stake in Costco Wholesale by 0.4% in the 3rd quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after buying an additional 11 shares in the last quarter. Pasadena Private Wealth LLC increased its holdings in shares of Costco Wholesale by 0.8% in the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock worth $1,299,000 after buying an additional 11 shares during the last quarter. Finally, Tandem Investment Partners LLC raised its position in shares of Costco Wholesale by 1.1% during the 3rd quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock valued at $916,000 after buying an additional 11 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. Robert W. Baird cut their target price on shares of Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating for the company in a research report on Friday, December 12th. Morgan Stanley dropped their price target on 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. Gordon Haskett reduced their price objective on Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating on the stock in a research report on Monday, December 1st. Oppenheimer dropped their target price on Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. Finally, The Goldman Sachs Group cut their target price on Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating for the company in a research note on Friday, December 12th. Twenty-one analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $996.00.

Key Costco Wholesale News

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

• Positive Sentiment: Analyst and outlet bullishness: Several retail pieces highlight Costco’s resilient sales, membership strength and reasons to buy, supporting the stock’s longer-term case. Read More.
• Positive Sentiment: Operational lift — tech upgrades: Coverage says Costco is adopting competitor-style tech to improve the member experience, which could boost traffic and spend over time. Read More.
• Positive Sentiment: Local development progress: A draft environmental impact report was issued for a new El Dorado Hills Costco — a step toward store growth that supports long-term revenue and membership expansion. Read More.
• Neutral Sentiment: Valuation debate: Several pieces question whether COST’s premium P/E is justified despite multi-year returns — useful for investors deciding entry points but not an operational red flag. Read More.
• Neutral Sentiment: Services and programs explained: Recent explainers/reviews of Costco’s auto program and partner insurance products highlight ancillary revenue lines that deepen member relationships but have limited immediate stock impact. Read More.
• Neutral Sentiment: Pattern-trade mention: A trading piece lists Costco as a seasonal pattern trade with upside potential (speculative trading interest, not fundamental guidance). Read More.
• Negative Sentiment: Bearish commentary: Two Seeking Alpha pieces argue the recent rally may be overextended and that strong early-2026 results could be short-lived, which can prompt profit-taking. Read More. Read More.
• Negative Sentiment: Insider selling: Director Susan Decker sold 458 shares (~$955 avg) recently — a small, disclosed sale that some investors interpret negatively for near-term sentiment. Read More.
• Negative Sentiment: Competitive pressure: Coverage of rival grocery expansion increases the risk of margin or share pressure in some markets over time. Read More.

Insider Activity

In other Costco Wholesale news, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president owned 44,837 shares of the company’s stock, valued at $42,101,943. This represents a 3.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the completion of the sale, the director owned 8,532 shares in the company, valued at approximately $8,148,060. This represents a 5.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 8,465 shares of company stock valued at $7,711,088. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale Trading Down 0.7%

Shares of COST stock opened at $976.17 on Friday. The business has a 50-day moving average of $899.07 and a 200 day moving average of $930.26. 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 Corporation has a 1-year low of $844.06 and a 1-year high of $1,078.23. The stock has a market capitalization of $433.29 billion, a PE ratio of 52.29, a P/E/G ratio of 5.89 and a beta of 1.02.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating 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 during the quarter, compared to analyst estimates of $67.03 billion. During the same quarter in the prior year, the firm posted $4.04 earnings per share. The business’s quarterly revenue was up 8.3% compared to the same quarter last year. As a group, sell-side analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be given a $1.30 dividend. 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 payout ratio is presently 27.85%.

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.