Bank of New York Mellon Corp decreased its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,347,362 shares of the retailer’s stock after selling 88,286 shares during the period. Costco Wholesale comprises 0.6% of Bank of New York Mellon Corp’s portfolio, making the stock its 22nd largest holding. Bank of New York Mellon Corp owned 0.76% of Costco Wholesale worth $3,098,419,000 at the end of the most recent quarter.
Several other large investors have also recently added to or reduced their stakes in COST. Brighton Jones LLC raised its stake in shares of Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after buying an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after acquiring an additional 130 shares in the last quarter. Drucker Wealth 3.0 LLC lifted its holdings in Costco Wholesale by 45.0% in the second quarter. Drucker Wealth 3.0 LLC now owns 657 shares of the retailer’s stock valued at $645,000 after acquiring an additional 204 shares during the period. Sivia Capital Partners LLC boosted its position in shares of Costco Wholesale by 4.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after purchasing an additional 165 shares in the last quarter. Finally, Wolff Wiese Magana LLC grew its stake in shares of Costco Wholesale by 4.7% during the 2nd quarter. Wolff Wiese Magana LLC now owns 1,202 shares of the retailer’s stock worth $1,190,000 after purchasing an additional 54 shares during the period. 68.48% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at Costco Wholesale
In other Costco Wholesale news, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the transaction, the executive vice president directly owned 8,240 shares in the company, valued at approximately $7,550,476.80. The trade was a 15.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Javier Polit sold 558 shares of the firm’s stock in a transaction on Tuesday, December 30th. The stock was 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 $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 sold 9,315 shares of company stock worth $8,549,409 in the last three months. 0.10% of the stock is currently owned by company insiders.
Key Costco Wholesale News
- Positive Sentiment: Strong balance sheet and rising membership fees highlighted as reasons Costco can weather retail headwinds, supporting the bull case. Can Costco Outgrow Retail Headwinds? The Balance Sheet Says Yes
- Positive Sentiment: Morgan Stanley lists Costco among top picks into earnings — an analyst endorsement that can support demand for the shares. Morgan Stanley’s top picks include AMD and Costco
- Positive Sentiment: Zacks highlights Costco as a strong growth stock across styles (growth/value/momentum), which may attract multi-style investors. Here’s Why Costco (COST) is a Strong Growth Stock
- Positive Sentiment: Investor guidance on company fundamentals — Fool articles note high membership renewal rates and location-level revenue growth, reinforcing long-term resilience. 3 Important Metrics All Costco Stock Investors Need to Know
- Neutral Sentiment: Reported January short-interest data appears to be erroneous (zeros/NaN) and is not providing meaningful directional info. (Likely a data glitch.)
- Neutral Sentiment: Press and lifestyle coverage (shopping tips, product write-ups, “how to buy gold” pieces) drive consumer visibility but are unlikely to move the stock materially. 9 Tips And Tricks For Shopping At Costco On A Budget In 2026
- Neutral Sentiment: Options/market-strategy pieces note recent rebound and trading ideas — indicates elevated trader interest but not a fundamental change. Costco Stock Has Moved Up Over The Last Month – What Are The Best Plays Now?
- Negative Sentiment: Company executive reported insider selling (EVP sold ~$838k) — insider sales can trigger caution among investors even if routine. Insider Selling: Costco EVP Sells $838,321 in Stock
- Negative Sentiment: New class-action lawsuit over alleged false “no preservatives” claims on Kirkland rotisserie chicken may pose reputational and legal risk. Costco’s popular bargain meal at center of new lawsuit
- Negative Sentiment: Bearish commentary and scenario pieces (e.g., a speculative path to a $700 share price) can amplify downside sentiment among traders despite strong fundamentals. How Costco Stock Falls To $700?
Analyst Ratings Changes
COST has been the subject of several recent analyst reports. BMO Capital Markets reissued an “outperform” rating on shares of Costco Wholesale in a report on Friday, December 12th. Gordon Haskett decreased their price target on Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating on the stock in a research note on Monday, December 1st. Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on Costco Wholesale in a research note on Thursday, January 8th. Daiwa Capital Markets reduced their price objective on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a report on Tuesday, December 16th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $996.00.
Check Out Our Latest Stock Analysis on Costco Wholesale
Costco Wholesale Stock Performance
NASDAQ COST opened at $970.28 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. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,078.23. The business has a fifty day moving average of $903.08 and a 200-day moving average of $929.49. The stock has a market cap of $430.68 billion, a price-to-earnings ratio of 51.97, a price-to-earnings-growth ratio of 5.86 and a beta of 1.02.
Costco Wholesale (NASDAQ:COST – Get Free Report) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The firm had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The firm’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter last year, the business posted $4.04 EPS. As a group, analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share 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 yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is 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.
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