Centric Wealth Management Increases Position in Costco Wholesale Corporation $COST

Centric Wealth Management boosted its position in Costco Wholesale Corporation (NASDAQ:COST) by 20.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,729 shares of the retailer’s stock after purchasing an additional 807 shares during the period. Costco Wholesale comprises 1.0% of Centric Wealth Management’s investment portfolio, making the stock its 27th biggest position. Centric Wealth Management’s holdings in Costco Wholesale were worth $4,310,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of COST. Soundwatch Capital LLC raised its holdings in Costco Wholesale by 635.7% in the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock valued at $25,000 after acquiring an additional 2,206 shares during the last quarter. LFA Lugano Financial Advisors SA acquired a new position in shares of Costco Wholesale in the 2nd quarter valued at about $31,000. Financial Connections Group Inc. grew its stake in Costco Wholesale by 975.0% during the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after buying an additional 39 shares during the period. Frazier Financial Advisors LLC increased its holdings in 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 holdings in shares of Costco Wholesale by 2,200.0% during the 3rd quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock valued at $43,000 after buying an additional 44 shares during the period. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco is expanding same‑day delivery across Europe (Paris to Madrid), which supports international growth and services-led revenue expansion. Costco Stock (COST) has no Joie de Vivre Despite Expanding Services to Paris and Madrid
• Positive Sentiment: Analyst coverage remains generally favorable (average “Moderate Buy” / bullish writeups), offering support amid near‑term volatility. Costco Wholesale Corporation (NASDAQ:COST) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: Costco continues product and membership promotions (Kirkland x Nike SB Dunk release, Gold Star membership digital shop card) that boost customer engagement but are unlikely to move near‑term results materially. Costco and Nike released the Kirkland x Nike SB Dunk shoes. Are they worth it? This Costco Gold Star Membership gets you a $20 Digital Costco Shop Card*
• Neutral Sentiment: Valuation remains rich (high P/E relative to peers), which can amplify reactions to news and weighs on upside in a risk‑off session. (Background market data)
• Negative Sentiment: A proposed class‑action accuses Costco of misleading customers by marketing its rotisserie chicken as having “no preservatives.” Legal risk and reputation headlines are the clearest short‑term negative catalyst. Costco Is Sued Over Preservatives in Its $5 Rotisserie Chickens Costco sued over ‘no preservatives’ claims
• Negative Sentiment: Some fund activity shows minor trimming of positions (e.g., Alpha Cubed Investments sold shares), which can add to downward pressure in a smaller‑volume selloff. Alpha Cubed Investments LLC Trims Position in Costco Wholesale Corporation $COST

Costco Wholesale Stock Performance

Shares of COST opened at $940.25 on Friday. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,078.23. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. The company has a market capitalization of $417.35 billion, a PE ratio of 50.36, a PEG ratio of 5.70 and a beta of 1.02. The company’s 50 day moving average price is $906.50 and its 200 day moving average price is $929.59.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, beating the consensus estimate of $4.27 by $0.07. The business 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 in the previous year, the business posted $4.04 EPS. Research analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be paid a $1.30 dividend. The ex-dividend date is Friday, January 30th. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.85%.

Analyst Ratings Changes

A number of brokerages have weighed in on COST. Wells Fargo & Company lowered their price objective on Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating for the company in a research note on Friday, December 19th. BTIG Research assumed coverage on shares of Costco Wholesale in a research note on Tuesday, October 14th. They set a “buy” rating and a $1,115.00 price objective on the stock. Truist Financial reduced their price target on shares of Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating for the company in a report on Friday, December 12th. UBS Group reissued a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Finally, Daiwa Capital Markets lowered their target price on shares of Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating on the stock in a research note on Tuesday, December 16th. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus target price of $996.00.

Insider Activity at Costco Wholesale

In related news, EVP James C. Klauer sold 1,500 shares of the stock in a transaction dated 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 completion of the sale, the executive vice president owned 44,837 shares in the company, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president owned 8,240 shares of the company’s stock, valued at $7,550,476.80. This represents a 15.40% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 9,315 shares of company stock worth $8,549,409. 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.