Costco Wholesale Corporation $COST Holdings Raised by Werba Rubin Papier Wealth Management

Werba Rubin Papier Wealth Management increased its stake in Costco Wholesale Corporation (NASDAQ:COST) by 114.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,323 shares of the retailer’s stock after purchasing an additional 1,239 shares during the quarter. Werba Rubin Papier Wealth Management’s holdings in Costco Wholesale were worth $2,150,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. Brighton Jones LLC increased its stake in shares of Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after acquiring an additional 2,172 shares during the period. Revolve Wealth Partners LLC lifted 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 purchasing an additional 130 shares during the period. Drucker Wealth 3.0 LLC boosted its stake in Costco Wholesale by 45.0% during the 2nd quarter. Drucker Wealth 3.0 LLC now owns 657 shares of the retailer’s stock valued at $645,000 after purchasing an additional 204 shares in the last quarter. Sivia Capital Partners LLC increased 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 valued at $3,814,000 after purchasing an additional 165 shares during the period. Finally, Pinnacle Wealth Planning Services Inc. raised its stake in shares of Costco Wholesale by 1.1% in the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after buying an additional 23 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Activity

In other news, EVP William Richard Wilcox sold 2,400 shares of the company’s stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $930.13, for a total value of $2,232,312.00. Following the transaction, the executive vice president owned 2,000 shares in the company, valued at $1,860,260. This represents a 54.55% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Russell D. Miller sold 1,500 shares of the stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the sale, the executive vice president directly owned 8,240 shares of the company’s stock, valued at $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 9,315 shares of company stock valued at $8,549,409 in the last ninety days. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Down 1.3%

COST stock opened at $940.25 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. The firm has a market capitalization of $417.35 billion, a P/E ratio of 50.36, a P/E/G ratio of 5.70 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. The company’s 50 day simple moving average is $906.50 and its 200-day simple moving average is $929.59.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, topping the consensus estimate of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The firm had revenue of $67.31 billion for the quarter, compared to analysts’ expectations of $67.03 billion. During the same period in the previous year, the company posted $4.04 EPS. The company’s quarterly revenue was up 8.3% compared to the same quarter last year. As a group, equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The firm also recently declared 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. This represents a $5.20 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, January 30th. Costco Wholesale’s payout ratio is presently 27.85%.

Analyst Ratings Changes

COST has been the subject of several research analyst reports. Hovde Group assumed coverage on Costco Wholesale in a report on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 price objective for the company. TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Mizuho set a $1,000.00 price objective on shares of Costco Wholesale and gave the company an “outperform” rating in a research report on Monday, January 5th. Truist Financial dropped their target price on shares of Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Finally, Roth Mkm set a $769.00 target price on shares of Costco Wholesale and gave the stock a “sell” rating in a report on Monday, December 15th. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $996.00.

More Costco Wholesale News

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 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.