Costco Wholesale Corporation $COST Position Reduced by Private Wealth Partners LLC

Private Wealth Partners LLC reduced its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 2.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,748 shares of the retailer’s stock after selling 740 shares during the period. Costco Wholesale comprises approximately 2.2% of Private Wealth Partners LLC’s holdings, making the stock its 13th biggest position. Private Wealth Partners LLC’s holdings in Costco Wholesale were worth $30,313,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Brighton Jones LLC lifted its holdings in 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 during the last quarter. Revolve Wealth Partners LLC lifted its stake in Costco Wholesale by 13.1% during 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 last quarter. Drucker Wealth 3.0 LLC boosted 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 worth $645,000 after purchasing an additional 204 shares during the period. Sivia Capital Partners LLC increased its stake in Costco Wholesale by 4.5% during the second 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 last quarter. Finally, Pinnacle Wealth Planning Services Inc. raised its holdings in shares of Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after purchasing an additional 23 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Activity

In other 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 sale, the executive vice president owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. The trade was a 15.40% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares of the company’s stock, valued at $4,169,907.28. This represents a 16.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 9,315 shares of company stock valued at $8,549,409 over the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Down 1.3%

COST opened at $940.25 on Friday. The stock’s 50 day moving average price is $906.50 and its 200 day moving average price is $929.59. 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 stock has a market cap 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 12 month low of $844.06 and a 12 month high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last released 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 company 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 company’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $4.04 earnings per share. As a group, research analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research firms have recently commented on COST. HSBC decreased their price target on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a report on Friday, December 12th. Raymond James Financial lowered their target price on Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a report on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a research report on Thursday, January 8th. UBS Group restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Finally, Oppenheimer dropped their target price on Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating on the stock in a research report on Monday, November 3rd. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $996.00.

Key Stories Impacting Costco Wholesale

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 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.