RWWM Inc. Makes New Investment in Costco Wholesale Corporation $COST

RWWM Inc. acquired a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 4,302 shares of the retailer’s stock, valued at approximately $3,982,000. Costco Wholesale comprises 0.3% of RWWM Inc.’s holdings, making the stock its 15th largest holding.

Several other hedge funds have also recently modified their holdings of COST. LFA Lugano Financial Advisors SA bought a new stake in shares of Costco Wholesale in the 2nd quarter worth about $31,000. Financial Connections Group Inc. increased 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 acquiring an additional 39 shares during the last quarter. Frazier Financial Advisors LLC raised its position in Costco Wholesale by 72.0% during the second quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock valued at $43,000 after purchasing an additional 18 shares during the period. Marquette Asset Management LLC raised its position in Costco Wholesale by 2,200.0% during the third quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock valued at $43,000 after purchasing an additional 44 shares during the period. Finally, Spurstone Advisory Services LLC bought a new stake in shares of Costco Wholesale in the 2nd quarter valued at approximately $48,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on COST shares. Telsey Advisory Group reissued an “outperform” rating and set a $1,100.00 target price on shares of Costco Wholesale in a research report on Thursday, January 8th. 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 for the company. Daiwa Capital Markets reduced 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. Deutsche Bank Aktiengesellschaft set a $1,044.00 target price on shares of Costco Wholesale in a report on Thursday, January 8th. Finally, Hovde Group initiated coverage on shares of Costco Wholesale in a report on Tuesday, November 18th. They set a “market perform” rating and a $16.00 price target on the stock. Twenty-one research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $996.00.

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, EVP William Richard Wilcox sold 2,400 shares of the stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $930.13, for a total transaction of $2,232,312.00. Following the transaction, the executive vice president directly 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. 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 transaction of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares in the company, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety 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 Price Performance

Shares of COST stock opened at $940.25 on Friday. The company 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. The company’s 50-day simple moving average is $906.50 and its two-hundred day simple moving average is $929.59. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,078.23. 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 (NASDAQ:COST) last posted its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating 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 during the quarter, compared to the consensus estimate of $67.03 billion. During the same quarter in the previous year, the firm posted $4.04 earnings per share. The company’s revenue was up 8.3% on a year-over-year basis. As a group, equities analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be issued a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, January 30th. Costco Wholesale’s dividend payout ratio is currently 27.85%.

Key Headlines 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

About Costco Wholesale

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.