Costco Wholesale Corporation $COST Shares Bought by Mutual Advisors LLC

Mutual Advisors LLC lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 8.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,626 shares of the retailer’s stock after acquiring an additional 1,518 shares during the quarter. Mutual Advisors LLC’s holdings in Costco Wholesale were worth $18,488,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Soundwatch Capital LLC raised its position in Costco Wholesale by 635.7% during the second quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after acquiring an additional 2,206 shares during the last quarter. LFA Lugano Financial Advisors SA purchased a new position in shares of Costco Wholesale during the 2nd quarter worth approximately $31,000. Financial Connections Group Inc. increased its stake in shares of Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after purchasing an additional 39 shares in the last quarter. Frazier Financial Advisors LLC raised its position in shares of Costco Wholesale by 72.0% during the 2nd quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock worth $43,000 after purchasing an additional 18 shares during the last quarter. Finally, Marquette Asset Management LLC lifted its stake in Costco Wholesale by 2,200.0% in 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 in the last quarter. Institutional investors and hedge funds 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

Insider Activity

In other Costco Wholesale news, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the sale, the executive vice president directly owned 44,837 shares in the company, valued at $42,101,943. This represents a 3.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of Costco Wholesale stock in a transaction dated Friday, January 9th. The shares were 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 $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 9,315 shares of company stock valued at $8,549,409 in the last 90 days. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $940.25 on Friday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year 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 firm has a 50 day moving average price of $906.50 and a 200 day moving average price of $929.32. The company has a market cap of $417.35 billion, a price-to-earnings ratio of 50.36, a PEG ratio of 5.70 and a beta of 1.02.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. During the same quarter last year, the business earned $4.04 EPS. Costco Wholesale’s revenue for the quarter was up 8.3% on a year-over-year basis. Sell-side analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

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 issued a $1.30 dividend. The ex-dividend date is Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.85%.

Wall Street Analyst Weigh In

COST has been the subject of several recent research reports. Robert W. Baird dropped their price target on Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating for the company in a research report on Friday, December 12th. Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a research report on Monday, December 22nd. Raymond James Financial cut their target price on shares of Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. Gordon Haskett decreased their price target on shares of 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. Finally, TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Costco Wholesale has a consensus rating of “Moderate Buy” and an average target price of $996.00.

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.