Peterson Wealth Services Decreases Stake in Costco Wholesale Corporation $COST

Peterson Wealth Services lessened its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 75.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,407 shares of the retailer’s stock after selling 10,209 shares during the period. Peterson Wealth Services’ holdings in Costco Wholesale were worth $3,154,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Soundwatch Capital LLC raised its stake in shares of Costco Wholesale by 635.7% in the second quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after purchasing an additional 2,206 shares during the last quarter. LFA Lugano Financial Advisors SA purchased a new stake in Costco Wholesale in the second quarter valued at approximately $31,000. AXS Investments LLC acquired a new position in Costco Wholesale in the 3rd quarter worth approximately $36,000. Financial Connections Group Inc. raised its position in 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 buying an additional 39 shares during the last quarter. Finally, Frazier Financial Advisors LLC raised its position in 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 buying an additional 18 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Price Performance

Shares of Costco Wholesale stock opened at $968.36 on Tuesday. The firm has a market cap of $429.83 billion, a PE ratio of 51.87, a P/E/G ratio of 5.62 and a beta of 1.01. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,078.23. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The business has a 50-day moving average price of $908.15 and a 200 day moving average price of $929.27.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The company had revenue of $67.31 billion for the quarter, compared to the consensus estimate of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.Costco Wholesale’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the business posted $4.04 earnings per share. Sell-side analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share 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. Shareholders of record on Friday, January 30th will be given a dividend of $1.30 per share. The ex-dividend date is Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. Costco Wholesale’s dividend payout ratio is currently 27.85%.

Insider Activity at Costco Wholesale

In related news, EVP Javier Polit sold 2,049 shares of the firm’s stock in a transaction dated Monday, December 29th. The shares were sold at an average price of $867.21, for a total value of $1,776,913.29. Following the transaction, the executive vice president directly owned 10,748 shares of the company’s stock, valued at approximately $9,320,773.08. This trade represents a 16.01% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of the business’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 sale, the executive vice president owned 8,240 shares of the company’s stock, valued at approximately $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 a total of 9,315 shares of company stock valued at $8,549,409 in the last three months. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on COST shares. UBS Group reaffirmed a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. JPMorgan Chase & Co. upped their price target on shares of Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating 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. Daiwa Capital Markets decreased their price objective on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a report on Tuesday, December 16th. Finally, HSBC lowered their target price on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a research note on Friday, December 12th. Twenty-one analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus price target of $996.00.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and set a $1,100 price target, signaling continued analyst confidence and upside vs. the current level. Telsey reaffirmation and $1,100 PT
• Positive Sentiment: New store investment: a roughly $37M Costco build in New Braunfels is progressing ahead of an April opening — expansion that supports future sales and membership growth. $37M New Braunfels construction
• Positive Sentiment: Operations/UX improvements: recent changes to speed up shopping for members can raise throughput and sales per visit. Shopping faster and easier for members
• Positive Sentiment: Media bullishness: commentators including Jim Cramer have highlighted Costco’s recent momentum, which can lift sentiment and buying interest. Jim Cramer says ‘Been a Good Bounce’
• Neutral Sentiment: Industry comparisons and stock-picking pieces (e.g., Motley Fool) examine Costco vs. Walmart — useful context but not an immediate price driver. Costco vs. Walmart analysis
• Neutral Sentiment: Reported short-interest data appears inconsistent (zeros/NaN), so there’s no clear indication of a large short-squeeze or meaningful short pressure from the published figure.
• Negative Sentiment: Product recall: Costco recalled mini beignets across multiple states for mislabeling that creates an allergy risk — a reputational and potential liability headwind, though likely small relative to company scale. Costco recalls mini beignets after packaging mix-up
• Negative Sentiment: Analyst downgrade: an InvestorPlace update included a downgrade of Costco in its blue-chip rankings, which can create short-term selling pressure among model/benchmark investors. FedEx Upgraded, Costco Downgraded

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.