Costco Wholesale Corporation $COST Stake Reduced by Twin Capital Management Inc.

Twin Capital Management Inc. decreased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 19.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,597 shares of the retailer’s stock after selling 1,618 shares during the period. Costco Wholesale makes up 0.8% of Twin Capital Management Inc.’s portfolio, making the stock its 20th biggest holding. Twin Capital Management Inc.’s holdings in Costco Wholesale were worth $6,106,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Brighton Jones LLC lifted its position in shares of Costco Wholesale by 12.3% during the 4th 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 last quarter. Revolve Wealth Partners LLC raised its position in shares of 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 period. Drucker Wealth 3.0 LLC raised its position in shares of Costco Wholesale by 45.0% during 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 lifted its holdings in shares of 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. boosted its position 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 valued at $2,089,000 after purchasing an additional 23 shares during the period. 68.48% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the sale, the executive vice president owned 44,837 shares in the company, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of Costco Wholesale stock in a transaction dated 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 directly owned 8,240 shares in the company, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 6,915 shares of company stock valued at $6,317,097 in the last ninety days. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Trading Up 1.2%

Shares of NASDAQ:COST opened at $1,001.16 on Friday. The firm has a fifty day moving average of $914.61 and a two-hundred day moving average of $930.59. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,078.23. The firm has a market capitalization of $444.38 billion, a P/E ratio of 53.62, a price-to-earnings-growth ratio of 5.91 and a beta of 1.01.

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, topping 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 business had revenue of $67.31 billion for the quarter, compared to the consensus estimate of $67.03 billion. During the same period in the prior year, the business posted $4.04 earnings per share. Costco Wholesale’s revenue for the quarter was up 8.3% compared to the same quarter last year. On average, equities analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be paid a $1.30 dividend. The ex-dividend date is Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. Costco Wholesale’s payout ratio is presently 27.85%.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Management’s January sales report showed solid comp growth and digital strength, which traders have credited for recent upside in COST. Costco Stock Rallies On Strong January Sales
• Positive Sentiment: Oppenheimer raised its price target to $1,100 and kept an Outperform rating — a bullish signal that increases upside expectations from Wall Street. Oppenheimer adjusts PT on Costco Wholesale
• Positive Sentiment: Mizuho also lifted its target (to $1,065) and kept an Outperform rating, citing rebounding membership trends — supportive for longer-term revenue and renewal visibility. Mizuho Raises Costco Target as Membership Trends Rebound
• Positive Sentiment: Macro flows: BofA flagged record inflows into consumer staples amid a tech selloff, helping defensive retailers like Costco attract demand. Walmart, Costco, XLP Surge As BofA Flags Record Inflows
• Positive Sentiment: Store expansion and membership initiatives (Cam arillo opening timeline; moves to fix membership issues) support continued sales growth and member retention. Costco Camarillo gets opening timeline
• Neutral Sentiment: Analyst coverage is mixed: Wells Fargo raised its PT to $950 but keeps an Equal Weight, and DA Davidson reiterated a Neutral rating with a $1,000 target — results in varied near-term views. Wells Fargo raises PT on Costco DA Davidson reaffirms neutral
• Neutral Sentiment: Short-interest data posted today is effectively zero/invalid (no actionable change), so it isn’t driving price action. (Entry shows 0 shares and NaN increase.)
• Neutral Sentiment: Consumer-interest pieces and product buzz (e.g., viral food items, product availability lists) are getting social attention but are unlikely to move fundamentals materially. Costco cookie cake reactions
• Negative Sentiment: Roth MKM and some cautious analysts warn about a possible stockpiling reversal (inventory normalization) that could slow comps in February — a risk investors are watching. Costco stock climbs after strong January sales (blockonomi)
• Negative Sentiment: Jim Cramer and others flagged that Costco has been selling discounted luxury items in Chinese warehouses — an oddity that raises questions about merchandising controls and brand perception overseas. Jim Cramer on discounted Hermès Birkin items

Wall Street Analysts Forecast Growth

A number of analysts have commented on the stock. Sanford C. Bernstein upped their price objective on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. Robert W. Baird set a $1,100.00 price target on shares of Costco Wholesale in a research report on Thursday. BTIG Research started coverage on shares of Costco Wholesale in a research report on Tuesday, October 14th. They set a “buy” rating and a $1,115.00 price objective on the stock. Wells Fargo & Company boosted their target price on shares of Costco Wholesale from $900.00 to $950.00 and gave the company an “equal weight” rating in a research note on Thursday. Finally, Mizuho raised their target price on Costco Wholesale from $1,000.00 to $1,065.00 and gave the stock an “outperform” rating in a research report on Tuesday. Twenty-one 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,006.19.

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.