Costco Wholesale Corporation $COST Shares Purchased by RFG Advisory LLC

RFG Advisory LLC boosted its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 10.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,212 shares of the retailer’s stock after buying an additional 907 shares during the quarter. RFG Advisory LLC’s holdings in Costco Wholesale were worth $8,527,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Peterson Wealth Services raised its holdings in Costco Wholesale by 0.5% during the second quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock worth $13,479,000 after purchasing an additional 72 shares in the last quarter. Silver Oak Securities Incorporated grew its position in shares of Costco Wholesale by 49.3% in the 3rd quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after buying an additional 1,248 shares during the last quarter. Permanent Capital Management LP acquired a new stake in Costco Wholesale during the 3rd quarter worth $874,000. Wealthspire Advisors LLC lifted its position in Costco Wholesale by 2.0% in the second quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock valued at $15,640,000 after acquiring an additional 312 shares during the last quarter. Finally, Vanguard Group Inc. boosted its stake in Costco Wholesale by 1.7% in the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after acquiring an additional 711,560 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Stock Performance

Shares of COST opened at $1,001.16 on Monday. The stock has a market capitalization of $444.38 billion, a P/E ratio of 53.62, a P/E/G ratio of 5.28 and a beta of 1.01. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,078.23. The company’s fifty day moving average is $914.61 and its two-hundred day moving average is $930.44.

Costco Wholesale (NASDAQ:COST) last issued its 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 business had revenue of $67.31 billion for the quarter, compared to the consensus estimate of $67.03 billion. During the same quarter in the previous year, the firm earned $4.04 earnings per share. The business’s quarterly revenue was up 8.3% compared to the same quarter last year. On average, sell-side analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The firm also recently disclosed 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 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Friday, January 30th. Costco Wholesale’s payout ratio is currently 27.85%.

Insider Activity at Costco Wholesale

In other news, EVP James C. Klauer sold 1,500 shares of the stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 44,837 shares of the company’s stock, valued at approximately $42,101,943. This represents a 3.24% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction that occurred on 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 sale, the executive vice president directly owned 8,240 shares of the company’s stock, valued at $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,915 shares of company stock worth $6,317,097 in the last three months. 0.10% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. Raymond James Financial cut their target price on Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating on the stock in a research report on Friday, December 12th. Mizuho lifted their price target on Costco Wholesale from $1,000.00 to $1,065.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 3rd. JPMorgan Chase & Co. increased their price objective on Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating in a report on Friday, December 12th. Wells Fargo & Company lifted their target price on shares of Costco Wholesale from $900.00 to $950.00 and gave the company an “equal weight” rating in a report on Thursday. Finally, Hovde Group started coverage on shares of Costco Wholesale in a research report on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 price target for the company. 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. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,006.19.

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

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.