Costco Wholesale Corporation $COST is Navellier & Associates Inc.’s 6th Largest Position

Navellier & Associates Inc. boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 4.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 20,363 shares of the retailer’s stock after acquiring an additional 819 shares during the period. Costco Wholesale accounts for about 1.9% of Navellier & Associates Inc.’s investment portfolio, making the stock its 6th largest position. Navellier & Associates Inc.’s holdings in Costco Wholesale were worth $18,849,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of COST. Brighton Jones LLC increased its stake in Costco Wholesale by 12.3% in the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after buying an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after acquiring an additional 130 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after acquiring an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. boosted its stake in shares of Costco Wholesale by 1.1% in the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after acquiring an additional 23 shares during the period. Finally, Capital & Planning LLC grew its position in shares of Costco Wholesale by 4.1% during the second quarter. Capital & Planning LLC now owns 3,567 shares of the retailer’s stock worth $3,532,000 after purchasing an additional 140 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

COST has been the subject of several recent analyst reports. Oppenheimer upped their price target on Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Gordon Haskett upped their target price on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a research note on Monday, December 22nd. Sanford C. Bernstein reiterated an “outperform” rating and issued a $1,155.00 price target on shares of Costco Wholesale in a research note on Monday. Finally, UBS Group reissued 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 assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,007.42.

Insider Activity

In other news, EVP Teresa A. Jones sold 850 shares of the stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the sale, the executive vice president directly owned 4,228 shares in the company, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their ownership of the stock. 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 firm’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 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 disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 6,915 shares of company stock valued at $6,317,097. 0.10% of the stock is currently owned by corporate insiders.

More Costco Wholesale News

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

• Positive Sentiment: JPMorgan upgraded COST to “overweight” and raised its price target to $1,050, signaling analyst confidence and providing upside to the stock. JPMorgan raises COST price target to $1,050
• Positive Sentiment: January sales and Costco’s value proposition (pricing, private label, e-commerce + warehouse footprint) are being flagged as drivers for continued traffic and revenue growth — a bullish operational read-through for 2026. Is Costco’s January Sales Surge Fueling a Bigger 2026 Rally?
• Positive Sentiment: Costco is expanding its Instacart partnership in Europe, which can boost e-commerce volume and improve cross-border growth optionality. Costco Expands Instacart In Europe As Valuation Stays Above Fair Value
• Positive Sentiment: Company expansion plans, including a proposed 20-store strategy in Australia, support long-term member and sales growth in a relatively underpenetrated market. Can anyone compete with Costco’s 20-store plan?
• Positive Sentiment: An institutional buyer, RFG Advisory LLC, modestly increased its Costco stake, a small signal of continued investor interest. Costco Shares Purchased by RFG Advisory LLC
• Neutral Sentiment: DA Davidson reiterated a “Neutral” rating on COST, which may temper near-term momentum from upgrades. DA Davidson reiterates Neutral on COST
• Neutral Sentiment: Multiple media pieces are debating whether the 15% year-to-date rise makes Costco a buy — helpful for retail interest but largely reiterative analysis rather than new company-specific catalysts. Costco Stock Is Up 15% This Year. Time to Buy?
• Negative Sentiment: Some commentary highlights valuation as a risk — Costco’s premium P/E and elevated multiple relative to growth could limit upside unless top-line acceleration and margin expansion persist. Valuation watch: Is COST expensive?

Costco Wholesale Trading Down 0.4%

COST stock opened at $997.59 on Tuesday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,078.23. The stock has a market capitalization of $442.80 billion, a price-to-earnings ratio of 53.43, a price-to-earnings-growth ratio of 5.28 and a beta of 1.01. 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 firm’s fifty day simple moving average is $916.32 and its two-hundred day simple moving average is $930.88.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The firm had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the previous year, the company earned $4.04 EPS. As a group, analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The firm also recently announced 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. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. The ex-dividend date is Friday, January 30th. Costco Wholesale’s payout ratio is 27.85%.

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.