Cookson Peirce & Co. Inc. Has $1.61 Million Stock Position in Costco Wholesale Corporation $COST

Cookson Peirce & Co. Inc. reduced its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 96.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,736 shares of the retailer’s stock after selling 42,776 shares during the period. Cookson Peirce & Co. Inc.’s holdings in Costco Wholesale were worth $1,607,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of COST. Hobbs Wealth Management LLC grew its position in Costco Wholesale by 4.4% during the second quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock valued at $259,000 after purchasing an additional 11 shares in the last quarter. Busey Bank boosted its stake in shares of Costco Wholesale by 0.4% during the 3rd quarter. Busey Bank now owns 2,651 shares of the retailer’s stock valued at $2,454,000 after buying an additional 11 shares during the period. Pasadena Private Wealth LLC boosted its stake in shares of Costco Wholesale by 0.8% during the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock valued at $1,299,000 after buying an additional 11 shares during the period. Tandem Investment Partners LLC grew its holdings in shares of Costco Wholesale by 1.1% during the 3rd quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock valued at $916,000 after acquiring an additional 11 shares in the last quarter. Finally, Optima Capital LLC increased its stake in shares of Costco Wholesale by 0.9% in the third quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock worth $1,104,000 after acquiring an additional 11 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Analyst price-target upgrades: Bernstein raised its target (to ~$1,155) and Evercore ISI lifted its target to $1,050, keeping upbeat ratings that support upside expectations. Bernstein Boosts COST Target
• Positive Sentiment: Europe expansion: Costco is piloting e‑commerce delivery in Europe, a meaningful new addressable market that could drive long‑term top‑line growth if scaled. Costco Tests European E Commerce Delivery
• Positive Sentiment: Membership & promotions: Ongoing member promotions (e.g., digital shop-card offers) and strong member perks sustain renewal rates and engagement. Get a $20 Digital Costco Shop Card
• Positive Sentiment: Momentum and growth narratives: Multiple Zacks pieces highlight Costco as a momentum/top‑growth stock, supporting investor sentiment around durable comp and digital trends. Here’s Why Costco is a Strong Momentum Stock
• Neutral Sentiment: Short-interest data appears erroneous (reports show 0 shares / NaN changes and a 0.0 days-to-cover ratio); not meaningful as reported and unlikely to explain price moves.
• Neutral Sentiment: Corporate culture/dei: Fortune reports Costco maintained DEI programs while some peers cut back—this may support talent/brand but is not an immediate earnings driver. Costco defied Trump’s DEI directive
• Neutral Sentiment: Customer coverage pieces (both positive “in awe” stories and critiques of recent changes) reflect mixed consumer sentiment—useful for brand monitoring but limited near-term impact. 10 Costco Changes That Made Customers Angry
• Negative Sentiment: Product recall: A recall of mini beignets for undeclared hazelnuts affects operations and could create modest near‑term costs or reputational noise. Costco recalls mini beignets
• Negative Sentiment: Tariff/legal risk: The U.S. Supreme Court is set to hear challenges to former‑administration tariffs (Feb. 20); an adverse ruling or delayed refunds could hurt retailer margins or cash recoveries. President Trump’s Tariffs To Face Feb.20 Supreme Court Hearing

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on COST. Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a report on Thursday, January 8th. DA Davidson reissued a “neutral” rating and issued a $1,000.00 price target on shares of Costco Wholesale in a research note on Thursday, February 5th. TD Cowen restated a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Twenty-two 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 stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,009.00.

Costco Wholesale Stock Up 2.0%

Shares of Costco Wholesale stock opened at $1,018.48 on Friday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,077.49. 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 stock has a 50 day moving average price of $922.96 and a two-hundred day moving average price of $932.52. The stock has a market capitalization of $452.07 billion, a P/E ratio of 54.55, a PEG ratio of 5.27 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. The company had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter last year, the firm posted $4.04 earnings per share. Equities analysts expect 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 was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given a dividend of $1.30 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. Costco Wholesale’s payout ratio is currently 27.85%.

Insider Activity

In related 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 sale, the executive vice president owned 44,837 shares in the company, valued at $42,101,943. This represents a 3.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Susan L. Decker sold 458 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $955.00, for a total value of $437,390.00. Following the completion of the sale, the director directly owned 8,532 shares in the company, valued at $8,148,060. This trade represents a 5.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 6,915 shares of company stock worth $6,317,097. Insiders own 0.10% of the company’s stock.

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.