589 Shares in Costco Wholesale Corporation $COST Acquired by Ade LLC

Ade LLC bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 589 shares of the retailer’s stock, valued at approximately $545,000.

Several other large investors have also modified their holdings of COST. NorthStar Asset Management LLC NJ increased its position in shares of Costco Wholesale by 0.8% during the third quarter. NorthStar Asset Management LLC NJ now owns 3,854 shares of the retailer’s stock valued at $3,567,000 after acquiring an additional 32 shares during the last quarter. Cidel Asset Management Inc. boosted its position in shares of Costco Wholesale by 2.4% during the 3rd quarter. Cidel Asset Management Inc. now owns 2,094 shares of the retailer’s stock worth $1,938,000 after purchasing an additional 50 shares during the period. Murphy & Mullick Capital Management Corp boosted its position in shares of Costco Wholesale by 3.9% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 672 shares of the retailer’s stock worth $622,000 after purchasing an additional 25 shares during the period. Mason & Associates Inc increased its holdings in Costco Wholesale by 1.8% in the 3rd quarter. Mason & Associates Inc now owns 750 shares of the retailer’s stock valued at $694,000 after purchasing an additional 13 shares during the last quarter. Finally, Vista Capital Partners Inc. raised its position in Costco Wholesale by 2.2% in the third quarter. Vista Capital Partners Inc. now owns 2,924 shares of the retailer’s stock valued at $2,706,000 after purchasing an additional 63 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

More Costco Wholesale News

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

Costco Wholesale Stock Performance

Shares of COST stock opened at $1,018.48 on Friday. The company has a market cap of $452.07 billion, a P/E ratio of 54.55, a PEG ratio of 5.37 and a beta of 1.01. The firm has a fifty day moving average price of $922.96 and a 200 day moving average price of $932.51. The company has a current ratio of 1.04, a quick ratio of 0.53 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 $1,077.49.

Costco Wholesale (NASDAQ:COST) last announced 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 during 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 period in the previous year, the business earned $4.04 EPS. 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 firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were 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 was Friday, January 30th. Costco Wholesale’s dividend payout ratio is 27.85%.

Insider Buying and Selling

In other news, EVP Javier Polit sold 2,049 shares of the company’s stock in a transaction on 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 completion of the transaction, the executive vice president owned 10,748 shares in the company, valued at approximately $9,320,773.08. This represents a 16.01% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Teresa A. Jones sold 850 shares of Costco Wholesale stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total transaction of $838,321.00. Following the sale, the executive vice president owned 4,228 shares in the company, valued at $4,169,907.28. This represents a 16.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 6,915 shares of company stock valued at $6,317,097 over the last three months. 0.10% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

COST has been the subject of a number of research reports. HSBC dropped their price objective on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research note on Friday, December 12th. Gordon Haskett lifted their target price on Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. JPMorgan Chase & Co. boosted their price target on shares of Costco Wholesale from $1,000.00 to $1,050.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. Hovde Group began coverage on shares of Costco Wholesale in a research note on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 price objective for the company. Finally, BMO Capital Markets restated an “outperform” rating on shares of Costco Wholesale in a report on Friday, December 12th. Twenty-two analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,009.00.

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.