Costco Wholesale Corporation $COST Shares Acquired by Clear Creek Financial Management LLC

Clear Creek Financial Management LLC increased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 13.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,685 shares of the retailer’s stock after acquiring an additional 778 shares during the period. Clear Creek Financial Management LLC’s holdings in Costco Wholesale were worth $6,188,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Norges Bank acquired a new stake in Costco Wholesale during the second quarter valued at approximately $5,692,035,000. Laurel Wealth Advisors LLC grew its position in Costco Wholesale by 96,316.6% in the second quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock worth $1,364,888,000 after buying an additional 1,377,328 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of 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 buying an additional 711,560 shares in the last quarter. Invesco Ltd. lifted its position in shares of Costco Wholesale by 9.8% during the 2nd quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after acquiring an additional 383,887 shares during the last quarter. Finally, Symphony Financial Ltd. Co. boosted its stake in shares of Costco Wholesale by 15,055.5% during the 2nd quarter. Symphony Financial Ltd. Co. now owns 320,994 shares of the retailer’s stock worth $317,722,000 after acquiring an additional 318,876 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Susan L. Decker sold 458 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the transaction, the director owned 8,532 shares of the company’s stock, valued at $8,148,060. The trade was a 5.09% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Javier Polit sold 2,049 shares of the company’s stock in a transaction dated Monday, December 29th. The shares were sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following the sale, the executive vice president owned 10,748 shares of the company’s stock, valued at $9,320,773.08. This trade represents a 16.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 6,915 shares of company stock worth $6,317,097. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Down 0.8%

Shares of COST stock opened at $987.82 on Friday. The stock’s 50 day simple moving average is $932.55 and its 200 day simple moving average is $934.33. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. The company has a market capitalization of $438.46 billion, a price-to-earnings ratio of 52.91, a PEG ratio of 5.26 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last announced its 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. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The firm had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. During the same quarter in the prior year, the business earned $4.04 earnings per share. The company’s revenue was up 8.3% on a year-over-year basis. As a group, research analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were paid a $1.30 dividend. The ex-dividend date was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.85%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Raymond James Financial reduced their target price on Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a report on Friday, December 12th. BMO Capital Markets restated an “outperform” rating on shares of Costco Wholesale in a report on Friday, December 12th. Rothschild & Co Redburn upped their price target on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a research report on Tuesday. Hovde Group assumed coverage on 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, Oppenheimer lifted their target price on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Twenty-one analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,008.07.

Key Costco Wholesale News

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

• Positive Sentiment: Rothschild & Co Redburn issued a bullish outlook forecasting strong price appreciation for COST, which can support investor confidence and buy-side interest. Rothschild & Co Redburn Forecasts Strong Price Appreciation for Costco Wholesale (NASDAQ:COST) Stock
• Positive Sentiment: Nike’s limited partnership with Costco is generating buzz and resale demand, signaling potential incremental traffic and a marketing win that can boost same-store sales and brand halo. Why Nike Partnering with Costco Is Actually a Genius Move
• Positive Sentiment: New consumer services — Costco is rolling out online and app-based custom cake ordering, a small but tangible ecommerce/service expansion that can modestly increase basket spend and convenience. Costco is unveiling online cake ordering and customers say its ‘awesome news’
• Neutral Sentiment: Analyst and media comparisons: several pieces weigh Costco’s steady, membership-driven model versus peers (Target, Walmart) and debate upside potential given current valuation — useful for longer-term positioning but mixed near-term impact. Target vs. Costco: Which Discount Retail Stock Has Better Upside Now?
• Neutral Sentiment: Short-interest report in February appears anomalous (reported large increase but shows zero shares / NaN); no clear evidence of a meaningful short squeeze risk at present.
• Negative Sentiment: Costco dropped a proposed project in Asheville citing regulatory requirements and costs — a sign of localized development friction that could slow planned square-footage growth. Costco drops Asheville proposal due to requirements, costs
• Negative Sentiment: Product safety and recall issues: Costco faces a class-action alleging salmonella risk from rotisserie chicken and is issuing refunds/recalling certain restaurant gift cards — both create near-term legal/operational noise and potential costs. Class-action lawsuit alleges Costco’s rotisserie chicken poses salmonella risk
• Negative Sentiment: Market reaction: commentary and trading reports note recent share declines amid a broader market bounce, reflecting investor reassessment of valuation after strong multi-year gains. Costco (COST) Stock Declines While Market Improves: Some Information for Investors

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.