CoreCap Advisors LLC Sells 2,352 Shares of Costco Wholesale Corporation $COST

CoreCap Advisors LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST) by 32.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,804 shares of the retailer’s stock after selling 2,352 shares during the period. CoreCap Advisors LLC’s holdings in Costco Wholesale were worth $4,143,000 as of its most recent SEC filing.

Several other hedge funds have also bought and sold shares of COST. Hurley Capital LLC raised its stake in shares of Costco Wholesale by 120.0% in the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after acquiring an additional 18 shares during the period. Abich Financial Wealth Management LLC purchased a new stake in Costco Wholesale in the 3rd quarter valued at about $34,000. Collier Financial purchased a new stake in shares of Costco Wholesale in the 3rd quarter worth $35,000. AXS Investments LLC bought a new position in Costco Wholesale during the 3rd quarter worth about $36,000. Finally, Imprint Wealth LLC purchased a new position in Costco Wholesale during the third quarter valued at approximately $36,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Insider Activity at Costco Wholesale

In related news, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction dated 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 transaction, the executive vice president directly owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the business’s 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 owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. This trade represents a 16.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 7,645 shares of company stock valued at $7,049,302 in the last ninety days. 0.10% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

COST has been the topic of a number of analyst reports. Robert W. Baird set a $1,100.00 target price on Costco Wholesale in a research note on Thursday, February 5th. JPMorgan Chase & Co. boosted their price target on Costco Wholesale from $1,050.00 to $1,060.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on shares of Costco Wholesale in a report on Thursday, January 8th. TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research note on Friday, March 6th. Finally, Daiwa Securities Group boosted their target price on shares of Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 10th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,039.13.

Costco Wholesale Stock Performance

Shares of COST stock opened at $983.86 on Friday. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The stock has a market cap of $436.49 billion, a PE ratio of 51.16, a price-to-earnings-growth ratio of 4.84 and a beta of 1.01. The business has a 50-day simple moving average of $986.70 and a 200-day simple moving average of $939.26.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The firm had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same period in the prior year, the firm posted $4.02 earnings per share. The firm’s quarterly revenue was up 9.2% compared to the same quarter last year. On average, equities analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current 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. 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 dividend payout ratio is presently 27.04%.

Costco Wholesale News Roundup

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates, signaling stronger-than-expected profit outlook that supports higher valuation multiples for COST. Erste Group EPS Upgrade
• Positive Sentiment: Costco is rolling out standalone gas stations — a potential traffic driver and membership-value play that could boost ancillary revenue and stickiness of memberships. Costco Is Launching Standalone Gas Stations
• Positive Sentiment: Costco opened its 11th Canadian Business Centre (Winnipeg), expanding B2B footprint, creating local jobs and increasing wholesale penetration in a new province. Canada’s Eleventh Costco Business Centre
• Positive Sentiment: New Kirkland energy drink rollout is drawing customer enthusiasm and could pressure branded competitors while reinforcing Costco’s private-label margin advantages. Kirkland Energy Drink Coverage
• Positive Sentiment: High-profile endorsements and favorable press (Charlie Munger praise, coverage highlighting membership loyalty) help sentiment and investor confidence in Costco’s durable model. Charlie Munger on Costco
• Neutral Sentiment: Coverage comparing Costco to Walmart and Amazon frames Costco as a defensive, membership-driven retailer but highlights intensifying omnichannel and ad-revenue competition from peers. Walmart or Costco: Who’s Winning?
• Neutral Sentiment: Investor write-ups (Fool, MarketBeat) continue to list Costco as a top consumer-staples holding — supportive for long-term flows but not a catalyst for immediate re-rating. The 2 Best Consumer Staples Stocks
• Negative Sentiment: Analysts and media flag concerns about membership-growth trends and rich valuation — a key risk that could cap upside if membership or comparable-sales momentum slows. Analyst Concerns on Membership Growth

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.