Brueske Advisory Services LLC Has $5.30 Million Stock Holdings in Costco Wholesale Corporation $COST

Brueske Advisory Services LLC grew its stake in Costco Wholesale Corporation (NASDAQ:COST) by 11.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,727 shares of the retailer’s stock after purchasing an additional 610 shares during the quarter. Costco Wholesale makes up approximately 2.9% of Brueske Advisory Services LLC’s holdings, making the stock its 8th biggest holding. Brueske Advisory Services LLC’s holdings in Costco Wholesale were worth $5,301,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. PFG Investments LLC raised its position in shares of Costco Wholesale by 1.4% during the 3rd quarter. PFG Investments LLC now owns 18,778 shares of the retailer’s stock worth $17,382,000 after purchasing an additional 257 shares during the period. Y Intercept Hong Kong Ltd boosted its position in Costco Wholesale by 213.9% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 5,028 shares of the retailer’s stock valued at $4,654,000 after purchasing an additional 3,426 shares during the period. Mn Services Vermogensbeheer B.V. grew its stake in Costco Wholesale by 1.4% during the 3rd quarter. Mn Services Vermogensbeheer B.V. now owns 168,500 shares of the retailer’s stock worth $155,969,000 after buying an additional 2,300 shares during the last quarter. Davidson Kahn Capital Management LLC increased its position in Costco Wholesale by 3.3% in the third quarter. Davidson Kahn Capital Management LLC now owns 435 shares of the retailer’s stock worth $403,000 after buying an additional 14 shares during the period. Finally, UniSuper Management Pty Ltd increased its position in Costco Wholesale by 22.0% in the third quarter. UniSuper Management Pty Ltd now owns 30,447 shares of the retailer’s stock worth $28,183,000 after buying an additional 5,484 shares during the period. 68.48% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, Director Susan L. Decker sold 458 shares of the stock in a transaction that occurred 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 sale, the director directly owned 8,532 shares of the company’s stock, valued at $8,148,060. This represents a 5.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the firm’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 transaction of $838,321.00. Following the sale, the executive vice president owned 4,228 shares of the company’s stock, valued at $4,169,907.28. The trade was a 16.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 9,315 shares of company stock worth $8,549,409 in the last ninety days. Insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on COST shares. Oppenheimer reduced their price target on shares of Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating for the company in a report on Monday, November 3rd. JPMorgan Chase & Co. boosted their target price on shares of Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating in a research note on Friday, December 12th. Mizuho set a $1,000.00 price target on shares of Costco Wholesale and gave the company an “outperform” rating in a research note on Monday, January 5th. Roth Mkm set a $769.00 price objective on Costco Wholesale and gave the stock a “sell” rating in a research report on Monday, December 15th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Twenty-one analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $996.00.

Costco Wholesale Price Performance

Shares of NASDAQ:COST opened at $983.25 on Friday. The stock has a market cap of $436.44 billion, a price-to-earnings ratio of 52.66, a PEG ratio of 5.85 and a beta of 1.02. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,078.23. The stock’s 50 day moving average price is $900.28 and its 200 day moving average price is $930.20.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The company had revenue of $67.31 billion for the quarter, compared to analysts’ expectations of $67.03 billion. During the same period last year, the firm earned $4.04 EPS. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. Equities research analysts anticipate 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 will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be 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 is Friday, January 30th. Costco Wholesale’s dividend payout ratio is presently 27.85%.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Analysts expect Costco to report strong fiscal Q2 results, with previews calling for double-digit profit growth — investors view this as confirmation of resilient demand and margin stability. Earnings Preview: What to Expect From Costco Wholesale’s Report
• Positive Sentiment: Multiple bullish analyst pieces argue Costco remains a buy for 2026 and beyond, emphasizing membership retention, steady sales/profit growth and defensive consumer-staples characteristics. This supportive coverage helps underpin the rally. Is Costco Stock a Buy in 2026?
• Positive Sentiment: Costco’s membership perks continue to be a strategic growth lever — coverage highlights a past controversial perk and four new 2026 benefits aimed at boosting member value and retention, which supports long-term revenue visibility. Costco Introduced a Controversial Perk Last Year — and It Plans to Follow This Up With 4 New Benefits in 2026
• Positive Sentiment: Operational/UX improvements: reporting says Costco is adopting a tech upgrade used by competitors to improve the member experience — a potential driver of basket size and visit frequency. Costco borrows tech upgrade from competitor to boost member experience
• Neutral Sentiment: Retail buzz and product-level popularity (popular Costco finds, wholesale flowers) are helping brand engagement but are unlikely to move fundamentals materially in the near term. ‘I’ve Been Using This Stuff Every Day For About 2 Years’
• Neutral Sentiment: Trading/technical interest: a pattern-trade roundup lists Costco as a top seasonal idea (speculative short‑term upside), which can attract momentum traders but isn’t a fundamental endorsement. 5 Best Pattern Trades for This Quarter
• Negative Sentiment: Bearish/critical takes: Seeking Alpha published pieces urging caution or a sell-the-rally stance, arguing the strong start may be short‑lived — these raise concerns about near-term momentum and give some investors reason to lock in gains. Costco: Strong Start To 2026 Likely Short-Lived
• Negative Sentiment: Valuation questions: coverage assessing Costco’s rich P/E highlights risk that upside is limited unless earnings justify the premium — a key watch for longer‑term investors. Assessing Whether Costco Wholesale (COST) Deserves Its Rich P/E
• Negative Sentiment: Minor insider activity: a disclosed sale of 458 shares by an executive may be viewed as a small negative signal, though the sale size is immaterial relative to the company’s scale. Susan Decker Sells 458 Shares of Costco Wholesale

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.