Gibbs Wealth Management Sells 3,144 Shares of Costco Wholesale Corporation $COST

Gibbs Wealth Management lessened its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 91.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 279 shares of the retailer’s stock after selling 3,144 shares during the period. Gibbs Wealth Management’s holdings in Costco Wholesale were worth $258,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the company. LFA Lugano Financial Advisors SA purchased a new position in shares of Costco Wholesale in the second quarter worth about $31,000. Financial Connections Group Inc. boosted its holdings in Costco Wholesale by 975.0% in the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after buying an additional 39 shares during the period. Frazier Financial Advisors LLC boosted its holdings in Costco Wholesale by 72.0% in the 2nd quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock worth $43,000 after buying an additional 18 shares during the period. Marquette Asset Management LLC grew its stake in Costco Wholesale by 2,200.0% in the 3rd quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock valued at $43,000 after buying an additional 44 shares in the last quarter. Finally, Spurstone Advisory Services LLC bought a new stake in Costco Wholesale during the 2nd quarter valued at $48,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Trending Headlines about 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

Analyst Ratings Changes

A number of equities analysts have recently commented on COST shares. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a report on Monday, December 22nd. Raymond James Financial cut their target price on Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. Mizuho set a $1,000.00 target price on Costco Wholesale and gave the company an “outperform” rating in a report on Monday, January 5th. Northcoast Research set a $1,100.00 price target on shares of Costco Wholesale and gave the stock a “buy” rating in a report on Wednesday, December 24th. Finally, Sanford C. Bernstein raised their price objective on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Twenty-one analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $996.00.

Costco Wholesale Trading Up 0.7%

Shares of Costco Wholesale stock opened at $983.25 on Monday. 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 1 year low of $844.06 and a 1 year high of $1,078.23. The firm has a market cap of $436.44 billion, a PE ratio of 52.66, a PEG ratio of 5.89 and a beta of 1.02. The company has a 50 day simple moving average of $900.28 and a two-hundred day simple moving average of $929.44.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The firm had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. During the same quarter in the prior year, the firm earned $4.04 EPS. The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. Analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be paid a dividend of $1.30 per share. The ex-dividend date of this dividend is Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s payout ratio is 27.85%.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the sale, the executive vice president owned 8,240 shares of the company’s stock, valued at $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP James C. Klauer sold 1,500 shares of the stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the sale, the executive vice president owned 44,837 shares of the company’s stock, valued at $42,101,943. This represents a 3.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 9,315 shares of company stock worth $8,549,409. Company 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.