Atlas Private Wealth Advisors Sells 1,268 Shares of Costco Wholesale Corporation $COST

Atlas Private Wealth Advisors lowered its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 53.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,098 shares of the retailer’s stock after selling 1,268 shares during the quarter. Atlas Private Wealth Advisors’ holdings in Costco Wholesale were worth $1,016,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of COST. Vanguard Group Inc. boosted its position in shares of Costco Wholesale by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after purchasing an additional 711,560 shares in the last quarter. State Street Corp raised its stake in Costco Wholesale by 0.5% during the second quarter. State Street Corp now owns 18,325,416 shares of the retailer’s stock valued at $18,141,062,000 after buying an additional 90,107 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Costco Wholesale by 1.5% in the second quarter. Geode Capital Management LLC now owns 10,275,056 shares of the retailer’s stock worth $10,124,263,000 after acquiring an additional 150,844 shares in the last quarter. Norges Bank purchased a new stake in shares of Costco Wholesale in the second quarter worth $5,692,035,000. Finally, Invesco Ltd. increased its holdings in shares of Costco Wholesale by 9.8% during the second 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 in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on COST. Roth Mkm set a $769.00 price objective on shares of Costco Wholesale and gave the company a “sell” rating in a research note on Monday, December 15th. Jefferies Financial Group restated a “buy” rating on shares of Costco Wholesale in a report on Thursday, October 9th. Raymond James Financial cut their target price on Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating on the stock in a research note on Friday, December 12th. Wells Fargo & Company reduced their target price on Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating for the company in a report on Friday, December 19th. Finally, Northcoast Research set a $1,100.00 price objective on Costco Wholesale and gave the company a “buy” rating in a research report on Wednesday, December 24th. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $996.00.

Insider Buying and Selling

In other Costco Wholesale news, EVP Teresa A. Jones sold 850 shares of the stock in a transaction 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 completion of the sale, the executive vice president owned 4,228 shares in the company, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Javier Polit sold 2,049 shares of the stock in a transaction dated Monday, December 29th. The stock was sold at an average price of $867.21, for a total value 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 represents a 16.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 9,315 shares of company stock worth $8,549,409 in the last three months. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $940.25 on Friday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,078.23. The firm has a market capitalization of $417.35 billion, a price-to-earnings ratio of 50.36, a price-to-earnings-growth ratio of 5.70 and a beta of 1.02. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. The firm has a 50 day moving average of $906.50 and a 200 day moving average of $929.59.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping 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 firm had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. During the same period in the prior year, the business posted $4.04 EPS. Costco Wholesale’s revenue was up 8.3% on a year-over-year basis. On average, research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be paid a dividend of $1.30 per share. The ex-dividend date is Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s payout ratio is 27.85%.

Costco Wholesale News Summary

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

• Positive Sentiment: Costco is expanding same‑day delivery across Europe (Paris to Madrid), which supports international growth and services-led revenue expansion. Costco Stock (COST) has no Joie de Vivre Despite Expanding Services to Paris and Madrid
• Positive Sentiment: Analyst coverage remains generally favorable (average “Moderate Buy” / bullish writeups), offering support amid near‑term volatility. Costco Wholesale Corporation (NASDAQ:COST) Given Average Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: Costco continues product and membership promotions (Kirkland x Nike SB Dunk release, Gold Star membership digital shop card) that boost customer engagement but are unlikely to move near‑term results materially. Costco and Nike released the Kirkland x Nike SB Dunk shoes. Are they worth it? This Costco Gold Star Membership gets you a $20 Digital Costco Shop Card*
• Neutral Sentiment: Valuation remains rich (high P/E relative to peers), which can amplify reactions to news and weighs on upside in a risk‑off session. (Background market data)
• Negative Sentiment: A proposed class‑action accuses Costco of misleading customers by marketing its rotisserie chicken as having “no preservatives.” Legal risk and reputation headlines are the clearest short‑term negative catalyst. Costco Is Sued Over Preservatives in Its $5 Rotisserie Chickens Costco sued over ‘no preservatives’ claims
• Negative Sentiment: Some fund activity shows minor trimming of positions (e.g., Alpha Cubed Investments sold shares), which can add to downward pressure in a smaller‑volume selloff. Alpha Cubed Investments LLC Trims Position in Costco Wholesale Corporation $COST

Costco Wholesale Company 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.