Costco Wholesale Corporation $COST Shares Sold by SVB Wealth LLC

SVB Wealth LLC lessened its stake in Costco Wholesale Corporation (NASDAQ:COST) by 15.0% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 13,257 shares of the retailer’s stock after selling 2,346 shares during the quarter. SVB Wealth LLC’s holdings in Costco Wholesale were worth $12,271,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its holdings in shares of Costco Wholesale by 12.3% in the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after acquiring an additional 2,172 shares during the period. Revolve Wealth Partners LLC grew its holdings in Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after purchasing an additional 165 shares during the last quarter. Pinnacle Wealth Planning Services Inc. increased its position in shares of Costco Wholesale by 1.1% in the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares in the last quarter. Finally, Capital & Planning LLC raised its stake in shares of Costco Wholesale by 4.1% during the 2nd quarter. Capital & Planning LLC now owns 3,567 shares of the retailer’s stock worth $3,532,000 after buying an additional 140 shares during the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Analyst Ratings Changes

COST has been the topic of a number of research reports. JPMorgan Chase & Co. increased their price objective on shares of Costco Wholesale from $1,000.00 to $1,050.00 and gave the company an “overweight” rating in a research note on Monday. Roth Mkm reiterated a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. Oppenheimer lifted their price objective on Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a research report on Monday, December 29th. 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 equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $1,007.42.

Costco Wholesale Trading Down 0.4%

Shares of Costco Wholesale stock opened at $997.59 on Tuesday. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,078.23. The business’s fifty day moving average is $916.32 and its two-hundred day moving average is $930.88. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The firm has a market cap of $442.80 billion, a PE ratio of 53.43, a P/E/G ratio of 5.28 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, December 11th. The retailer reported $4.34 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 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 firm posted $4.04 earnings per share. The business’s quarterly revenue was up 8.3% compared to the same quarter last year. Analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. The ex-dividend date 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: JPMorgan upgraded COST to “overweight” and raised its price target to $1,050, signaling analyst confidence and providing upside to the stock. JPMorgan raises COST price target to $1,050
• Positive Sentiment: January sales and Costco’s value proposition (pricing, private label, e-commerce + warehouse footprint) are being flagged as drivers for continued traffic and revenue growth — a bullish operational read-through for 2026. Is Costco’s January Sales Surge Fueling a Bigger 2026 Rally?
• Positive Sentiment: Costco is expanding its Instacart partnership in Europe, which can boost e-commerce volume and improve cross-border growth optionality. Costco Expands Instacart In Europe As Valuation Stays Above Fair Value
• Positive Sentiment: Company expansion plans, including a proposed 20-store strategy in Australia, support long-term member and sales growth in a relatively underpenetrated market. Can anyone compete with Costco’s 20-store plan?
• Positive Sentiment: An institutional buyer, RFG Advisory LLC, modestly increased its Costco stake, a small signal of continued investor interest. Costco Shares Purchased by RFG Advisory LLC
• Neutral Sentiment: DA Davidson reiterated a “Neutral” rating on COST, which may temper near-term momentum from upgrades. DA Davidson reiterates Neutral on COST
• Neutral Sentiment: Multiple media pieces are debating whether the 15% year-to-date rise makes Costco a buy — helpful for retail interest but largely reiterative analysis rather than new company-specific catalysts. Costco Stock Is Up 15% This Year. Time to Buy?
• Negative Sentiment: Some commentary highlights valuation as a risk — Costco’s premium P/E and elevated multiple relative to growth could limit upside unless top-line acceleration and margin expansion persist. Valuation watch: Is COST expensive?

Insiders Place Their Bets

In related news, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 8,240 shares in the company, valued at approximately $7,550,476.80. The trade was a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the transaction, the executive vice president directly owned 44,837 shares of the company’s stock, valued at $42,101,943. This trade represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 6,915 shares of company stock valued at $6,317,097. 0.10% of the stock is currently owned by corporate insiders.

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.