Crestwood Advisors Group LLC Reduces Stake in Costco Wholesale Corporation $COST

Crestwood Advisors Group LLC lessened its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 3.2% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 72,718 shares of the retailer’s stock after selling 2,382 shares during the quarter. Costco Wholesale accounts for 1.1% of Crestwood Advisors Group LLC’s portfolio, making the stock its 21st biggest holding. Crestwood Advisors Group LLC’s holdings in Costco Wholesale were worth $67,310,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. NEOS Investment Management LLC raised its position in Costco Wholesale by 63.9% in the third quarter. NEOS Investment Management LLC now owns 184,510 shares of the retailer’s stock worth $170,788,000 after acquiring an additional 71,968 shares during the period. Beacon Capital Management LLC grew its holdings in Costco Wholesale by 1.3% during the third quarter. Beacon Capital Management LLC now owns 1,712 shares of the retailer’s stock valued at $1,585,000 after purchasing an additional 22 shares during the period. Cassaday & Co Wealth Management LLC increased its position in Costco Wholesale by 1.2% in the third quarter. Cassaday & Co Wealth Management LLC now owns 9,345 shares of the retailer’s stock worth $8,650,000 after buying an additional 108 shares in the last quarter. Cardano Risk Management B.V. raised its stake in shares of Costco Wholesale by 6.8% in the third quarter. Cardano Risk Management B.V. now owns 177,247 shares of the retailer’s stock worth $164,065,000 after buying an additional 11,323 shares during the period. Finally, Wealthcare Advisory Partners LLC lifted its position in shares of Costco Wholesale by 2.3% during the 3rd quarter. Wealthcare Advisory Partners LLC now owns 8,296 shares of the retailer’s stock valued at $7,679,000 after buying an additional 184 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale News Roundup

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

• Positive Sentiment: Zacks highlights a “dual engine” for growth — e-commerce comps up ~20.5% and new store openings driving outsized sales, supporting revenue and same-store-sales momentum. Costco’s Digital Demand and Warehouse Strength Create a Dual Engine
• Positive Sentiment: Rollout of mobile/online ordering for custom cakes and deli trays improves convenience and fulfillment options — could raise transaction frequency and average ticket in clubs. Costco cake online ordering is coming
• Positive Sentiment: Coverage noting that prominent billionaires hold large positions in Costco lends a governance/endorsement narrative that can support investor confidence. 3 Billionaires Have One Key Stock As Their Largest Holding. You’ll Be Surprised to Know What It Is.
• Neutral Sentiment: Reported short-interest notes are inconsistent (data shows 0 shares and 0 days-to-cover), so there’s no clear evidence of rising short pressure to amplify moves.
• Neutral Sentiment: Stories celebrating long-term share performance (e.g., “If you invested $1,000…” pieces) support sentiment but are descriptive rather than catalytic. If You Invested $1000 in Costco a Decade Ago, This is How Much It’d Be Worth Now
• Negative Sentiment: A lawsuit alleging rotisserie chicken contamination introduces legal, recall and reputational risk; investors should watch for case developments and any operational impact. Costco Lawsuit Over Rotisserie Chicken Contamination And Investor Considerations
• Negative Sentiment: Consumer pieces on products to avoid (Kirkland items) and reports that Costco is tightening return policies could weigh on customer experience/reputation if they gain traction. 7 Kirkland Signature Foods And Drinks Costco Shoppers Avoid Buying Costco quietly cracks down on returns

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $1,018.48 on Tuesday. The company has a market cap of $452.07 billion, a P/E ratio of 54.55, a P/E/G ratio of 5.37 and a beta of 1.01. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,077.49. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. The firm’s fifty day moving average is $925.57 and its two-hundred day moving average is $933.10.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data 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 net margin of 2.96% and a return on equity of 29.35%. The business had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. During the same quarter in the prior year, the firm earned $4.04 EPS. The business’s revenue was up 8.3% on a year-over-year basis. As a group, analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

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

Insiders Place Their Bets

In related news, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction on Wednesday, January 21st. The shares were 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. This represents a 16.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction on Friday, January 16th. The stock was sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the transaction, the director directly owned 8,532 shares of the company’s stock, valued at $8,148,060. The trade was a 5.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 6,915 shares of company stock worth $6,317,097. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on COST shares. Daiwa Securities Group reduced their target price on shares of Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a report on Tuesday, December 16th. Roth Mkm reissued a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. Evercore ISI raised their price objective on shares of Costco Wholesale from $1,025.00 to $1,050.00 and gave the company an “outperform” rating in a research report on Tuesday, February 10th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $1,155.00 target price on shares of Costco Wholesale in a report on Monday, February 9th. Finally, Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a research note on Thursday, January 8th. Twenty-two investment 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 company currently has a consensus rating of “Moderate Buy” and an average target price of $1,009.00.

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.