Costco Wholesale Corporation $COST Shares Sold by Dakota Wealth Management

Posted by Defense World Staff on Feb 24th, 2026

Dakota Wealth Management lessened its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 3.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 53,103 shares of the retailer’s stock after selling 1,836 shares during the period. Costco Wholesale makes up 1.0% of Dakota Wealth Management’s portfolio, making the stock its 16th biggest position. Dakota Wealth Management’s holdings in Costco Wholesale were worth $49,154,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in COST. Soundwatch Capital LLC lifted its position in Costco Wholesale by 635.7% during the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after acquiring an additional 2,206 shares in the last quarter. LFA Lugano Financial Advisors SA bought a new position in shares of Costco Wholesale during the second quarter worth about $31,000. Abich Financial Wealth Management LLC acquired a new position in shares of Costco Wholesale in the 3rd quarter worth approximately $34,000. Collier Financial bought a new stake in Costco Wholesale during the third quarter valued at $35,000. Finally, AXS Investments LLC acquired a new stake in Costco Wholesale during the third quarter worth about $36,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $986.02 on Tuesday. The stock’s fifty day simple moving average is $937.07 and its 200 day simple moving average is $934.29. The stock has a market capitalization of $437.66 billion, a price-to-earnings ratio of 52.81, a PEG ratio of 5.20 and a beta of 1.01. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08.

Costco Wholesale (NASDAQ:COST – Get Free Report) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $67.03 billion. During the same quarter last year, the business posted $4.04 EPS. Costco Wholesale’s revenue was up 8.3% on a year-over-year basis. As a group, sell-side analysts forecast 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 was paid on Friday, February 13th. Investors of record on Friday, January 30th were given a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s dividend payout ratio is 27.85%.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Susan L. Decker sold 458 shares of Costco Wholesale 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 transaction, the director directly owned 8,532 shares in the company, valued at approximately $8,148,060. The trade was a 5.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the sale, the executive vice president directly owned 8,240 shares in the company, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 6,915 shares of company stock worth $6,317,097. 0.10% of the stock is currently owned by insiders.

Costco Wholesale News Summary

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

Positive Sentiment: Broad-based comparable-sales strength across the U.S., Canada and international markets — traffic, higher tickets and digital sales are driving momentum. Why Costco’s Comparable Sales Strength Looks Broad-Based Globally
Positive Sentiment: Analysts collectively rate COST as an average “Moderate Buy,” which supports near-term demand for shares from institutional buyers. Costco Given Average Rating of “Moderate Buy” by Analysts
Positive Sentiment: Articles highlight Costco’s stable profits and resilient supermarket-style business model, reinforcing its defensive, cash-generating profile. Costco: Supermarket Giant With Stable Profits
Positive Sentiment: Tariff-rollbacks may be a tailwind for margins/pricing on imported goods — a cited near-term benefit for Costco’s cost structure. Costco: A Tariff-Rollback Winner, But No Longer On Sale
Positive Sentiment: Retail buzz (viral food-court dessert) can boost foot traffic and member engagement, a small but relevant driver for same-store sales. Costco’s New $3 Food Court Dessert Is Going Viral
Neutral Sentiment: Higher investor search/interest in COST signals attention but not direction — watch flows and news catalysts. Investors Heavily Search Costco Wholesale Corporation (COST)
Neutral Sentiment: Mentions by high-profile commentators (e.g., Jim Cramer) keep the name in public view; helpful for retail interest but not a fundamental catalyst. Jim Cramer Looks Back On Costco’s Share Price Performance
Neutral Sentiment: Comparisons with Sam’s Club/Walmart highlight competitive context; price positioning remains a watch item but not a new risk. We compared Costco and Sam’s Club prices on store brand products
Negative Sentiment: Valuation concern: several pieces warn COST’s strong run has driven a high P/E (~52–53), raising the risk that future returns depend on continued execution and comp strength. Costco Stock Is Soaring, but Is It Getting Ahead of Itself?
Negative Sentiment: Some commentators argue Costco’s premium valuation and ubiquity limit upside for new investors — a caution for long-term entrants at current levels. 1 Reason I Haven’t Bought Costco Stock — and Probably Never Will
Negative Sentiment: Member-facing policy changes or rules that frustrate long-term members could be a minor retention risk if they scale. Costco rule may frustrate some members

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the stock. HSBC lowered their price target on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Wells Fargo & Company upped their price objective on shares of Costco Wholesale from $900.00 to $950.00 and gave the stock an “equal weight” rating in a report on Thursday, February 5th. Citigroup reissued a “neutral” rating on shares of Costco Wholesale in a research note on Friday. Rothschild & Co Redburn upped their price target on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 17th. Finally, Evercore increased 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 report on Tuesday, February 10th. Twenty-one analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,008.07.

Check Out Our Latest Stock Analysis on COST

Costco Wholesale Company Profile

(Free Report)

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.