Costco Wholesale Corporation $COST Shares Purchased by Diversify Wealth Management LLC

Diversify Wealth Management LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 6.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,339 shares of the retailer’s stock after acquiring an additional 754 shares during the period. Costco Wholesale comprises about 0.7% of Diversify Wealth Management LLC’s investment portfolio, making the stock its 27th biggest holding. Diversify Wealth Management LLC’s holdings in Costco Wholesale were worth $11,451,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of COST. LFA Lugano Financial Advisors SA purchased a new stake in Costco Wholesale during the 2nd quarter worth approximately $31,000. Hurley Capital LLC grew its position in shares of Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after buying an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC bought a new stake in shares of Costco Wholesale in the third quarter worth $34,000. Collier Financial acquired a new stake in Costco Wholesale in the third quarter valued at $35,000. Finally, AXS Investments LLC bought a new position in Costco Wholesale during the 3rd quarter valued at $36,000. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Trading Down 0.8%

NASDAQ:COST opened at $986.74 on Friday. The stock has a market cap of $437.98 billion, a price-to-earnings ratio of 52.85, a PEG ratio of 5.24 and a beta of 1.01. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08. The business has a fifty day moving average of $945.05 and a 200-day moving average of $935.19.

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. The firm had revenue of $67.31 billion for the quarter, compared to analysts’ expectations of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. Costco Wholesale’s quarterly revenue was up 8.3% on a year-over-year basis. During the same quarter last year, the company earned $4.04 EPS. Equities analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s dividend payout ratio is 27.85%.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on COST. Weiss Ratings restated a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 29th. Mizuho boosted their price objective on Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. Daiwa Securities Group reduced their target price on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating on the stock in a report on Tuesday, December 16th. Citigroup reiterated a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. Finally, The Goldman Sachs Group dropped their price target on Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a research report on Friday, December 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Costco Wholesale currently has an average rating of “Moderate Buy” and an average price target of $1,008.07.

Insider Activity

In related news, EVP James C. Klauer sold 1,500 shares of Costco Wholesale stock in a transaction dated 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. The trade was a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the sale, the executive vice president 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. Insiders sold a total of 6,915 shares of company stock worth $6,317,097 in the last quarter. 0.10% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Citi raised its price target to $1,000 (from $990), citing modest same‑store sales and an earnings beat — a near‑term vote of confidence from an influential sell‑side shop. Citi Raises Costco (COST) Price Target to $1,000 from $990
• Positive Sentiment: Supreme Court action on IEEPA tariffs and FedEx’s statement that it will return any tariff refunds reduces a key cost/uncertainty risk for import‑reliant retailers like Costco. That legal resolution is supportive for margins and inventory planning. FedEx says it will return to customers any refunds it gets back from Trump’s illegal tariffs
• Positive Sentiment: Local expansion: municipal/state approvals for new Costco locations in Lawrence and Southborough signal continued store growth and membership acquisition opportunities in those markets. (Supports long‑term revenue footprint.) A new Costco will be built in Lawrence — the city’s first. Here’s what to know Costco proposal in Southborough earns state approval. What’s next
• Neutral Sentiment: Analyst and retail‑sector commentary (Zacks, TipRanks, The Motley Fool) highlights Costco as a defensive/quality retail play with a recent valuation reset that some view as a buying opportunity — useful context but not an immediate catalyst. Costco and 3 More Discount Retail Stocks Investors Should Watch Now Costco Stock (COST) Is Still a Great Buy after Valuation Reset
• Neutral Sentiment: Operational/consumer items (new food‑court menu, expanded brand assortment) support traffic and membership retention but are incremental rather than market moving. Costco launches new food court treat to rival McDonalds
• Negative Sentiment: Macro and tariff risks remain a concern per deeper analyses that argue external policy or import disruptions could still pressure margins or force SKU changes — a watch item for investors despite the recent court ruling. Costco: Macro/Tariff Risks Persist – Further Consolidation Likely
• Negative Sentiment: Legal risk: two class‑action suits over the $4.99 rotisserie chicken could create reputational noise and small legal costs; unlikely to be material to long‑term earnings but a near‑term headline risk. Costco’s $4.99 Rotisserie Chicken Is Facing 2 Class-Action Lawsuits

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.