Costco Wholesale Corporation $COST Shares Sold by Surience Private Wealth LLC

Surience Private Wealth LLC lessened its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 80.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 235 shares of the retailer’s stock after selling 965 shares during the period. Costco Wholesale makes up about 0.2% of Surience Private Wealth LLC’s portfolio, making the stock its 28th biggest position. Surience Private Wealth LLC’s holdings in Costco Wholesale were worth $218,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Bulwark Capital Corp purchased a new position in Costco Wholesale in the 2nd quarter worth $25,000. LFA Lugano Financial Advisors SA acquired a new position in shares of Costco Wholesale in the second quarter valued at about $31,000. Anderson Financial Strategies LLC lifted its holdings in shares of Costco Wholesale by 900.0% during the first quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock worth $38,000 after purchasing an additional 36 shares during the period. Financial Connections Group Inc. lifted its holdings in shares of Costco Wholesale by 975.0% during the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after purchasing an additional 39 shares during the period. Finally, Frazier Financial Advisors LLC boosted its position in Costco Wholesale by 72.0% in the second quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock valued at $43,000 after buying an additional 18 shares during the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Russell D. Miller sold 3,381 shares of the company’s stock in a transaction that occurred on Monday, September 29th. The stock was sold at an average price of $915.00, for a total transaction of $3,093,615.00. Following the completion of the transaction, the executive vice president directly owned 9,740 shares of the company’s stock, valued at $8,912,100. This represents a 25.77% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP William Richard Wilcox sold 2,400 shares of Costco Wholesale stock in a transaction on Friday, November 7th. The shares were sold at an average price of $930.13, for a total transaction of $2,232,312.00. Following the completion of the sale, the executive vice president directly owned 2,000 shares in the company, valued at $1,860,260. This represents a 54.55% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 9,720 shares of company stock valued at $9,010,257 over the last ninety days. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale Stock Down 0.2%

COST opened at $855.62 on Friday. The company has a fifty day moving average of $909.89 and a two-hundred day moving average of $944.44. The stock has a market capitalization of $379.78 billion, a price-to-earnings ratio of 45.83, a PEG ratio of 5.13 and a beta of 1.00. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,078.23. 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 (NASDAQ:COST) last posted its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping 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 for the quarter, compared to analyst estimates of $67.03 billion. During the same period in the prior year, the company posted $4.04 EPS. The company’s revenue for the quarter was up 8.3% on a year-over-year basis. On average, research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were issued a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Friday, October 31st. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.85%.

Key Costco Wholesale News

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

• Positive Sentiment: Memberships remain a strong, recurring revenue engine: renewal rates are still near historical highs despite more digital sign-ups, supporting predictability of cash flow and the membership model. Costco Renewal Rates Stay Near Historical Highs Despite Digital Shift
• Positive Sentiment: Recent quarterly results beat expectations, which validates sales momentum and pricing strategy even as growth may moderate — a bullish fundamental anchor for long-term investors. Costco Beat Earnings Expectations in Q1. Here’s Why It Could Still Struggle in 2026.
• Positive Sentiment: Expansion continues: Costco has secured land and signed deals for new locations (example: a recent land purchase in Calgary), supporting long-term store growth and membership acquisition. Anthem and Rencor Sign Costco to Springbank’s Bingham Crossing Centre
• Positive Sentiment: Positive analyst/commentary pieces reiterate Costco as a long-term holding, reinforcing investor confidence in the company’s durable business model despite recent pullbacks. 3 Soaring Stocks to Hold for the Next 20 Years
• Neutral Sentiment: Macroeconomic / assortment effects: Tariffs are prompting merchandising adjustments to keep prices low for shoppers — this can compress margins or shift SKU mix, but management appears to be managing assortment proactively. How Tariffs Are Changing Up Costco’s Shelves
• Neutral Sentiment: International revenue trends deserve close attention — overseas growth dynamics and currency mix can meaningfully affect Wall Street’s forecasts and long‑term targets. Don’t Overlook Costco (COST) International Revenue Trends While Assessing the Stock
• Neutral Sentiment: Guggenheim reiterated a Neutral rating amid softening metrics — an analyst stance that typically limits upside until metrics stabilize. Guggenheim reiterates Neutral rating on Costco stock amid softening metrics
• Negative Sentiment: Unusual bearish options activity: a very large uptick in put purchases suggests some traders are positioning for further near-term downside or insurance against volatility.
• Negative Sentiment: Valuation and structural cautions: analysis flags Costco’s AI‑grade multiple and other valuation metrics as warning signs for investors, which can pressure sentiment if growth slows. Why Costco’s (COST) AI-Grade Multiple is a Warning Signal for Investors
• Negative Sentiment: Analyst downgrade impact: a recent downgrade pushed the stock to a one‑year low, amplifying near‑term selling pressure and weighing on sentiment. Costco Wholesale (NASDAQ:COST) Hits New 1-Year Low After Analyst Downgrade

Analysts Set New Price Targets

A number of equities analysts have issued reports on COST shares. Mizuho reduced their price target on shares of Costco Wholesale from $975.00 to $950.00 and set a “neutral” rating for the company in a research report on Thursday, October 9th. BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Telsey Advisory Group restated an “outperform” rating and set a $1,100.00 target price on shares of Costco Wholesale in a research report on Friday, December 12th. Gordon Haskett lowered their price target on shares of Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating on the stock in a report on Monday, December 1st. Finally, Morgan Stanley reduced their price objective on Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating for the company in a research note on Friday, September 26th. Eighteen analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Costco Wholesale presently has an average rating of “Moderate Buy” and an average price target of $987.58.

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.