Costco Wholesale Corporation $COST Stock Holdings Increased by ORG Partners LLC

ORG Partners LLC raised its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 46.1% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 5,273 shares of the retailer’s stock after purchasing an additional 1,663 shares during the quarter. Costco Wholesale comprises about 0.9% of ORG Partners LLC’s investment portfolio, making the stock its 25th largest position. ORG Partners LLC’s holdings in Costco Wholesale were worth $4,881,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after buying an additional 130 shares during the last quarter. WBI Investments LLC bought a new position in shares of Costco Wholesale in the 1st quarter worth about $289,000. Jones Financial Companies Lllp boosted its holdings in shares of Costco Wholesale by 40.7% in the 1st quarter. Jones Financial Companies Lllp now owns 87,924 shares of the retailer’s stock valued at $81,884,000 after buying an additional 25,448 shares during the period. Finally, Nova Wealth Management Inc. grew its position in shares of Costco Wholesale by 8.8% during the 1st quarter. Nova Wealth Management Inc. now owns 444 shares of the retailer’s stock valued at $420,000 after buying an additional 36 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Up 1.0%

COST opened at $924.88 on Friday. The stock’s 50 day moving average price is $892.58 and its 200 day moving average price is $931.95. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. The stock has a market cap of $410.53 billion, a P/E ratio of 49.54, a P/E/G ratio of 5.48 and a beta of 1.02. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last released its quarterly 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 return on equity of 29.35% and a net margin of 2.96%.The company had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. During the same quarter in the prior year, the business posted $4.04 earnings per share. The company’s revenue for the quarter was up 8.3% compared to the same quarter last year. As a group, research analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on COST. Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. BTIG Research began coverage on Costco Wholesale in a research report on Tuesday, October 14th. They set a “buy” rating and a $1,115.00 price target on the stock. Gordon Haskett cut their price target on 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. Northcoast Research set a $1,100.00 price objective on Costco Wholesale and gave the stock a “buy” rating in a research note on Wednesday, December 24th. Finally, Citigroup dropped their target price on Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating on the stock in a research report on Monday, September 29th. Twenty-one analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $996.00.

Costco Wholesale News Summary

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

• Positive Sentiment: Company-released December sales: net sales of $29.86B (up 8.5% yr/yr) and companywide comps +7.0%, with digitally-enabled sales up ~19%. This is the primary driver for the bullish move. Costco Reports December Sales Results
• Positive Sentiment: E-commerce acceleration: online/digitally-enabled sales jumped ~18–19% in December, boosting margins and omnichannel momentum that investors favor. Costco Stock Jumps as Online Sales Growth Reaches 18% in December
• Positive Sentiment: Analyst support and upgrades (Mizuho, Deutsche Bank mentions, Telsey reaffirming outperform) are lifting sentiment and providing upside to price targets. Costco Upgraded at Mizuho
• Positive Sentiment: Political/tariff developments: betting markets and reports increasingly price in relief from new tariffs — a potential tailwind for Costco’s import-heavy model. Betting Markets Predict 75% Chance Supreme Court Blocks Trump Tariffs
• Neutral Sentiment: Local expansion: city-level site news (Greenbrier Mall) signals ongoing real-estate pipeline but is not material yet to national results. Costco Could Be Coming to Greenbrier Mall
• Neutral Sentiment: Street commentary: portfolio managers and media guests (Wall Street Alliance video backing Costco) highlight execution focus — supportive but not a direct earnings catalyst. Aadil Zaman Backs Costco
• Negative Sentiment: Valuation concerns: outlets warn Costco trades near elevated multiples after years of outperformance, suggesting limited upside if growth slows — a short-term headwind for multiples. How Retailer Costco Can Drop
• Negative Sentiment: Media critique: high-profile commentator Jim Cramer said COST “should be repudiated this quarter,” which can amplify short-term selling despite longer-term bullish data. Jim Cramer: Costco Should be Repudiated

Insider Activity at Costco Wholesale

In other news, EVP Javier Polit sold 558 shares of the company’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total value of $481,492.62. Following the completion of the sale, the executive vice president directly owned 10,190 shares of the company’s stock, valued at approximately $8,792,849.10. This represents a 5.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Claudine Adamo sold 2,700 shares of the stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $935.68, for a total transaction of $2,526,336.00. Following the completion of the transaction, the executive vice president owned 6,851 shares of the company’s stock, valued at $6,410,343.68. This trade represents a 28.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 8,946 shares of company stock valued at $8,175,048 over the last quarter. Corporate insiders own 0.10% of the company’s stock.

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.