Sonoma Allocations LLC Invests $736,000 in Costco Wholesale Corporation $COST

Sonoma Allocations LLC purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, Holdings Channel reports. The institutional investor purchased 795 shares of the retailer’s stock, valued at approximately $736,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in COST. Peterson Wealth Services raised its holdings in Costco Wholesale by 0.5% in the 2nd quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock worth $13,479,000 after acquiring an additional 72 shares during the last quarter. Fishman Jay A Ltd. MI boosted its stake in Costco Wholesale by 3.5% during the 2nd quarter. Fishman Jay A Ltd. MI now owns 16,888 shares of the retailer’s stock valued at $16,718,000 after purchasing an additional 575 shares during the last quarter. Silver Oak Securities Incorporated increased its holdings in shares of Costco Wholesale by 49.3% in the 3rd quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock worth $3,499,000 after purchasing an additional 1,248 shares in the last quarter. Permanent Capital Management LP purchased a new position in shares of Costco Wholesale in the third quarter worth $874,000. Finally, Wealthspire Advisors LLC lifted its holdings in shares of Costco Wholesale by 2.0% during the second quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock valued at $15,640,000 after purchasing an additional 312 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Trading Up 1.0%

Shares of Costco Wholesale stock opened at $924.88 on Friday. 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 capitalization of $410.53 billion, a PE ratio of 49.54, a P/E/G ratio of 5.48 and a beta of 1.02. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,078.23. The company’s fifty day simple moving average is $892.58 and its 200-day simple moving average is $931.95.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating 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 for the quarter, compared to the consensus estimate of $67.03 billion. During the same period in the previous year, the business earned $4.04 earnings per share. Costco Wholesale’s quarterly revenue was up 8.3% compared to the same quarter last year. As a group, equities analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

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

Trending Headlines about Costco Wholesale

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

Analyst Ratings Changes

COST has been the subject of several research analyst reports. Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a report on Monday, December 22nd. Wolfe Research assumed coverage on shares of Costco Wholesale in a report on Thursday, September 18th. They set a “peer perform” rating on the stock. Mizuho set a $1,000.00 price objective on shares of Costco Wholesale and gave the company an “outperform” rating in a report on Monday. Cowen restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Finally, Truist Financial dropped their target price on shares of Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Twenty-one equities research 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. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $996.00.

Insider Buying and Selling

In related news, EVP Javier Polit sold 2,049 shares of the stock in a transaction that occurred on Monday, December 29th. The shares were sold at an average price of $867.21, for a total value of $1,776,913.29. Following the completion of the sale, the executive vice president directly owned 10,748 shares of the company’s stock, valued at approximately $9,320,773.08. This represents a 16.01% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP William Richard Wilcox sold 2,400 shares of the firm’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $930.13, for a total transaction of $2,232,312.00. Following the sale, the executive vice president owned 2,000 shares in the company, valued at approximately $1,860,260. The trade was a 54.55% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 8,946 shares of company stock valued at $8,175,048. Insiders own 0.10% of the company’s stock.

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.