Concurrent Investment Advisors LLC Trims Position in Costco Wholesale Corporation $COST

Concurrent Investment Advisors LLC decreased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 5.0% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 18,320 shares of the retailer’s stock after selling 972 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Costco Wholesale were worth $16,957,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Bulwark Capital Corp purchased a new stake in shares of Costco Wholesale during the second quarter worth about $25,000. Soundwatch Capital LLC boosted its stake in Costco Wholesale by 635.7% in the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after purchasing an additional 2,206 shares during the period. LFA Lugano Financial Advisors SA purchased a new stake in Costco Wholesale during the 2nd quarter valued at approximately $31,000. Financial Connections Group Inc. grew its holdings in Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after buying an additional 39 shares in the last quarter. Finally, Frazier Financial Advisors LLC raised its position in shares of Costco Wholesale by 72.0% during 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.

Costco Wholesale News Summary

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

• Positive Sentiment: Mizuho upgrade — Mizuho moved COST to its top-picks list and upgraded the stock to Outperform, raising its price target (cited as $1,000 in coverage), which supports buying interest from institutional and retail investors. Costco (COST) Added to Mizuho Top Picks After Pullback
• Positive Sentiment: Sales acceleration — Recent reporting highlights that two key Costco sales metrics have accelerated, a development investors like because it points to continued membership spending and top-line momentum. 2 Key Costco Sales Metrics Just Accelerated, and Investors Love It
• Positive Sentiment: Card perk added — Costco quietly added a meaningful credit-card perk, which can boost transaction volume and member loyalty (positive for same-store sales and margins over time). Costco quietly added a major credit card perk
• Positive Sentiment: Ongoing expansion — Multiple local reports show new warehouse builds and store openings (e.g., Camarillo construction visible; plans in South Los Angeles and Dallas), underscoring continued footprint growth that supports revenue and membership expansion. Costco Camarillo warehouse and gas station construction now visible at site
• Neutral Sentiment: Long-term analyst/features — Several opinion pieces and comparative write-ups (Where Will Costco Be in 5 Years?; Costco vs. Home Depot) reiterate Costco’s strong long-term track record but do not introduce new catalysts. These items support the bull case but are not immediate drivers. Where Will Costco Be in 5 Years?
• Neutral Sentiment: Short-interest data glitch — A report flagged a “significant increase” in short interest but shows zero shares and a zero days-to-cover figure, indicating a likely data error rather than a market pressure signal. Investors should treat short-interest headlines cautiously until clarified. (Data source: market summary)
• Negative Sentiment: Insider sale — EVP Russell D. Miller sold 1,500 shares (disclosed SEC Form 4), reducing his holding by ~15.4% in that transaction; insider sales can be read negatively by some investors even when small relative to total holdings. SEC filing — Form 4 (Russell D. Miller)

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Raymond James Financial dropped their target price on shares of Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a research report on Friday, December 12th. Telsey Advisory Group restated an “outperform” rating and set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Thursday, January 8th. JPMorgan Chase & Co. lifted their target price on Costco Wholesale from $1,025.00 to $1,027.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Daiwa Capital Markets dropped their price target on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a research note on Tuesday, December 16th. Finally, Truist Financial reduced their price objective on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating on the stock in a research note on Friday, December 12th. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $996.00.

Costco Wholesale Trading Up 2.0%

Shares of NASDAQ COST opened at $943.08 on Tuesday. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,078.23. 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 business’s 50 day moving average is $892.88 and its two-hundred day moving average is $930.80. The stock has a market capitalization of $418.60 billion, a P/E ratio of 50.51, a PEG ratio of 5.54 and a beta of 1.02.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, December 11th. The retailer reported $4.34 EPS 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 during the quarter, compared to analysts’ expectations of $67.03 billion. During the same quarter in the previous year, the business earned $4.04 EPS. The company’s quarterly revenue was up 8.3% on a year-over-year basis. As a group, research analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

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

Insiders Place Their Bets

In other Costco Wholesale news, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the sale, the executive vice president owned 8,240 shares of the company’s stock, valued at $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Tiffany Marie Barbre sold 1,239 shares of the business’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $934.62, for a total value of $1,157,994.18. Following the transaction, the insider owned 5,155 shares of the company’s stock, valued at $4,817,966.10. This trade represents a 19.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 10,446 shares of company stock valued at $9,549,528. 0.10% of the stock is currently owned by company insiders.

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.