Orion Porfolio Solutions LLC Purchases 581 Shares of Costco Wholesale Corporation $COST

Orion Porfolio Solutions LLC increased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 1.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 32,476 shares of the retailer’s stock after acquiring an additional 581 shares during the period. Orion Porfolio Solutions LLC’s holdings in Costco Wholesale were worth $30,060,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of COST. LFA Lugano Financial Advisors SA bought a new stake in Costco Wholesale during the second quarter valued at $31,000. Hurley Capital LLC boosted its position in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after acquiring an additional 18 shares during the last quarter. Abich Financial Wealth Management LLC bought a new stake in shares of Costco Wholesale during the 3rd quarter valued at about $34,000. Collier Financial purchased a new position in shares of Costco Wholesale during the third quarter worth about $35,000. Finally, AXS Investments LLC bought a new position in shares of Costco Wholesale in the third quarter worth approximately $36,000. 68.48% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

COST has been the subject of several research analyst reports. Citigroup reiterated a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. Oppenheimer lifted their price objective on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $1,155.00 target price on shares of Costco Wholesale in a research report on Monday, February 9th. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a research note on Monday, December 22nd. Finally, Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a research note on Thursday, January 8th. Twenty-two analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Costco Wholesale currently has an average rating of “Moderate Buy” and a consensus price target of $1,016.18.

Key Costco Wholesale News

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

• Positive Sentiment: Wall Street is focused on Costco’s Q2 report after the close March 5 — several previews suggest analysts expect another solid quarter, which could lift the stock if management confirms strength in holiday sales and memberships. Should You Buy Costco Stock (COST) ahead of Q2 Earnings? Technical Indicators Suggest Yes
• Positive Sentiment: Analysts note a possible lift from a recent Supreme Court tariff ruling; previews say monthly sales data point to a fourth straight “double beat,” a bullish catalyst if reiterated on the call. Costco Q2 Preview: Will Retailer Celebrate Tariff Ruling? Monthly Data Points To Fourth Straight Double Beat
• Positive Sentiment: Technical and momentum-focused commentary is bullish ahead of earnings; some analysts point to favorable technicals as a reason to own into the print. Dear Costco Stock Fans, Mark Your Calendars for March 5
• Positive Sentiment: Multiple commentary pieces highlight Costco’s YTD outperformance vs. peers and argue the stock still has growth attributes investors want — supportive narrative if earnings show revenue/membership traction. Is Costco Wholesale (COST) Outperforming Other Retail-Wholesale Stocks This Year?
• Neutral Sentiment: Market-wide resilience and macro headlines are keeping broader risk-on conditions intact; this makes Costco’s results more likely to move sentiment but not necessarily market direction. Review & Preview: Stocks Show Resilience
• Neutral Sentiment: Consumer-facing writeups (best yogurts, top in-store finds) keep brand engagement visible but are unlikely to move the stock materially. The 11 Best Yogurts To Grab At Costco, According To Reviews
• Neutral Sentiment: Store-level customer ratings and “best things” lists help retail perception but have limited near-term financial impact. These Are The 2 Highest-Rated Costco Stores In America, According To Shoppers
• Neutral Sentiment: Short-interest reporting shows anomalous zero/NaN figures in recent data releases — appears to be a reporting glitch rather than a genuine short-squeeze signal. Short Interest Data (source)
• Negative Sentiment: Customer confusion over a return-policy change has drawn negative attention; if widespread, policy friction could dent loyalty or generate PR risk. Costco members confused over return policy rule
• Negative Sentiment: A Reuters piece notes some small businesses find tariff refunds burdensome — underlines that tariff rulings have uneven effects and could leave some margin/operational uncertainty. For some small businesses, a tariff refund isn’t worth the pain of pursuing it

Insider Buying and Selling

In related news, Director Susan L. Decker sold 458 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $955.00, for a total transaction of $437,390.00. Following the transaction, the director owned 8,532 shares in the company, valued at $8,148,060. The trade was a 5.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares of the company’s stock, valued at $4,169,907.28. The trade was a 16.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,915 shares of company stock valued at $6,317,097 over the last ninety days. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Down 0.1%

Shares of Costco Wholesale stock opened at $1,006.74 on Thursday. 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 52-week low of $844.06 and a 52-week high of $1,067.08. The company’s 50 day moving average price is $956.95 and its 200-day moving average price is $935.59. The stock has a market capitalization of $446.86 billion, a price-to-earnings ratio of 53.92, a P/E/G ratio of 4.83 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last announced its quarterly 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. The business had revenue of $67.31 billion during 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%. The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $4.04 EPS. Equities research analysts forecast 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, February 13th. Stockholders of record on Friday, January 30th were issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s dividend payout ratio is currently 27.85%.

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.