Regent Peak Wealth Advisors LLC Makes New Investment in Costco Wholesale Corporation $COST

Regent Peak Wealth Advisors LLC bought a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 1,972 shares of the retailer’s stock, valued at approximately $1,825,000.

Several other large investors have also recently made changes to their positions in COST. Trust Co. of Toledo NA OH grew its stake in Costco Wholesale by 1.2% in the third quarter. Trust Co. of Toledo NA OH now owns 8,903 shares of the retailer’s stock valued at $8,241,000 after purchasing an additional 103 shares during the last quarter. Curran Financial Partners LLC raised its stake in shares of Costco Wholesale by 1.3% during the 3rd quarter. Curran Financial Partners LLC now owns 2,662 shares of the retailer’s stock worth $2,464,000 after acquiring an additional 35 shares in the last quarter. Precision Wealth Strategies LLC lifted its position in Costco Wholesale by 4.3% during the third quarter. Precision Wealth Strategies LLC now owns 4,019 shares of the retailer’s stock valued at $3,720,000 after acquiring an additional 165 shares during the last quarter. Blue Trust Inc. lifted its position in Costco Wholesale by 4.1% during the third quarter. Blue Trust Inc. now owns 7,302 shares of the retailer’s stock valued at $6,759,000 after acquiring an additional 287 shares during the last quarter. Finally, Horst & Graben Wealth Management LLC boosted its stake in Costco Wholesale by 1.4% in the third quarter. Horst & Graben Wealth Management LLC now owns 1,839 shares of the retailer’s stock valued at $1,702,000 after acquiring an additional 25 shares in the last quarter. 68.48% of the stock is owned by institutional investors.

Insider Buying and Selling at Costco Wholesale

In other news, insider Tiffany Marie Barbre sold 1,239 shares of the company’s stock in a transaction 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 sale, the insider directly owned 5,155 shares of the company’s stock, valued at $4,817,966.10. This represents a 19.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP William Richard Wilcox sold 2,400 shares of the stock in a transaction 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 completion of the sale, the executive vice president owned 2,000 shares in the company, valued at $1,860,260. The trade was a 54.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 9,720 shares of company stock valued at $9,010,257. 0.10% of the stock is currently owned by insiders.

Costco Wholesale Stock Performance

Shares of COST opened at $873.35 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. The stock has a 50-day moving average of $902.38 and a two-hundred day moving average of $939.55. The stock has a market cap of $387.65 billion, a P/E ratio of 46.78, a P/E/G ratio of 5.23 and a beta of 1.00. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data 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 firm had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. During the same period last 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 EPS 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 paid a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, October 31st. Costco Wholesale’s payout ratio is presently 27.85%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. 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. DA Davidson reaffirmed a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research report on Thursday, December 4th. Raymond James Financial decreased their price target on Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. Oppenheimer lowered their price target on Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating for the company in a report on Monday, November 3rd. Finally, Citigroup cut their price objective on shares of Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating on the stock in a report on Monday, September 29th. Nineteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $992.08.

More Costco Wholesale News

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

• Positive Sentiment: Northcoast Research upgraded COST from Neutral to Buy and set a $1,100 price target (roughly +26% upside from recent levels), a near-term catalyst for bullish flows. Northcoast Upgrade
• Positive Sentiment: Yahoo Finance reports Costco “breaks 3 records” — a headline that reinforces momentum around membership, sales and comps (positively read by investors even before full detail disclosure). Costco breaks 3 records
• Positive Sentiment: Forbes published a piece outlining specific catalysts and execution paths that could drive a rally in COST — a constructive analyst/strategy view that supports more optimistic positioning. How Costco Stock Can Rally
• Positive Sentiment: The Motley Fool (and syndicated repeat) published bullish commentary framing COST as a long-term wealth-builder, reinforcing investor confidence in the membership model and repeat purchase economics. Is Costco Stock a Multimillionaire Maker?
• Neutral Sentiment: Zacks compares Target vs. Costco on upside potential — this frames COST as resilient (membership/digital momentum) but highlights peer execution differences investors are weighing. Target vs. Costco
• Neutral Sentiment: MarketBeat flagged COST as among household names showing rare oversold signals into year-end — a technical setup that can attract short-term buying if momentum stabilizes. Oversold Signals
• Neutral Sentiment: Zacks noted increased investor attention on COST (summary pieces that raise visibility but don’t change fundamentals). Investor Attention
• Neutral Sentiment: Consumer/operational items — a regional product feature (MSN), holiday hours/closures and a planned one-day shutdown article — are interest items for customers but unlikely to move fundamentals materially. Regional Costco Find Holiday Closure

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.