Nisa Investment Advisors LLC Has $156.83 Million Holdings in Costco Wholesale Corporation $COST

Nisa Investment Advisors LLC raised its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 31.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 169,427 shares of the retailer’s stock after acquiring an additional 40,357 shares during the period. Costco Wholesale comprises about 0.6% of Nisa Investment Advisors LLC’s investment portfolio, making the stock its 17th largest holding. Nisa Investment Advisors LLC’s holdings in Costco Wholesale were worth $156,827,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of COST. Birchbrook Inc. increased its stake in Costco Wholesale by 2.5% during the 1st quarter. Birchbrook Inc. now owns 456 shares of the retailer’s stock worth $431,000 after purchasing an additional 11 shares in the last quarter. Ridgewood Investments LLC lifted its stake in Costco Wholesale by 7.4% in the second quarter. Ridgewood Investments LLC now owns 159 shares of the retailer’s stock valued at $157,000 after buying an additional 11 shares in the last quarter. Wagner Wealth Management LLC boosted its holdings in shares of Costco Wholesale by 3.4% in the second quarter. Wagner Wealth Management LLC now owns 330 shares of the retailer’s stock valued at $326,000 after buying an additional 11 shares during the period. Hobbs Wealth Management LLC boosted its holdings in shares of Costco Wholesale by 4.4% in the second quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock valued at $259,000 after buying an additional 11 shares during the period. Finally, Busey Bank increased its position in shares of Costco Wholesale by 0.4% during the third quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after acquiring an additional 11 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Insider Activity

In other news, EVP Javier Polit sold 2,049 shares of the company’s stock in a transaction dated 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 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Claudine Adamo sold 2,700 shares of the firm’s stock in a transaction dated 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 sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 8,946 shares of company stock valued at $8,175,048 over the last quarter. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: December net sales accelerated: Costco reported $29.86B in December net sales (up 8.5% YoY) with total-company comparable sales +7.0% and digitally-enabled sales up ~19%. The top-line strength is driving optimism about holiday momentum and FY2026 growth. Costco December Sales Results
• Positive Sentiment: Analyst upgrades and coverage: Multiple firms reaffirmed bullish views (Telsey $1,100 PT, J.P. Morgan maintain Buy with $1,000 PT; new Deutsche Bank coverage is Buy). Upgrades and high price targets support upside expectations. Analyst Ratings & Price Targets
• Positive Sentiment: Retail momentum and commentary: Coverage from Benzinga, The Motley Fool and Investopedia highlights a “holiday blowout,” strong monthly sales data and shoppers favoring Costco’s value proposition — factors likely supporting near-term sentiment and multiple expansion. Why Costco Stock Popped Today
• Positive Sentiment: Investor speculation about capital returns: Some commentary (TipRanks) notes investors hunting for a potential special dividend given strong sales and cash flow — such prospects can boost short-term buying interest. Special Dividend Speculation
• Neutral Sentiment: Valuation context: Commentary notes Costco still trades at a premium (high forward P/E) relative to many peers; strong sales help justify premium but keep valuation sensitivity to execution and margins. Valuation Comparison Commentary
• Neutral Sentiment: High visibility but mixed positioning: Jim Cramer noted granular portfolio moves (selling some Costco for a trust) while calling the company “too good” to fully exit — a nuanced endorsement that signals confidence but also profit-taking. Jim Cramer on Costco
• Negative Sentiment: Local development/legal risk: A lawsuit is attempting to block a new Paramus, NJ Costco, creating a near-term local legal headwind (unlikely to affect company-wide sales materially but worth watching for incremental legal/PR noise). Paramus Lawsuit
• Negative Sentiment: Insider selling and institutional flows: Recent data show notable insider sales and mixed institutional activity (some large funds trimming positions), which could weigh on sentiment if sales continue. QuiverQuant Sales & Ownership Data

Costco Wholesale Stock Up 3.7%

NASDAQ:COST opened at $915.31 on Friday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,078.23. The firm has a market capitalization of $406.28 billion, a price-to-earnings ratio of 49.03, a price-to-earnings-growth ratio of 5.29 and a beta of 1.02. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The stock’s 50 day moving average price is $892.31 and its two-hundred day moving average price is $932.51.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, beating the consensus estimate of $4.27 by $0.07. The company had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.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 firm posted $4.04 EPS. Equities research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were given a $1.30 dividend. 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 dividend payout ratio (DPR) is 27.85%.

Wall Street Analysts Forecast Growth

COST has been the topic of several research reports. Evercore ISI cut their price objective on shares of Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating on the stock in a research report on Friday, September 26th. Truist Financial cut their price target on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Argus upped their price objective on Costco Wholesale from $1,170.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Monday, September 29th. Sanford C. Bernstein increased their price objective on Costco Wholesale from $1,134.00 to $1,146.00 and gave the stock an “outperform” rating in a report on Friday, December 12th. Finally, Wells Fargo & Company cut their target price on Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating on the stock in a research note on Friday, December 19th. Twenty-one equities research 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’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $996.00.

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.