Costco Wholesale Corporation $COST Shares Sold by Chapman Investment Management LLC

Chapman Investment Management LLC lowered its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 3.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,601 shares of the retailer’s stock after selling 510 shares during the period. Costco Wholesale comprises 9.6% of Chapman Investment Management LLC’s portfolio, making the stock its 2nd largest holding. Chapman Investment Management LLC’s holdings in Costco Wholesale were worth $13,515,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in COST. Brighton Jones LLC raised its stake in shares of Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after acquiring an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after purchasing an additional 130 shares during the period. Drucker Wealth 3.0 LLC boosted its stake in Costco Wholesale by 45.0% during the 2nd quarter. Drucker Wealth 3.0 LLC now owns 657 shares of the retailer’s stock worth $645,000 after acquiring an additional 204 shares during the last quarter. Sivia Capital Partners LLC grew its stake in Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after acquiring an additional 165 shares during the period. Finally, Pinnacle Wealth Planning Services Inc. lifted its stake in Costco Wholesale by 1.1% in the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Management’s January sales report showed solid comp growth and digital strength, which traders have credited for recent upside in COST. Costco Stock Rallies On Strong January Sales
• Positive Sentiment: Oppenheimer raised its price target to $1,100 and kept an Outperform rating — a bullish signal that increases upside expectations from Wall Street. Oppenheimer adjusts PT on Costco Wholesale
• Positive Sentiment: Mizuho also lifted its target (to $1,065) and kept an Outperform rating, citing rebounding membership trends — supportive for longer-term revenue and renewal visibility. Mizuho Raises Costco Target as Membership Trends Rebound
• Positive Sentiment: Macro flows: BofA flagged record inflows into consumer staples amid a tech selloff, helping defensive retailers like Costco attract demand. Walmart, Costco, XLP Surge As BofA Flags Record Inflows
• Positive Sentiment: Store expansion and membership initiatives (Cam arillo opening timeline; moves to fix membership issues) support continued sales growth and member retention. Costco Camarillo gets opening timeline
• Neutral Sentiment: Analyst coverage is mixed: Wells Fargo raised its PT to $950 but keeps an Equal Weight, and DA Davidson reiterated a Neutral rating with a $1,000 target — results in varied near-term views. Wells Fargo raises PT on Costco DA Davidson reaffirms neutral
• Neutral Sentiment: Short-interest data posted today is effectively zero/invalid (no actionable change), so it isn’t driving price action. (Entry shows 0 shares and NaN increase.)
• Neutral Sentiment: Consumer-interest pieces and product buzz (e.g., viral food items, product availability lists) are getting social attention but are unlikely to move fundamentals materially. Costco cookie cake reactions
• Negative Sentiment: Roth MKM and some cautious analysts warn about a possible stockpiling reversal (inventory normalization) that could slow comps in February — a risk investors are watching. Costco stock climbs after strong January sales (blockonomi)
• Negative Sentiment: Jim Cramer and others flagged that Costco has been selling discounted luxury items in Chinese warehouses — an oddity that raises questions about merchandising controls and brand perception overseas. Jim Cramer on discounted Hermès Birkin items

Wall Street Analyst Weigh In

A number of analysts recently issued reports on COST shares. DA Davidson reaffirmed a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research report on Thursday. Robert W. Baird set a $1,100.00 price objective on Costco Wholesale in a report on Thursday. BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a research report on Friday, December 12th. The Goldman Sachs Group reduced their price target on Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a research report on Friday, December 12th. Finally, Mizuho lifted their price objective on Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a report on Tuesday. Twenty-one investment 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. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,006.19.

Costco Wholesale Price Performance

Shares of NASDAQ:COST opened at $1,001.16 on Friday. The firm has a 50 day simple moving average of $914.61 and a 200 day simple moving average of $930.51. The company has a market cap of $444.38 billion, a price-to-earnings ratio of 53.62, a PEG ratio of 5.98 and a beta of 1.01. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. 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 posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. The business 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%.Costco Wholesale’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the business posted $4.04 earnings per share. Research analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be paid a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Friday, January 30th. Costco Wholesale’s payout ratio is 27.85%.

Insider Activity at Costco Wholesale

In other news, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction on Friday, January 16th. The stock was sold at an average price of $955.00, for a total transaction of $437,390.00. Following the sale, the director directly owned 8,532 shares in the company, valued at $8,148,060. The trade was a 5.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Javier Polit sold 558 shares of the firm’s stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $862.89, for a total value of $481,492.62. Following the completion of the sale, the executive vice president directly owned 10,190 shares of the company’s stock, valued at $8,792,849.10. This represents a 5.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 6,915 shares of company stock valued at $6,317,097 over the last quarter. 0.10% of the stock is currently owned by company insiders.

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.