Costco Wholesale Corporation $COST Shares Sold by United American Securities Inc. d b a UAS Asset Management

United American Securities Inc. d b a UAS Asset Management reduced its position in Costco Wholesale Corporation (NASDAQ:COST) by 6.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,403 shares of the retailer’s stock after selling 2,530 shares during the period. Costco Wholesale makes up approximately 7.5% of United American Securities Inc. d b a UAS Asset Management’s holdings, making the stock its 5th largest holding. United American Securities Inc. d b a UAS Asset Management’s holdings in Costco Wholesale were worth $35,547,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Brighton Jones LLC raised its stake in shares of Costco Wholesale by 12.3% in the 4th 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 period. Revolve Wealth Partners LLC increased its holdings in Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares in the last quarter. Sivia Capital Partners LLC raised its position 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 purchasing an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. lifted its stake in shares of Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after purchasing an additional 23 shares in the last quarter. Finally, United Bank boosted its position in shares of Costco Wholesale by 4.2% in the second quarter. United Bank now owns 5,846 shares of the retailer’s stock worth $5,787,000 after buying an additional 235 shares during the period. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Up 0.5%

Shares of NASDAQ:COST opened at $1,007.77 on Wednesday. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. The company has a fifty day simple moving average of $954.27 and a 200 day simple moving average of $935.09. The firm has a market cap of $447.32 billion, a PE ratio of 53.98, a price-to-earnings-growth ratio of 4.81 and a beta of 1.01. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. The firm had revenue of $67.31 billion for the quarter, compared to the consensus estimate 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 was up 8.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $4.04 EPS. On average, equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given a dividend of $1.30 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.85%.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Javier Polit sold 2,049 shares of the stock in a transaction that occurred on Monday, December 29th. The stock was sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following the transaction, the executive vice president owned 10,748 shares of the company’s stock, valued at $9,320,773.08. This trade represents a 16.01% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Teresa A. Jones sold 850 shares of Costco Wholesale stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the transaction, the executive vice president owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. The trade was a 16.74% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 6,915 shares of company stock valued at $6,317,097. 0.10% of the stock is owned by company insiders.

More Costco Wholesale News

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

• Positive Sentiment: Analysts and retail commentators point to ongoing outperformance driven by membership strength and customers trading down in a pressured economy — executive membership upgrades are boosting revenues and margins. Where Will Costco Stock Be in 1 Year?
• Positive Sentiment: Costco’s tech push — AI inventory tools, digital wallet and faster checkout — is showing productivity gains that can protect low prices and margins, reinforcing the growth narrative. Is Costco’s Technology Spending Finally Fueling Better Productivity?
• Positive Sentiment: Store expansion and large real‑estate wins (new openings and anchoring the Viva White Oak development) support longer‑term same‑store traffic and membership growth. Costco To Anchor Massive Montgomery County Development
• Neutral Sentiment: Upcoming earnings (March 5) are the immediate catalyst — investors are weighing Costco’s streak of beats against rich expectations; this creates short‑term volatility depending on the print and guidance. Costco (COST) Reports Q1: Everything You Need To Know Ahead Of Earnings
• Neutral Sentiment: Ongoing favorable analyst coverage and momentum/ growth score stories keep investor interest high, but they also reinforce expectations that are already priced in. 3 Reasons Why Growth Investors Shouldn’t Overlook Costco (COST)
• Neutral Sentiment: Recent short‑interest data in public feeds appears inconsistent (zeros/NaN), suggesting no meaningful short squeeze signal — treat those data points cautiously.
• Negative Sentiment: Valuation concerns are prominent — some analyses argue COST is expensive near the $1,000 level (high P/E vs. retail peers), prompting sell/trim arguments that can cap upside. Sell Costco Stock At $1,000?
• Negative Sentiment: Customer friction from confusing return‑policy reports could modestly dent sentiment if amplified, though it’s unlikely to materially affect fundamentals. Costco members confused over return policy rule

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Mizuho raised their target price on Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a research report on Monday, December 22nd. HSBC reduced their target price on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a research report on Friday, December 12th. Raymond James Financial lowered their price target on shares of Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a report on Friday, December 12th. Finally, Truist Financial cut their price objective on shares of Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Twenty-two investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,016.18.

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.