605 Costco Wholesale Corporation $COST Shares Sold by YHB Investment Advisors Inc.

YHB Investment Advisors Inc. lowered its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 41,507 shares of the retailer’s stock after selling 605 shares during the quarter. Costco Wholesale comprises approximately 2.4% of YHB Investment Advisors Inc.’s portfolio, making the stock its 9th biggest position. YHB Investment Advisors Inc.’s holdings in Costco Wholesale were worth $37,786,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in COST. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of Costco Wholesale in the 4th quarter worth $27,000. Lifetime Wealth Management P.C. purchased a new stake in Costco Wholesale in the fourth quarter worth about $28,000. C M Bidwell & Associates Ltd. bought a new position in shares of Costco Wholesale in the second quarter worth about $28,000. Burk Holdings LLC purchased a new position in shares of Costco Wholesale during the 2nd quarter valued at about $30,000. Finally, Manning & Napier Advisors LLC purchased a new stake in Costco Wholesale in the 2nd quarter worth approximately $30,000. Institutional investors own 68.48% of the company’s stock.

Insider Activity

In related news, EVP Claudine Adamo sold 2,200 shares of the firm’s stock in a transaction that occurred on Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total transaction of $2,015,046.00. Following the completion of the sale, the executive vice president directly owned 7,134 shares of the company’s stock, valued at approximately $6,534,244.62. This trade represents a 23.57% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.10% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on COST shares. Truist Financial cut their price objective on shares of Costco Wholesale from $1,011.00 to $955.00 and set a “hold” rating for the company in a report on Friday, September 25th. TD Cowen restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, September 25th. Bank of America reduced their price target on shares of Costco Wholesale from $1,200.00 to $1,095.00 and set a “buy” rating on the stock in a report on Wednesday, September 16th. Citigroup started coverage on shares of Costco Wholesale in a research note on Thursday, June 18th. They issued a “neutral” rating and a $1,020.00 price target on the stock. Finally, Deutsche Bank Aktiengesellschaft dropped their price target on Costco Wholesale from $1,091.00 to $1,079.00 and set a “buy” rating for the company in a research note on Monday, September 28th. Twenty-two analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Costco Wholesale currently has a consensus rating of “Moderate Buy” and an average target price of $1,046.27.

Read Our Latest Research Report on Costco Wholesale

Trending Headlines about Costco Wholesale

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

  • Positive Sentiment: Costco reported September net sales of $30.02 billion, up 13% year over year. Comparable sales increased 12.5% in the U.S., 6.3% in Canada and 10.8% internationally, while digital sales grew 19%. The results reinforce Costco’s traffic and membership-driven retail momentum. Costco September Sales Results
  • Positive Sentiment: International operations remain an important growth engine for COST, with double-digit comparable-sales growth outside Canada. Investors are monitoring whether international expansion can support Wall Street’s longer-term revenue and earnings forecasts. Costco International Revenue Performance
  • Positive Sentiment: Costco’s value-focused model could benefit from resilient spending by retirees and older consumers. A broader retiree economy is viewed as a potential tailwind for essential retail, including Costco, even though the individual Social Security payment discussed is small. Social Security and the Retiree Economy
  • Neutral Sentiment: Analysts caution that September’s headline growth was partly helped by higher gasoline prices and other potentially temporary, lower-margin factors. The key issue for the stock is whether traffic, membership spending and merchandise demand remain strong after those effects are removed. Costco September Sales Analysis
  • Negative Sentiment: Costco’s premium valuation leaves limited room for disappointment, while tariffs and ongoing margin pressure could constrain earnings growth. A lawsuit alleging that a Kirkland drink mix was inaccurately labeled “sugar-free” is a smaller potential reputational and legal overhang.

Costco Wholesale Trading Up 0.9%

NASDAQ:COST traded up $8.24 during midday trading on Thursday, hitting $950.49. 990,194 shares of the company traded hands, compared to its average volume of 2,189,203. The firm has a market capitalization of $421.52 billion, a P/E ratio of 45.75, a P/E/G ratio of 4.00 and a beta of 0.88. The firm’s fifty day moving average is $930.95 and its 200-day moving average is $963.67. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The company has a current ratio of 1.06, a quick ratio of 0.62 and a debt-to-equity ratio of 0.11.

Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its earnings results on Thursday, September 24th. The retailer reported $6.75 earnings per share for the quarter, beating the consensus estimate of $6.54 by $0.21. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The business had revenue of $95.72 billion for the quarter, compared to the consensus estimate of $94.97 billion. During the same quarter in the prior year, the firm posted $5.87 earnings per share. The business’s revenue for the quarter was up 11.1% on a year-over-year basis. On average, sell-side analysts predict that Costco Wholesale Corporation will post 22.86 EPS for the current year.

About Costco Wholesale

(Free Report)

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells a broad selection of merchandise, including groceries, fresh foods, beverages, appliances, electronics, furniture, apparel, jewelry, hardware, and seasonal products. It also offers services such as gasoline, pharmacies, optical departments, hearing-aid centers, food courts, travel services, and business delivery in selected markets.

Costco markets many products under its private-label Kirkland Signature brand and sells merchandise through warehouse locations and e-commerce platforms.

See Also

Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).

Institutional Ownership by Quarter for Costco Wholesale (NASDAQ:COST)

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