Leo Wealth LLC Purchases 934 Shares of Costco Wholesale Corporation $COST

Leo Wealth LLC acquired a new position in Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 934 shares of the retailer’s stock, valued at approximately $850,000.

Other large investors have also recently added to or reduced their stakes in the company. Level Wealth Management LLC purchased a new position in Costco Wholesale during the 3rd quarter valued at about $215,000. Holos Integrated Wealth LLC raised its position in Costco Wholesale by 56.0% during the third quarter. Holos Integrated Wealth LLC now owns 156 shares of the retailer’s stock worth $155,000 after acquiring an additional 56 shares during the last quarter. Tower View Wealth Management LLC raised its position in Costco Wholesale by 4.2% during the third quarter. Tower View Wealth Management LLC now owns 6,724 shares of the retailer’s stock worth $6,121,000 after acquiring an additional 273 shares during the last quarter. Live Oak Investment Partners lifted its holdings in shares of Costco Wholesale by 1.2% in the third quarter. Live Oak Investment Partners now owns 1,854 shares of the retailer’s stock valued at $1,688,000 after purchasing an additional 22 shares in the last quarter. Finally, Leeward Financial Partners LLC lifted its holdings in shares of Costco Wholesale by 0.4% in the third quarter. Leeward Financial Partners LLC now owns 9,130 shares of the retailer’s stock valued at $8,312,000 after purchasing an additional 36 shares in the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.

Costco Wholesale News Summary

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

• Positive Sentiment: AI-driven shopping could support e-commerce growth. Costco is seeing triple-digit increases in traffic and sales originating from AI-powered search, with strong conversion rates. Although the channel remains small, broader adoption could provide a new source of online customer acquisition. Costco’s AI Search Traffic Soars: Can It Fuel Online Sales?
• Positive Sentiment: Health-services expansion may improve member retention. New pharmacy and health offerings, including expanded GLP-1 and fertility-related options and mobile payment capabilities, could make memberships more valuable and encourage renewals. Costco expands a key health offering
• Positive Sentiment: Warehouse growth remains a long-term sales catalyst. Costco is preparing to open a 152,000-square-foot location after delays and reportedly plans 33 new warehouses in 2027, supporting future membership and revenue growth. Costco is finally opening a massive warehouse Costco is opening 33 new warehouses in 2027
• Neutral Sentiment: Short-interest data provides no meaningful bearish signal. The report lists zero shares sold short and a zero-day short-interest ratio, suggesting limited measurable short-selling pressure, although the data appears inconsistent with the description of a “significant increase.”
• Negative Sentiment: Valuation remains the primary risk. An investor analysis argues that COST is overvalued despite its durable business model and strong long-term performance. At its elevated earnings multiple, the stock may require continued strong growth to justify further gains. Costco valuation and 10-year outlook

Insider Activity at Costco Wholesale

In other Costco Wholesale news, EVP William Richard Wilcox sold 1,100 shares of the stock in a transaction on Tuesday, October 13th. The stock was sold at an average price of $958.21, for a total transaction of $1,054,031.00. Following the transaction, the executive vice president owned 3,094 shares of the company’s stock, valued at $2,964,701.74. This represents a 26.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, EVP Claudine Adamo sold 2,200 shares of the firm’s stock in a transaction on Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total value of $2,015,046.00. Following the sale, the executive vice president owned 7,134 shares in the company, valued at $6,534,244.62. This trade represents a 23.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.10% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

COST has been the topic of several research reports. Roth Capital reiterated a “sell” rating and issued a $781.00 price target on shares of Costco Wholesale in a research report on Friday, September 25th. Evercore restated an “outperform” rating on shares of Costco Wholesale in a research report on Tuesday, September 22nd. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a research note on Monday, September 28th. Deutsche Bank Aktiengesellschaft reduced their target price on Costco Wholesale from $1,091.00 to $1,079.00 and set a “buy” rating on the stock in a research note on Monday, September 28th. Finally, Weiss Ratings raised Costco Wholesale from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday. Twenty-five research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and an average target price of $1,086.19.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $1,005.16 on Tuesday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The stock has a market capitalization of $445.42 billion, a P/E ratio of 48.42, a P/E/G ratio of 4.29 and a beta of 0.88. The firm’s 50-day moving average is $938.87 and its two-hundred day moving average is $968.09. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.06 and a quick ratio of 0.62.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, September 24th. The retailer reported $6.75 earnings per share for the quarter, beating analysts’ consensus estimates of $6.54 by $0.21. The business had revenue of $95.72 billion during the quarter, compared to analyst estimates of $94.97 billion. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The company’s revenue was up 11.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $5.87 earnings per share. Equities analysts predict that Costco Wholesale Corporation will post 22.70 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be paid a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, October 30th. Costco Wholesale’s payout ratio is presently 28.32%.

Costco Wholesale Company Profile

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells merchandise in bulk and at competitive prices through warehouse clubs and e-commerce platforms, serving individual consumers, businesses and other organizations.

Its product selection includes groceries and fresh foods, household supplies, appliances, electronics, furniture, apparel, health and beauty products, jewelry, automotive products and prescription drugs. Costco also provides services such as optical care, pharmacy services, hearing-aid sales, travel offerings and fuel sales, depending on location.

The company traces its roots to Price Club, which opened in San Diego in 1976.