Triad Wealth Partners LLC Buys 1,899 Shares of Costco Wholesale Corporation $COST

Triad Wealth Partners LLC lifted its position in Costco Wholesale Corporation (NASDAQ:COST) by 174.4% during the 3rd quarter, Holdings Channel reports. The firm owned 2,988 shares of the retailer’s stock after buying an additional 1,899 shares during the quarter. Triad Wealth Partners LLC’s holdings in Costco Wholesale were worth $2,766,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in COST. Peterson Wealth Services raised its position in shares of Costco Wholesale by 0.5% in the second quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock valued at $13,479,000 after purchasing an additional 72 shares during the period. Fishman Jay A Ltd. MI raised its holdings in Costco Wholesale by 3.5% in the 2nd quarter. Fishman Jay A Ltd. MI now owns 16,888 shares of the retailer’s stock valued at $16,718,000 after acquiring an additional 575 shares during the period. Silver Oak Securities Incorporated lifted its position in Costco Wholesale by 49.3% during the third quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock worth $3,499,000 after acquiring an additional 1,248 shares during the last quarter. Permanent Capital Management LP acquired a new position in shares of Costco Wholesale in the third quarter valued at approximately $874,000. Finally, Wealthspire Advisors LLC increased its stake in shares of Costco Wholesale by 2.0% during the second quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock worth $15,640,000 after purchasing an additional 312 shares during the period. 68.48% of the stock is owned by institutional investors.

Insider Transactions at Costco Wholesale

In related news, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the sale, the executive vice president directly owned 8,240 shares of the company’s stock, valued at $7,550,476.80. The trade was a 15.40% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Claudine Adamo sold 2,700 shares of the stock in a transaction on Friday, October 24th. The stock was sold at an average price of $935.68, for a total value of $2,526,336.00. Following the completion of the transaction, the executive vice president owned 6,851 shares in the company, valued at approximately $6,410,343.68. This represents a 28.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 12,404 shares of company stock valued at $11,395,418. 0.10% of the stock is owned by insiders.

Key Costco Wholesale News

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

• Positive Sentiment: Local expansion catalyst — a draft environmental impact report was published for a proposed Costco in El Dorado Hills, a step toward a new warehouse that would add capacity and recurring membership revenue if approved. Draft environmental impact report out for Costco in El Dorado Hills
• Positive Sentiment: Firm growth runway — analysts and coverage note Costco’s warehouse expansion plan and faster new?store ramps as durable drivers of long?term sales and membership growth. This supports the bullish narrative behind the rally. Costco’s Warehouse Expansion Strategy Fuels Long-Term Growth
• Positive Sentiment: Investor bullishness / feature pieces — multiple buy-side and retail-investor pieces (including “3 Reasons to Buy Costco”) highlight resilient comps, membership retention and profit growth, which can sustain upside sentiment. 3 Reasons to Buy Costco Stock Like There’s No Tomorrow
• Positive Sentiment: Service/tech improvements — reporting that Costco is adopting a competitor’s tech upgrades to improve the member experience suggests potential gains in e?commerce, checkout speed or loyalty that could lift sales and margins over time. Costco borrows tech upgrade from competitor to boost member experience
• Neutral Sentiment: Everyday retail stories show member value (e.g., bulk flowers, iPhone deals, gas rewards) that reinforce Costco’s value proposition but have limited direct impact on near?term earnings guidance. Costco sells wholesale flowers for a fraction of the price
• Neutral Sentiment: Valuation debate — pieces assessing Costco’s rich P/E highlight that strong multi?year returns have priced in growth; this moderates upside expectations and makes future returns sensitive to execution and comps. Assessing Whether Costco Wholesale (COST) Deserves Its Rich P/E
• Negative Sentiment: Insider sale disclosed — Director Susan Decker sold 458 shares (average ~$955), reducing her stake. While the sale is small relative to total holdings, insider selling can raise short?term concern among some investors about timing/valuation. Costco Director Susan Decker Sells 458 Shares

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on COST. HSBC reduced their target price on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. BTIG Research started coverage on Costco Wholesale in a report on Tuesday, October 14th. They set a “buy” rating and a $1,115.00 target price on the stock. Roth Mkm set a $769.00 price objective on shares of Costco Wholesale and gave the stock a “sell” rating in a research note on Monday, December 15th. Robert W. Baird dropped their target price on shares of Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating for the company in a research report on Friday, December 12th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $996.00.

Costco Wholesale Price Performance

Shares of COST opened at $982.86 on Thursday. The business has a 50-day moving average of $898.05 and a 200-day moving average of $929.94. 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 1 year low of $844.06 and a 1 year high of $1,078.23. The company has a market capitalization of $436.26 billion, a price-to-earnings ratio of 52.64, a price-to-earnings-growth ratio of 5.78 and a beta of 1.02.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The business had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. During the same quarter in the previous year, the business earned $4.04 earnings per share. Costco Wholesale’s revenue for the quarter was up 8.3% on a year-over-year basis. As a group, equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be issued a $1.30 dividend. 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 presently 27.85%.

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.