B.O.S.S. Retirement Advisors LLC Reduces Position in Costco Wholesale Corporation $COST

B.O.S.S. Retirement Advisors LLC decreased its position in Costco Wholesale Corporation (NASDAQ:COST) by 56.4% during the 3rd quarter, Holdings Channel reports. The firm owned 5,474 shares of the retailer’s stock after selling 7,083 shares during the period. Costco Wholesale comprises about 1.2% of B.O.S.S. Retirement Advisors LLC’s holdings, making the stock its 19th biggest holding. B.O.S.S. Retirement Advisors LLC’s holdings in Costco Wholesale were worth $5,067,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in shares of Costco Wholesale by 1.7% during the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after purchasing an additional 711,560 shares during the period. State Street Corp raised its position in Costco Wholesale by 0.5% during the 2nd quarter. State Street Corp now owns 18,325,416 shares of the retailer’s stock valued at $18,141,062,000 after purchasing an additional 90,107 shares during the last quarter. Geode Capital Management LLC raised its position in Costco Wholesale by 1.5% during the 2nd quarter. Geode Capital Management LLC now owns 10,275,056 shares of the retailer’s stock valued at $10,124,263,000 after purchasing an additional 150,844 shares during the last quarter. Norges Bank purchased a new stake in Costco Wholesale in the 2nd quarter worth approximately $5,692,035,000. Finally, Invesco Ltd. grew its position in shares of Costco Wholesale by 9.8% in the 2nd quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock worth $4,248,384,000 after buying an additional 383,887 shares during the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Costco Wholesale news, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction on 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 sale, the executive vice president directly owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. The trade was a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Susan L. Decker sold 458 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the completion of the sale, the director directly owned 8,532 shares in the company, valued at approximately $8,148,060. This represents a 5.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 6,915 shares of company stock worth $6,317,097 over the last three months. Corporate insiders own 0.10% of the company’s stock.

Key Costco Wholesale News

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

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Daiwa Securities Group decreased their target price on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a report on Tuesday, December 16th. Oppenheimer boosted their price objective on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the company an “outperform” rating in a research report on Thursday. Telsey Advisory Group restated an “outperform” rating and issued a $1,100.00 price objective on shares of Costco Wholesale in a report on Monday, February 2nd. Sanford C. Bernstein lifted their target price on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,006.19.

Costco Wholesale Stock Up 1.2%

NASDAQ:COST opened at $1,001.16 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. The firm’s 50-day moving average price is $914.61 and its 200-day moving average price is $930.51. The company has a market capitalization of $444.38 billion, a PE ratio of 53.62, a P/E/G ratio of 5.98 and a beta of 1.01. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. The company had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. Costco Wholesale’s revenue was up 8.3% on a year-over-year basis. During the same period last year, the company posted $4.04 EPS. On average, equities analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Costco Wholesale 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.