Costco Wholesale Corporation $COST is Lyell Wealth Management LP’s 9th Largest Position

Lyell Wealth Management LP boosted its stake in Costco Wholesale Corporation (NASDAQ:COST) by 2.1% in the third quarter, HoldingsChannel reports. The institutional investor owned 28,933 shares of the retailer’s stock after buying an additional 592 shares during the quarter. Costco Wholesale accounts for approximately 2.0% of Lyell Wealth Management LP’s portfolio, making the stock its 9th biggest position. Lyell Wealth Management LP’s holdings in Costco Wholesale were worth $26,781,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of COST. Soundwatch Capital LLC lifted its position in shares of Costco Wholesale by 635.7% during the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after buying an additional 2,206 shares in the last quarter. LFA Lugano Financial Advisors SA purchased a new position in Costco Wholesale in the second quarter worth $31,000. Abich Financial Wealth Management LLC bought a new position in Costco Wholesale in the 3rd quarter valued at $34,000. Collier Financial bought a new stake in shares of Costco Wholesale during the 3rd quarter worth $35,000. Finally, AXS Investments LLC purchased a new position in shares of Costco Wholesale in the 3rd quarter worth about $36,000. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $1,018.48 on Friday. The stock’s 50-day simple moving average is $922.96 and its two-hundred day simple moving average is $932.52. The firm has a market capitalization of $452.07 billion, a P/E ratio of 54.55, a P/E/G ratio of 5.27 and a beta of 1.01. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,077.49. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19.

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

Costco Wholesale Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued 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 currently 27.85%.

Insider Buying and Selling

In related news, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the transaction, the executive vice president directly owned 8,240 shares in the company, valued at $7,550,476.80. This trade represents a 15.40% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction on Friday, January 16th. The stock was sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the transaction, the director directly owned 8,532 shares in the company, valued at approximately $8,148,060. The trade was a 5.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 6,915 shares of company stock worth $6,317,097 over the last 90 days. Insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

COST has been the topic of a number of research analyst reports. DA Davidson reiterated a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research note on Thursday, February 5th. Wells Fargo & Company increased their price objective on Costco Wholesale from $900.00 to $950.00 and gave the company an “equal weight” rating in a report on Thursday, February 5th. Gordon Haskett boosted their target price on Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. Roth Mkm reiterated a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. Finally, UBS Group reissued a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,009.00.

Costco Wholesale News Roundup

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

• Positive Sentiment: Analyst price-target upgrades: Bernstein raised its target (to ~$1,155) and Evercore ISI lifted its target to $1,050, keeping upbeat ratings that support upside expectations. Bernstein Boosts COST Target
• Positive Sentiment: Europe expansion: Costco is piloting e?commerce delivery in Europe, a meaningful new addressable market that could drive long?term top?line growth if scaled. Costco Tests European E Commerce Delivery
• Positive Sentiment: Membership & promotions: Ongoing member promotions (e.g., digital shop-card offers) and strong member perks sustain renewal rates and engagement. Get a $20 Digital Costco Shop Card
• Positive Sentiment: Momentum and growth narratives: Multiple Zacks pieces highlight Costco as a momentum/top?growth stock, supporting investor sentiment around durable comp and digital trends. Here’s Why Costco is a Strong Momentum Stock
• Neutral Sentiment: Short-interest data appears erroneous (reports show 0 shares / NaN changes and a 0.0 days-to-cover ratio); not meaningful as reported and unlikely to explain price moves.
• Neutral Sentiment: Corporate culture/dei: Fortune reports Costco maintained DEI programs while some peers cut back—this may support talent/brand but is not an immediate earnings driver. Costco defied Trump’s DEI directive
• Neutral Sentiment: Customer coverage pieces (both positive “in awe” stories and critiques of recent changes) reflect mixed consumer sentiment—useful for brand monitoring but limited near-term impact. 10 Costco Changes That Made Customers Angry
• Negative Sentiment: Product recall: A recall of mini beignets for undeclared hazelnuts affects operations and could create modest near?term costs or reputational noise. Costco recalls mini beignets
• Negative Sentiment: Tariff/legal risk: The U.S. Supreme Court is set to hear challenges to former?administration tariffs (Feb. 20); an adverse ruling or delayed refunds could hurt retailer margins or cash recoveries. President Trump’s Tariffs To Face Feb.20 Supreme Court Hearing

About Costco Wholesale

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.