Costco Wholesale Corporation $COST Stock Position Decreased by Newbridge Financial Services Group Inc.

Newbridge Financial Services Group Inc. decreased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 41.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,925 shares of the retailer’s stock after selling 2,764 shares during the quarter. Newbridge Financial Services Group Inc.’s holdings in Costco Wholesale were worth $3,633,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of COST. Silver Oak Securities Incorporated boosted its position in Costco Wholesale by 49.3% during the 3rd quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after purchasing an additional 1,248 shares during the period. Permanent Capital Management LP acquired a new stake in Costco Wholesale in the third quarter worth $874,000. Wealthspire Advisors LLC increased its position in Costco Wholesale by 2.0% in the second quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock worth $15,640,000 after buying an additional 312 shares during the period. Vanguard Group Inc. lifted its stake in Costco Wholesale by 1.7% in the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after buying an additional 711,560 shares during the last quarter. Finally, Exchange Traded Concepts LLC boosted its holdings in shares of Costco Wholesale by 43.6% during the third quarter. Exchange Traded Concepts LLC now owns 23,444 shares of the retailer’s stock valued at $21,700,000 after acquiring an additional 7,116 shares during the period. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Price Performance

Shares of COST opened at $1,008.43 on Friday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08. The stock’s fifty day moving average is $975.52 and its 200-day moving average is $937.17. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The firm has a market capitalization of $447.61 billion, a price-to-earnings ratio of 52.44, a price-to-earnings-growth ratio of 5.07 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, topping the consensus estimate of $4.55 by $0.03. The business had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company’s quarterly revenue was up 9.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $4.02 earnings per share. Equities analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were paid 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 was Friday, January 30th. Costco Wholesale’s dividend payout ratio is currently 27.04%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the stock. Telsey Advisory Group upped their price target on shares of Costco Wholesale from $1,100.00 to $1,125.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Jefferies Financial Group reiterated a “buy” rating and issued a $1,050.00 price objective on shares of Costco Wholesale in a research report on Thursday, March 5th. Evercore set a $1,100.00 target price on shares of Costco Wholesale in a research note on Monday, March 2nd. Northcoast Research set a $1,100.00 target price on shares of Costco Wholesale and gave the stock a “buy” rating in a research report on Wednesday, December 24th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $1,155.00 price target on shares of Costco Wholesale in a research note on Monday, February 9th. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,039.13.

Costco Wholesale News Summary

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

• Positive Sentiment: Q2 beat and membership strength: Costco reported stronger-than-expected FQ2 results (revenue and EPS beats) and management highlighted membership growth and traffic as key drivers, underpinning confidence in recurring fee income and sales momentum. Costco Reports $68.24B FQ2 Sales
• Positive Sentiment: Membership mix and premium sign‑ups: Executive membership growth (near 40M members, +~9%) supports higher-margin recurring fee income and may sustain revenue per member. This is a structural tailwind for margins and cash flow. Is a $130 Costco executive membership the new VIP status?
• Positive Sentiment: In‑warehouse innovation and product drops: Expanded in‑warehouse experiences, curated product drops (e.g., fashion/brand collaborations) and new assortments (including third‑party brands like Hiboy e‑bikes) are helping traffic and impulse sales. Costco Expands In‑Warehouse Experiences Hiboy C1 E‑Bike Lands at Costco
• Neutral Sentiment: Digital growth and traffic resilience: Management says digital sales and e‑commerce expansion remain contributors to growth, but macro headwinds (e.g., energy-driven pressure on discretionary budgets) add uncertainty to near‑term sales cadence. Costco Says Shoppers Are Still Spending Rising gas prices could offset tax refunds
• Neutral Sentiment: Insider sale: An EVP disclosed a sale of ~730 shares; the size is immaterial relative to Costco’s market cap and does not signal a clear change in insider confidence. Executive Form 4
• Negative Sentiment: Tariff‑refund lawsuits create legal overhang: Multiple proposed class‑action suits allege Costco must pass along refunds to customers after the Supreme Court struck down certain Trump‑era tariffs; plaintiffs seek substantial recoveries and class status, introducing potential liability, administrative burden and PR risk until resolved. Reuters: Costco customers sue
• Negative Sentiment: Complex legal landscape: Coverage notes the situation is “messy” — Costco has also pursued government action to recover tariff amounts, but parallel suits against the company could keep volatility and headline risk elevated until legal outcomes and any government refunds are clarified. Barron’s: Tariff refunds are getting messy

Insider Buying and Selling

In related news, EVP James C. Klauer sold 1,500 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the sale, the executive vice president owned 44,837 shares of the company’s stock, valued at $42,101,943. The trade was a 3.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Susan L. Decker sold 458 shares of the company’s stock in a transaction that occurred 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 owned 8,532 shares of the company’s stock, valued at $8,148,060. This trade represents a 5.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 7,645 shares of company stock worth $7,049,302. Company insiders own 0.10% of the company’s stock.

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.