Costco Wholesale Corporation $COST Stock Position Decreased by Phoenix Financial Ltd.

Phoenix Financial Ltd. lowered its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 27.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,552 shares of the retailer’s stock after selling 5,893 shares during the period. Phoenix Financial Ltd.’s holdings in Costco Wholesale were worth $14,412,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in the stock. LFA Lugano Financial Advisors SA bought a new stake in shares of Costco Wholesale in the 2nd quarter worth approximately $31,000. Financial Connections Group Inc. increased its position in Costco Wholesale by 975.0% in the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after buying an additional 39 shares during the period. Frazier Financial Advisors LLC lifted its stake in Costco Wholesale by 72.0% in the second quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock valued at $43,000 after buying an additional 18 shares during the last quarter. Marquette Asset Management LLC lifted its stake in Costco Wholesale by 2,200.0% in the third quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock valued at $43,000 after buying an additional 44 shares during the last quarter. Finally, Spurstone Advisory Services LLC acquired a new position in shares of Costco Wholesale during the second quarter valued at $48,000. 68.48% of the stock is owned by institutional investors.

Costco Wholesale Price Performance

NASDAQ COST opened at $977.67 on Tuesday. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,078.23. The firm has a market capitalization of $433.96 billion, a PE ratio of 52.37, a P/E/G ratio of 5.89 and a beta of 1.02. The company’s 50 day simple moving average is $901.58 and its 200 day simple moving average is $929.49. 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 (NASDAQ:COST) last released its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The firm had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.Costco Wholesale’s revenue was up 8.3% compared to the same quarter last year. During the same period in the previous year, the company earned $4.04 earnings per share. As a group, equities research analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Investors 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 dividend yield of 0.5%. The ex-dividend date is Friday, January 30th. Costco Wholesale’s payout ratio is presently 27.85%.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on COST shares. JPMorgan Chase & Co. increased their price objective on shares of Costco Wholesale from $1,025.00 to $1,027.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Oppenheimer decreased their target price on shares of Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. Daiwa Capital Markets dropped their price target on shares of Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating on the stock in a research note on Tuesday, December 16th. Citigroup cut their price target on Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating on the stock in a report on Monday, September 29th. Finally, Roth Mkm set a $769.00 price objective on Costco Wholesale and gave the stock a “sell” rating in a report on Monday, December 15th. 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’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $996.00.

Insider Activity at Costco Wholesale

In other Costco Wholesale news, EVP James C. Klauer sold 1,500 shares of the business’s stock in a transaction dated 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 in the company, valued at approximately $42,101,943. The trade was a 3.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the sale, the executive vice president directly owned 8,240 shares of the company’s stock, valued at $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 9,315 shares of company stock valued at $8,549,409 over the last ninety days. Company insiders own 0.10% of the company’s stock.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Fool highlights three key metrics (membership renewal strength, per-location revenue growth, and long-term returns) that reinforce Costco’s durable competitive moat and justify investor confidence. 3 Important Metrics All Costco Stock Investors Need to Know
• Positive Sentiment: Morgan Stanley included Costco among its top picks into earnings, lending institutional credibility and likely supporting the stock as investors reposition ahead of results. Morgan Stanley’s top picks into earnings include AMD and Costco
• Positive Sentiment: Wolfe Research flagged tax-refund tailwinds as a potential near-term boost for consumer spending at Costco, a factor that could lift comparable-store sales and support short-term revenue. Wolfe Research Flags Tax Refund Tailwinds as a Positive for Costco Wholesale (COST)
• Positive Sentiment: Zacks and other bullish research pieces emphasize Costco’s growth characteristics across style scores, which helps attract growth and momentum-focused funds. Here’s Why Costco (COST) is a Strong Growth Stock
• Neutral Sentiment: Market commentary notes COST has jumped year-to-date and rebounded from recent lows; these technical/momentum narratives can amplify flows but don’t change fundamentals by themselves. Costco Stock Has Jumped In 2026. Is It Too Late to Buy?
• Neutral Sentiment: Analyst and trade-idea pieces (Barchart, TalkMarkets) discuss option/positioning strategies after recent moves — relevant for traders but mixed for long-term holders. Costco Stock Has Moved Up Over The Last Month – What Are The Best Plays Now?
• Neutral Sentiment: Consumer-facing pieces (shopping tips, membership benefits, product features) keep brand visibility high and can support long-term traffic but have limited immediate share-price impact. Costco’s lesser-known membership benefits explained
• Negative Sentiment: Regulatory/legal risk: a new class-action lawsuit alleges false “no preservatives” claims on Kirkland rotisserie chicken — potential reputational and litigation costs, though impact is likely limited unless it escalates. Costco’s popular bargain meal at center of new lawsuit
• Negative Sentiment: Insider selling: a recent EVP sale of about $838k worth of stock may raise eyebrows for some investors, though single insider sales are common and not necessarily a signal of company prospects. Insider Selling: Costco Wholesale (NASDAQ:COST) EVP Sells $838,321.00 in Stock
• Negative Sentiment: Contrarian analysis explores downside scenarios (e.g., valuation compression), reminding investors that COST’s high P/E and PEG leave it sensitive to multiple contraction if growth slows. How Costco Stock Falls To $700?

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.