Monetta Financial Services Inc. Has $1.48 Million Stock Holdings in Costco Wholesale Corporation $COST

Monetta Financial Services Inc. trimmed its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 64.4% in the third quarter, Holdings Channel.com reports. The firm owned 1,600 shares of the retailer’s stock after selling 2,900 shares during the quarter. Costco Wholesale makes up 1.0% of Monetta Financial Services Inc.’s holdings, making the stock its 28th largest holding. Monetta Financial Services Inc.’s holdings in Costco Wholesale were worth $1,481,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of COST. Brookmont Capital Management acquired a new position in shares of Costco Wholesale in the third quarter valued at approximately $200,000. Apriem Advisors lifted its position in Costco Wholesale by 2.0% in the 3rd quarter. Apriem Advisors now owns 2,723 shares of the retailer’s stock valued at $2,521,000 after acquiring an additional 54 shares in the last quarter. Mufg Securities Americas Inc. boosted its stake in Costco Wholesale by 21.6% in the 3rd quarter. Mufg Securities Americas Inc. now owns 11,959 shares of the retailer’s stock worth $11,070,000 after purchasing an additional 2,126 shares during the period. Lake Street Private Wealth LLC increased its holdings in Costco Wholesale by 1.7% during the 3rd quarter. Lake Street Private Wealth LLC now owns 8,433 shares of the retailer’s stock worth $7,806,000 after purchasing an additional 142 shares in the last quarter. Finally, Baldwin Investment Management LLC lifted its holdings in shares of Costco Wholesale by 10.6% in the third quarter. Baldwin Investment Management LLC now owns 11,048 shares of the retailer’s stock valued at $10,226,000 after purchasing an additional 1,058 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on COST. Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on Costco Wholesale in a report on Thursday, January 8th. Wells Fargo & Company upped their price target on Costco Wholesale from $900.00 to $950.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 5th. Telsey Advisory Group reiterated an “outperform” rating and issued a $1,100.00 price objective on shares of Costco Wholesale in a report on Monday, February 2nd. TD Cowen restated a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Finally, Mizuho raised their target price on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Twenty-one equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Costco Wholesale currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,008.07.

Costco Wholesale News Roundup

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

• Positive Sentiment: Broad-based comparable-sales strength across the U.S., Canada and international markets — traffic, higher tickets and digital sales are driving momentum. Why Costco’s Comparable Sales Strength Looks Broad-Based Globally
• Positive Sentiment: Analysts collectively rate COST as an average “Moderate Buy,” which supports near-term demand for shares from institutional buyers. Costco Given Average Rating of “Moderate Buy” by Analysts
• Positive Sentiment: Articles highlight Costco’s stable profits and resilient supermarket-style business model, reinforcing its defensive, cash-generating profile. Costco: Supermarket Giant With Stable Profits
• Positive Sentiment: Tariff-rollbacks may be a tailwind for margins/pricing on imported goods — a cited near-term benefit for Costco’s cost structure. Costco: A Tariff-Rollback Winner, But No Longer On Sale
• Positive Sentiment: Retail buzz (viral food-court dessert) can boost foot traffic and member engagement, a small but relevant driver for same-store sales. Costco’s New $3 Food Court Dessert Is Going Viral
• Neutral Sentiment: Higher investor search/interest in COST signals attention but not direction — watch flows and news catalysts. Investors Heavily Search Costco Wholesale Corporation (COST)
• Neutral Sentiment: Mentions by high-profile commentators (e.g., Jim Cramer) keep the name in public view; helpful for retail interest but not a fundamental catalyst. Jim Cramer Looks Back On Costco’s Share Price Performance
• Neutral Sentiment: Comparisons with Sam’s Club/Walmart highlight competitive context; price positioning remains a watch item but not a new risk. We compared Costco and Sam’s Club prices on store brand products
• Negative Sentiment: Valuation concern: several pieces warn COST’s strong run has driven a high P/E (~52–53), raising the risk that future returns depend on continued execution and comp strength. Costco Stock Is Soaring, but Is It Getting Ahead of Itself?
• Negative Sentiment: Some commentators argue Costco’s premium valuation and ubiquity limit upside for new investors — a caution for long-term entrants at current levels. 1 Reason I Haven’t Bought Costco Stock — and Probably Never Will
• Negative Sentiment: Member-facing policy changes or rules that frustrate long-term members could be a minor retention risk if they scale. Costco rule may frustrate some members

Costco Wholesale Stock Performance

NASDAQ COST opened at $986.02 on Tuesday. The firm has a market capitalization of $437.66 billion, a P/E ratio of 52.81, a price-to-earnings-growth ratio of 5.20 and a beta of 1.01. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. The firm’s fifty day moving average price is $937.07 and its two-hundred day moving average price is $934.29. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last issued its 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. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company had revenue of $67.31 billion for the quarter, compared to analysts’ expectations of $67.03 billion. During the same period in the prior year, the firm earned $4.04 EPS. Costco Wholesale’s quarterly revenue was up 8.3% compared to the same quarter last year. As a group, research analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s dividend payout ratio is 27.85%.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Javier Polit sold 558 shares of Costco Wholesale stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total transaction of $481,492.62. Following the completion of the sale, the executive vice president owned 10,190 shares of the company’s stock, valued at approximately $8,792,849.10. The trade was a 5.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of the 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 completion of the transaction, the executive vice president directly owned 8,240 shares in the company, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 6,915 shares of company stock worth $6,317,097. 0.10% of the stock is currently owned by corporate insiders.

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.