Quotient Wealth Partners LLC Has $3.03 Million Stock Holdings in Costco Wholesale Corporation $COST

Quotient Wealth Partners LLC lifted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 32.5% in the third quarter, Holdings Channel.com reports. The fund owned 3,273 shares of the retailer’s stock after acquiring an additional 802 shares during the quarter. Quotient Wealth Partners LLC’s holdings in Costco Wholesale were worth $3,030,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the stock. Bulwark Capital Corp bought a new position in Costco Wholesale during the 2nd quarter worth approximately $25,000. LFA Lugano Financial Advisors SA bought a new position in Costco Wholesale during the second quarter worth $31,000. Anderson Financial Strategies LLC raised its stake in Costco Wholesale by 900.0% during the first quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock worth $38,000 after buying an additional 36 shares during the last quarter. Financial Connections Group Inc. lifted its holdings in Costco Wholesale by 975.0% in the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after buying an additional 39 shares during the period. Finally, Frazier Financial Advisors LLC lifted its holdings 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 period. 68.48% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on COST shares. Robert W. Baird decreased their price target on Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating for the company in a report on Friday, December 12th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Costco Wholesale in a research note on Thursday, October 9th. DA Davidson reissued a “neutral” rating and issued a $1,000.00 price target on shares of Costco Wholesale in a research note on Thursday, December 4th. Daiwa Capital Markets cut their price target on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating on the stock in a report on Tuesday, December 16th. Finally, Wolfe Research initiated coverage on shares of Costco Wholesale in a research note on Thursday, September 18th. They issued a “peer perform” rating for the company. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $987.58.

Costco Wholesale Stock Performance

NASDAQ COST opened at $855.62 on Friday. The company has a market cap of $379.78 billion, a P/E ratio of 45.83, a PEG ratio of 5.13 and a beta of 1.00. The company has a fifty day simple moving average of $909.89 and a 200 day simple moving average of $944.44. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating 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 net margin of 2.96% and a return on equity of 29.35%. The business’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same period last year, the firm earned $4.04 earnings per share. Sell-side analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, October 31st. Costco Wholesale’s dividend payout ratio is presently 27.85%.

Insider Activity

In other Costco Wholesale news, insider Tiffany Marie Barbre sold 1,239 shares of the company’s stock in a transaction on Friday, October 24th. The stock was sold at an average price of $934.62, for a total value of $1,157,994.18. Following the completion of the transaction, the insider owned 5,155 shares in the company, valued at $4,817,966.10. This represents a 19.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Claudine Adamo sold 2,700 shares of the firm’s stock in a transaction on Friday, October 24th. The shares were sold at an average price of $935.68, for a total value of $2,526,336.00. Following the sale, the executive vice president directly owned 6,851 shares of the company’s stock, valued at approximately $6,410,343.68. This represents a 28.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 9,720 shares of company stock worth $9,010,257. Company insiders own 0.10% of the company’s stock.

Key Stores Impacting Costco Wholesale

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

• Positive Sentiment: Memberships remain a strong, recurring revenue engine: renewal rates are still near historical highs despite more digital sign-ups, supporting predictability of cash flow and the membership model. Costco Renewal Rates Stay Near Historical Highs Despite Digital Shift
• Positive Sentiment: Recent quarterly results beat expectations, which validates sales momentum and pricing strategy even as growth may moderate — a bullish fundamental anchor for long-term investors. Costco Beat Earnings Expectations in Q1. Here’s Why It Could Still Struggle in 2026.
• Positive Sentiment: Expansion continues: Costco has secured land and signed deals for new locations (example: a recent land purchase in Calgary), supporting long-term store growth and membership acquisition. Anthem and Rencor Sign Costco to Springbank’s Bingham Crossing Centre
• Positive Sentiment: Positive analyst/commentary pieces reiterate Costco as a long-term holding, reinforcing investor confidence in the company’s durable business model despite recent pullbacks. 3 Soaring Stocks to Hold for the Next 20 Years
• Neutral Sentiment: Macroeconomic / assortment effects: Tariffs are prompting merchandising adjustments to keep prices low for shoppers — this can compress margins or shift SKU mix, but management appears to be managing assortment proactively. How Tariffs Are Changing Up Costco’s Shelves
• Neutral Sentiment: International revenue trends deserve close attention — overseas growth dynamics and currency mix can meaningfully affect Wall Street’s forecasts and long‑term targets. Don’t Overlook Costco (COST) International Revenue Trends While Assessing the Stock
• Neutral Sentiment: Guggenheim reiterated a Neutral rating amid softening metrics — an analyst stance that typically limits upside until metrics stabilize. Guggenheim reiterates Neutral rating on Costco stock amid softening metrics
• Negative Sentiment: Unusual bearish options activity: a very large uptick in put purchases suggests some traders are positioning for further near-term downside or insurance against volatility.
• Negative Sentiment: Valuation and structural cautions: analysis flags Costco’s AI‑grade multiple and other valuation metrics as warning signs for investors, which can pressure sentiment if growth slows. Why Costco’s (COST) AI-Grade Multiple is a Warning Signal for Investors
• Negative Sentiment: Analyst downgrade impact: a recent downgrade pushed the stock to a one‑year low, amplifying near‑term selling pressure and weighing on sentiment. Costco Wholesale (NASDAQ:COST) Hits New 1-Year Low After Analyst Downgrade

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.