Roffman Miller Associates Inc. PA Grows Stock Position in Costco Wholesale Corporation $COST

Roffman Miller Associates Inc. PA grew its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 8.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 21,932 shares of the retailer’s stock after purchasing an additional 1,776 shares during the period. Roffman Miller Associates Inc. PA’s holdings in Costco Wholesale were worth $20,301,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Bulwark Capital Corp acquired a new stake in shares of Costco Wholesale during the second quarter valued at about $25,000. LFA Lugano Financial Advisors SA purchased a new position in Costco Wholesale in the second quarter valued at about $31,000. Anderson Financial Strategies LLC boosted its holdings in Costco Wholesale by 900.0% in the first quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock valued at $38,000 after purchasing an additional 36 shares during the last quarter. Financial Connections Group Inc. grew its stake in Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after purchasing an additional 39 shares in the last quarter. Finally, Frazier Financial Advisors LLC increased its holdings in Costco Wholesale by 72.0% during the 2nd quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock worth $43,000 after purchasing an additional 18 shares during the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

COST has been the subject of several research analyst reports. Truist Financial reduced their target price on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating for the company in a research note on Friday, December 12th. Sanford C. Bernstein increased their price objective on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. Citigroup dropped their target price on shares of Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating for the company in a research report on Monday, September 29th. Evercore ISI cut their target price on shares of Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating on the stock in a research note on Friday, September 26th. Finally, Raymond James Financial lowered their price objective on Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a report on Friday, December 12th. Eighteen research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $987.58.

Costco Wholesale Stock Up 0.6%

Shares of Costco Wholesale stock opened at $854.79 on Wednesday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,078.23. The stock has a market capitalization of $379.42 billion, a price-to-earnings ratio of 45.78, a PEG ratio of 5.10 and a beta of 1.00. 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 business’s 50 day simple moving average is $906.34 and its 200-day simple moving average is $941.42.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The firm had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The firm’s revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the business earned $4.04 EPS. Equities research analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were given a $1.30 dividend. The ex-dividend date was Friday, October 31st. This represents a $5.20 annualized dividend and a yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is currently 27.85%.

Insider Activity

In other news, EVP Claudine Adamo sold 2,700 shares of the business’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $935.68, for a total transaction of $2,526,336.00. Following the completion of the transaction, the executive vice president directly owned 6,851 shares in the company, valued at approximately $6,410,343.68. The trade was a 28.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Tiffany Marie Barbre sold 1,239 shares of the stock in a transaction that occurred 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 directly owned 5,155 shares of the company’s stock, valued at $4,817,966.10. This trade represents a 19.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 9,720 shares of company stock valued at $9,010,257. Company insiders own 0.10% of the company’s stock.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Faster checkout tests in Arizona could improve throughput and member experience, supporting sales and comps going into 2026. Costco’s technology is speeding up checkout in Arizona. What to know
• Positive Sentiment: An analysis praising Costco’s execution underscores durable margin and operating discipline that can justify premium multiples long term. Costco: The Art Of Execution
• Positive Sentiment: Broader retail tailwinds — holiday sales expected to top $1T — support sector momentum that can lift Costco’s sales and traffic in the near term. Holiday Sales Boom: 4 Retail Stocks Ready for 2026 Gains
• Neutral Sentiment: Outlook pieces on what investors can expect in 2026 summarize growth drivers and risks but offer no new catalyst; useful for modeling but not market-moving on its own. What investors can expect from Costco in 2026
• Neutral Sentiment: Consumer-content pieces (popular frozen breakfast picks and most-returned foods) reflect member engagement and product issues but are unlikely to move fundamentals. Costco Frozen Breakfast Foods That Are Worth Buying, According To Reddit 10 Costco Foods That Shoppers Return The Most
• Neutral Sentiment: Guides on buying precious metals at Costco show ancillary services but are immaterial to overall earnings. How to buy gold, silver, and other precious metals from Costco online and in-store
• Negative Sentiment: Jim Cramer criticized the tone and handling of Costco’s last conference call, signaling concerns over management communication that can pressure sentiment. Jim Cramer on Costco: “We Did Not Like the Way the Conference Call Went When They Reported Last”
• Negative Sentiment: Roth Capital and other analysts point to convenience and competitive issues as drivers of a disappointing year, keeping pressure on near-term comps and sentiment. Roth Capital’s Bill Kirk points out convenience issues behind Costco’s disappointing year
• Negative Sentiment: Opinion pieces suggesting other stocks to buy ahead of Costco emphasize that COST remains relatively expensive and has had a down year — a reminder valuation could cap upside. 1 Stock I’d Buy Before Costco (COST) in 2026

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.