KW Wealth Management LLC Buys New Shares in Costco Wholesale Corporation $COST

KW Wealth Management LLC bought a new position in Costco Wholesale Corporation (NASDAQ:COST) in the third quarter, Holdings Channel.com reports. The firm bought 2,045 shares of the retailer’s stock, valued at approximately $1,893,000. Costco Wholesale comprises about 3.2% of KW Wealth Management LLC’s holdings, making the stock its 6th largest position.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Warren Street Wealth Advisors LLC increased its holdings in shares of Costco Wholesale by 1.9% in the third quarter. Warren Street Wealth Advisors LLC now owns 686 shares of the retailer’s stock valued at $635,000 after purchasing an additional 13 shares during the period. Coastwise Capital Group LLC lifted its holdings in shares of Costco Wholesale by 0.9% during the third quarter. Coastwise Capital Group LLC now owns 1,400 shares of the retailer’s stock worth $1,296,000 after purchasing an additional 12 shares during the period. Regatta Capital Group LLC boosted its position in Costco Wholesale by 1.8% in the third quarter. Regatta Capital Group LLC now owns 5,874 shares of the retailer’s stock valued at $5,437,000 after buying an additional 102 shares during the last quarter. Permanent Capital Management LP acquired a new position in Costco Wholesale in the 3rd quarter worth approximately $874,000. Finally, Westhampton Capital LLC raised its position in Costco Wholesale by 1.5% during the 3rd quarter. Westhampton Capital LLC now owns 3,354 shares of the retailer’s stock worth $3,105,000 after buying an additional 48 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Activity

In other news, EVP William Richard Wilcox sold 2,400 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $930.13, for a total transaction of $2,232,312.00. Following the completion of the transaction, the executive vice president directly owned 2,000 shares of the company’s stock, valued at $1,860,260. This represents a 54.55% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Claudine Adamo sold 2,700 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 6,851 shares in the company, valued at $6,410,343.68. This trade represents a 28.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,339 shares of company stock worth $5,916,642 over the last three months. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale Stock Up 0.2%

COST opened at $873.35 on Monday. The company has a fifty day moving average of $902.38 and a two-hundred day moving average of $938.67. The stock has a market capitalization of $387.65 billion, a price-to-earnings ratio of 46.78, a PEG ratio of 5.23 and a beta of 1.00. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,078.23. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04.

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

Costco Wholesale Dividend Announcement

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

Key Costco Wholesale News

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

• Positive Sentiment: Northcoast Research upgraded COST from Neutral to Buy and set a $1,100 price target (roughly +26% upside from recent levels), a near-term catalyst for bullish flows. Northcoast Upgrade
• Positive Sentiment: Yahoo Finance reports Costco “breaks 3 records” — a headline that reinforces momentum around membership, sales and comps (positively read by investors even before full detail disclosure). Costco breaks 3 records
• Positive Sentiment: Forbes published a piece outlining specific catalysts and execution paths that could drive a rally in COST — a constructive analyst/strategy view that supports more optimistic positioning. How Costco Stock Can Rally
• Positive Sentiment: The Motley Fool (and syndicated repeat) published bullish commentary framing COST as a long-term wealth-builder, reinforcing investor confidence in the membership model and repeat purchase economics. Is Costco Stock a Multimillionaire Maker?
• Neutral Sentiment: Zacks compares Target vs. Costco on upside potential — this frames COST as resilient (membership/digital momentum) but highlights peer execution differences investors are weighing. Target vs. Costco
• Neutral Sentiment: MarketBeat flagged COST as among household names showing rare oversold signals into year-end — a technical setup that can attract short-term buying if momentum stabilizes. Oversold Signals
• Neutral Sentiment: Zacks noted increased investor attention on COST (summary pieces that raise visibility but don’t change fundamentals). Investor Attention
• Neutral Sentiment: Consumer/operational items — a regional product feature (MSN), holiday hours/closures and a planned one-day shutdown article — are interest items for customers but unlikely to move fundamentals materially. Regional Costco Find Holiday Closure

Analysts Set New Price Targets

Several analysts have commented on COST shares. Gordon Haskett decreased their price objective on shares of Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating for the company in a research note on Monday, December 1st. DA Davidson restated a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research report on Thursday, December 4th. Hovde Group started coverage on Costco Wholesale in a research report on Tuesday, November 18th. They set a “market perform” rating and a $16.00 price target on the stock. Roth Capital set a $769.00 price objective on Costco Wholesale and gave the company a “sell” rating in a research note on Monday, December 15th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Costco Wholesale in a report on Friday, December 12th. Nineteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus price target of $992.08.

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.