Costco Wholesale Corporation $COST Stock Position Cut by Kingsman Wealth Management Inc.

Kingsman Wealth Management Inc. cut its stake in Costco Wholesale Corporation (NASDAQ:COST) by 14.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,274 shares of the retailer’s stock after selling 1,187 shares during the quarter. Costco Wholesale comprises about 3.7% of Kingsman Wealth Management Inc.’s holdings, making the stock its 8th biggest holding. Kingsman Wealth Management Inc.’s holdings in Costco Wholesale were worth $6,733,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently modified their holdings of the stock. Bulwark Capital Corp bought a new stake in Costco Wholesale during the 2nd quarter valued at approximately $25,000. Soundwatch Capital LLC lifted its stake in shares of Costco Wholesale by 635.7% in the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock valued at $25,000 after purchasing an additional 2,206 shares during the period. LFA Lugano Financial Advisors SA bought a new stake in shares of Costco Wholesale during the second quarter valued at approximately $31,000. Anderson Financial Strategies LLC grew its stake in Costco Wholesale by 900.0% in the first quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock worth $38,000 after purchasing an additional 36 shares during the period. Finally, Financial Connections Group Inc. grew its stake 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 purchasing an additional 39 shares during the period. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Trading Down 0.3%

Shares of NASDAQ COST opened at $865.65 on Wednesday. The firm’s 50 day moving average price is $899.58 and its 200-day moving average price is $936.84. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-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. The company has a market cap of $384.24 billion, a PE ratio of 46.37, a P/E/G ratio of 5.20 and a beta of 1.00.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, topping 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 during the quarter, compared to analyst estimates of $67.03 billion. During the same period in the previous year, the business earned $4.04 EPS. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. On average, equities research analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Insiders Place Their Bets

In other news, insider Tiffany Marie Barbre sold 1,239 shares of the business’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $934.62, for a total transaction 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. The trade was a 19.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Claudine Adamo sold 2,700 shares of the firm’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 sale, the executive vice president owned 6,851 shares in the company, valued at $6,410,343.68. This represents a 28.27% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 6,339 shares of company stock valued at $5,916,642. 0.10% of the stock is owned by insiders.

Analyst Ratings Changes

COST has been the subject of several recent research reports. Robert W. Baird lowered their price objective on Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating for the company in a research report on Friday, December 12th. Argus lifted their price target on shares of Costco Wholesale from $1,170.00 to $1,200.00 and gave the company a “buy” rating in a research report on Monday, September 29th. Mizuho decreased their target price on shares of Costco Wholesale from $975.00 to $950.00 and set a “neutral” rating for the company in a research note on Thursday, October 9th. Roth Capital set a $769.00 price target on Costco Wholesale and gave the stock a “sell” rating in a research report on Monday, December 15th. Finally, Jefferies Financial Group restated a “buy” rating on shares of Costco Wholesale in a research note on Thursday, October 9th. Nineteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $992.08.

Key Costco Wholesale News

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

• Positive Sentiment: Zacks reports strong traffic gains and rising digital engagement, reinforcing Costco’s value/membership-driven model and supporting durable revenue growth. Read More.
• Positive Sentiment: Northcoast says Costco’s global expansion is gaining momentum — a tailwind for long-term store-level sales and membership growth outside the U.S. Read More.
• Positive Sentiment: 247WallSt publishes a bullish take arguing Costco could surge and even split its stock in 2026, which can attract momentum investors and spark speculative buying. Read More.
• Positive Sentiment: Marketing/deal coverage highlights a discounted membership offer (digital Shop Card for new Gold Star sign-ups) that could modestly boost new-member adds in the near term. Read More.
• Neutral Sentiment: Options and derivatives-focused pieces note increased trading strategies around COST (buying leveraged upside via spreads), signaling active trader interest but not a directional fundamental change. Read More.
• Neutral Sentiment: Morning‑read pieces (The Motley Fool / Yahoo guides) reiterate Costco’s steady business model: memberships drive profitability and slow, consistent comp growth is the core thesis — helpful context for buy-and-hold investors. Read More.
• Negative Sentiment: WSJ reports Sam’s Club is gaining ground in China, highlighting competitive risks to Costco’s international growth and margin profile in that market. Read More.
• Negative Sentiment: Coverage noting that COST has “tumbled despite higher free cash flow and FCF margins” underscores investor frustration that operational strength hasn’t translated into price support — a sentiment drag. Read More.
• Negative Sentiment: Logistics/cargo-theft stories include a theft of lobster meat destined for Costco stores — a reminder of supply-chain and security risks that can create isolated product disruptions and minor cost/headline noise. Read More.

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.