Costco Wholesale Corporation $COST Shares Purchased by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated boosted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 49.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 3,780 shares of the retailer’s stock after purchasing an additional 1,248 shares during the period. Silver Oak Securities Incorporated’s holdings in Costco Wholesale were worth $3,499,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Bulwark Capital Corp purchased a new position in shares of Costco Wholesale during the second quarter worth about $25,000. Soundwatch Capital LLC grew 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 last quarter. LFA Lugano Financial Advisors SA acquired a new position in shares of Costco Wholesale in the second quarter valued at approximately $31,000. Anderson Financial Strategies LLC raised its stake in shares of 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 purchasing an additional 36 shares during the last quarter. Finally, Financial Connections Group Inc. raised its stake in shares of Costco Wholesale by 975.0% during 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 last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Stock Down 0.4%

COST stock opened at $862.34 on Friday. 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 company’s 50-day moving average price is $896.34 and its 200 day moving average price is $935.81. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,078.23. The company has a market cap of $382.77 billion, a P/E ratio of 46.19, a P/E/G ratio of 5.17 and a beta of 1.02.

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. The company had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The firm’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same period last year, the company posted $4.04 earnings per share. On average, research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal 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 issued 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 yield of 0.6%. Costco Wholesale’s payout ratio is currently 27.85%.

Costco Wholesale News Roundup

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

• Positive Sentiment: Recent quarter: Costco beat consensus EPS and revenue (EPS $4.34 vs. $4.27; revenue $67.31B) and showed mid‑single digit revenue growth, reinforcing the company’s resilient membership model and steady cash flow. MarketBeat – COST data & earnings
• Positive Sentiment: Expansion: Costco is moving to open two new Ontario locations — continued warehouse growth supports long‑term revenue and membership fee expansion. Costco takes steps to open two new locations in Ontario
• Positive Sentiment: Promotions & merch: Membership promotions and ongoing new product assortments can help recruit/retain members and boost near‑term cash flow and traffic. Score a $40 Digital Costco Shop Card with a $65 Gold Star Membership
• Positive Sentiment: Stock‑split chatter: Commentary naming COST as a potential stock‑split candidate can attract retail interest and short‑term demand if expectations build. These Are The 3 Stock Split Candidates Heading Into 2026
• Neutral Sentiment: Consumer/PR pieces (hours, shopping lists, retrospective returns) keep brand visibility high but are not immediate catalysts for the stock. Examples include New Year’s hours and lifestyle articles. Is Costco open or closed on New Year’s Day 2026? Must-Try Costco New Arrivals For January 2026
• Neutral Sentiment: Macro/positioning pieces label Costco as a premium defensive name — useful for long‑term allocation but not an immediate price driver. Are These 3 Leading Defensive Stocks Too Crowded Heading Into 2026?
• Negative Sentiment: Insider selling: EVP Javier Polit sold roughly 2,600 shares across late‑December transactions (~$862–$867 avg), materially reducing his position. Repeated/large insider sales can sap sentiment by signaling personal liquidity taking rather than conviction. SEC Form 4 – Javier Polit
• Negative Sentiment: Valuation pressure: COST trades at elevated multiples (P/E ~46), leaving limited margin for error — any slowdown vs. analyst expectations or macro weakness could trigger multiple compression. Market data & valuation
• Negative Sentiment: Operational risk: a recent cargo/theft incident affecting product bound for Costco is an isolated but tangible reminder of supply‑chain shrink risk and potential cost exposure. Oysters, crab and $400,000 worth of lobster meat stolen in New England

Insider Transactions at Costco Wholesale

In related news, EVP William Richard Wilcox sold 2,400 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $930.13, for a total value of $2,232,312.00. Following the sale, the executive vice president directly owned 2,000 shares in the company, valued at $1,860,260. The trade was a 54.55% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Tiffany Marie Barbre sold 1,239 shares of the stock in a transaction dated 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 sale, the insider directly owned 5,155 shares in the company, valued at approximately $4,817,966.10. The trade was a 19.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 8,946 shares of company stock valued at $8,175,048 in the last three months. 0.10% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. Robert W. Baird dropped their price objective on shares of Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating on the stock in a research note on Friday, December 12th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Costco Wholesale in a report on Thursday, October 9th. Raymond James Financial cut their price target on shares of 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. Telsey Advisory Group restated an “outperform” rating and issued a $1,100.00 price objective on shares of Costco Wholesale in a research report on Friday, December 12th. Finally, Daiwa Capital Markets dropped their target price on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating on the stock in a research report on Tuesday, December 16th. Nineteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $992.08.

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.