William Allan Corp Sells 2,229 Shares of Costco Wholesale Corporation $COST

William Allan Corp reduced its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 28.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,711 shares of the retailer’s stock after selling 2,229 shares during the quarter. Costco Wholesale accounts for 3.0% of William Allan Corp’s portfolio, making the stock its 12th largest position. William Allan Corp’s holdings in Costco Wholesale were worth $5,286,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Bulwark Capital Corp acquired a new position in Costco Wholesale in the second quarter valued at about $25,000. LFA Lugano Financial Advisors SA acquired a new stake in shares of Costco Wholesale during the second quarter worth approximately $31,000. Financial Connections Group Inc. raised its stake in shares of 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 acquiring an additional 39 shares during the last quarter. Frazier Financial Advisors LLC boosted its holdings in shares of Costco Wholesale by 72.0% in the 2nd quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock worth $43,000 after acquiring an additional 18 shares in the last quarter. Finally, Spurstone Advisory Services LLC acquired a new position in shares of Costco Wholesale in the 2nd quarter worth approximately $48,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Buying and Selling

In other Costco Wholesale news, EVP Javier Polit sold 2,049 shares of the stock in a transaction dated Monday, December 29th. The stock was sold at an average price of $867.21, for a total value of $1,776,913.29. Following the transaction, the executive vice president owned 10,748 shares of the company’s stock, valued at approximately $9,320,773.08. This represents a 16.01% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Tiffany Marie Barbre sold 1,239 shares of the firm’s stock in a transaction dated 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 transaction, the insider owned 5,155 shares in the company, valued at approximately $4,817,966.10. This trade represents a 19.38% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 8,946 shares of company stock worth $8,175,048. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of NASDAQ:COST opened at $924.88 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. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,078.23. The stock has a market capitalization of $410.53 billion, a P/E ratio of 49.54, a P/E/G ratio of 5.48 and a beta of 1.02. The business has a 50-day moving average price of $892.58 and a two-hundred day moving average price of $931.95.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping the consensus estimate 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%. Costco Wholesale’s revenue was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $4.04 EPS. Equities analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on COST. Robert W. Baird dropped 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. Cowen restated a “buy” rating on shares of Costco Wholesale in a research note on Friday, December 12th. BTIG Research started coverage on shares of Costco Wholesale in a research report on Tuesday, October 14th. They set a “buy” rating and a $1,115.00 price target on the stock. JPMorgan Chase & Co. increased their price objective on shares of Costco Wholesale from $1,025.00 to $1,027.00 and gave the stock an “overweight” rating in a report on Friday, December 12th. Finally, Jefferies Financial Group restated a “buy” rating on shares of Costco Wholesale in a research report on Thursday, October 9th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $996.00.

More Costco Wholesale News

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

• Positive Sentiment: Company-released December sales: net sales of $29.86B (up 8.5% yr/yr) and companywide comps +7.0%, with digitally-enabled sales up ~19%. This is the primary driver for the bullish move. Costco Reports December Sales Results
• Positive Sentiment: E-commerce acceleration: online/digitally-enabled sales jumped ~18–19% in December, boosting margins and omnichannel momentum that investors favor. Costco Stock Jumps as Online Sales Growth Reaches 18% in December
• Positive Sentiment: Analyst support and upgrades (Mizuho, Deutsche Bank mentions, Telsey reaffirming outperform) are lifting sentiment and providing upside to price targets. Costco Upgraded at Mizuho
• Positive Sentiment: Political/tariff developments: betting markets and reports increasingly price in relief from new tariffs — a potential tailwind for Costco’s import-heavy model. Betting Markets Predict 75% Chance Supreme Court Blocks Trump Tariffs
• Neutral Sentiment: Local expansion: city-level site news (Greenbrier Mall) signals ongoing real-estate pipeline but is not material yet to national results. Costco Could Be Coming to Greenbrier Mall
• Neutral Sentiment: Street commentary: portfolio managers and media guests (Wall Street Alliance video backing Costco) highlight execution focus — supportive but not a direct earnings catalyst. Aadil Zaman Backs Costco
• Negative Sentiment: Valuation concerns: outlets warn Costco trades near elevated multiples after years of outperformance, suggesting limited upside if growth slows — a short-term headwind for multiples. How Retailer Costco Can Drop
• Negative Sentiment: Media critique: high-profile commentator Jim Cramer said COST “should be repudiated this quarter,” which can amplify short-term selling despite longer-term bullish data. Jim Cramer: Costco Should be Repudiated

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.