Costco Wholesale Corporation $COST Shares Purchased by Triad Wealth Partners LLC

Triad Wealth Partners LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 174.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,988 shares of the retailer’s stock after buying an additional 1,899 shares during the quarter. Triad Wealth Partners LLC’s holdings in Costco Wholesale were worth $2,766,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Norges Bank bought a new position in shares of Costco Wholesale during the second quarter worth about $5,692,035,000. Laurel Wealth Advisors LLC increased its holdings in shares of Costco Wholesale by 96,316.6% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock valued at $1,364,888,000 after acquiring an additional 1,377,328 shares during the last quarter. Vanguard Group Inc. raised its position in shares of Costco Wholesale by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after acquiring an additional 711,560 shares in the last quarter. Invesco Ltd. lifted its stake in Costco Wholesale by 9.8% during the second quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock worth $4,248,384,000 after purchasing an additional 383,887 shares during the last quarter. Finally, Symphony Financial Ltd. Co. increased its stake in Costco Wholesale by 15,055.5% during the second quarter. Symphony Financial Ltd. Co. now owns 320,994 shares of the retailer’s stock valued at $317,722,000 after purchasing an additional 318,876 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on COST shares. Telsey Advisory Group restated an “outperform” rating and set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Thursday, January 8th. BTIG Research assumed coverage on Costco Wholesale in a research note on Tuesday, October 14th. They issued a “buy” rating and a $1,115.00 price target on the stock. Morgan Stanley cut their price objective on Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating on the stock in a report on Friday, September 26th. BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a report on Friday, December 12th. Finally, The Goldman Sachs Group cut their price target on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a report on Friday, December 12th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $996.00.

Insider Transactions at Costco Wholesale

In related news, EVP Claudine Adamo sold 2,700 shares of Costco Wholesale stock in a transaction dated 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 sale, the executive vice president directly owned 6,851 shares of the company’s stock, valued at $6,410,343.68. This trade represents a 28.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the transaction, the executive vice president directly owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 12,404 shares of company stock worth $11,395,418. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale News Summary

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

• Positive Sentiment: Local expansion catalyst — a draft environmental impact report was published for a proposed Costco in El Dorado Hills, a step toward a new warehouse that would add capacity and recurring membership revenue if approved. Draft environmental impact report out for Costco in El Dorado Hills
• Positive Sentiment: Firm growth runway — analysts and coverage note Costco’s warehouse expansion plan and faster new‑store ramps as durable drivers of long‑term sales and membership growth. This supports the bullish narrative behind the rally. Costco’s Warehouse Expansion Strategy Fuels Long-Term Growth
• Positive Sentiment: Investor bullishness / feature pieces — multiple buy-side and retail-investor pieces (including “3 Reasons to Buy Costco”) highlight resilient comps, membership retention and profit growth, which can sustain upside sentiment. 3 Reasons to Buy Costco Stock Like There’s No Tomorrow
• Positive Sentiment: Service/tech improvements — reporting that Costco is adopting a competitor’s tech upgrades to improve the member experience suggests potential gains in e‑commerce, checkout speed or loyalty that could lift sales and margins over time. Costco borrows tech upgrade from competitor to boost member experience
• Neutral Sentiment: Everyday retail stories show member value (e.g., bulk flowers, iPhone deals, gas rewards) that reinforce Costco’s value proposition but have limited direct impact on near‑term earnings guidance. Costco sells wholesale flowers for a fraction of the price
• Neutral Sentiment: Valuation debate — pieces assessing Costco’s rich P/E highlight that strong multi‑year returns have priced in growth; this moderates upside expectations and makes future returns sensitive to execution and comps. Assessing Whether Costco Wholesale (COST) Deserves Its Rich P/E
• Negative Sentiment: Insider sale disclosed — Director Susan Decker sold 458 shares (average ~$955), reducing her stake. While the sale is small relative to total holdings, insider selling can raise short‑term concern among some investors about timing/valuation. Costco Director Susan Decker Sells 458 Shares

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $982.86 on Thursday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,078.23. The business’s 50-day moving average price is $898.05 and its two-hundred day moving average price is $929.94. The company has a market capitalization of $436.26 billion, a P/E ratio of 52.64, a price-to-earnings-growth ratio of 5.78 and a beta of 1.02.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, beating the consensus estimate of $4.27 by $0.07. The business had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The firm’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.04 EPS. Analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be issued a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 0.5%. The ex-dividend date is Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.

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.