Sawgrass Asset Management LLC Trims Position in Costco Wholesale Corporation $COST

Sawgrass Asset Management LLC lessened its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 92.0% during the third quarter, HoldingsChannel.com reports. The fund owned 574 shares of the retailer’s stock after selling 6,635 shares during the period. Sawgrass Asset Management LLC’s holdings in Costco Wholesale were worth $531,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of COST. Brighton Jones LLC increased its position in shares of Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after purchasing an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after buying an additional 130 shares in the last quarter. Drucker Wealth 3.0 LLC grew its position in Costco Wholesale by 45.0% during the second quarter. Drucker Wealth 3.0 LLC now owns 657 shares of the retailer’s stock valued at $645,000 after acquiring an additional 204 shares during the last quarter. Sivia Capital Partners LLC raised its stake in shares of Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after acquiring an additional 165 shares in the last quarter. Finally, Kathmere Capital Management LLC boosted its stake in shares of Costco Wholesale by 6.3% in the 2nd quarter. Kathmere Capital Management LLC now owns 4,668 shares of the retailer’s stock valued at $4,621,000 after purchasing an additional 275 shares in the last quarter. 68.48% of the stock is owned by institutional investors.

Insider Transactions at Costco Wholesale

In other news, EVP William Richard Wilcox sold 2,400 shares of the company’s stock in a transaction 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 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of Costco Wholesale stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the sale, the executive vice president owned 8,240 shares of the company’s stock, valued at $7,550,476.80. The trade was a 15.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 9,315 shares of company stock valued at $8,549,409. Insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Up 0.7%

COST stock opened at $983.25 on Friday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,078.23. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The firm has a market cap of $436.44 billion, a PE ratio of 52.66, a price-to-earnings-growth ratio of 5.89 and a beta of 1.02. The business has a 50 day moving average of $900.28 and a 200 day moving average of $929.81.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. The business had revenue of $67.31 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the business earned $4.04 EPS. On average, research analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Costco Wholesale News Summary

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

• Positive Sentiment: Analysts expect Costco to report strong fiscal Q2 results, with previews calling for double-digit profit growth — investors view this as confirmation of resilient demand and margin stability. Earnings Preview: What to Expect From Costco Wholesale’s Report
• Positive Sentiment: Multiple bullish analyst pieces argue Costco remains a buy for 2026 and beyond, emphasizing membership retention, steady sales/profit growth and defensive consumer-staples characteristics. This supportive coverage helps underpin the rally. Is Costco Stock a Buy in 2026?
• Positive Sentiment: Costco’s membership perks continue to be a strategic growth lever — coverage highlights a past controversial perk and four new 2026 benefits aimed at boosting member value and retention, which supports long-term revenue visibility. Costco Introduced a Controversial Perk Last Year — and It Plans to Follow This Up With 4 New Benefits in 2026
• Positive Sentiment: Operational/UX improvements: reporting says Costco is adopting a tech upgrade used by competitors to improve the member experience — a potential driver of basket size and visit frequency. Costco borrows tech upgrade from competitor to boost member experience
• Neutral Sentiment: Retail buzz and product-level popularity (popular Costco finds, wholesale flowers) are helping brand engagement but are unlikely to move fundamentals materially in the near term. ‘I’ve Been Using This Stuff Every Day For About 2 Years’
• Neutral Sentiment: Trading/technical interest: a pattern-trade roundup lists Costco as a top seasonal idea (speculative short‑term upside), which can attract momentum traders but isn’t a fundamental endorsement. 5 Best Pattern Trades for This Quarter
• Negative Sentiment: Bearish/critical takes: Seeking Alpha published pieces urging caution or a sell-the-rally stance, arguing the strong start may be short‑lived — these raise concerns about near-term momentum and give some investors reason to lock in gains. Costco: Strong Start To 2026 Likely Short-Lived
• Negative Sentiment: Valuation questions: coverage assessing Costco’s rich P/E highlights risk that upside is limited unless earnings justify the premium — a key watch for longer‑term investors. Assessing Whether Costco Wholesale (COST) Deserves Its Rich P/E
• Negative Sentiment: Minor insider activity: a disclosed sale of 458 shares by an executive may be viewed as a small negative signal, though the sale size is immaterial relative to the company’s scale. Susan Decker Sells 458 Shares of Costco Wholesale

Wall Street Analyst Weigh In

COST has been the topic of several analyst reports. Robert W. Baird decreased their price objective on Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating on the stock in a report on Friday, December 12th. Hovde Group started coverage on Costco Wholesale in a research report on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 price objective for the company. Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on Costco Wholesale in a research note on Thursday, January 8th. Argus lifted their target price on shares of Costco Wholesale from $1,170.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Monday, September 29th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of Costco Wholesale in a report on Thursday, October 9th. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and an average target price of $996.00.

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.