B.O.S.S. Retirement Advisors LLC Sells 7,083 Shares of Costco Wholesale Corporation $COST

B.O.S.S. Retirement Advisors LLC trimmed its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 56.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,474 shares of the retailer’s stock after selling 7,083 shares during the quarter. Costco Wholesale accounts for about 1.2% of B.O.S.S. Retirement Advisors LLC’s holdings, making the stock its 19th largest position. B.O.S.S. Retirement Advisors LLC’s holdings in Costco Wholesale were worth $5,067,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Soundwatch Capital LLC increased its holdings in Costco Wholesale by 635.7% during the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after acquiring an additional 2,206 shares during the period. LFA Lugano Financial Advisors SA bought a new position in Costco Wholesale in the 2nd quarter valued at $31,000. AXS Investments LLC purchased a new position in shares of Costco Wholesale during the 3rd quarter valued at $36,000. Financial Connections Group Inc. grew its position in shares of Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after purchasing an additional 39 shares in the last quarter. Finally, Frazier Financial Advisors LLC increased its holdings in shares of Costco Wholesale by 72.0% in the second quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock worth $43,000 after purchasing an additional 18 shares during the period. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Costco Wholesale News Roundup

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

• Positive Sentiment: Management’s January sales report showed solid comp growth and digital strength, which traders have credited for recent upside in COST. Costco Stock Rallies On Strong January Sales
• Positive Sentiment: Oppenheimer raised its price target to $1,100 and kept an Outperform rating — a bullish signal that increases upside expectations from Wall Street. Oppenheimer adjusts PT on Costco Wholesale
• Positive Sentiment: Mizuho also lifted its target (to $1,065) and kept an Outperform rating, citing rebounding membership trends — supportive for longer-term revenue and renewal visibility. Mizuho Raises Costco Target as Membership Trends Rebound
• Positive Sentiment: Macro flows: BofA flagged record inflows into consumer staples amid a tech selloff, helping defensive retailers like Costco attract demand. Walmart, Costco, XLP Surge As BofA Flags Record Inflows
• Positive Sentiment: Store expansion and membership initiatives (Cam arillo opening timeline; moves to fix membership issues) support continued sales growth and member retention. Costco Camarillo gets opening timeline
• Neutral Sentiment: Analyst coverage is mixed: Wells Fargo raised its PT to $950 but keeps an Equal Weight, and DA Davidson reiterated a Neutral rating with a $1,000 target — results in varied near-term views. Wells Fargo raises PT on Costco DA Davidson reaffirms neutral
• Neutral Sentiment: Short-interest data posted today is effectively zero/invalid (no actionable change), so it isn’t driving price action. (Entry shows 0 shares and NaN increase.)
• Neutral Sentiment: Consumer-interest pieces and product buzz (e.g., viral food items, product availability lists) are getting social attention but are unlikely to move fundamentals materially. Costco cookie cake reactions
• Negative Sentiment: Roth MKM and some cautious analysts warn about a possible stockpiling reversal (inventory normalization) that could slow comps in February — a risk investors are watching. Costco stock climbs after strong January sales (blockonomi)
• Negative Sentiment: Jim Cramer and others flagged that Costco has been selling discounted luxury items in Chinese warehouses — an oddity that raises questions about merchandising controls and brand perception overseas. Jim Cramer on discounted Hermès Birkin items

Costco Wholesale Price Performance

Shares of Costco Wholesale stock opened at $1,001.16 on Friday. The firm has a market capitalization of $444.38 billion, a PE ratio of 53.62, a price-to-earnings-growth ratio of 5.98 and a beta of 1.01. 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 12 month low of $844.06 and a 12 month high of $1,078.23. The business’s 50-day moving average price is $914.61 and its 200-day moving average price is $930.51.

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, topping the consensus estimate of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The business had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. During the same quarter in the prior year, the firm earned $4.04 earnings per share. Costco Wholesale’s revenue for the quarter was up 8.3% on a year-over-year basis. Sell-side analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be paid 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 is 27.85%.

Insider Activity at Costco Wholesale

In related news, EVP James C. Klauer sold 1,500 shares of Costco Wholesale stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the transaction, the executive vice president owned 44,837 shares in the company, valued at $42,101,943. This trade represents a 3.24% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the business’s stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total transaction of $838,321.00. Following the completion of the sale, the executive vice president directly owned 4,228 shares of the company’s stock, valued at $4,169,907.28. This represents a 16.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 6,915 shares of company stock worth $6,317,097 in the last 90 days. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on COST. DA Davidson reissued a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday. HSBC lowered their price target on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Northcoast Research set a $1,100.00 price target on Costco Wholesale and gave the company a “buy” rating in a research report on Wednesday, December 24th. TD Cowen restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Finally, Mizuho raised their target price on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a research note on Tuesday. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,006.19.

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.