Leeward Financial Partners LLC Has $7.88 Million Stake in Costco Wholesale Corporation $COST

Leeward Financial Partners LLC increased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 9.2% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 8,514 shares of the retailer’s stock after purchasing an additional 715 shares during the quarter. Costco Wholesale accounts for 2.2% of Leeward Financial Partners LLC’s holdings, making the stock its 14th biggest position. Leeward Financial Partners LLC’s holdings in Costco Wholesale were worth $7,881,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of COST. Hobbs Wealth Management LLC raised its position in shares of Costco Wholesale by 4.4% in the second quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock valued at $259,000 after purchasing an additional 11 shares during the period. Busey Bank increased its position in shares of Costco Wholesale by 0.4% in the third quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after purchasing an additional 11 shares during the period. Pasadena Private Wealth LLC increased its holdings in Costco Wholesale by 0.8% in the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock valued at $1,299,000 after buying an additional 11 shares during the period. Tandem Investment Partners LLC raised its position in Costco Wholesale by 1.1% during the third quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock valued at $916,000 after purchasing an additional 11 shares in the last quarter. Finally, Optima Capital LLC lifted its position in shares of Costco Wholesale by 0.9% during the 3rd quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock worth $1,104,000 after buying an additional 11 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Key Costco Wholesale News

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

• Positive Sentiment: Wall Street is focused on Costco’s Q2 report after the close March 5 — several previews suggest analysts expect another solid quarter, which could lift the stock if management confirms strength in holiday sales and memberships. Should You Buy Costco Stock (COST) ahead of Q2 Earnings? Technical Indicators Suggest Yes
• Positive Sentiment: Analysts note a possible lift from a recent Supreme Court tariff ruling; previews say monthly sales data point to a fourth straight “double beat,” a bullish catalyst if reiterated on the call. Costco Q2 Preview: Will Retailer Celebrate Tariff Ruling? Monthly Data Points To Fourth Straight Double Beat
• Positive Sentiment: Technical and momentum-focused commentary is bullish ahead of earnings; some analysts point to favorable technicals as a reason to own into the print. Dear Costco Stock Fans, Mark Your Calendars for March 5
• Positive Sentiment: Multiple commentary pieces highlight Costco’s YTD outperformance vs. peers and argue the stock still has growth attributes investors want — supportive narrative if earnings show revenue/membership traction. Is Costco Wholesale (COST) Outperforming Other Retail-Wholesale Stocks This Year?
• Neutral Sentiment: Market-wide resilience and macro headlines are keeping broader risk-on conditions intact; this makes Costco’s results more likely to move sentiment but not necessarily market direction. Review & Preview: Stocks Show Resilience
• Neutral Sentiment: Consumer-facing writeups (best yogurts, top in-store finds) keep brand engagement visible but are unlikely to move the stock materially. The 11 Best Yogurts To Grab At Costco, According To Reviews
• Neutral Sentiment: Store-level customer ratings and “best things” lists help retail perception but have limited near-term financial impact. These Are The 2 Highest-Rated Costco Stores In America, According To Shoppers
• Neutral Sentiment: Short-interest reporting shows anomalous zero/NaN figures in recent data releases — appears to be a reporting glitch rather than a genuine short-squeeze signal. Short Interest Data (source)
• Negative Sentiment: Customer confusion over a return-policy change has drawn negative attention; if widespread, policy friction could dent loyalty or generate PR risk. Costco members confused over return policy rule
• Negative Sentiment: A Reuters piece notes some small businesses find tariff refunds burdensome — underlines that tariff rulings have uneven effects and could leave some margin/operational uncertainty. For some small businesses, a tariff refund isn’t worth the pain of pursuing it

Costco Wholesale Stock Down 0.1%

Shares of NASDAQ COST opened at $1,006.74 on Thursday. The firm has a fifty day simple moving average of $956.95 and a two-hundred day simple moving average of $935.59. 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 firm has a market capitalization of $446.86 billion, a PE ratio of 53.92, a price-to-earnings-growth ratio of 4.83 and a beta of 1.01. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.27 by $0.07. The firm 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%. The business’s revenue was up 8.3% on a year-over-year basis. During the same period last year, the business earned $4.04 earnings per share. Equities analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued a $1.30 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s dividend payout ratio is currently 27.85%.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Telsey Advisory Group reissued an “outperform” rating and set a $1,100.00 price objective on shares of Costco Wholesale in a report on Monday, February 2nd. 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 research report on Friday, December 12th. Evercore set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Monday. DA Davidson reaffirmed a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a research note on Thursday, February 5th. Finally, Hovde Group began coverage on shares of Costco Wholesale in a report on Tuesday, November 18th. They set a “market perform” rating and a $16.00 price objective for the company. Twenty-two analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Costco Wholesale currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,016.18.

Insider Activity

In other news, Director Susan L. Decker sold 458 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $955.00, for a total value of $437,390.00. Following the sale, the director owned 8,532 shares of the company’s stock, valued at approximately $8,148,060. This represents a 5.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction on 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 sale, the executive vice president owned 8,240 shares of the company’s stock, valued at $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,915 shares of company stock valued at $6,317,097 in the last three months. 0.10% of the stock is currently owned by insiders.

About Costco Wholesale

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.