Costco Wholesale Corporation $COST Stock Holdings Lifted by Lockheed Martin Investment Management Co.

Lockheed Martin Investment Management Co. grew its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 120.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,400 shares of the retailer’s stock after purchasing an additional 11,700 shares during the period. Lockheed Martin Investment Management Co.’s holdings in Costco Wholesale were worth $19,808,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Hudson Value Partners LLC boosted its stake in Costco Wholesale by 1.3% in the 3rd quarter. Hudson Value Partners LLC now owns 8,212 shares of the retailer’s stock worth $7,601,000 after purchasing an additional 103 shares during the period. UNIVEST FINANCIAL Corp grew its holdings in shares of Costco Wholesale by 3.1% during the third quarter. UNIVEST FINANCIAL Corp now owns 18,576 shares of the retailer’s stock valued at $17,194,000 after buying an additional 567 shares in the last quarter. MOKAN Wealth Management Inc. lifted its stake in Costco Wholesale by 17.7% in the 3rd quarter. MOKAN Wealth Management Inc. now owns 3,387 shares of the retailer’s stock worth $3,135,000 after acquiring an additional 509 shares in the last quarter. Northstar Asset Management Inc. grew its stake in Costco Wholesale by 2.0% during the 3rd quarter. Northstar Asset Management Inc. now owns 17,651 shares of the retailer’s stock valued at $16,338,000 after acquiring an additional 338 shares in the last quarter. Finally, Wendell David Associates Inc. increased its holdings in shares of Costco Wholesale by 0.3% in the 3rd quarter. Wendell David Associates Inc. now owns 16,931 shares of the retailer’s stock valued at $15,672,000 after purchasing an additional 49 shares during the period. 68.48% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, EVP William Richard Wilcox sold 2,400 shares of Costco Wholesale stock in a transaction on Friday, November 7th. The shares were sold at an average price of $930.13, for a total value of $2,232,312.00. Following the transaction, the executive vice president owned 2,000 shares in the company, valued at $1,860,260. This trade represents a 54.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 8,465 shares of company stock worth $7,711,088 in the last ninety days. 0.10% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several analysts recently commented on COST shares. Gordon Haskett decreased their price target on shares of Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating for the company in a report on Monday, December 1st. HSBC decreased their target price on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research note on Friday, December 12th. Morgan Stanley dropped their price target on shares of Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating on the stock in a research note on Friday, September 26th. DA Davidson reiterated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a report on Thursday, December 4th. Finally, Sanford C. Bernstein boosted their target price on Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a research note on Friday, December 12th. 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. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $996.00.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Analysts expect Costco to report double‑digit profit growth in its fiscal second quarter — a near‑term catalyst that could lift the stock if results beat or guide higher. Earnings Preview: What to Expect From Costco Wholesale’s Report
• Positive Sentiment: Costco plans multiple new membership perks in 2026 after introducing a controversial benefit last year — initiatives that could help retain and expand its >81M paid members and support sales/margin stability. Costco Introduced a Controversial Perk Last Year — and It Plans to Follow This Up With 4 New Benefits in 2026
• Positive Sentiment: Analyst/bull coverage highlights Costco’s multi‑year outperformance and argues for continued upside over the long term, supporting investor confidence in growth durability. Where Will Costco Stock Be in 5 Years?
• Positive Sentiment: Coverage recommending Costco as a buy highlights continued sales and profit growth, reinforcing a bullish narrative for longer‑term investors. 3 Reasons to Buy Costco Stock Like There’s No Tomorrow
• Neutral Sentiment: Pattern‑trading research lists Costco among seasonal trades with attractive historical returns — a short‑term technical interest that may boost trading volume but is speculative. 5 Best Pattern Trades for This Quarter
• Neutral Sentiment: A draft environmental impact report was released for a planned Costco in El Dorado Hills — local expansion news with limited near‑term market impact but positive for long‑term growth. Draft environmental impact report out for Costco in El Dorado Hills
• Neutral Sentiment: Minor insider selling reported (Susan Decker sold 458 shares) — routine and small in size, unlikely to materially affect investor sentiment. Susan Decker Sells 458 Shares of Costco Wholesale (NASDAQ:COST) Stock
• Negative Sentiment: Several bearish/commentary pieces argue the recent new‑year rally is overextended and that Costco may face a pullback — raising near‑term downside risk if sentiment shifts. Costco: Sell The New Year Rally
• Negative Sentiment: Debate over Costco’s rich valuation (high P/E vs. growth) is prompting caution among some analysts and investors — valuation concerns can cap upside despite strong fundamentals. Assessing Whether Costco Wholesale (COST) Deserves Its Rich P/E After Strong Multi‑Year Returns

Costco Wholesale Price Performance

Shares of NASDAQ:COST opened at $976.17 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. The stock has a market capitalization of $433.29 billion, a P/E ratio of 52.29, a P/E/G ratio of 5.89 and a beta of 1.02. The business has a 50-day moving average of $899.07 and a two-hundred day moving average of $930.26. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share 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 firm had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. During the same period in the previous year, the company earned $4.04 EPS. The company’s revenue for the quarter was up 8.3% on a year-over-year basis. On average, equities research analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

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