Costco Wholesale Corporation $COST Shares Sold by Ibex Wealth Advisors

Ibex Wealth Advisors reduced its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 83.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 925 shares of the retailer’s stock after selling 4,789 shares during the period. Ibex Wealth Advisors’ holdings in Costco Wholesale were worth $856,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Soundwatch Capital LLC raised its stake in shares of Costco Wholesale by 635.7% during the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock valued at $25,000 after buying an additional 2,206 shares during the last quarter. LFA Lugano Financial Advisors SA acquired a new stake in Costco Wholesale during the second quarter worth about $31,000. Hurley Capital LLC raised its position in Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after acquiring an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new position in Costco Wholesale in the third quarter valued at approximately $34,000. Finally, Collier Financial purchased a new stake in Costco Wholesale in the 3rd quarter worth approximately $35,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares of the company’s stock, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction that occurred 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 transaction, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 6,915 shares of company stock valued at $6,317,097. 0.10% of the stock is owned by company insiders.

Costco Wholesale Stock Up 2.4%

COST opened at $1,010.79 on Friday. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The company has a market cap of $448.66 billion, a PE ratio of 54.14, a price-to-earnings-growth ratio of 5.19 and a beta of 1.01. The company has a 50-day moving average price of $948.16 and a 200 day moving average price of $935.35.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, December 11th. The retailer reported $4.34 EPS 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 analysts’ expectations of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The business’s revenue was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.04 earnings per share. Sell-side analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Bank of America initiated coverage with a “Buy” and a $1,185 price target, signaling material upside from current levels and lending institutional momentum to the name.
• Positive Sentiment: Analysts highlighted Costco’s resilience in a K-shaped economy — pricing power, loyal executive members and margin durability — supporting the stock’s defensive growth narrative. What’s Going On With Costco Wholesale Stock Today?
• Positive Sentiment: Seeking Alpha published a long-term bullish piece framing Costco’s business model as attractive for buy-and-hold investors, reinforcing the stock’s appeal for portfolio allocation. Costco: A Strong Business Model For Long-Term Investors
• Positive Sentiment: Merchandising and pricing moves — Costco added more national brands and cut prices on select items — which can boost traffic and member perceived value, supporting same-store fundamentals. Costco adds more big brands and lowers prices
• Neutral Sentiment: Costco heads into Q2 with consensus expectations for revenue growth (~+8.6%) and EPS (~+12.7%), which supports the bull case but raises the bar — strong results could be priced in given recent analyst optimism. Should You Buy Costco Stock Ahead of Q2 Earnings Report?
• Neutral Sentiment: Costco is pursuing tariff refund lawsuits (post-Supreme Court rulings) while investing in digital tools and global expansion — potential upside from refunds but also short-term cash/legal uncertainty and capex. How Investors May Respond To Costco Wholesale (COST) Tariff Refund Lawsuits And Digital Expansion Investments
• Negative Sentiment: Operational hiccup: Costco notified Hawaii members of a Yakitori fried rice recall — a localized food-safety issue that could produce modest short-term negative PR and costs. Costco notifies Hawaii members of Yakitori fried rice recall

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. Northcoast Research set a $1,100.00 target price on shares of Costco Wholesale and gave the company a “buy” rating in a research note on Wednesday, December 24th. DA Davidson reiterated a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a research report on Thursday, February 5th. Sanford C. Bernstein reissued an “outperform” rating and set a $1,155.00 target price on shares of Costco Wholesale in a research note on Monday, February 9th. Gordon Haskett lifted their price target on Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. Finally, TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Twenty-two equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $1,014.39.

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.