Costco Wholesale Corporation $COST Stock Position Lowered by Tounjian Advisory Partners LLC

Tounjian Advisory Partners LLC lowered its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 92.4% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 244 shares of the retailer’s stock after selling 2,986 shares during the quarter. Tounjian Advisory Partners LLC’s holdings in Costco Wholesale were worth $227,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Rafferty Asset Management LLC raised its position in Costco Wholesale by 2.1% in the third quarter. Rafferty Asset Management LLC now owns 51,028 shares of the retailer’s stock worth $47,233,000 after acquiring an additional 1,054 shares in the last quarter. Boston Research & Management Inc. boosted its position in shares of Costco Wholesale by 34.5% during the 3rd quarter. Boston Research & Management Inc. now owns 390 shares of the retailer’s stock valued at $360,000 after purchasing an additional 100 shares in the last quarter. American Century Companies Inc. grew its stake in shares of Costco Wholesale by 8.5% in the 3rd quarter. American Century Companies Inc. now owns 1,619,703 shares of the retailer’s stock worth $1,499,246,000 after purchasing an additional 127,495 shares during the last quarter. Harvest Portfolios Group Inc. raised its holdings in shares of Costco Wholesale by 72.6% in the 3rd quarter. Harvest Portfolios Group Inc. now owns 55,045 shares of the retailer’s stock worth $50,951,000 after purchasing an additional 23,152 shares in the last quarter. Finally, Abacus Wealth Partners LLC lifted its stake in Costco Wholesale by 0.8% during the third quarter. Abacus Wealth Partners LLC now owns 1,857 shares of the retailer’s stock valued at $1,719,000 after purchasing an additional 14 shares during the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Teresa A. Jones sold 850 shares of the business’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 transaction of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. The trade was a 16.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Susan L. Decker sold 458 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the sale, the director owned 8,532 shares of the company’s stock, valued at approximately $8,148,060. The trade was a 5.09% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 6,915 shares of company stock worth $6,317,097 over the last ninety days. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale Price Performance

COST opened at $1,010.79 on Friday. The stock has a fifty day moving average of $948.16 and a 200-day moving average of $934.96. The firm has a market capitalization of $448.66 billion, a P/E ratio of 54.14, a PEG ratio of 5.32 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. 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 (NASDAQ:COST) last issued its quarterly earnings results 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 for the quarter, compared to the consensus estimate of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.Costco Wholesale’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $4.04 earnings per share. Equities analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were issued a $1.30 dividend. The ex-dividend date was 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 currently 27.85%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on COST shares. TD Cowen restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Roth Mkm reissued a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. Wells Fargo & Company lifted their target price on Costco Wholesale from $900.00 to $950.00 and gave the stock an “equal weight” rating in a report on Thursday, February 5th. HSBC cut their target price on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a research report on Friday, December 12th. Finally, Daiwa Securities Group decreased their price target on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a research report on Tuesday, December 16th. Twenty-two investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,014.39.

More Costco Wholesale News

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

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.