Omega Financial Group LLC Has $1.48 Million Stock Holdings in Costco Wholesale Corporation $COST

Omega Financial Group LLC lifted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 393.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,593 shares of the retailer’s stock after acquiring an additional 1,270 shares during the quarter. Omega Financial Group LLC’s holdings in Costco Wholesale were worth $1,475,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Soundwatch Capital LLC boosted its position in Costco Wholesale by 635.7% during the second quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock valued at $25,000 after acquiring 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 approximately $31,000. Hurley Capital LLC increased its holdings in Costco Wholesale by 120.0% in the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing 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 bought a new position in shares of Costco Wholesale during the 3rd quarter worth approximately $35,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Performance

Shares of COST stock opened at $1,010.79 on Monday. The firm’s 50-day simple moving average is $948.16 and its two-hundred day simple moving average is $934.65. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08. The firm has a market cap of $448.66 billion, a price-to-earnings ratio of 54.14, a P/E/G ratio of 5.11 and a beta of 1.00.

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, beating the consensus estimate of $4.27 by $0.07. The firm had revenue of $67.31 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same period in the previous year, the company posted $4.04 earnings per share. As a group, equities analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

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

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Analysts expect solid Q2 results (consensus ~ $4.55 EPS on ~$69.25B revenue) and Street sentiment is bullish, which underpins the recent rally and investor optimism. Should You Buy Costco Stock Before Thursday’s Q2 Earnings Report?
• Positive Sentiment: Bank of America reinstated coverage with a Buy and a $1,185 price target, citing pricing power and strong customer loyalty — a high-profile analyst endorsement that can support further upside. Costco (COST) Gains Buy Rating From BofA on Strength of Pricing and Customer Loyalty
• Positive Sentiment: Costco is pursuing membership growth and opening new warehouses selectively; management’s focus on renewals and membership revenue remains a structural earnings driver. Costco banks on membership growth to drive dividend payout
• Positive Sentiment: Costco is among >1,800 companies pursuing tariff-refund lawsuits after recent Supreme Court rulings; a favorable outcome could produce material cash inflows or lower future import costs. Costco Tariff Lawsuits Could Reshape Costs And Cash For Members
• Neutral Sentiment: Street coverage and retail previews (Zacks, Barron’s, TipRanks) highlight Costco as a key data point in a busy retail earnings week — results could move the stock but are likely to be interpreted in the context of peers. Is Costco Stock (COST) a Buy Ahead of Q2 Earnings?
• Neutral Sentiment: Bank of America starting/renewing research coverage increases liquidity in analyst dialogue but doesn’t guarantee near-term price moves; treat as visibility improvement. Costco Wholesale (NASDAQ:COST) Research Coverage Started at Bank of America
• Negative Sentiment: Geopolitical shocks (recent US/Israel actions on Iran) have pushed risk-off flows and pressured futures — broader market weakness could cap Costco’s upside even if company results meet expectations. Stock market today: Dow, S&P 500, Nasdaq futures plunge while oil prices surge as Iran conflict jolts markets

Analyst Ratings Changes

Several equities research analysts have weighed in on the stock. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a research note on Monday, December 22nd. Raymond James Financial reduced their price objective on Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. Truist Financial lowered their price objective on shares of Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $1,044.00 target price on shares of Costco Wholesale in a report on Thursday, January 8th. Finally, Northcoast Research set a $1,100.00 price target on Costco Wholesale and gave the stock a “buy” rating in a report on Wednesday, December 24th. Twenty-two equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,016.18.

Insider Transactions at Costco Wholesale

In other news, EVP Javier Polit sold 2,049 shares of Costco Wholesale stock in a transaction on Monday, December 29th. The stock was sold at an average price of $867.21, for a total value of $1,776,913.29. Following the completion of the transaction, the executive vice president directly owned 10,748 shares in the company, valued at approximately $9,320,773.08. The trade was a 16.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of Costco Wholesale stock in a transaction dated 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. The trade was a 16.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 6,915 shares of company stock valued at $6,317,097. 0.10% of the stock is currently owned by company insiders.

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.