Costco Wholesale Corporation $COST Shares Sold by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. cut its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 19.5% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 9,770 shares of the retailer’s stock after selling 2,374 shares during the period. Geneos Wealth Management Inc.’s holdings in Costco Wholesale were worth $9,043,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in COST. Bulwark Capital Corp acquired a new position in shares of Costco Wholesale during the second quarter valued at $25,000. Soundwatch Capital LLC grew its position in Costco Wholesale by 635.7% in 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 in the last quarter. LFA Lugano Financial Advisors SA bought a new position in Costco Wholesale in the 2nd quarter valued at about $31,000. Anderson Financial Strategies LLC increased its stake in Costco Wholesale by 900.0% during the 1st quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock valued at $38,000 after buying an additional 36 shares during the period. Finally, Financial Connections Group Inc. increased its stake in Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after buying an additional 39 shares during the period. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Key Stores Impacting Costco Wholesale

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

• Positive Sentiment: Multiple analyst upgrades and talk of a possible special dividend lifted sentiment; upgrades typically support near-term buying interest. Article Title
• Positive Sentiment: Recommended as a long-term growth hold (20-year thesis) by The Motley Fool, reinforcing buy-and-hold narratives that can support valuation over time. Article Title
• Positive Sentiment: Analysts highlight Costco’s digital ecosystem (e‑commerce, AI, same‑day delivery) as a growing driver of member engagement and sales, which supports revenue diversification and margin upside longer term. Article Title
• Neutral Sentiment: Coverage noting new store openings and consumer interest (e.g., Roseville store schedule, shopping features) is operationally positive but likely low-impact on immediate stock moves. Article Title
• Neutral Sentiment: Market commentary and TV coverage (Jim Cramer) are keeping the name in focus; useful for flows but not a decisive fundamental change. Article Title
• Negative Sentiment: Several pieces warn about sluggish sales and membership growth and say valuation remains hard to justify — these concerns can limit upside until growth reaccelerates. Article Title
• Negative Sentiment: Zacks’ more pessimistic note on Q2 earnings expectations highlights downside risk to near-term estimates and could pressure the stock if guidance or results disappoint. Article Title

Insider Activity

In other Costco Wholesale news, EVP Javier Polit sold 2,049 shares of Costco Wholesale stock in a transaction that occurred on Monday, December 29th. The shares were sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Tiffany Marie Barbre sold 1,239 shares of the business’s stock in a transaction on Friday, October 24th. The shares were sold at an average price of $934.62, for a total transaction of $1,157,994.18. Following the sale, the insider directly owned 5,155 shares in the company, valued at approximately $4,817,966.10. This trade represents a 19.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 8,946 shares of company stock worth $8,175,048. Company insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

COST has been the subject of a number of research analyst reports. Citigroup reduced their price target on shares of Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating for the company in a research note on Monday, September 29th. Sanford C. Bernstein lifted their price target on Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Jefferies Financial Group reissued a “buy” rating on shares of Costco Wholesale in a research note on Thursday, October 9th. Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Finally, Gordon Haskett dropped their price target on shares of Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating on the stock in a research report on Monday, December 1st. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Costco Wholesale presently has a consensus rating of “Moderate Buy” and an average target price of $994.08.

Costco Wholesale Stock Up 2.5%

Shares of Costco Wholesale stock opened at $875.74 on Tuesday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,078.23. The firm has a market capitalization of $388.71 billion, a PE ratio of 46.91, a price-to-earnings-growth ratio of 5.12 and a beta of 1.02. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The stock’s fifty day moving average is $893.70 and its 200-day moving average is $933.62.

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, topping analysts’ consensus estimates of $4.27 by $0.07. The firm had revenue of $67.31 billion for 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%.Costco Wholesale’s revenue was up 8.3% on a year-over-year basis. During the same quarter last year, the business posted $4.04 EPS. Equities analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, November 14th. Investors of record on Friday, October 31st were given a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, October 31st. Costco Wholesale’s dividend payout ratio is 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.