Costco Wholesale Corporation $COST Shares Purchased by SkyOak Wealth LLC

SkyOak Wealth LLC raised its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 193.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,130 shares of the retailer’s stock after acquiring an additional 1,405 shares during the period. SkyOak Wealth LLC’s holdings in Costco Wholesale were worth $1,972,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of COST. Childress Capital Advisors LLC increased its holdings in shares of Costco Wholesale by 4.0% in the third quarter. Childress Capital Advisors LLC now owns 1,440 shares of the retailer’s stock valued at $1,333,000 after purchasing an additional 56 shares during the period. Park Avenue Securities LLC lifted its holdings in shares of Costco Wholesale by 3.9% during the third quarter. Park Avenue Securities LLC now owns 29,103 shares of the retailer’s stock worth $26,939,000 after purchasing an additional 1,089 shares during the period. E Fund Management Hong Kong Co. Ltd. increased its stake in Costco Wholesale by 90.0% in the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 380 shares of the retailer’s stock valued at $352,000 after buying an additional 180 shares during the period. Integral Investment Advisors Inc. increased its stake in Costco Wholesale by 1.3% in the 3rd quarter. Integral Investment Advisors Inc. now owns 2,745 shares of the retailer’s stock valued at $2,541,000 after buying an additional 34 shares during the period. Finally, Pachira Investments Inc. raised its position in Costco Wholesale by 8.4% during the 3rd quarter. Pachira Investments Inc. now owns 1,227 shares of the retailer’s stock worth $1,136,000 after buying an additional 95 shares during the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Costco Wholesale Price Performance

COST stock opened at $882.58 on Thursday. The firm has a 50 day moving average of $892.41 and a 200-day moving average of $932.63. The company has a market cap of $391.75 billion, a price-to-earnings ratio of 47.27, a PEG ratio of 5.33 and a beta of 1.02. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating the consensus estimate of $4.27 by $0.07. The firm had revenue of $67.31 billion during 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 quarterly revenue was up 8.3% on a year-over-year basis. During the same period last year, the business posted $4.04 EPS. As a group, equities analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were given a $1.30 dividend. The ex-dividend date was Friday, October 31st. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is currently 27.85%.

Insider Transactions at Costco Wholesale

In other news, EVP William Richard Wilcox sold 2,400 shares of Costco Wholesale stock in a transaction on Friday, November 7th. The stock was sold at an average price of $930.13, for a total transaction of $2,232,312.00. Following the completion of the transaction, the executive vice president owned 2,000 shares of the company’s stock, valued at $1,860,260. The trade was a 54.55% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Tiffany Marie Barbre sold 1,239 shares of the stock in a transaction dated 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 completion of the sale, the insider directly owned 5,155 shares in the company, valued at approximately $4,817,966.10. The trade was a 19.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 8,946 shares of company stock worth $8,175,048. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. The Goldman Sachs Group lowered their target price on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a report on Friday, December 12th. Wells Fargo & Company reduced their price objective on shares of Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating for the company in a research report on Friday, December 19th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. JPMorgan Chase & Co. increased their target price on Costco Wholesale from $1,025.00 to $1,027.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Finally, HSBC reduced their price target on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a report on Friday, December 12th. Twenty investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $994.08.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: December net sales rose 8.5% to $29.86 billion and total-company comparable sales grew ~7% for the five-week month; digitally‑enabled sales jumped ~19%, highlighting sustained demand and e‑commerce strength. GlobeNewswire Sales Release
• Positive Sentiment: Mizuho upgraded COST to “Outperform” with a $1,000 price target, amplifying upside expectations and reinforcing the bullish analyst narrative. The Fly: Mizuho Upgrade
• Positive Sentiment: William Blair reiterated a Buy on COST, citing robust holiday comps and arguing that recent weakness presents an attractive entry point for long‑term growth investors. TipRanks: William Blair Note
• Neutral Sentiment: Analyst coverage remains tilted positive overall (median price targets near ~$1,030), supporting a constructive medium‑term outlook but implying valuation dependence on continued traffic/margin resilience. QuiverQuant: Sales & Analyst Context
• Neutral Sentiment: Industry pieces highlight Costco’s retail‑media and membership durability as underappreciated long‑term drivers; these are strategic positives but not immediate catalysts. Seeking Alpha: Retail Media
• Positive Sentiment: Operational expansion: a new distribution center in Port St. Lucie is expected to open in March 2026, which should help supply/logistics as store and e‑commerce volumes grow. WFLX: Distribution Center
• Negative Sentiment: Quiver/other trackers show notable insider selling activity over recent months (multiple EVP sales), which can be viewed as a near‑term negative signal for market sentiment. QuiverQuant: Insider Activity
• Negative Sentiment: Local legal risk: a lawsuit alleges procedural issues in Paramus’ approval of a new Costco, which could delay or complicate that specific development and draw headlines. NorthJersey: Paramus Lawsuit

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.