Vision Capital Management Inc. Purchases 1,287 Shares of Costco Wholesale Corporation $COST

Vision Capital Management Inc. grew its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 11.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,529 shares of the retailer’s stock after purchasing an additional 1,287 shares during the period. Costco Wholesale makes up 1.4% of Vision Capital Management Inc.’s portfolio, making the stock its 16th biggest holding. Vision Capital Management Inc.’s holdings in Costco Wholesale were worth $11,597,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Bulwark Capital Corp bought a new position in Costco Wholesale in the 2nd quarter worth about $25,000. Soundwatch Capital LLC grew its holdings in shares of Costco Wholesale by 635.7% during the second quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after purchasing an additional 2,206 shares in the last quarter. LFA Lugano Financial Advisors SA bought a new position in shares of Costco Wholesale in the second quarter worth approximately $31,000. Anderson Financial Strategies LLC raised its stake in Costco Wholesale by 900.0% in the first quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock valued at $38,000 after purchasing an additional 36 shares in the last quarter. Finally, Financial Connections Group Inc. lifted its position in Costco Wholesale by 975.0% during the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after purchasing an additional 39 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on COST. Truist Financial decreased their price target 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. Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 29th. Daiwa Capital Markets dropped their price target on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a research note on Tuesday, December 16th. Cowen reiterated a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Finally, The Goldman Sachs Group decreased their price objective on 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. Twenty equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $994.08.

Key Costco Wholesale News

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

• Positive Sentiment: December sales: Costco reported December net sales of $29.86B, up 8.5% year-over-year, with total-company comparable sales +7.0% and digitally‑enabled sales up ~19%, signaling broad-based demand and e‑commerce strength. Costco Reports December Sales Results
• Positive Sentiment: Analyst upgrade: Mizuho upgraded COST to “outperform” and raised its price target to $1,000, giving investors a sizable upside target and renewed buy-side interest. Costco Wholesale (NASDAQ:COST) Upgraded at Mizuho
• Positive Sentiment: Market reaction / momentum: Coverage notes that COST shares rallied in extended trading after the sales release and monthly comps, reinforcing near-term bullish momentum among traders. Costco Stock Pops After Sales Growth
• Neutral Sentiment: Analyst conviction: Several firms continue to rate COST favorably (median price targets near ~$1,030), which supports the long‑term bull case but also shows dispersion in near‑term valuations. QuiverQuant Sales Summary & Analyst Targets
• Neutral Sentiment: Corporate commentary & prepared remarks: Costco posted prepared remarks/transcript for its period‑ending trading statement (useful for details and management tone, but not new guidance). Prepared Remarks Transcript
• Neutral Sentiment: Operational updates & consumer interest: Pieces on Costco Travel and how members use services (travel bookings, food court) raise engagement but are unlikely to move near‑term earnings materially. How to Book Travel Through Costco
• Negative Sentiment: Local litigation risk: A lawsuit seeks to block a planned Route 17 Costco in Paramus, NJ, illustrating how municipal or legal obstacles can delay store openings and related revenue/capex. Paramus Lawsuit Seeks to Block Costco
• Negative Sentiment: Insider selling noted: Recent data shows several executive sales disclosed, which can create caution among some investors even if sales are routine estate/liquidity transactions. QuiverQuant Insider Activity (within sales report)

Insider Activity

In other Costco Wholesale news, insider Tiffany Marie Barbre sold 1,239 shares of the company’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $934.62, for a total transaction of $1,157,994.18. Following the completion of the transaction, the insider owned 5,155 shares of the company’s stock, valued at $4,817,966.10. This represents a 19.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Javier Polit sold 2,049 shares of the stock in a transaction that occurred 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 sale, the executive vice president owned 10,748 shares of the company’s stock, valued at approximately $9,320,773.08. This trade represents a 16.01% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 8,946 shares of company stock valued at $8,175,048. 0.10% of the stock is currently owned by insiders.

Costco Wholesale Price Performance

COST opened at $882.58 on Thursday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. The stock’s 50 day simple moving average is $892.41 and its 200 day simple moving average is $932.63. The firm 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. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last announced 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. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The firm had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. During the same quarter in the previous year, the company posted $4.04 earnings per share. The business’s revenue was up 8.3% on a year-over-year basis. As a group, analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Shareholders 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 payout ratio is presently 27.85%.

Costco Wholesale 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.