Evergreen Capital Management LLC Has $17.68 Million Stake in Costco Wholesale Corporation $COST

Evergreen Capital Management LLC raised its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 3.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 19,096 shares of the retailer’s stock after buying an additional 723 shares during the period. Evergreen Capital Management LLC’s holdings in Costco Wholesale were worth $17,675,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. Soundwatch Capital LLC raised its holdings in 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 acquiring an additional 2,206 shares in the last quarter. LFA Lugano Financial Advisors SA bought a new stake in shares of Costco Wholesale during the 2nd quarter worth approximately $31,000. Financial Connections Group Inc. boosted its holdings in shares of Costco Wholesale by 975.0% in 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 last quarter. Frazier Financial Advisors LLC grew its stake in shares of Costco Wholesale by 72.0% in the second quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock valued at $43,000 after buying an additional 18 shares in the last quarter. Finally, Marquette Asset Management LLC grew its stake in shares of Costco Wholesale by 2,200.0% in the third quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock valued at $43,000 after buying an additional 44 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 29th. Evercore ISI reduced their price target on Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating for the company in a report on Friday, September 26th. Mizuho set a $1,000.00 price objective on Costco Wholesale and gave the company an “outperform” rating in a research note on Monday, January 5th. Finally, BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Twenty-one 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’s stock. According to MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and a consensus target price of $996.00.

Costco Wholesale Trading Up 0.7%

Shares of NASDAQ:COST opened at $963.61 on Friday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,078.23. The business has a 50 day moving average of $894.70 and a 200-day moving average of $930.63. 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 has a market cap of $427.72 billion, a PE ratio of 51.61, a P/E/G ratio of 5.73 and a beta of 1.02.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, topping the consensus estimate of $4.27 by $0.07. The business had revenue of $67.31 billion during 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%.The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period last year, the firm posted $4.04 EPS. As a group, equities research 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 announced a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, January 30th. Costco Wholesale’s payout ratio is presently 27.85%.

Key Costco Wholesale News

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

• Positive Sentiment: Board raised shareholder returns with a confirmed quarterly cash dividend of $1.30 per share (payable Feb. 13), which supports income-focused demand and underpins buyer interest. Read More.
• Positive Sentiment: Technical and momentum stories are signaling a breakout after late-2025 weakness; analysts and commentators pointing to stronger December sales and improving charts are drawing short-term buyers. Read More.
• Positive Sentiment: Multiple long-term investor pieces highlight Costco’s resilient membership model, renewal economics and international expansion as durable tailwinds that keep buy-and-hold interest elevated. Read More.
• Positive Sentiment: Consumer-facing features (e.g., food-court pricing, membership perks) and new incentives to upgrade members to Executive status may help average spend and renewals over time, supporting the revenue mix. Read More.
• Neutral Sentiment: Consumer and lifestyle write-ups (buy-and-hold lists, product highlights) keep brand visibility high but are unlikely to move the stock materially by themselves. Read More.
• Neutral Sentiment: Options-flow commentary notes unusually active put activity on Costco — framed as a strategy for acquiring shares without overpaying; this highlights price sensitivity but isn’t a direct directional signal. Read More.
• Negative Sentiment: Insider selling: EVP James Klauer and other executives disclosed mid-January share sales (Klauer sold 1,500 shares), which can create short-term selling pressure and raise investor caution even if sales are routine. Read More.
• Negative Sentiment: Valuation remains a constraint—COST trades at a premium versus peers (~50x earnings), so the stock is sensitive to any sign of slowing sales/margin improvement; some coverage highlights that premium as a risk to near-term gains. Read More.

Insiders Place Their Bets

In other Costco Wholesale news, EVP James C. Klauer sold 1,500 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the transaction, the executive vice president owned 44,837 shares in the company, valued at $42,101,943. This represents a 3.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP William Richard Wilcox sold 2,400 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president directly owned 2,000 shares in the company, valued at $1,860,260. This represents a 54.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 11,946 shares of company stock valued at $10,958,028 in the last three months. Insiders own 0.10% of the company’s stock.

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.