Tred Avon Family Wealth LLC Invests $1.12 Million in Costco Wholesale Corporation $COST

Tred Avon Family Wealth LLC acquired a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 1,213 shares of the retailer’s stock, valued at approximately $1,123,000.

Other large investors have also recently bought and sold shares of the company. FAS Wealth Partners Inc. grew its holdings in shares of Costco Wholesale by 1.6% during the third quarter. FAS Wealth Partners Inc. now owns 6,999 shares of the retailer’s stock valued at $6,478,000 after purchasing an additional 107 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its position in Costco Wholesale by 0.4% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 163,356 shares of the retailer’s stock valued at $151,207,000 after purchasing an additional 651 shares during the period. Stenger Family Office LLC grew its stake in Costco Wholesale by 17.3% during the 3rd quarter. Stenger Family Office LLC now owns 7,069 shares of the retailer’s stock worth $6,573,000 after buying an additional 1,041 shares during the last quarter. Aviance Capital Partners LLC increased its position in Costco Wholesale by 6.2% in the third quarter. Aviance Capital Partners LLC now owns 3,922 shares of the retailer’s stock worth $3,630,000 after buying an additional 228 shares during the period. Finally, Walkner Condon Financial Advisors LLC increased its position in Costco Wholesale by 27.5% in the third quarter. Walkner Condon Financial Advisors LLC now owns 4,197 shares of the retailer’s stock worth $3,885,000 after buying an additional 905 shares during the period. Institutional investors own 68.48% of the company’s stock.

More 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.

Analyst Upgrades and Downgrades

COST has been the subject of several analyst reports. Oppenheimer reduced their price target on shares of Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating for the company in a report on Monday, November 3rd. Northcoast Research set a $1,100.00 target price on shares of Costco Wholesale and gave the company a “buy” rating in a research note on Wednesday, December 24th. Mizuho set a $1,000.00 price target on shares of Costco Wholesale and gave the company an “outperform” rating in a research note on Monday, January 5th. DA Davidson reissued a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a report on Thursday, December 4th. Finally, Morgan Stanley cut their target price on Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating on the stock in a research note on Friday, September 26th. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $996.00.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the transaction, the executive vice president owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP William Richard Wilcox sold 2,400 shares of the firm’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $930.13, for a total value of $2,232,312.00. Following the sale, the executive vice president directly owned 2,000 shares of the company’s stock, valued at approximately $1,860,260. This represents a 54.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 11,946 shares of company stock worth $10,958,028. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

COST opened at $963.61 on Friday. The business has a 50 day moving average price of $894.70 and a two-hundred day moving average price of $930.25. 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 company has a market capitalization of $427.72 billion, a price-to-earnings ratio of 51.61, a price-to-earnings-growth ratio of 5.77 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 posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The company had revenue of $67.31 billion for the quarter, compared to the consensus estimate of $67.03 billion. During the same quarter in the previous year, the business earned $4.04 EPS. The company’s quarterly revenue was up 8.3% compared to the same quarter last year. Research analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

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