Costco Wholesale Corporation $COST Shares Acquired by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC raised its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 74.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,119 shares of the retailer’s stock after buying an additional 3,464 shares during the quarter. Joel Isaacson & Co. LLC’s holdings in Costco Wholesale were worth $7,515,000 at the end of the most recent quarter.

Several other hedge funds also recently made changes to their positions in COST. Norges Bank bought a new position in shares of Costco Wholesale in the 2nd quarter worth about $5,692,035,000. Laurel Wealth Advisors LLC raised its position in shares of Costco Wholesale by 96,316.6% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock worth $1,364,888,000 after purchasing an additional 1,377,328 shares during the period. Vanguard Group Inc. lifted its holdings in shares of Costco Wholesale by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after purchasing an additional 711,560 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Costco Wholesale by 9.8% in the 2nd quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock worth $4,248,384,000 after purchasing an additional 383,887 shares during the last quarter. Finally, Symphony Financial Ltd. Co. boosted its position in Costco Wholesale by 15,055.5% during the 2nd quarter. Symphony Financial Ltd. Co. now owns 320,994 shares of the retailer’s stock valued at $317,722,000 after purchasing an additional 318,876 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Warehouse expansion and faster new‑store ramp-ups point to a durable growth runway and higher membership-driven sales over time. Read More.
• Positive Sentiment: Retail momentum: December sales came in stronger than expected, helping extend the recent rally and reinforcing resilient traffic and membership trends that support recurring revenue. Read More.
• Positive Sentiment: Card incentives improved — reported boosts to gas rewards for co‑branded cardholders (notably at Costco pumps) could help member retention and in‑warehouse spend. Read More.
• Neutral Sentiment: Analyst commentary reiterates Costco’s long‑term durability (member loyalty, steady comps) but flags a high valuation and moderate growth that may limit near‑term upside from current levels — useful for entry/position sizing decisions. Read More.
• Neutral Sentiment: Brand/merchandising note: Costco is switching its food‑court beverage supplier back to Coca‑Cola after a decade with Pepsi — largely a partnership/brand shift with limited immediate financial impact. Read More.
• Negative Sentiment: Insider sale: Director Susan L. Decker sold 458 shares at about $955 (a small reduction, ~5.1% of her holding). While not large, insider sales can be interpreted negatively by some investors as timing/valuation signaling. Read More.
• Negative Sentiment: Competitive risk: coverage notes a major grocery rival expanding aggressively — increased local competition could pressure market share or margins in affected regions over time. Read More.

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $964.26 on Wednesday. The stock has a fifty day moving average price of $896.67 and a two-hundred day moving average price of $929.57. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. The firm has a market cap of $428.01 billion, a P/E ratio of 51.65, a PEG 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 forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be issued 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 is Friday, January 30th. Costco Wholesale’s payout ratio is presently 27.85%.

Analysts Set New Price Targets

A number of research firms have issued reports on COST. Wells Fargo & Company cut their target price on Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating on the stock in a research note on Friday, December 19th. Roth Capital set a $769.00 price objective on shares of Costco Wholesale and gave the company a “sell” rating in a research report on Monday, December 15th. Cowen reissued a “buy” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Truist Financial dropped 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 research note on Friday, December 12th. Finally, Hovde Group started coverage on Costco Wholesale in a report on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 price objective for the company. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Costco Wholesale currently has a consensus rating of “Moderate Buy” and a consensus target price of $996.00.

Insider Buying and Selling at Costco Wholesale

In other news, EVP William Richard Wilcox sold 2,400 shares of the 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 sale, the executive vice president owned 2,000 shares in the company, valued at approximately $1,860,260. This represents a 54.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction on Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the completion of the transaction, the director owned 8,532 shares in the company, valued at $8,148,060. The trade was a 5.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 12,404 shares of company stock valued at $11,395,418. Corporate insiders own 0.10% of the company’s stock.

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.