1,027 Shares in Costco Wholesale Corporation $COST Acquired by Partners Wealth Management LLC

Partners Wealth Management LLC acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 1,027 shares of the retailer’s stock, valued at approximately $935,000.

A number of other institutional investors and hedge funds have also modified their holdings of COST. SS&H Financial Advisors Inc. raised its stake in shares of Costco Wholesale by 4.8% in the 3rd quarter. SS&H Financial Advisors Inc. now owns 3,305 shares of the retailer’s stock valued at $3,008,000 after buying an additional 150 shares in the last quarter. Choreo LLC lifted its holdings in shares of Costco Wholesale by 0.3% during the 3rd quarter. Choreo LLC now owns 21,064 shares of the retailer’s stock worth $19,176,000 after acquiring an additional 71 shares during the period. Sterling Financial Planning Inc. lifted its holdings in shares of Costco Wholesale by 2.6% during the 3rd quarter. Sterling Financial Planning Inc. now owns 636 shares of the retailer’s stock worth $579,000 after acquiring an additional 16 shares during the period. Elwood & Goetz Wealth Advisory Group LLC boosted its position in shares of Costco Wholesale by 74.9% during the 3rd quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 2,191 shares of the retailer’s stock valued at $1,995,000 after acquiring an additional 938 shares in the last quarter. Finally, Armstrong Fleming & Moore Inc boosted its position in shares of Costco Wholesale by 2.7% during the 3rd quarter. Armstrong Fleming & Moore Inc now owns 3,337 shares of the retailer’s stock valued at $3,038,000 after acquiring an additional 89 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale News Roundup

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

• Positive Sentiment: Store expansion supports long-term growth. Costco plans to open 13 locations by the end of 2026, potentially expanding its membership base and sales footprint. Costco opening 13 locations by end of 2026
• Positive Sentiment: Membership acquisition remains a focus. A promotional offer providing new members with a $45 gift card could help drive sign-ups ahead of the holiday shopping season, supporting recurring membership-fee revenue. Costco membership Black Friday deal
• Positive Sentiment: Analysts expect continued earnings momentum. Costco’s upcoming fiscal first-quarter 2027 report is expected to show double-digit year-over-year EPS growth. Its latest quarter also beat consensus estimates on both earnings and revenue. What to expect from Costco Wholesale’s next quarterly earnings report
• Positive Sentiment: Customer loyalty and digital engagement remain strengths. Coverage highlights near-record renewal rates, busy warehouses, a younger shopper base and growing use of Costco’s digital channels. These factors reinforce the company’s competitive advantages and long-term sales potential. The New Costco Shopper Is Under 40
• Neutral Sentiment: Healthcare partnerships could deepen member engagement. Integrations with NationsBenefits and SCAN Health Plan are expanding Costco’s role in Medicare-related spending across more than 600 U.S. warehouses, though the financial contribution is not yet clear. Medicare push and Costco investors
• Negative Sentiment: Valuation leaves little room for disappointment. Costco trades at roughly 49 times earnings, making execution and upcoming results especially important. Analysts remain positive, but the stock’s premium valuation could amplify downside if growth slows. Costco stock’s long-term competitive advantages

Insider Transactions at Costco Wholesale

In other news, EVP William Richard Wilcox sold 1,100 shares of the firm’s stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $958.21, for a total transaction of $1,054,031.00. Following the completion of the sale, the executive vice president owned 3,094 shares of the company’s stock, valued at approximately $2,964,701.74. This trade represents a 26.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Claudine Adamo sold 2,200 shares of the firm’s stock in a transaction that occurred on Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total transaction of $2,015,046.00. Following the sale, the executive vice president directly owned 7,134 shares of the company’s stock, valued at approximately $6,534,244.62. The trade was a 23.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.10% of the stock is owned by insiders.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a research note on Monday, September 28th. BMO Capital Markets restated an “outperform” rating on shares of Costco Wholesale in a research note on Friday, September 25th. HSBC upgraded shares of Costco Wholesale to a “buy” rating in a research note on Friday, September 25th. Truist Financial decreased their price objective on Costco Wholesale from $1,011.00 to $955.00 and set a “hold” rating on the stock in a report on Friday, September 25th. Finally, TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research note on Friday, September 25th. Twenty-five analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,086.19.

Costco Wholesale Stock Up 1.6%

Shares of NASDAQ COST opened at $1,012.28 on Friday. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.62 and a current ratio of 1.06. The business has a fifty day moving average of $943.31 and a two-hundred day moving average of $970.25. The stock has a market cap of $448.57 billion, a PE ratio of 48.76, a PEG ratio of 4.26 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, September 24th. The retailer reported $6.75 earnings per share for the quarter, topping the consensus estimate of $6.54 by $0.21. The business had revenue of $95.72 billion for the quarter, compared to analyst estimates of $94.97 billion. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The firm’s quarterly revenue was up 11.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $5.87 EPS. As a group, equities research analysts expect that Costco Wholesale Corporation will post 22.70 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be given a $1.47 dividend. The ex-dividend date is Friday, October 30th. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s payout ratio is 28.32%.

Costco Wholesale Profile

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells merchandise in bulk and at competitive prices through warehouse clubs and e-commerce platforms, serving individual consumers, businesses and other organizations.

Its product selection includes groceries and fresh foods, household supplies, appliances, electronics, furniture, apparel, health and beauty products, jewelry, automotive products and prescription drugs. Costco also provides services such as optical care, pharmacy services, hearing-aid sales, travel offerings and fuel sales, depending on location.

The company traces its roots to Price Club, which opened in San Diego in 1976.