WESPAC Advisors LLC Has $552,000 Stock Holdings in Costco Wholesale Corporation $COST

WESPAC Advisors LLC trimmed its stake in Costco Wholesale Corporation (NASDAQ:COST) by 58.7% in the fourth quarter, Holdings Channel reports. The firm owned 640 shares of the retailer’s stock after selling 909 shares during the quarter. WESPAC Advisors LLC’s holdings in Costco Wholesale were worth $552,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Hurley Capital LLC grew its position in shares of Costco Wholesale by 120.0% in the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after acquiring an additional 18 shares during the period. Abich Financial Wealth Management LLC bought a new position in Costco Wholesale during the third quarter worth about $34,000. Collier Financial acquired a new position in Costco Wholesale during the third quarter worth approximately $35,000. AXS Investments LLC bought a new stake in Costco Wholesale in the third quarter valued at approximately $36,000. Finally, Imprint Wealth LLC acquired a new stake in shares of Costco Wholesale in the third quarter valued at approximately $36,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates, signaling stronger-than-expected profit outlook that supports higher valuation multiples for COST. Erste Group EPS Upgrade
• Positive Sentiment: Costco is rolling out standalone gas stations — a potential traffic driver and membership-value play that could boost ancillary revenue and stickiness of memberships. Costco Is Launching Standalone Gas Stations
• Positive Sentiment: Costco opened its 11th Canadian Business Centre (Winnipeg), expanding B2B footprint, creating local jobs and increasing wholesale penetration in a new province. Canada’s Eleventh Costco Business Centre
• Positive Sentiment: New Kirkland energy drink rollout is drawing customer enthusiasm and could pressure branded competitors while reinforcing Costco’s private-label margin advantages. Kirkland Energy Drink Coverage
• Positive Sentiment: High-profile endorsements and favorable press (Charlie Munger praise, coverage highlighting membership loyalty) help sentiment and investor confidence in Costco’s durable model. Charlie Munger on Costco
• Neutral Sentiment: Coverage comparing Costco to Walmart and Amazon frames Costco as a defensive, membership-driven retailer but highlights intensifying omnichannel and ad-revenue competition from peers. Walmart or Costco: Who’s Winning?
• Neutral Sentiment: Investor write-ups (Fool, MarketBeat) continue to list Costco as a top consumer-staples holding — supportive for long-term flows but not a catalyst for immediate re-rating. The 2 Best Consumer Staples Stocks
• Negative Sentiment: Analysts and media flag concerns about membership-growth trends and rich valuation — a key risk that could cap upside if membership or comparable-sales momentum slows. Analyst Concerns on Membership Growth

Insiders Place Their Bets

In related news, EVP Javier Polit sold 558 shares of the stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total value of $481,492.62. Following the completion of the transaction, the executive vice president owned 10,190 shares of the company’s stock, valued at $8,792,849.10. This represents a 5.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 transaction of $1,374,480.00. Following the transaction, the executive vice president owned 8,240 shares of the company’s stock, valued at $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 5,596 shares of company stock worth $5,272,388 over the last 90 days. Insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of NASDAQ:COST opened at $983.86 on Monday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08. The stock has a market capitalization of $436.49 billion, a price-to-earnings ratio of 51.16, a price-to-earnings-growth ratio of 4.86 and a beta of 1.00. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The company’s 50 day simple moving average is $986.70 and its 200 day simple moving average is $938.85.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The firm had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter last year, the business posted $4.02 EPS. The company’s revenue was up 9.2% compared to the same quarter last year. As a group, research analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued a dividend of $1.30 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. Costco Wholesale’s payout ratio is 27.04%.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on COST shares. BTIG Research reissued a “buy” rating and set a $1,115.00 target price on shares of Costco Wholesale in a report on Thursday, March 5th. HSBC dropped their price objective on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a research report on Friday, December 12th. Citigroup reissued a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. DA Davidson reaffirmed a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a report on Friday, March 6th. Finally, Roth Mkm restated a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,039.13.

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.