532 Costco Wholesale Corporation $COST Shares Acquired by Peterson Wealth Services

Peterson Wealth Services boosted its position in Costco Wholesale Corporation (NASDAQ:COST) by 3.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,396 shares of the retailer’s stock after buying an additional 532 shares during the quarter. Costco Wholesale makes up about 2.8% of Peterson Wealth Services’ holdings, making the stock its 11th largest position. Peterson Wealth Services’ holdings in Costco Wholesale were worth $13,105,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in COST. Folger Nolan Fleming Douglas Capital Management Inc. grew its stake in shares of Costco Wholesale by 1.8% during the 1st quarter. Folger Nolan Fleming Douglas Capital Management Inc. now owns 551 shares of the retailer’s stock worth $549,000 after acquiring an additional 10 shares during the period. First National Bank of Hutchinson increased its holdings in Costco Wholesale by 0.9% in the 1st quarter. First National Bank of Hutchinson now owns 1,098 shares of the retailer’s stock worth $1,094,000 after acquiring an additional 10 shares during the last quarter. Frisch Financial Group Inc. increased its holdings in Costco Wholesale by 1.0% in the 1st quarter. Frisch Financial Group Inc. now owns 1,049 shares of the retailer’s stock worth $1,045,000 after acquiring an additional 10 shares during the last quarter. Main Street Group LTD raised its stake in Costco Wholesale by 0.8% in the 1st quarter. Main Street Group LTD now owns 1,226 shares of the retailer’s stock valued at $1,221,000 after acquiring an additional 10 shares during the period. Finally, HORAN Wealth LLC raised its stake in Costco Wholesale by 1.3% in the 1st quarter. HORAN Wealth LLC now owns 803 shares of the retailer’s stock valued at $769,000 after acquiring an additional 10 shares during the period. 68.48% of the stock is currently owned by institutional investors.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: AI-driven shopping could support e-commerce growth. Costco is seeing triple-digit increases in traffic and sales originating from AI-powered search, with strong conversion rates. Although the channel remains small, broader adoption could provide a new source of online customer acquisition. Costco’s AI Search Traffic Soars: Can It Fuel Online Sales?
• Positive Sentiment: Health-services expansion may improve member retention. New pharmacy and health offerings, including expanded GLP-1 and fertility-related options and mobile payment capabilities, could make memberships more valuable and encourage renewals. Costco expands a key health offering
• Positive Sentiment: Warehouse growth remains a long-term sales catalyst. Costco is preparing to open a 152,000-square-foot location after delays and reportedly plans 33 new warehouses in 2027, supporting future membership and revenue growth. Costco is finally opening a massive warehouse Costco is opening 33 new warehouses in 2027
• Neutral Sentiment: Short-interest data provides no meaningful bearish signal. The report lists zero shares sold short and a zero-day short-interest ratio, suggesting limited measurable short-selling pressure, although the data appears inconsistent with the description of a “significant increase.”
• Negative Sentiment: Valuation remains the primary risk. An investor analysis argues that COST is overvalued despite its durable business model and strong long-term performance. At its elevated earnings multiple, the stock may require continued strong growth to justify further gains. Costco valuation and 10-year outlook

Costco Wholesale Price Performance

Costco Wholesale stock opened at $1,005.16 on Tuesday. The firm has a market capitalization of $445.42 billion, a P/E ratio of 48.42, a PEG ratio of 4.29 and a beta of 0.88. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.06 and a quick ratio of 0.62. The business has a fifty day moving average price of $938.87 and a 200-day moving average price of $968.09.

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

Costco Wholesale Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be paid a $1.47 dividend. The ex-dividend date is Friday, October 30th. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is currently 28.32%.

Wall Street Analyst Weigh In

COST has been the topic of several recent research reports. TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a report on Friday, September 25th. UBS Group reiterated a “buy” rating on shares of Costco Wholesale in a research note on Thursday, September 17th. Mizuho lowered their price target on shares of Costco Wholesale from $1,100.00 to $1,065.00 and set an “outperform” rating on the stock in a research report on Friday, September 25th. Truist Financial lowered their price target on shares of Costco Wholesale from $1,011.00 to $955.00 and set a “hold” rating on the stock in a research report on Friday, September 25th. Finally, Tigress Financial upped their price target on shares of Costco Wholesale from $1,065.00 to $1,250.00 and gave the company a “buy” rating in a research note on Thursday, October 15th. 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. Based on data from MarketBeat, Costco Wholesale currently has an average rating of “Moderate Buy” and an average price target of $1,086.19.

Insider Transactions at Costco Wholesale

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

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.