KW Wealth Management LLC Invests $1.89 Million in Costco Wholesale Corporation $COST

KW Wealth Management LLC purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 2,045 shares of the retailer’s stock, valued at approximately $1,893,000. Costco Wholesale comprises about 3.2% of KW Wealth Management LLC’s investment portfolio, making the stock its 6th largest holding.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Peterson Wealth Services boosted its holdings in shares of Costco Wholesale by 0.5% in the second quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock valued at $13,479,000 after purchasing an additional 72 shares during the period. Fishman Jay A Ltd. MI increased its holdings in Costco Wholesale by 3.5% during the 2nd quarter. Fishman Jay A Ltd. MI now owns 16,888 shares of the retailer’s stock worth $16,718,000 after purchasing an additional 575 shares during the period. Wealthspire Advisors LLC raised its position in Costco Wholesale by 2.0% during the 2nd quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock valued at $15,640,000 after purchasing an additional 312 shares in the last quarter. 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 buying an additional 711,560 shares during the period. Finally, Independent Solutions Wealth Management LLC grew its position in shares of Costco Wholesale by 0.3% during the 2nd quarter. Independent Solutions Wealth Management LLC now owns 20,638 shares of the retailer’s stock worth $20,430,000 after buying an additional 53 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Stock Up 0.2%

NASDAQ:COST opened at $873.35 on Monday. The company’s 50-day simple moving average is $902.38 and its 200-day simple moving average is $938.67. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,078.23. The stock has a market capitalization of $387.65 billion, a P/E ratio of 46.78, a P/E/G ratio of 5.23 and a beta of 1.00.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping the consensus estimate of $4.27 by $0.07. The firm had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. Costco Wholesale’s revenue was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.04 EPS. On average, equities analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were given a $1.30 dividend. The ex-dividend date of this dividend was Friday, October 31st. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.85%.

Insider Buying and Selling

In related news, EVP Claudine Adamo sold 2,700 shares of the business’s stock in a transaction on Friday, October 24th. The stock was sold at an average price of $935.68, for a total transaction of $2,526,336.00. Following the transaction, the executive vice president directly owned 6,851 shares in the company, valued at $6,410,343.68. The trade was a 28.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Tiffany Marie Barbre sold 1,239 shares of the stock in a transaction dated Friday, October 24th. The shares were sold at an average price of $934.62, for a total value of $1,157,994.18. Following the completion of the sale, the insider owned 5,155 shares of the company’s stock, valued at approximately $4,817,966.10. This trade represents a 19.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,339 shares of company stock worth $5,916,642 in the last ninety days. 0.10% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

COST has been the subject of several recent research reports. Wells Fargo & Company decreased their price objective on Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating for the company in a report on Friday, December 19th. Sanford C. Bernstein raised their target price on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a research report on Friday, December 12th. Morgan Stanley reduced their price target on shares of Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating for the company in a report on Friday, September 26th. Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a research note on Monday, December 22nd. Finally, Wolfe Research assumed coverage on shares of Costco Wholesale in a report on Thursday, September 18th. They set a “peer perform” rating on the stock. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus price target of $992.08.

Key Stores Impacting Costco Wholesale

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

• Positive Sentiment: Northcoast Research upgraded COST from Neutral to Buy and set a $1,100 price target (roughly +26% upside from recent levels), a near-term catalyst for bullish flows. Northcoast Upgrade
• Positive Sentiment: Yahoo Finance reports Costco “breaks 3 records” — a headline that reinforces momentum around membership, sales and comps (positively read by investors even before full detail disclosure). Costco breaks 3 records
• Positive Sentiment: Forbes published a piece outlining specific catalysts and execution paths that could drive a rally in COST — a constructive analyst/strategy view that supports more optimistic positioning. How Costco Stock Can Rally
• Positive Sentiment: The Motley Fool (and syndicated repeat) published bullish commentary framing COST as a long-term wealth-builder, reinforcing investor confidence in the membership model and repeat purchase economics. Is Costco Stock a Multimillionaire Maker?
• Neutral Sentiment: Zacks compares Target vs. Costco on upside potential — this frames COST as resilient (membership/digital momentum) but highlights peer execution differences investors are weighing. Target vs. Costco
• Neutral Sentiment: MarketBeat flagged COST as among household names showing rare oversold signals into year-end — a technical setup that can attract short-term buying if momentum stabilizes. Oversold Signals
• Neutral Sentiment: Zacks noted increased investor attention on COST (summary pieces that raise visibility but don’t change fundamentals). Investor Attention
• Neutral Sentiment: Consumer/operational items — a regional product feature (MSN), holiday hours/closures and a planned one-day shutdown article — are interest items for customers but unlikely to move fundamentals materially. Regional Costco Find Holiday Closure

About Costco Wholesale

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.