Envestnet Portfolio Solutions Inc. Has $24.05 Million Stock Position in Costco Wholesale Corporation $COST

Envestnet Portfolio Solutions Inc. cut its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 15.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 25,986 shares of the retailer’s stock after selling 4,727 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Costco Wholesale were worth $24,053,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the company. LFA Lugano Financial Advisors SA bought a new stake in Costco Wholesale in the 2nd quarter valued at $31,000. Financial Connections Group Inc. increased its position in Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after buying an additional 39 shares during the period. Frazier Financial Advisors LLC lifted its holdings in shares of Costco Wholesale by 72.0% during the second quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock worth $43,000 after buying an additional 18 shares in the last quarter. Marquette Asset Management LLC boosted its position in shares of Costco Wholesale by 2,200.0% in the third quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock valued at $43,000 after acquiring an additional 44 shares during the period. Finally, Spurstone Advisory Services LLC acquired a new position in shares of Costco Wholesale in the second quarter valued at about $48,000. Institutional investors own 68.48% of the company’s stock.

Analyst Ratings Changes

Several brokerages have weighed in on COST. The Goldman Sachs Group dropped their price objective on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating for the company in a research note on Friday, December 12th. Northcoast Research set a $1,100.00 target price on shares of Costco Wholesale and gave the stock a “buy” rating in a report on Wednesday, December 24th. BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Oppenheimer reduced their price target on Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating on the stock in a research report on Monday, November 3rd. Finally, Wells Fargo & Company dropped 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. Twenty-one research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus price target of $996.00.

Insider Activity

In other news, Director Susan L. Decker sold 458 shares of the stock in a transaction dated Friday, January 16th. The shares were 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 of the company’s stock, valued at approximately $8,148,060. This represents a 5.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Javier Polit sold 2,049 shares of Costco Wholesale stock in a transaction that occurred on Monday, December 29th. The shares were sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following the sale, the executive vice president directly owned 10,748 shares in the company, valued at $9,320,773.08. This trade represents a 16.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 8,465 shares of company stock valued at $7,711,088. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Down 0.7%

Shares of COST opened at $976.17 on Friday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,078.23. The company has a market cap of $433.29 billion, a P/E ratio of 52.29, a P/E/G ratio of 5.89 and a beta of 1.02. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. The firm has a 50 day simple moving average of $899.07 and a two-hundred day simple moving average of $930.26.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating 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 firm had revenue of $67.31 billion for the quarter, compared to the consensus estimate of $67.03 billion. During the same quarter last year, the business posted $4.04 EPS. The company’s 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. Shareholders of record on Friday, January 30th will be given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Friday, January 30th. Costco Wholesale’s payout ratio is currently 27.85%.

Costco Wholesale News Roundup

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

• Positive Sentiment: Analyst and outlet bullishness: Several retail pieces highlight Costco’s resilient sales, membership strength and reasons to buy, supporting the stock’s longer-term case. Read More.
• Positive Sentiment: Operational lift — tech upgrades: Coverage says Costco is adopting competitor-style tech to improve the member experience, which could boost traffic and spend over time. Read More.
• Positive Sentiment: Local development progress: A draft environmental impact report was issued for a new El Dorado Hills Costco — a step toward store growth that supports long-term revenue and membership expansion. Read More.
• Neutral Sentiment: Valuation debate: Several pieces question whether COST’s premium P/E is justified despite multi-year returns — useful for investors deciding entry points but not an operational red flag. Read More.
• Neutral Sentiment: Services and programs explained: Recent explainers/reviews of Costco’s auto program and partner insurance products highlight ancillary revenue lines that deepen member relationships but have limited immediate stock impact. Read More.
• Neutral Sentiment: Pattern-trade mention: A trading piece lists Costco as a seasonal pattern trade with upside potential (speculative trading interest, not fundamental guidance). Read More.
• Negative Sentiment: Bearish commentary: Two Seeking Alpha pieces argue the recent rally may be overextended and that strong early-2026 results could be short-lived, which can prompt profit-taking. Read More. Read More.
• Negative Sentiment: Insider selling: Director Susan Decker sold 458 shares (~$955 avg) recently — a small, disclosed sale that some investors interpret negatively for near-term sentiment. Read More.
• Negative Sentiment: Competitive pressure: Coverage of rival grocery expansion increases the risk of margin or share pressure in some markets over time. Read More.

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.