Costco Wholesale Corporation $COST Stake Decreased by Curated Wealth Partners LLC

Curated Wealth Partners LLC reduced its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 99.7% during the third quarter, HoldingsChannel reports. The firm owned 1,489 shares of the retailer’s stock after selling 425,631 shares during the period. Curated Wealth Partners LLC’s holdings in Costco Wholesale were worth $1,355,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Wealth Effects LLC lifted its stake in Costco Wholesale by 1.2% during the 1st quarter. Wealth Effects LLC now owns 874 shares of the retailer’s stock valued at $871,000 after acquiring an additional 10 shares during the period. Folger Nolan Fleming Douglas Capital Management Inc. boosted its holdings 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 valued at $549,000 after acquiring an additional 10 shares during the last quarter. First National Bank of Hutchinson grew its stake in shares of Costco Wholesale by 0.9% in the first 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 period. Frisch Financial Group Inc. raised its holdings in shares of Costco Wholesale by 1.0% during the first quarter. Frisch Financial Group Inc. now owns 1,049 shares of the retailer’s stock valued at $1,045,000 after purchasing an additional 10 shares during the last quarter. Finally, Main Street Group LTD raised its holdings in shares of Costco Wholesale by 0.8% during the first quarter. Main Street Group LTD now owns 1,226 shares of the retailer’s stock valued at $1,221,000 after purchasing an additional 10 shares during the last quarter. 68.48% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. BTIG Research restated a “buy” rating and set a $1,125.00 price objective on shares of Costco Wholesale in a research report on Wednesday, September 23rd. Deutsche Bank Aktiengesellschaft cut their target price on shares of Costco Wholesale from $1,091.00 to $1,079.00 and set a “buy” rating for the company in a research report on Monday, September 28th. Tigress Financial lifted their target price on shares of Costco Wholesale from $1,065.00 to $1,250.00 and gave the stock a “buy” rating in a research report on Thursday. Roth Capital reiterated a “sell” rating and set a $781.00 target price on shares of Costco Wholesale in a research note on Friday, September 25th. Finally, Robert W. Baird set a $1,175.00 price target on Costco Wholesale in a report on Friday, September 25th. Twenty-four investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,087.40.

Costco Wholesale Price Performance

Shares of NASDAQ:COST opened at $978.01 on Friday. The firm’s 50 day moving average price is $932.33 and its 200-day moving average price is $963.09. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The company has a quick ratio of 0.62, a current ratio of 1.06 and a debt-to-equity ratio of 0.11. The stock has a market capitalization of $433.38 billion, a PE ratio of 47.11, a price-to-earnings-growth ratio of 4.20 and a beta of 0.88.

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

Costco Wholesale Dividend Announcement

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

More Costco Wholesale News

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

• Positive Sentiment: Major price-target increase: Tigress Financial raised its COST price target from $1,065 to $1,250 and assigned a “buy” rating, implying substantial potential upside. Costco analyst price target report
• Positive Sentiment: Strong operating momentum: Costco reported September net sales of $30.02 billion, up 13% year over year, while digitally enabled sales increased 19%. The results support the strength of its membership model and e-commerce business. Costco September sales report
• Positive Sentiment: Defensive positioning: Higher-than-expected inflation has encouraged investors to favor retailers selling essential goods. Costco benefited from this rotation alongside Walmart and Target. Retail defensive-sector rotation
• Positive Sentiment: Dividend and expansion: Costco declared a quarterly dividend of $1.47 per share, payable November 13. Proposed new warehouses in Oakland and Merced County also point to continued long-term store expansion. Costco dividend announcement
• Neutral Sentiment: Analysts continue to expect earnings growth, with one estimate for fiscal 2027 EPS raised to $22.80. However, commentary describing COST as a portfolio-risk amplifier suggests investors remain focused on its correlation with the broader market and premium valuation. Costco market risk analysis
• Negative Sentiment: Valuation and insider selling: Costco trades at a high earnings multiple, leaving the stock vulnerable to disappointment in membership, sales or consumer spending trends. Separately, EVP William Richard Wilcox sold 1,100 shares worth approximately $1.05 million, reducing his position by 26.23%. Costco insider sale report

Insider Activity at Costco Wholesale

In other Costco Wholesale news, EVP William Richard Wilcox sold 1,100 shares of the stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $958.21, for a total value of $1,054,031.00. Following the transaction, the executive vice president directly owned 3,094 shares in the company, 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 legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Claudine Adamo sold 2,200 shares of Costco Wholesale stock in a transaction 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 transaction, the executive vice president owned 7,134 shares in the company, valued at $6,534,244.62. This represents a 23.57% decrease in their position. The SEC filing for this sale provides additional information. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale Profile

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells a broad selection of merchandise, including groceries, fresh foods, beverages, appliances, electronics, furniture, apparel, jewelry, hardware, and seasonal products. It also offers services such as gasoline, pharmacies, optical departments, hearing-aid centers, food courts, travel services, and business delivery in selected markets.

Costco markets many products under its private-label Kirkland Signature brand and sells merchandise through warehouse locations and e-commerce platforms.