1,767 Costco Wholesale Corporation $COST Shares Sold by Teamwork Financial Advisors LLC

Teamwork Financial Advisors LLC trimmed its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 11.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,395 shares of the retailer’s stock after selling 1,767 shares during the period. Teamwork Financial Advisors LLC’s holdings in Costco Wholesale were worth $12,194,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of COST. Richards Merrill & Peterson Inc. boosted its stake in Costco Wholesale by 4.3% in the 3rd quarter. Richards Merrill & Peterson Inc. now owns 13,361 shares of the retailer’s stock worth $12,163,000 after purchasing an additional 551 shares during the period. Washburn Capital Management Inc. raised its stake in Costco Wholesale by 1.1% during the 3rd quarter. Washburn Capital Management Inc. now owns 2,018 shares of the retailer’s stock valued at $1,837,000 after purchasing an additional 21 shares during the period. Prairie Advisory LLC raised its stake in Costco Wholesale by 99.1% during the 3rd quarter. Prairie Advisory LLC now owns 4,216 shares of the retailer’s stock valued at $3,838,000 after purchasing an additional 2,098 shares during the period. OceanIQ Capital LLC lifted its holdings in shares of Costco Wholesale by 4.4% in the third quarter. OceanIQ Capital LLC now owns 311 shares of the retailer’s stock valued at $297,000 after purchasing an additional 13 shares in the last quarter. Finally, Herold Advisors Inc. lifted its holdings in shares of Costco Wholesale by 8.3% in the third quarter. Herold Advisors Inc. now owns 2,805 shares of the retailer’s stock valued at $2,554,000 after purchasing an additional 215 shares in the last quarter. 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: Costco is reportedly adding a $2.99 sweet treat to its food-court menu. While financially modest, the low-priced offering could reinforce the company’s value proposition and drive additional customer traffic. Costco adds a $2.99 food-court treat
• Positive Sentiment: Recent sales momentum remains a key support for COST, with September sales reportedly increasing 13% year over year. The growth highlights continued customer demand despite broader concerns about retail spending. Costco valuation and sales growth
• Positive Sentiment: Costco is scheduled to pay a quarterly dividend of $1.47 per share on Nov. 13. Although its approximately 0.6% yield is low, regular and occasional special dividends add to the long-term shareholder return case. Costco dividend analysis
• Neutral Sentiment: Costco continues expanding its warehouse footprint, including a 152,000-square-foot location with a 32-pump gas station scheduled to open in November. The project offers incremental growth potential, though its near-term earnings effect is likely limited. New Costco warehouse opening
• Neutral Sentiment: Analyses comparing Costco with Walmart emphasize Costco’s stronger competitive moat and recent relative performance, but also frame the stock as a long-term quality investment rather than a clear short-term bargain. Costco versus Walmart comparison
• Negative Sentiment: Truist analyst Scot Ciccarelli reaffirmed a Hold rating and a $955 price target, indicating limited upside after Costco’s strong run. The target is below recent trading levels, reinforcing valuation concerns. Truist Costco rating
• Negative Sentiment: Costco trades at a demanding valuation—roughly 48 times earnings—despite its strong sales growth. Rising prices for oil and protein could also pressure margins or merchandise affordability, increasing the risk of investor disappointment. Costco price tracker and inflation

Insider Activity

In other Costco Wholesale news, EVP William Richard Wilcox sold 1,100 shares of the company’s stock in a transaction dated Tuesday, October 13th. The stock was 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 of the company’s stock, valued at $2,964,701.74. This represents a 26.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Claudine Adamo sold 2,200 shares of the firm’s stock in a transaction dated Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total value of $2,015,046.00. Following the sale, the executive vice president directly owned 7,134 shares of the company’s stock, valued at $6,534,244.62. This trade represents a 23.57% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Robert W. Baird set a $1,175.00 target price on Costco Wholesale in a research report on Friday, September 25th. Sanford C. Bernstein reduced their price objective on Costco Wholesale from $1,144.00 to $1,143.00 and set an “outperform” rating for the company in a research note on Friday, September 25th. BMO Capital Markets restated an “outperform” rating on shares of Costco Wholesale in a research report on Friday, September 25th. Bank of America decreased their price objective on Costco Wholesale from $1,200.00 to $1,095.00 and set a “buy” rating for the company in a research report on Wednesday, September 16th. Finally, Argus reaffirmed a “buy” rating and set a $1,230.00 target price on shares of Costco Wholesale in a research note on Monday, September 28th. Twenty-four equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $1,087.40.

Costco Wholesale Trading Up 0.6%

Shares of NASDAQ:COST opened at $995.53 on Tuesday. The firm has a fifty day moving average of $934.01 and a two-hundred day moving average of $963.03. The company has a quick ratio of 0.62, a current ratio of 1.06 and a debt-to-equity ratio of 0.11. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The firm has a market capitalization of $441.15 billion, a P/E ratio of 47.95, a price-to-earnings-growth ratio of 4.23 and a beta of 0.88.

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

Costco Wholesale Dividend Announcement

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

Costco Wholesale Company 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.