Costco Wholesale Corporation $COST Stock Bought by MFA Wealth Services

MFA Wealth Services grew its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 112.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,784 shares of the retailer’s stock after acquiring an additional 946 shares during the quarter. Costco Wholesale accounts for 1.0% of MFA Wealth Services’ portfolio, making the stock its 24th largest holding. MFA Wealth Services’ holdings in Costco Wholesale were worth $1,624,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. XY Planning Network Inc. raised its position in shares of Costco Wholesale by 3.6% during the third quarter. XY Planning Network Inc. now owns 459 shares of the retailer’s stock valued at $418,000 after buying an additional 16 shares during the last quarter. Signal Advisors Wealth LLC grew its position in Costco Wholesale by 97.0% during the third quarter. Signal Advisors Wealth LLC now owns 3,531 shares of the retailer’s stock worth $3,214,000 after buying an additional 1,739 shares in the last quarter. 4WEALTH Advisors Inc. grew its position in Costco Wholesale by 5.8% during the third quarter. 4WEALTH Advisors Inc. now owns 331 shares of the retailer’s stock worth $306,000 after buying an additional 18 shares in the last quarter. Copeland Capital Management LLC grew its position in Costco Wholesale by 1,031.1% during the third quarter. Copeland Capital Management LLC now owns 116,218 shares of the retailer’s stock worth $105,798,000 after buying an additional 105,943 shares in the last quarter. Finally, B. Riley Wealth Advisors Inc. increased its stake in Costco Wholesale by 39.7% during the third quarter. B. Riley Wealth Advisors Inc. now owns 9,008 shares of the retailer’s stock valued at $8,200,000 after acquiring an additional 2,559 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco reported September net sales of $30.02 billion for the five-week period ended October 4, up 13% year over year. Digitally enabled sales increased 19%, suggesting strong member engagement and continued momentum in e-commerce and delivery. September sales and digital growth article
• Positive Sentiment: The membership model continues to attract younger shoppers, while Costco’s value-focused pricing is helping it compete for consumers seeking savings. This supports recurring membership revenue and long-term traffic growth. Costco gaining younger members article
• Positive Sentiment: Costco received early approval from a Florida city council for a new warehouse, supporting the company’s expansion strategy and future membership capacity. A proposed West Oakland location could also create hundreds of jobs. Florida Costco store approval article
• Positive Sentiment: Analysts at Erste Group modestly raised their FY2027 EPS forecast to $22.80 and project $25.01 for FY2028, above the current-year consensus of $22.85, indicating expectations for continued earnings growth.
• Positive Sentiment: Costco’s approximately $21.3 billion liquidity cushion, manageable debt and strong cash flow provide financial flexibility for warehouse openings, technology investments and shareholder returns. Costco balance sheet article
• Neutral Sentiment: Some September sales growth benefited from elevated gasoline prices, which increase reported fuel revenue. If gas prices decline, the headline growth rate could moderate even if underlying merchandise demand remains healthy. Cheaper gas impact article
• Negative Sentiment: At roughly 46 times earnings, COST trades at a substantial premium to the broader market. The 10-year Treasury yield near 5.2% also offers materially higher income than Costco’s dividend, increasing the risk that investors view the stock as expensive despite strong fundamentals.

Costco Wholesale Price Performance

Shares of Costco Wholesale stock opened at $954.63 on Wednesday. The firm has a market cap of $423.03 billion, a P/E ratio of 45.98, a price-to-earnings-growth ratio of 4.07 and a beta of 0.88. The firm’s 50-day simple moving average is $930.95 and its 200-day simple moving average is $963.12. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.62 and a current ratio of 1.06.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, September 24th. The retailer reported $6.75 earnings per share for the quarter, beating 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 analysts’ expectations of $94.97 billion. During the same quarter in the previous year, the firm posted $5.87 earnings per share. The firm’s revenue for the quarter was up 11.1% on a year-over-year basis. As a group, research analysts expect that Costco Wholesale Corporation will post 22.85 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have commented on COST. DA Davidson upped their price target on Costco Wholesale from $1,000.00 to $1,040.00 and gave the company a “neutral” rating in a 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 on the stock in a report on Wednesday, September 16th. Freedom Broker lowered their price objective on Costco Wholesale from $1,030.00 to $1,010.00 and set a “buy” rating on the stock in a research report on Friday, September 25th. Roth Capital restated a “sell” rating and issued a $781.00 target price on shares of Costco Wholesale in a research note on Friday, September 25th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $1,160.00 target price on shares of Costco Wholesale in a research report on Wednesday, September 16th. Twenty-three investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,046.27.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Claudine Adamo sold 2,200 shares of Costco Wholesale stock in a transaction that occurred 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 sale, the executive vice president directly owned 7,134 shares of the company’s stock, valued at approximately $6,534,244.62. The trade was a 23.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.10% of the company’s stock.

About Costco Wholesale

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.