Integrated Advisors Network LLC Sells 4,444 Shares of Costco Wholesale Corporation $COST

Integrated Advisors Network LLC lowered its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 27.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,623 shares of the retailer’s stock after selling 4,444 shares during the period. Costco Wholesale makes up 0.6% of Integrated Advisors Network LLC’s portfolio, making the stock its 29th biggest position. Integrated Advisors Network LLC’s holdings in Costco Wholesale were worth $11,581,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of COST. Brighton Jones LLC increased its stake in Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after purchasing an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after purchasing an additional 130 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after buying an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. increased its position in shares of Costco Wholesale by 1.1% in the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Costco Wholesale by 2.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after buying an additional 182 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

More Costco Wholesale News

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

• Positive Sentiment: Analysts and market writers continue to highlight Costco as a resilient, long-term compounder with strong membership loyalty, steady cash generation, and a durable business model that can hold up well in a weaker consumer environment. Is Costco Wholesale Corporation (COST) a Durable Long-Term Compounder?
• Positive Sentiment: Costco is being viewed as a beneficiary of investors’ preference for defensive, high-quality retail names, with articles pointing to its resilience during economic uncertainty and strong appeal as a reliable consumer staple-like retailer. Costco Wholesale Corporation (COST) Benefits from Investors’ Focus on Resilient Businesses
• Positive Sentiment: Costco is expanding its retail media efforts through Google Commerce Media and YouTube, which could create a new higher-margin revenue stream if member engagement keeps growing. Can Costco Stock Build a Meaningful Retail Media Business?
• Neutral Sentiment: Several pieces compare Costco with Walmart and discuss which retailer is the better buy, but these are mostly valuation and business-model debates rather than new company-specific catalysts. Costco vs Walmart: What’s the Better Retail Stock to Buy Right Now?
• Neutral Sentiment: Consumer-focused headlines about Costco’s food court items, milk pricing, and broader retail resilience are more about shopper behavior and brand interest than a direct earnings driver. Are Costco’s famous food court franks available for bulk purchase?
• Negative Sentiment: One article argues Costco lacks the same valuation appeal as another preferred stock pick, which underscores investor concerns that COST may already be priced for perfection. When I Try to Imagine the Best Investment Opportunity for the Next 10 Years, Costco Stock Just Doesn’t Make the Cut. That’s Why I Keep Coming Back to This Stock.

Insider Activity

In other news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the sale, the director owned 4,779 shares of the company’s stock, valued at $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.10% of the stock is owned by company insiders.

Costco Wholesale Price Performance

COST stock opened at $963.05 on Tuesday. The stock has a 50-day moving average price of $990.38 and a two-hundred day moving average price of $973.36. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The stock has a market cap of $427.09 billion, a PE ratio of 48.44, a price-to-earnings-growth ratio of 4.61 and a beta of 0.88. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.The firm had revenue of $70.53 billion for the quarter, compared to analyst estimates of $70.12 billion. During the same period in the prior year, the company earned $4.28 earnings per share. Equities analysts forecast that Costco Wholesale Corporation will post 20.38 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were given a dividend of $1.47 per share. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s payout ratio is currently 29.58%.

Analyst Ratings Changes

Several brokerages recently commented on COST. HC Wainwright reaffirmed a “buy” rating on shares of Costco Wholesale in a research note on Monday, June 1st. JPMorgan Chase & Co. increased their price target on Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a report on Friday, April 17th. Telsey Advisory Group raised their price target on Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an “outperform” rating in a research report on Thursday, April 9th. Weiss Ratings cut Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on Costco Wholesale from $1,104.00 to $1,106.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,061.45.

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.