International Private Wealth Advisors LLC Has $3.65 Million Position in Costco Wholesale Corporation $COST

International Private Wealth Advisors LLC grew its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 41.5% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,947 shares of the retailer’s stock after buying an additional 1,158 shares during the period. Costco Wholesale makes up 2.3% of International Private Wealth Advisors LLC’s portfolio, making the stock its 8th biggest position. International Private Wealth Advisors LLC’s holdings in Costco Wholesale were worth $3,654,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. Lyell Wealth Management LP increased its stake in Costco Wholesale by 2.1% in the third quarter. Lyell Wealth Management LP now owns 28,933 shares of the retailer’s stock valued at $26,781,000 after purchasing an additional 592 shares in the last quarter. G2 Capital Management LLC OH boosted its position in shares of Costco Wholesale by 29.0% during the third quarter. G2 Capital Management LLC OH now owns 436 shares of the retailer’s stock worth $404,000 after purchasing an additional 98 shares in the last quarter. Rothschild Capital Partners LLC grew its holdings in shares of Costco Wholesale by 27.3% in the 3rd quarter. Rothschild Capital Partners LLC now owns 700 shares of the retailer’s stock valued at $648,000 after buying an additional 150 shares during the period. Acorn Creek Capital LLC increased its position in shares of Costco Wholesale by 11.6% in the 3rd quarter. Acorn Creek Capital LLC now owns 528 shares of the retailer’s stock valued at $489,000 after buying an additional 55 shares in the last quarter. Finally, Lafayette Investments Inc. raised its stake in Costco Wholesale by 3.4% during the 3rd quarter. Lafayette Investments Inc. now owns 6,068 shares of the retailer’s stock worth $5,617,000 after buying an additional 200 shares during the period. 68.48% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Javier Polit sold 2,049 shares of the business’s stock in a transaction 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 transaction, the executive vice president directly owned 10,748 shares in the company, valued at approximately $9,320,773.08. The trade was a 16.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP James C. Klauer sold 1,500 shares of the stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the sale, the executive vice president owned 44,837 shares of the company’s stock, valued at approximately $42,101,943. This represents a 3.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 6,915 shares of company stock valued at $6,317,097 in the last ninety days. 0.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

COST has been the subject of a number of research analyst reports. Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 29th. HSBC decreased their price objective on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $1,100.00 price target on shares of Costco Wholesale in a research note on Monday, February 2nd. Oppenheimer increased their price objective on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Finally, UBS Group restated a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and an average price target of $1,009.00.

Costco Wholesale News Summary

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

• Positive Sentiment: Analyst price-target upgrades: Bernstein raised its target (to ~$1,155) and Evercore ISI lifted its target to $1,050, keeping upbeat ratings that support upside expectations. Bernstein Boosts COST Target
• Positive Sentiment: Europe expansion: Costco is piloting e?commerce delivery in Europe, a meaningful new addressable market that could drive long?term top?line growth if scaled. Costco Tests European E Commerce Delivery
• Positive Sentiment: Membership & promotions: Ongoing member promotions (e.g., digital shop-card offers) and strong member perks sustain renewal rates and engagement. Get a $20 Digital Costco Shop Card
• Positive Sentiment: Momentum and growth narratives: Multiple Zacks pieces highlight Costco as a momentum/top?growth stock, supporting investor sentiment around durable comp and digital trends. Here’s Why Costco is a Strong Momentum Stock
• Neutral Sentiment: Short-interest data appears erroneous (reports show 0 shares / NaN changes and a 0.0 days-to-cover ratio); not meaningful as reported and unlikely to explain price moves.
• Neutral Sentiment: Corporate culture/dei: Fortune reports Costco maintained DEI programs while some peers cut back—this may support talent/brand but is not an immediate earnings driver. Costco defied Trump’s DEI directive
• Neutral Sentiment: Customer coverage pieces (both positive “in awe” stories and critiques of recent changes) reflect mixed consumer sentiment—useful for brand monitoring but limited near-term impact. 10 Costco Changes That Made Customers Angry
• Negative Sentiment: Product recall: A recall of mini beignets for undeclared hazelnuts affects operations and could create modest near?term costs or reputational noise. Costco recalls mini beignets
• Negative Sentiment: Tariff/legal risk: The U.S. Supreme Court is set to hear challenges to former?administration tariffs (Feb. 20); an adverse ruling or delayed refunds could hurt retailer margins or cash recoveries. President Trump’s Tariffs To Face Feb.20 Supreme Court Hearing

Costco Wholesale Stock Up 2.0%

Costco Wholesale stock opened at $1,018.48 on Friday. The company has a fifty day simple moving average of $922.96 and a 200 day simple moving average of $932.52. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,077.49. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. The company has a market cap of $452.07 billion, a P/E ratio of 54.55, a price-to-earnings-growth ratio of 5.27 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) 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 business had revenue of $67.31 billion for the quarter, compared to the consensus estimate of $67.03 billion. During the same quarter in the previous year, the business earned $4.04 earnings per share. Costco Wholesale’s quarterly revenue was up 8.3% on a year-over-year basis. Research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were issued a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s dividend payout ratio is presently 27.85%.

Costco Wholesale 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.