Sawgrass Asset Management LLC Has $531,000 Stock Position in Costco Wholesale Corporation $COST

Sawgrass Asset Management LLC lowered its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 92.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 574 shares of the retailer’s stock after selling 6,635 shares during the period. Sawgrass Asset Management LLC’s holdings in Costco Wholesale were worth $531,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. LFA Lugano Financial Advisors SA bought a new stake in shares of Costco Wholesale in the second quarter worth $31,000. Financial Connections Group Inc. lifted its holdings in Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after buying an additional 39 shares during the period. Frazier Financial Advisors LLC grew its position in shares of Costco Wholesale by 72.0% in the 2nd quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock valued at $43,000 after buying an additional 18 shares during the last quarter. Marquette Asset Management LLC increased its stake in shares of Costco Wholesale by 2,200.0% in the third quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock valued at $43,000 after buying an additional 44 shares during the period. Finally, Spurstone Advisory Services LLC bought a new position in shares of Costco Wholesale during the second quarter worth about $48,000. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale News Roundup

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

• Positive Sentiment: Analysts expect Costco to report strong fiscal Q2 results, with previews calling for double-digit profit growth — investors view this as confirmation of resilient demand and margin stability. Earnings Preview: What to Expect From Costco Wholesale’s Report
• Positive Sentiment: Multiple bullish analyst pieces argue Costco remains a buy for 2026 and beyond, emphasizing membership retention, steady sales/profit growth and defensive consumer-staples characteristics. This supportive coverage helps underpin the rally. Is Costco Stock a Buy in 2026?
• Positive Sentiment: Costco’s membership perks continue to be a strategic growth lever — coverage highlights a past controversial perk and four new 2026 benefits aimed at boosting member value and retention, which supports long-term revenue visibility. Costco Introduced a Controversial Perk Last Year — and It Plans to Follow This Up With 4 New Benefits in 2026
• Positive Sentiment: Operational/UX improvements: reporting says Costco is adopting a tech upgrade used by competitors to improve the member experience — a potential driver of basket size and visit frequency. Costco borrows tech upgrade from competitor to boost member experience
• Neutral Sentiment: Retail buzz and product-level popularity (popular Costco finds, wholesale flowers) are helping brand engagement but are unlikely to move fundamentals materially in the near term. ‘I’ve Been Using This Stuff Every Day For About 2 Years’
• Neutral Sentiment: Trading/technical interest: a pattern-trade roundup lists Costco as a top seasonal idea (speculative short?term upside), which can attract momentum traders but isn’t a fundamental endorsement. 5 Best Pattern Trades for This Quarter
• Negative Sentiment: Bearish/critical takes: Seeking Alpha published pieces urging caution or a sell-the-rally stance, arguing the strong start may be short?lived — these raise concerns about near-term momentum and give some investors reason to lock in gains. Costco: Strong Start To 2026 Likely Short-Lived
• Negative Sentiment: Valuation questions: coverage assessing Costco’s rich P/E highlights risk that upside is limited unless earnings justify the premium — a key watch for longer?term investors. Assessing Whether Costco Wholesale (COST) Deserves Its Rich P/E
• Negative Sentiment: Minor insider activity: a disclosed sale of 458 shares by an executive may be viewed as a small negative signal, though the sale size is immaterial relative to the company’s scale. Susan Decker Sells 458 Shares of Costco Wholesale

Insiders Place Their Bets

In other Costco Wholesale news, EVP Russell D. Miller sold 1,500 shares of the stock in a transaction on Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the transaction, the executive vice president directly owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Susan L. Decker sold 458 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the completion of the sale, the director directly owned 8,532 shares of the company’s stock, valued at $8,148,060. This represents a 5.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 9,315 shares of company stock valued at $8,549,409. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on COST. Gordon Haskett decreased their target price on shares of Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating for the company in a research report on Monday, December 1st. BMO Capital Markets reaffirmed an “outperform” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Hovde Group started coverage on shares of Costco Wholesale in a research note on Tuesday, November 18th. They set a “market perform” rating and a $16.00 target price for the company. Jefferies Financial Group reaffirmed a “buy” rating on shares of Costco Wholesale in a research report on Thursday, October 9th. Finally, HSBC decreased their price target on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a report on Friday, December 12th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $996.00.

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $983.25 on Friday. The stock has a market cap of $436.44 billion, a price-to-earnings ratio of 52.66, a PEG ratio of 5.89 and a beta of 1.02. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,078.23. The firm’s 50-day simple moving average is $900.28 and its 200 day simple moving average is $929.81.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping the consensus estimate of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The firm had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. During the same period in the prior year, the business posted $4.04 earnings per share. The company’s quarterly revenue was up 8.3% compared to the same quarter last year. As a group, research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.

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.