Tred Avon Family Wealth LLC Makes New $1.12 Million Investment in Costco Wholesale Corporation $COST

Tred Avon Family Wealth LLC purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) during the third quarter, Holdings Channel.com reports. The firm purchased 1,213 shares of the retailer’s stock, valued at approximately $1,123,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Ridgewood Investments LLC lifted its holdings in shares of Costco Wholesale by 7.4% in the second quarter. Ridgewood Investments LLC now owns 159 shares of the retailer’s stock valued at $157,000 after purchasing an additional 11 shares in the last quarter. Wagner Wealth Management LLC raised its position in Costco Wholesale by 3.4% during the second quarter. Wagner Wealth Management LLC now owns 330 shares of the retailer’s stock valued at $326,000 after buying an additional 11 shares during the period. Hobbs Wealth Management LLC grew its stake in Costco Wholesale by 4.4% during the 2nd quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock valued at $259,000 after acquiring an additional 11 shares in the last quarter. Busey Bank lifted its position in shares of Costco Wholesale by 0.4% in the third quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after purchasing an additional 11 shares in the last quarter. Finally, Pasadena Private Wealth LLC boosted its holdings in shares of Costco Wholesale by 0.8% during the third quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock worth $1,299,000 after purchasing an additional 11 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Up 0.7%

COST opened at $963.61 on Friday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,078.23. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. The business has a 50 day moving average price of $894.70 and a 200 day moving average price of $930.25. The firm has a market cap of $427.72 billion, a P/E ratio of 51.61, a price-to-earnings-growth ratio of 5.77 and a beta of 1.02.

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

Costco Wholesale Announces Dividend

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

Costco Wholesale News Roundup

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

• Positive Sentiment: Board raised shareholder returns with a confirmed quarterly cash dividend of $1.30 per share (payable Feb. 13), which supports income-focused demand and underpins buyer interest. Read More.
• Positive Sentiment: Technical and momentum stories are signaling a breakout after late-2025 weakness; analysts and commentators pointing to stronger December sales and improving charts are drawing short-term buyers. Read More.
• Positive Sentiment: Multiple long-term investor pieces highlight Costco’s resilient membership model, renewal economics and international expansion as durable tailwinds that keep buy-and-hold interest elevated. Read More.
• Positive Sentiment: Consumer-facing features (e.g., food-court pricing, membership perks) and new incentives to upgrade members to Executive status may help average spend and renewals over time, supporting the revenue mix. Read More.
• Neutral Sentiment: Consumer and lifestyle write-ups (buy-and-hold lists, product highlights) keep brand visibility high but are unlikely to move the stock materially by themselves. Read More.
• Neutral Sentiment: Options-flow commentary notes unusually active put activity on Costco — framed as a strategy for acquiring shares without overpaying; this highlights price sensitivity but isn’t a direct directional signal. Read More.
• Negative Sentiment: Insider selling: EVP James Klauer and other executives disclosed mid-January share sales (Klauer sold 1,500 shares), which can create short-term selling pressure and raise investor caution even if sales are routine. Read More.
• Negative Sentiment: Valuation remains a constraint—COST trades at a premium versus peers (~50x earnings), so the stock is sensitive to any sign of slowing sales/margin improvement; some coverage highlights that premium as a risk to near-term gains. Read More.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Claudine Adamo sold 2,700 shares of the stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $935.68, for a total transaction of $2,526,336.00. Following the completion of the sale, the executive vice president owned 6,851 shares in the company, valued at $6,410,343.68. This represents a 28.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP William Richard Wilcox sold 2,400 shares of Costco Wholesale stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $930.13, for a total value of $2,232,312.00. Following the completion of the transaction, the executive vice president directly owned 2,000 shares in the company, valued at approximately $1,860,260. This represents a 54.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 11,946 shares of company stock worth $10,958,028 in the last ninety days. 0.10% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on COST. BTIG Research began coverage on shares of Costco Wholesale in a research note on Tuesday, October 14th. They issued a “buy” rating and a $1,115.00 price objective on the stock. Wells Fargo & Company lowered their price target on shares of Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating on the stock in a report on Friday, December 19th. Cowen reiterated a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Evercore ISI reduced their price objective on Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating for the company in a research report on Friday, September 26th. Finally, Argus upped their target price on Costco Wholesale from $1,170.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Monday, September 29th. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $996.00.

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.