Chapman Investment Management LLC Decreases Stock Holdings in Costco Wholesale Corporation $COST

Chapman Investment Management LLC decreased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 3.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 14,601 shares of the retailer’s stock after selling 510 shares during the quarter. Costco Wholesale makes up approximately 9.6% of Chapman Investment Management LLC’s holdings, making the stock its 2nd largest holding. Chapman Investment Management LLC’s holdings in Costco Wholesale were worth $13,515,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of the business. Peterson Wealth Services grew its holdings in shares of Costco Wholesale by 0.5% during the 2nd quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock valued at $13,479,000 after acquiring an additional 72 shares in the last quarter. Silver Oak Securities Incorporated boosted its position in Costco Wholesale by 49.3% during the third quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after purchasing an additional 1,248 shares during the last quarter. Permanent Capital Management LP purchased a new position in Costco Wholesale in the third quarter valued at about $874,000. Wealthspire Advisors LLC increased its position in Costco Wholesale by 2.0% in the 2nd quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock worth $15,640,000 after purchasing an additional 312 shares during the last quarter. Finally, Vanguard Group Inc. raised its stake in shares of Costco Wholesale by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after purchasing an additional 711,560 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling

In other news, EVP Javier Polit sold 558 shares of the firm’s stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total value of $481,492.62. Following the sale, the executive vice president owned 10,190 shares in the company, valued at approximately $8,792,849.10. This trade represents a 5.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the business’s 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 transaction, the executive vice president directly owned 8,240 shares in the company, valued at $7,550,476.80. This trade represents a 15.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,915 shares of company stock valued at $6,317,097 in the last ninety days. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a research note on Thursday, January 8th. The Goldman Sachs Group decreased their target price on shares of Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating for the company in a research report on Friday, December 12th. Truist Financial cut their price target on shares of Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Robert W. Baird set a $1,100.00 price objective on shares of Costco Wholesale in a report on Thursday. Finally, Daiwa Securities Group lowered their target price on shares of Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating on the stock in a research report on Tuesday, December 16th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,006.19.

More Costco Wholesale News

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

• Positive Sentiment: Management’s January sales report showed solid comp growth and digital strength, which traders have credited for recent upside in COST. Costco Stock Rallies On Strong January Sales
• Positive Sentiment: Oppenheimer raised its price target to $1,100 and kept an Outperform rating — a bullish signal that increases upside expectations from Wall Street. Oppenheimer adjusts PT on Costco Wholesale
• Positive Sentiment: Mizuho also lifted its target (to $1,065) and kept an Outperform rating, citing rebounding membership trends — supportive for longer-term revenue and renewal visibility. Mizuho Raises Costco Target as Membership Trends Rebound
• Positive Sentiment: Macro flows: BofA flagged record inflows into consumer staples amid a tech selloff, helping defensive retailers like Costco attract demand. Walmart, Costco, XLP Surge As BofA Flags Record Inflows
• Positive Sentiment: Store expansion and membership initiatives (Cam arillo opening timeline; moves to fix membership issues) support continued sales growth and member retention. Costco Camarillo gets opening timeline
• Neutral Sentiment: Analyst coverage is mixed: Wells Fargo raised its PT to $950 but keeps an Equal Weight, and DA Davidson reiterated a Neutral rating with a $1,000 target — results in varied near-term views. Wells Fargo raises PT on Costco DA Davidson reaffirms neutral
• Neutral Sentiment: Short-interest data posted today is effectively zero/invalid (no actionable change), so it isn’t driving price action. (Entry shows 0 shares and NaN increase.)
• Neutral Sentiment: Consumer-interest pieces and product buzz (e.g., viral food items, product availability lists) are getting social attention but are unlikely to move fundamentals materially. Costco cookie cake reactions
• Negative Sentiment: Roth MKM and some cautious analysts warn about a possible stockpiling reversal (inventory normalization) that could slow comps in February — a risk investors are watching. Costco stock climbs after strong January sales (blockonomi)
• Negative Sentiment: Jim Cramer and others flagged that Costco has been selling discounted luxury items in Chinese warehouses — an oddity that raises questions about merchandising controls and brand perception overseas. Jim Cramer on discounted Hermès Birkin items

Costco Wholesale Stock Up 1.2%

Costco Wholesale stock opened at $1,001.16 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,078.23. The firm has a fifty day moving average price of $914.61 and a two-hundred day moving average price of $930.51. The firm has a market cap of $444.38 billion, a price-to-earnings ratio of 53.62, a P/E/G ratio of 5.98 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping 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 analyst estimates of $67.03 billion. During the same period in the previous year, the company posted $4.04 earnings per share. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. As a group, analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be issued a dividend of $1.30 per share. 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 27.85%.

About Costco Wholesale

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.