Lion Street Advisors LLC Acquires 2,316 Shares of Costco Wholesale Corporation $COST

Lion Street Advisors LLC lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 28.1% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 10,558 shares of the retailer’s stock after purchasing an additional 2,316 shares during the period. Costco Wholesale accounts for about 3.1% of Lion Street Advisors LLC’s investment portfolio, making the stock its 3rd biggest holding. Lion Street Advisors LLC’s holdings in Costco Wholesale were worth $9,773,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC grew its stake in shares of Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after purchasing an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. boosted its holdings in Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after buying an additional 23 shares in the last quarter. Finally, United Bank grew its position in Costco Wholesale by 4.2% during the second quarter. United Bank now owns 5,846 shares of the retailer’s stock worth $5,787,000 after buying an additional 235 shares during the period. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

COST has been the subject of a number of research reports. Evercore lifted their price target on shares of Costco Wholesale from $1,025.00 to $1,050.00 and gave the company an “outperform” rating in a research report on Tuesday, February 10th. Gordon Haskett raised their price objective on Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. Mizuho lifted their price objective on Costco Wholesale from $1,000.00 to $1,065.00 and gave the stock an “outperform” rating in a report on Tuesday, February 3rd. Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a research report on Monday, December 29th. Finally, Telsey Advisory Group restated an “outperform” rating and issued a $1,100.00 price target on shares of Costco Wholesale in a research report on Monday, February 2nd. Twenty-one analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Costco Wholesale presently has an average rating of “Moderate Buy” and a consensus target price of $1,008.07.

Costco Wholesale Stock Performance

Costco Wholesale stock opened at $985.27 on Friday. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The company has a market capitalization of $437.33 billion, a price-to-earnings ratio of 52.77, a PEG ratio of 5.21 and a beta of 1.01. The stock has a fifty day moving average of $934.56 and a two-hundred day moving average of $934.53. 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 (NASDAQ:COST) last issued its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.27 by $0.07. The business had revenue of $67.31 billion for the quarter, compared to the consensus estimate of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The business’s revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the business earned $4.04 earnings per share. On average, analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were paid a dividend of $1.30 per share. 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 (DPR) is currently 27.85%.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the transaction, the executive vice president owned 8,240 shares of the company’s stock, valued at $7,550,476.80. The trade was a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares in the company, valued at $4,169,907.28. The trade was a 16.74% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 6,915 shares of company stock valued at $6,317,097. Corporate insiders own 0.10% of the company’s stock.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Supreme Court tariff ruling could benefit Costco financially and reputationally—companies that filed early suits, including Costco, may have an edge collecting refunds and avoiding passed‑on tariffs, which supports margins and customer PR. Fortune: With Trump’s tariffs deemed illegal by the Supreme Court, Costco stands to win big
• Positive Sentiment: Analyst and sell‑side attention is bullish: Rothschild & Co Redburn published a note forecasting strong price appreciation for COST, which can attract buyers and support sentiment. American Banking News: Rothschild & Co Redburn Forecasts Strong Price Appreciation for Costco
• Positive Sentiment: High‑visibility brand moves: a limited Nike partnership generated buzz and social resale demand, boosting marketing momentum and potential traffic to warehouses. Motley Fool: Why Nike Partnering with Costco Is Actually a Genius Move
• Neutral Sentiment: Options flow and trading ideas: some outlets are promoting short‑term bullish option strategies on COST, indicating retail and options traders are active but not changing fundamentals. Investors Business Daily: Bull Put Spread Idea
• Neutral Sentiment: Short‑interest notices in the feed show large increases but report zero shares and 0.0 days (likely a data/reporting error); not meaningful for immediate positioning.
• Negative Sentiment: Food‑safety litigation: a class‑action lawsuit alleges Costco’s rotisserie chicken poses a salmonella risk—legal exposure and reputational damage could pressure sales in affected categories. MyNorthwest: Class-action lawsuit alleges Costco’s rotisserie chicken poses salmonella risk
• Negative Sentiment: Operational/headline hits: Costco is issuing refunds and recalling certain gift cards after a program closure, and it dropped an Asheville store proposal citing cost/requirements—both are modest near‑term costs and may dent local expansion sentiment. Yahoo: Costco drops Asheville proposal due to requirements, costs Yahoo: Costco Is Recalling Gift Cards Issued for Hundreds of Restaurants

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.