Synergy Asset Management LLC Sells 12,361 Shares of Costco Wholesale Corporation $COST

Synergy Asset Management LLC reduced its position in Costco Wholesale Corporation (NASDAQ:COST) by 38.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 19,946 shares of the retailer’s stock after selling 12,361 shares during the period. Costco Wholesale makes up 1.8% of Synergy Asset Management LLC’s portfolio, making the stock its 15th biggest position. Synergy Asset Management LLC’s holdings in Costco Wholesale were worth $17,200,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Hurley Capital LLC raised its holdings in shares of Costco Wholesale by 120.0% in the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after buying an additional 18 shares during the period. Abich Financial Wealth Management LLC bought a new stake in shares of Costco Wholesale during the 3rd quarter worth approximately $34,000. Collier Financial purchased a new position in Costco Wholesale during the 3rd quarter valued at $35,000. AXS Investments LLC bought a new position in Costco Wholesale in the 3rd quarter valued at $36,000. Finally, Imprint Wealth LLC bought a new position in Costco Wholesale in the 3rd quarter valued at $36,000. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Price Performance

Shares of COST stock opened at $983.86 on Friday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The stock has a fifty day simple moving average of $986.70 and a two-hundred day simple moving average of $939.26. The stock has a market capitalization of $436.49 billion, a price-to-earnings ratio of 51.16, a P/E/G ratio of 4.84 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating the consensus estimate of $4.55 by $0.03. The firm had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same quarter last year, the firm posted $4.02 earnings per share. On average, analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given 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 27.04%.

Analyst Ratings Changes

Several research firms have recently weighed in on COST. Sanford C. Bernstein reiterated an “outperform” rating and set a $1,155.00 target price on shares of Costco Wholesale in a research report on Monday, February 9th. Oppenheimer upped their price target on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Raymond James Financial raised their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Jefferies Financial Group reiterated a “buy” rating and set a $1,050.00 price objective on shares of Costco Wholesale in a report on Thursday, March 5th. Finally, Truist Financial boosted their price objective on shares of Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a research report on Friday, March 6th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,039.13.

Insider Activity

In other news, EVP James C. Klauer sold 1,500 shares of the stock in a transaction that occurred 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 transaction, the executive vice president directly owned 44,837 shares in the company, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the completion of the transaction, the executive vice president directly owned 6,121 shares of the company’s stock, valued at $6,139,485.42. This trade represents a 10.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 7,645 shares of company stock valued at $7,049,302. 0.10% of the stock is currently owned by corporate insiders.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates, signaling stronger-than-expected profit outlook that supports higher valuation multiples for COST. Erste Group EPS Upgrade
• Positive Sentiment: Costco is rolling out standalone gas stations — a potential traffic driver and membership-value play that could boost ancillary revenue and stickiness of memberships. Costco Is Launching Standalone Gas Stations
• Positive Sentiment: Costco opened its 11th Canadian Business Centre (Winnipeg), expanding B2B footprint, creating local jobs and increasing wholesale penetration in a new province. Canada’s Eleventh Costco Business Centre
• Positive Sentiment: New Kirkland energy drink rollout is drawing customer enthusiasm and could pressure branded competitors while reinforcing Costco’s private-label margin advantages. Kirkland Energy Drink Coverage
• Positive Sentiment: High-profile endorsements and favorable press (Charlie Munger praise, coverage highlighting membership loyalty) help sentiment and investor confidence in Costco’s durable model. Charlie Munger on Costco
• Neutral Sentiment: Coverage comparing Costco to Walmart and Amazon frames Costco as a defensive, membership-driven retailer but highlights intensifying omnichannel and ad-revenue competition from peers. Walmart or Costco: Who’s Winning?
• Neutral Sentiment: Investor write-ups (Fool, MarketBeat) continue to list Costco as a top consumer-staples holding — supportive for long-term flows but not a catalyst for immediate re-rating. The 2 Best Consumer Staples Stocks
• Negative Sentiment: Analysts and media flag concerns about membership-growth trends and rich valuation — a key risk that could cap upside if membership or comparable-sales momentum slows. Analyst Concerns on Membership Growth

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.