Costco Wholesale Corporation $COST Shares Sold by Yousif Capital Management LLC

Yousif Capital Management LLC lowered its stake in Costco Wholesale Corporation (NASDAQ:COST) by 4.6% in the third quarter, HoldingsChannel reports. The institutional investor owned 55,408 shares of the retailer’s stock after selling 2,651 shares during the period. Costco Wholesale makes up 0.5% of Yousif Capital Management LLC’s investment portfolio, making the stock its 21st largest position. Yousif Capital Management LLC’s holdings in Costco Wholesale were worth $51,287,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the stock. Bulwark Capital Corp acquired a new stake in Costco Wholesale during the 2nd quarter worth about $25,000. LFA Lugano Financial Advisors SA acquired a new position in shares of Costco Wholesale in the second quarter valued at about $31,000. Anderson Financial Strategies LLC raised its stake in shares of Costco Wholesale by 900.0% in the first quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock worth $38,000 after purchasing an additional 36 shares during the last quarter. Financial Connections Group Inc. lifted its holdings in shares of Costco Wholesale by 975.0% during the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after purchasing an additional 39 shares during the period. Finally, Frazier Financial Advisors LLC lifted its holdings in shares of Costco Wholesale by 72.0% during the second quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock worth $43,000 after purchasing an additional 18 shares during the period. 68.48% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities research analysts recently commented on the company. DA Davidson reiterated a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research report on Thursday, December 4th. Citigroup dropped their price objective on shares of Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating on the stock in a report on Monday, September 29th. Wells Fargo & Company cut their price objective on shares of Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating on the stock in a research note on Friday. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a report on Monday. Finally, Evercore ISI lowered their price target on shares of Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating on the stock in a report on Friday, September 26th. Eighteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $987.58.

Costco Wholesale News Summary

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

• Positive Sentiment: New store build — a Costco project in Macon is slated to open summer 2027, signalling continued U.S. store growth that supports revenue and membership expansion. Costco project in Macon to open summer 2027 | Here’s what we know
• Positive Sentiment: Checkout tech rollout — pilots in Arizona are speeding checkout, which can raise throughput and member satisfaction and modestly improve margins if scaled. Costco’s technology is speeding up checkout in Arizona. What to know
• Positive Sentiment: Operational praise — recent analysis highlights Costco’s execution and consistent model, reinforcing the long-term growth thesis tied to low-cost merchandising and membership economics. Costco: The Art Of Execution
• Positive Sentiment: Holiday tailwind — analysts say holiday sales are strong for retail overall, which could help Costco’s comps and membership income into 2026. Holiday Sales Boom: 4 Retail Stocks Ready for 2026 Gains
• Neutral Sentiment: Forward-looking context — pieces on what investors can expect in 2026 and 3‑year outlooks summarize risks and opportunities but offer varied price/earnings scenarios rather than new catalysts. What investors can expect from Costco in 2026
• Neutral Sentiment: Analyst opinion pieces — several articles revisit the three‑year outlook, emphasizing consistency but noting the stock’s valuation leaves less room for disappointment. Where Will Costco Stock Be in 3 Years?
• Negative Sentiment: Competitive pressure — BJ’s expansion in Texas is being framed as a challenge to Costco in key markets, which could cap market-share gains and put pressure on traffic/margins in some regions. BJ’s Wholesale Club challenges Costco in major Texas expansion effort
• Negative Sentiment: Management/communication concerns — high‑profile commentary (e.g., Jim Cramer) criticized the tone of Costco’s recent conference call; negative sentiment around guidance and management commentary can depress the multiple investors are willing to pay. Jim Cramer on Costco: “We Did Not Like the Way the Conference Call Went When They Reported Last”
• Negative Sentiment: Retail convenience weakness — analysts on CNBC/paid services highlighted convenience and accessibility issues as factors behind a disappointing year, a structural concern that could keep comps soft until addressed. Roth Capital’s Bill Kirk points out convenience issues behind Costco’s disappointing year

Costco Wholesale Stock Performance

COST opened at $854.79 on Wednesday. The firm has a fifty day moving average price of $906.34 and a 200 day moving average price of $941.42. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,078.23. The stock has a market cap of $379.42 billion, a P/E ratio of 45.78, a P/E/G ratio of 5.10 and a beta of 1.00. 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 (NASDAQ:COST) last released its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, beating the consensus estimate of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. During the same quarter last year, the business earned $4.04 earnings per share. The firm’s revenue was up 8.3% on a year-over-year basis. Equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were given a dividend of $1.30 per share. The ex-dividend date was Friday, October 31st. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.

Insiders Place Their Bets

In other news, insider Tiffany Marie Barbre sold 1,239 shares of the business’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $934.62, for a total value of $1,157,994.18. Following the completion of the sale, the insider directly owned 5,155 shares in the company, valued at $4,817,966.10. The trade was a 19.38% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Claudine Adamo sold 2,700 shares of the company’s stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $935.68, for a total value of $2,526,336.00. Following the transaction, the executive vice president directly owned 6,851 shares of the company’s stock, valued at approximately $6,410,343.68. The trade was a 28.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 9,720 shares of company stock worth $9,010,257 in the last 90 days. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale 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.