Truist Financial Corp Has $291.86 Million Stock Holdings in Costco Wholesale Corporation $COST

Truist Financial Corp lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 1.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 315,311 shares of the retailer’s stock after purchasing an additional 3,483 shares during the period. Truist Financial Corp owned about 0.07% of Costco Wholesale worth $291,861,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in COST. LFA Lugano Financial Advisors SA bought a new position in shares of Costco Wholesale during the second quarter valued at $31,000. Financial Connections Group Inc. increased its holdings in Costco Wholesale by 975.0% in the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after purchasing an additional 39 shares during the period. Frazier Financial Advisors LLC increased its holdings in Costco Wholesale by 72.0% in the second quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock valued at $43,000 after purchasing an additional 18 shares during the period. Marquette Asset Management LLC raised its position in Costco Wholesale by 2,200.0% during the 3rd quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock worth $43,000 after purchasing an additional 44 shares during the last quarter. Finally, Spurstone Advisory Services LLC acquired a new position in Costco Wholesale during the 2nd quarter worth about $48,000. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Down 0.8%

Shares of NASDAQ COST opened at $970.28 on Wednesday. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The firm has a market cap of $430.68 billion, a PE ratio of 51.97, a P/E/G ratio of 5.86 and a beta of 1.02. The company’s fifty day simple moving average is $903.08 and its 200 day simple moving average is $929.49. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating the consensus estimate of $4.27 by $0.07. The firm had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The business’s quarterly revenue was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.04 earnings per share. As a group, sell-side analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

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

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco declared its first quarterly dividend of 2026, payable February 13 — a direct cash return that supports income-focused holders and underscores steady capital allocation. Costco to pay dividends on February 13; Here’s how much 100 COST shares will earn
• Positive Sentiment: Major shop-floor and sell-side attention: Morgan Stanley listed Costco among top picks into earnings, signaling institutional confidence ahead of results and likely supporting buying interest. Morgan Stanley’s top picks into earnings include AMD and Costco
• Positive Sentiment: Analysts and commentators highlight durable growth drivers — new warehouse openings, rising same-store sales and a sticky, subscription-style membership model — supporting multi-year revenue growth and the possibility of much larger market cap over time. Can This Unstoppable Stock Join the $1 Trillion Club in 5 Years?
• Positive Sentiment: Balance-sheet strength: coverage notes Costco’s cash-rich position, low leverage and rising membership fees, which increase financial flexibility to weather retail headwinds and support store expansion. Can Costco Outgrow Retail Headwinds? The Balance Sheet Says Yes
• Neutral Sentiment: Momentum and trading ideas: several market pieces discuss a recent rebound and short-term price moves, with commentary on tactical plays and price targets — useful for traders but less material for long-term fundamentals. Costco Stock Has Moved Up Over the Last Month – What Are the Best Plays Now?
• Neutral Sentiment: Market commentary and investor guides (shopping tips, product highlights, retrospectives on multi-year returns) are increasing public interest and brand visibility but have limited direct impact on fundamentals. Costco Stock Has Moved Up Over the Last Month – What Are the Best Plays Now?
• Neutral Sentiment: Short-interest report in the data feed shows anomalies (reported zeros and NaN); no actionable short pressure signal for investors from the published figures. (Source: market short-interest summary)
• Negative Sentiment: Legal/reputational risk: Costco faces a class-action lawsuit alleging misleading claims about its Kirkland rotisserie chicken (no preservatives). While likely not material to fundamentals, the case creates headline risk and could modestly affect sentiment if it escalates. Costco’s popular bargain meal at center of new lawsuit

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Gordon Haskett decreased their price target on Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating for the company in a research note on Monday, December 1st. JPMorgan Chase & Co. upped their target price on Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating in a report on Friday, December 12th. Jefferies Financial Group restated a “buy” rating on shares of Costco Wholesale in a report on Thursday, October 9th. Roth Mkm set a $769.00 price objective on shares of Costco Wholesale and gave the company a “sell” rating in a research note on Monday, December 15th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a research report on Monday, December 29th. Twenty-one analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $996.00.

Insider Transactions at Costco Wholesale

In related news, EVP Teresa A. Jones sold 850 shares of the stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value 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. This trade represents a 16.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction on Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the sale, the director directly owned 8,532 shares of the company’s stock, valued at approximately $8,148,060. The trade was a 5.09% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 9,315 shares of company stock valued at $8,549,409. Company insiders own 0.10% of the company’s stock.

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.