Costco Wholesale Corporation $COST Stock Sold by Teamwork Financial Advisors LLC

Teamwork Financial Advisors LLC lessened its position in Costco Wholesale Corporation (NASDAQ:COST) by 11.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,395 shares of the retailer’s stock after selling 1,767 shares during the period. Teamwork Financial Advisors LLC’s holdings in Costco Wholesale were worth $12,194,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of COST. State Street Corp grew its position in Costco Wholesale by 31.7% in the 2nd quarter. State Street Corp now owns 23,901,594 shares of the retailer’s stock worth $22,359,224,000 after purchasing an additional 5,749,362 shares during the last quarter. Bank of America Corp DE boosted its position in shares of Costco Wholesale by 11.5% during the first quarter. Bank of America Corp DE now owns 7,515,031 shares of the retailer’s stock worth $7,488,203,000 after buying an additional 773,651 shares during the period. Diamant Asset Management Inc. boosted its position in shares of Costco Wholesale by 99,278.0% during the first quarter. Diamant Asset Management Inc. now owns 6,726,899 shares of the retailer’s stock worth $672,690,000 after buying an additional 6,720,130 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in shares of Costco Wholesale by 5.5% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,068,312 shares of the retailer’s stock worth $2,870,314,000 after buying an additional 160,893 shares during the period. Finally, Amundi grew its holdings in Costco Wholesale by 11.1% in the 1st quarter. Amundi now owns 2,839,016 shares of the retailer’s stock worth $2,828,881,000 after buying an additional 283,360 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several analysts recently commented on the company. Weiss Ratings upgraded Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, October 8th. Raymond James Financial cut their target price on Costco Wholesale from $1,100.00 to $1,050.00 and set an “outperform” rating on the stock in a research note on Friday, September 25th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $1,000.00 price target on shares of Costco Wholesale in a research report on Friday, October 9th. DA Davidson boosted their price target on Costco Wholesale from $1,000.00 to $1,040.00 and gave the stock a “neutral” rating in a research report on Friday, September 25th. Finally, HSBC raised Costco Wholesale to a “buy” rating in a research note on Friday, September 25th. Twenty-four analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given 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 $1,087.40.

Insider Activity at Costco Wholesale

In related news, EVP William Richard Wilcox sold 1,100 shares of the business’s stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $958.21, for a total value of $1,054,031.00. Following the sale, the executive vice president directly owned 3,094 shares in the company, valued at $2,964,701.74. The trade was a 26.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Claudine Adamo sold 2,200 shares of the business’s stock in a transaction that occurred on Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total transaction of $2,015,046.00. Following the completion of the sale, the executive vice president owned 7,134 shares in the company, valued at $6,534,244.62. The trade was a 23.57% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.10% of the company’s stock.

Costco Wholesale News Summary

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

• Positive Sentiment: Costco is reportedly adding a $2.99 sweet treat to its food-court menu. While financially modest, the low-priced offering could reinforce the company’s value proposition and drive additional customer traffic. Costco adds a $2.99 food-court treat
• Positive Sentiment: Recent sales momentum remains a key support for COST, with September sales reportedly increasing 13% year over year. The growth highlights continued customer demand despite broader concerns about retail spending. Costco valuation and sales growth
• Positive Sentiment: Costco is scheduled to pay a quarterly dividend of $1.47 per share on Nov. 13. Although its approximately 0.6% yield is low, regular and occasional special dividends add to the long-term shareholder return case. Costco dividend analysis
• Neutral Sentiment: Costco continues expanding its warehouse footprint, including a 152,000-square-foot location with a 32-pump gas station scheduled to open in November. The project offers incremental growth potential, though its near-term earnings effect is likely limited. New Costco warehouse opening
• Neutral Sentiment: Analyses comparing Costco with Walmart emphasize Costco’s stronger competitive moat and recent relative performance, but also frame the stock as a long-term quality investment rather than a clear short-term bargain. Costco versus Walmart comparison
• Negative Sentiment: Truist analyst Scot Ciccarelli reaffirmed a Hold rating and a $955 price target, indicating limited upside after Costco’s strong run. The target is below recent trading levels, reinforcing valuation concerns. Truist Costco rating
• Negative Sentiment: Costco trades at a demanding valuation—roughly 48 times earnings—despite its strong sales growth. Rising prices for oil and protein could also pressure margins or merchandise affordability, increasing the risk of investor disappointment. Costco price tracker and inflation

Costco Wholesale Price Performance

NASDAQ:COST opened at $995.53 on Tuesday. The business’s 50-day moving average price is $934.01 and its 200 day moving average price is $963.03. The firm has a market cap of $441.15 billion, a P/E ratio of 47.95, a PEG ratio of 4.23 and a beta of 0.88. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The company has a quick ratio of 0.62, a current ratio of 1.06 and a debt-to-equity ratio of 0.11.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, September 24th. The retailer reported $6.75 EPS for the quarter, topping the consensus estimate of $6.54 by $0.21. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The firm had revenue of $95.72 billion for the quarter, compared to analysts’ expectations of $94.97 billion. During the same period in the previous year, the business earned $5.87 earnings per share. Costco Wholesale’s revenue for the quarter was up 11.1% compared to the same quarter last year. As a group, sell-side analysts predict that Costco Wholesale Corporation will post 22.70 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be paid a $1.47 dividend. The ex-dividend date of this dividend is Friday, October 30th. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. Costco Wholesale’s payout ratio is currently 28.32%.

About Costco Wholesale

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells merchandise in bulk and at competitive prices through warehouse clubs and e-commerce platforms, serving individual consumers, businesses and other organizations.

Its product selection includes groceries and fresh foods, household supplies, appliances, electronics, furniture, apparel, health and beauty products, jewelry, automotive products and prescription drugs. Costco also provides services such as optical care, pharmacy services, hearing-aid sales, travel offerings and fuel sales, depending on location.

The company traces its roots to Price Club, which opened in San Diego in 1976.