Costco Wholesale Corporation $COST Stock Bought by Signal Advisors Wealth LLC

Key Points

• Signal Advisors Wealth nearly doubled its Costco position in the third quarter, acquiring 1,739 additional shares for a total holding valued at approximately $3.21 million. Institutional investors collectively own 68.48% of Costco’s stock.
• Costco reported quarterly earnings of $6.75 per share, exceeding estimates, while revenue rose 11.1% year over year to $95.72 billion. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $1,046.27.
• Shares recently traded at $954.63, near a historically high valuation of roughly 46 times earnings; meanwhile, executive Claudine Adamo sold 2,200 shares worth about $2.02 million.

Signal Advisors Wealth LLC lifted its position in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 97.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,531 shares of the retailer's stock after acquiring an additional 1,739 shares during the period. Signal Advisors Wealth LLC's holdings in Costco Wholesale were worth $3,214,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Contravisory Investment Management Inc. increased its stake in Costco Wholesale by 107.7% in the third quarter. Contravisory Investment Management Inc. now owns 27 shares of the retailer's stock valued at $25,000 after purchasing an additional 14 shares in the last quarter. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in Costco Wholesale in the fourth quarter worth $27,000. Lifetime Wealth Management P.C. acquired a new stake in Costco Wholesale in the fourth quarter worth $28,000. C M Bidwell & Associates Ltd. acquired a new stake in Costco Wholesale in the second quarter worth $28,000. Finally, Burk Holdings LLC bought a new position in shares of Costco Wholesale during the second quarter worth $30,000. Institutional investors own 68.48% of the company's stock.

Costco Wholesale Trading Down 0.5%

Shares of NASDAQ:COST opened at $954.63 on Wednesday. The firm has a market cap of $423.03 billion, a price-to-earnings ratio of 45.98, a PEG ratio of 4.07 and a beta of 0.88. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50. The company's fifty day simple moving average is $930.95 and its 200 day simple moving average is $963.12. 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 - Get Free Report) last announced its earnings results on Thursday, September 24th. The retailer reported $6.75 earnings per share for the quarter, topping analysts' consensus estimates of $6.54 by $0.21. The firm had revenue of $95.72 billion during the quarter, compared to analyst estimates of $94.97 billion. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The company's revenue for the quarter was up 11.1% compared to the same quarter last year. During the same period in the prior year, the business earned $5.87 EPS. As a group, research analysts forecast that Costco Wholesale Corporation will post 22.85 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Mizuho decreased their price target on shares of Costco Wholesale from $1,100.00 to $1,065.00 and set an "outperform" rating for the company in a report on Friday, September 25th. Deutsche Bank Aktiengesellschaft lowered their price objective on shares of Costco Wholesale from $1,091.00 to $1,079.00 and set a "buy" rating for the company in a research report on Monday, September 28th. Guggenheim reaffirmed a "neutral" rating on shares of Costco Wholesale in a research note on Monday, September 28th. Truist Financial dropped their price objective on Costco Wholesale from $1,011.00 to $955.00 and set a "hold" rating on the stock in a research note on Friday, September 25th. Finally, BMO Capital Markets reiterated an "outperform" rating on shares of Costco Wholesale in a report on Friday, September 25th. Twenty-three analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, Costco Wholesale currently has an average rating of "Moderate Buy" and a consensus target price of $1,046.27.

Insider Activity

In other Costco Wholesale news, EVP Claudine Adamo sold 2,200 shares of Costco Wholesale stock in a transaction dated Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total value of $2,015,046.00. Following the sale, the executive vice president owned 7,134 shares of the company's stock, valued at $6,534,244.62. This trade represents a 23.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.10% of the stock is owned by corporate insiders.

More Costco Wholesale News

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

• Positive Sentiment: Strong sales momentum: Costco reported September net sales of approximately $30.02 billion, up 13% year over year. Digital sales increased 19%, supported by expanded delivery options and personalization, indicating continued customer engagement beyond physical warehouses. Costco Wholesale Posts 13% September Sales Growth
• Positive Sentiment: Balance-sheet strength: Costco’s reported $21.3 billion liquidity cushion, manageable debt and robust cash generation give it flexibility to expand its warehouse network and invest in e-commerce. This provides an advantage over more financially constrained retail competitors. How Costco's Balance Sheet Gives It an Edge
• Positive Sentiment: Constructive earnings outlook: Erste Group raised its FY2027 EPS forecast to $22.80 from $22.67 and projects FY2028 EPS of $25.01, reinforcing expectations for continued earnings growth. Costco analyst earnings estimates
• Neutral Sentiment: Competitive and consumer considerations: Costco continues to outperform or pressure traditional grocery rivals such as Albertsons, while its bulk-pack format and $65 membership fee may not be equally attractive for every household. A potential West Oakland warehouse could support employment and local growth but is not an immediate earnings catalyst.
• Negative Sentiment: Premium valuation and income competition: COST trades at roughly 46 times earnings, well above the broader market. The 10-year Treasury yield near 5.2% significantly exceeds Costco’s dividend yield, which can reduce the stock’s appeal to income-focused investors and increase valuation pressure. Costco Stock Versus 10-Year Treasury Notes
• Negative Sentiment: Questions about sales quality: Higher gasoline prices contributed to reported sales growth at Costco’s fuel business. If gas prices decline, some of that revenue boost could fade, making the premium valuation harder to justify despite solid underlying membership and digital trends. What Cheaper Gas Would Mean for Costco Sales and Margins

Costco Wholesale Company Profile

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells a broad selection of merchandise, including groceries, fresh foods, beverages, appliances, electronics, furniture, apparel, jewelry, hardware, and seasonal products. It also offers services such as gasoline, pharmacies, optical departments, hearing-aid centers, food courts, travel services, and business delivery in selected markets.

Costco markets many products under its private-label Kirkland Signature brand and sells merchandise through warehouse locations and e-commerce platforms.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.