Private Wealth Partners LLC Sells 1,571 Shares of Costco Wholesale Corporation $COST

Key Points

• Private Wealth Partners LLC sold 1,571 shares of Costco, trimming its stake by 4.8% to 31,177 shares worth $26.89 million, with Costco representing 1.9% of the fund and its 15th largest holding.
• Two executive VPs, Claudine Adamo and Teresa A. Jones, disclosed insider sales of 730 and 850 shares respectively, reducing their direct ownership by roughly 10.7% and 16.7%.
• Costco raised its quarterly dividend ~13% to $1.47 (annualized $5.88, 0.6% yield) and posted a quarter where EPS beat ($4.58 vs. $4.55) and revenue rose 9.2% year‑over‑year to $69.6 billion.

Private Wealth Partners LLC decreased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 4.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 31,177 shares of the retailer's stock after selling 1,571 shares during the period. Costco Wholesale makes up 1.9% of Private Wealth Partners LLC's holdings, making the stock its 15th largest position. Private Wealth Partners LLC's holdings in Costco Wholesale were worth $26,886,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in COST. Brighton Jones LLC increased its position in shares of Costco Wholesale by 12.3% in the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer's stock valued at $18,165,000 after buying an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC increased its position in shares of Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer's stock valued at $1,029,000 after buying an additional 130 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer's stock valued at $3,814,000 after buying an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. increased its position in shares of Costco Wholesale by 1.1% in the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer's stock valued at $2,089,000 after buying an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Costco Wholesale by 2.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer's stock valued at $8,416,000 after buying an additional 182 shares in the last quarter. Institutional investors own 68.48% of the company's stock.

Insider Buying and Selling

In related news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Teresa A. Jones sold 850 shares of Costco Wholesale stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction of $838,321.00. Following the completion of 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 ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.10% of the company's stock.

Costco Wholesale Stock Down 0.2%

Costco Wholesale stock opened at $997.84 on Tuesday. The stock has a market cap of $442.69 billion, a P/E ratio of 51.89, a P/E/G ratio of 4.93 and a beta of 0.99. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The company's 50-day moving average price is $995.75 and its two-hundred day moving average price is $945.60.

Costco Wholesale (NASDAQ:COST - Get Free Report) last announced its earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, topping the consensus estimate of $4.55 by $0.03. The company had revenue of $69.60 billion for the quarter, compared to analysts' expectations of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The business's revenue for the quarter was up 9.2% on a year-over-year basis. During the same period last year, the firm earned $4.02 earnings per share. As a group, analysts expect that Costco Wholesale Corporation will post 20.31 EPS for the current year.

Costco Wholesale Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be paid a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. This is a positive change from Costco Wholesale's previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Friday, May 1st. Costco Wholesale's payout ratio is 27.04%.

Analyst Ratings Changes

COST has been the subject of a number of research reports. Robert W. Baird set a $1,100.00 target price on Costco Wholesale in a report on Thursday, February 5th. Oppenheimer increased their price objective on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an "outperform" rating in a research note on Thursday, February 5th. Rothschild & Co Redburn increased their price objective on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the stock a "neutral" rating in a research note on Tuesday, February 17th. Weiss Ratings upgraded shares of Costco Wholesale from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Tuesday, March 17th. Finally, Guggenheim restated a "neutral" rating on shares of Costco Wholesale in a research note on Monday, December 22nd. Twenty-two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, Costco Wholesale has a consensus rating of "Moderate Buy" and an average target price of $1,045.97.

More Costco Wholesale News

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

• Positive Sentiment: Costco announced a ~13% raise to its quarterly dividend (to $1.47), a direct cash-return boost that typically supports the share price and appeals to income-focused investors. Costco quietly bumps its quarterly dividend by 13%
• Positive Sentiment: Management is accelerating physical expansion plans (new club openings/market entries), which supports revenue growth and longer-term member additions. Expansion news tends to be viewed favorably for growth visibility. Costco ramps up expansion plans
• Positive Sentiment: Costco’s digital investments (app growth, personalization, faster-checkout pilots) are lifting digitally-enabled comparable sales (reported strong growth), which supports margin and same-store sales momentum. Costco's Digital Investments Drive Sales Growth: What Comes Next?
• Positive Sentiment: An analyst price target was raised to $1,110, providing an optimistic valuation reference that can lend support to the stock. Costco Wholesale NASDAQ: COST Price Target Raised to $1,110.00
• Neutral Sentiment: Explainers about how Costco membership pricing and in-club pricing mechanics work may influence consumer behavior but are unlikely to move the stock materially on their own. Why The Listed Price Of A Costco Membership Isn't Always What You Pay
• Neutral Sentiment: Small institutional trimming: a SEC filing shows a very modest sale (617 shares) by a small holder — immaterial to consensus positioning. Baskin Financial Services Inc. Sells 617 Shares of Costco Wholesale Corporation $COST
• Neutral Sentiment: Retail competition updates (Walmart remodels, Dollar General dynamics, Target strength) create a mixed competitive backdrop—important context but not a direct negative to Costco’s near-term momentum. Walmart Expands and Modernizes Stores to Support Omnichannel Growth
• Negative Sentiment: Several analysts and commentary pieces argue Costco’s growth and compounding returns are largely priced in, noting the stock trades at a premium and offering limited upside — a valuation headwind that can cap near-term gains. Costco: When Compounding Is Already Priced In
• Negative Sentiment: Market commentary questioning whether COST is overvalued at current levels (articles asking “still a buy?”) may pressure sentiment among valuation-sensitive investors. Costco at $1,000: Still a Buy or Time to Wait?

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.

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