7,327 Shares in Costco Wholesale Corporation $COST Acquired by Tema Etfs LLC

Tema Etfs LLC bought a new position in Costco Wholesale Corporation (NASDAQ:COST) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 7,327 shares of the retailer’s stock, valued at approximately $6,782,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. Ridgewood Investments LLC increased its stake in shares of Costco Wholesale by 7.4% in the 2nd quarter. Ridgewood Investments LLC now owns 159 shares of the retailer’s stock valued at $157,000 after acquiring an additional 11 shares in the last quarter. Wagner Wealth Management LLC increased its stake in Costco Wholesale by 3.4% in the second quarter. Wagner Wealth Management LLC now owns 330 shares of the retailer’s stock valued at $326,000 after purchasing an additional 11 shares in the last quarter. Hobbs Wealth Management LLC raised its holdings in shares of Costco Wholesale by 4.4% during the second quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock valued at $259,000 after purchasing an additional 11 shares during the period. Busey Bank boosted its position in shares of Costco Wholesale by 0.4% during the 3rd quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after purchasing an additional 11 shares in the last quarter. Finally, Pasadena Private Wealth LLC grew its stake in shares of Costco Wholesale by 0.8% in the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock valued at $1,299,000 after buying an additional 11 shares during the period. 68.48% of the stock is owned by institutional investors and hedge funds.

Costco Wholesale News Roundup

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

• Positive Sentiment: Company-released December sales: net sales of $29.86B (up 8.5% yr/yr) and companywide comps +7.0%, with digitally-enabled sales up ~19%. This is the primary driver for the bullish move. Costco Reports December Sales Results
• Positive Sentiment: E-commerce acceleration: online/digitally-enabled sales jumped ~18–19% in December, boosting margins and omnichannel momentum that investors favor. Costco Stock Jumps as Online Sales Growth Reaches 18% in December
• Positive Sentiment: Analyst support and upgrades (Mizuho, Deutsche Bank mentions, Telsey reaffirming outperform) are lifting sentiment and providing upside to price targets. Costco Upgraded at Mizuho
• Positive Sentiment: Political/tariff developments: betting markets and reports increasingly price in relief from new tariffs — a potential tailwind for Costco’s import-heavy model. Betting Markets Predict 75% Chance Supreme Court Blocks Trump Tariffs
• Neutral Sentiment: Local expansion: city-level site news (Greenbrier Mall) signals ongoing real-estate pipeline but is not material yet to national results. Costco Could Be Coming to Greenbrier Mall
• Neutral Sentiment: Street commentary: portfolio managers and media guests (Wall Street Alliance video backing Costco) highlight execution focus — supportive but not a direct earnings catalyst. Aadil Zaman Backs Costco
• Negative Sentiment: Valuation concerns: outlets warn Costco trades near elevated multiples after years of outperformance, suggesting limited upside if growth slows — a short-term headwind for multiples. How Retailer Costco Can Drop
• Negative Sentiment: Media critique: high-profile commentator Jim Cramer said COST “should be repudiated this quarter,” which can amplify short-term selling despite longer-term bullish data. Jim Cramer: Costco Should be Repudiated

Costco Wholesale Price Performance

COST opened at $924.88 on Monday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,078.23. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. The company has a market capitalization of $410.53 billion, a price-to-earnings ratio of 49.54, a P/E/G ratio of 5.54 and a beta of 1.02. The firm’s fifty day moving average price is $892.58 and its two-hundred day moving average price is $931.08.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating analysts’ consensus estimates 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 period last year, the firm earned $4.04 earnings per share. The firm’s revenue was up 8.3% on a year-over-year basis. As a group, analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on COST. Northcoast Research set a $1,100.00 price target on Costco Wholesale and gave the stock a “buy” rating in a research note on Wednesday, December 24th. UBS Group restated a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Citigroup cut their target price on Costco Wholesale from $1,065.00 to $990.00 and set a “neutral” rating on the stock in a report on Monday, September 29th. Morgan Stanley decreased their price target on shares of Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating for the company in a research note on Friday, September 26th. Finally, DA Davidson restated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a report on Thursday, December 4th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Costco Wholesale presently has an average rating of “Moderate Buy” and a consensus target price of $996.00.

Insiders Place Their Bets

In other news, 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 completion of the transaction, the executive vice president directly owned 6,851 shares of the company’s stock, valued at $6,410,343.68. This represents a 28.27% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Javier Polit sold 2,049 shares of the stock in a transaction that occurred on Monday, December 29th. The shares were sold at an average price of $867.21, for a total value of $1,776,913.29. Following the sale, the executive vice president directly owned 10,748 shares of the company’s stock, valued at $9,320,773.08. The trade was a 16.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 8,946 shares of company stock worth $8,175,048 over the last 90 days. 0.10% of the stock is currently owned by corporate 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.