1,671 Costco Wholesale Corporation $COST Shares Acquired by Asset One Wealth Management LLC

Posted by Brian Himes on Nov 7th, 2026

Asset One Wealth Management LLC boosted its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 28.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,547 shares of the retailer’s stock after purchasing an additional 1,671 shares during the quarter. Asset One Wealth Management LLC’s holdings in Costco Wholesale were worth $6,870,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also added to or reduced their stakes in COST. Contravisory Investment Management Inc. increased its position in shares of Costco Wholesale by 107.7% during the 3rd quarter. Contravisory Investment Management Inc. now owns 27 shares of the retailer’s stock valued at $25,000 after purchasing an additional 14 shares during the last quarter. C M Bidwell & Associates Ltd. purchased a new position in Costco Wholesale in the second quarter valued at $28,000. Burk Holdings LLC purchased a new position in shares of Costco Wholesale during the second quarter worth approximately $30,000. Manning & Napier Advisors LLC purchased a new stake in Costco Wholesale during the second quarter worth $30,000. Finally, John Boyer Inc. purchased a new stake in Costco Wholesale in the third quarter valued at approximately $32,000. Institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling

In other news, EVP William Richard Wilcox sold 1,100 shares of the company’s stock in a transaction 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 transaction, the executive vice president directly owned 3,094 shares of the company’s stock, valued at approximately $2,964,701.74. This represents a 26.23% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Claudine Adamo sold 2,200 shares of the stock in a transaction on Tuesday, September 29th. The shares were sold at an average price of $915.93, for a total value of $2,015,046.00. Following the completion of the sale, the executive vice president owned 7,134 shares in the company, valued at approximately $6,534,244.62. This trade represents a 23.57% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

COST has been the subject of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft decreased 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 note on Monday, September 28th. Tigress Financial raised their target price on Costco Wholesale from $1,065.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Thursday, October 15th. BTIG Research reiterated a “buy” rating and issued a $1,125.00 price target on shares of Costco Wholesale in a research report on Wednesday, September 23rd. Evercore reaffirmed an “outperform” rating on shares of Costco Wholesale in a research report on Tuesday, September 22nd. Finally, TD Cowen assumed coverage on Costco Wholesale in a report on Friday, October 30th. They issued a “strong-buy” rating on the stock. One investment analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,090.55.

View Our Latest Report on COST

Key Stories Impacting Costco Wholesale

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

Positive Sentiment: Costco reported October net sales of $24.50 billion, up 12.6% year over year. U.S. comparable sales rose 8.1% excluding gasoline-price changes, while digital growth also accelerated—evidence of continued customer demand. Costco’s October Net Sales Jump 12.6% as Digital Growth Accelerates
Positive Sentiment: JPMorgan raised its price target to $1,150 from $1,015 and maintained an overweight rating. Bank of America also kept its buy rating following the stronger U.S. comparable-sales results. JPMorgan price-target update Costco retains BofA buy as October U.S. comps rise
Neutral Sentiment: Recent coverage points to solid share-price momentum, supported by a string of earnings beats, but investors may be watching whether earnings growth can justify the stock’s valuation. Costco Stock: Earnings Growth Could Shape the Next Big Move
Negative Sentiment: Valuation remains a key risk: reports cite a trailing P/E near 49, leaving limited room for disappointment, while earnings revisions have raised concerns. Citi maintained a hold rating with a $1,020 target, reflecting a more cautious view than JPMorgan’s. Costco Stock: Why Analysts Are Split Despite Strong October Sales

Costco Wholesale Stock Down 1.1%

Shares of COST stock opened at $1,053.56 on Friday. The firm’s 50-day moving average is $952.42 and its 200-day moving average is $972.49. The stock has a market cap of $466.86 billion, a price-to-earnings ratio of 50.88, a PEG ratio of 4.45 and a beta of 0.85. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.62 and a current ratio of 1.06. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50.

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

Costco Wholesale Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Friday, October 30th will be paid a dividend of $1.47 per share. The ex-dividend date of this dividend is Friday, October 30th. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is presently 28.32%.

Costco Wholesale Profile

(Free Report)

Costco Wholesale Corporation operates membership-based warehouse clubs that offer a broad selection of merchandise at generally low prices. Its products include groceries, fresh foods, appliances, electronics, apparel, furniture, and household goods, as well as its Kirkland Signature private-label line.

The company also provides services such as gasoline stations, pharmacies, optical and hearing-aid centers, food courts, and travel offerings. Costco serves members through warehouses and online channels.

Founded in 1983 in Seattle, Costco has expanded across North America, Europe, Asia, and Australia.