Westmount Partners LLC Grows Stake in Costco Wholesale Corporation $COST

16 Sep 2025, 12:32 by Renee Jackson · The Cerbat Gem

Westmount Partners LLC increased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 0.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,471 shares of the retailer’s stock after purchasing an additional 17 shares during the quarter. Costco Wholesale makes up 0.9% of Westmount Partners LLC’s portfolio, making the stock its 23rd biggest holding. Westmount Partners LLC’s holdings in Costco Wholesale were worth $3,436,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Personal CFO Solutions LLC boosted its stake in Costco Wholesale by 12.4% during the first quarter. Personal CFO Solutions LLC now owns 1,519 shares of the retailer’s stock valued at $1,436,000 after buying an additional 167 shares during the last quarter. F&V Capital Management LLC bought a new position in Costco Wholesale during the first quarter valued at approximately $236,000. Graybill Wealth Management LTD. bought a new position in Costco Wholesale during the first quarter valued at approximately $3,095,000. Rossmore Private Capital boosted its stake in Costco Wholesale by 0.9% during the first quarter. Rossmore Private Capital now owns 6,687 shares of the retailer’s stock valued at $6,325,000 after buying an additional 62 shares during the last quarter. Finally, Curat Global LLC bought a new position in Costco Wholesale during the first quarter valued at approximately $241,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling

In related news, EVP Teresa A. Jones sold 600 shares of the firm’s stock in a transaction that occurred on Wednesday, August 20th. The stock was sold at an average price of $992.05, for a total transaction of $595,230.00. Following the completion of the sale, the executive vice president directly owned 2,362 shares of the company’s stock, valued at approximately $2,343,222.10. This trade represents a 20.26% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Yoram Rubanenko sold 4,000 shares of the firm’s stock in a transaction that occurred on Monday, July 14th. The stock was sold at an average price of $974.96, for a total value of $3,899,840.00. Following the sale, the executive vice president directly owned 5,774 shares of the company’s stock, valued at $5,629,419.04. This represents a 40.92% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 5,147 shares of company stock valued at $5,031,130. Insiders own 0.18% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on COST. Evercore ISI dropped their price target on Costco Wholesale from $1,075.00 to $1,060.00 and set an “outperform” rating for the company in a research note on Tuesday, June 17th. Loop Capital lowered their price objective on Costco Wholesale from $1,115.00 to $1,110.00 and set a “buy” rating for the company in a research note on Thursday, May 29th. Stifel Nicolaus set a $1,035.00 price objective on Costco Wholesale in a research note on Thursday, May 29th. JPMorgan Chase & Co. raised their price objective on Costco Wholesale from $1,115.00 to $1,160.00 and gave the company an “overweight” rating in a research note on Thursday, August 7th. Finally, Truist Financial raised their price objective on Costco Wholesale from $995.00 to $1,042.00 and gave the company a “hold” rating in a research note on Friday, May 30th. Seventeen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and an average price target of $1,056.67.

View Our Latest Report on COST

Costco Wholesale Price Performance

Shares of COST stock opened at $960.10 on Tuesday. Costco Wholesale Corporation has a 52-week low of $867.16 and a 52-week high of $1,078.23. The company has a debt-to-equity ratio of 0.21, a quick ratio of 0.52 and a current ratio of 1.02. The firm has a market capitalization of $425.79 billion, a P/E ratio of 54.46, a P/E/G ratio of 5.45 and a beta of 0.97. The stock has a 50 day moving average price of $959.76 and a 200 day moving average price of $973.69.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, August 15th. Investors of record on Friday, August 1st were paid a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, August 1st. Costco Wholesale’s dividend payout ratio (DPR) is currently 29.50%.

About Costco Wholesale

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