Costco Wholesale Corporation $COST Shares Purchased by Bridgeway Capital Management LLC

13 Dec 2025, 10:22 by Doug Wharley · The Cerbat Gem

Bridgeway Capital Management LLC raised its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 430.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 23,069 shares of the retailer’s stock after acquiring an additional 18,719 shares during the period. Costco Wholesale makes up 0.5% of Bridgeway Capital Management LLC’s portfolio, making the stock its 21st biggest position. Bridgeway Capital Management LLC’s holdings in Costco Wholesale were worth $22,837,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Bulwark Capital Corp purchased a new stake in shares of Costco Wholesale during the 2nd quarter worth about $25,000. Soundwatch Capital LLC lifted its position in Costco Wholesale by 635.7% during the second quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock valued at $25,000 after buying an additional 2,206 shares in the last quarter. LFA Lugano Financial Advisors SA acquired a new position in Costco Wholesale during the second quarter valued at approximately $31,000. Anderson Financial Strategies LLC grew its stake in Costco Wholesale by 900.0% during the first quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock worth $38,000 after buying an additional 36 shares during the period. Finally, Financial Connections Group Inc. increased its position in shares of Costco Wholesale by 975.0% in the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock worth $42,000 after acquiring an additional 39 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on COST shares. DA Davidson reissued a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research note on Thursday, December 4th. Gordon Haskett lowered their price target on Costco Wholesale from $1,150.00 to $1,100.00 and set a “buy” rating for the company in a report on Monday, December 1st. Oppenheimer reduced their price objective on Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating on the stock in a research note on Monday, November 3rd. Truist Financial decreased their target price on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating for the company in a research report on Friday. Finally, Roth Capital set a $907.00 target price on Costco Wholesale and gave the company a “neutral” rating in a research note on Friday, September 26th. Eighteen research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $998.70.

Check Out Our Latest Stock Report on Costco Wholesale

Insiders Place Their Bets

In related news, EVP Russell D. Miller sold 3,381 shares of Costco Wholesale stock in a transaction on Monday, September 29th. The shares were sold at an average price of $915.00, for a total value of $3,093,615.00. Following the completion of the sale, the executive vice president owned 9,740 shares in the company, valued at approximately $8,912,100. The trade was a 25.77% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP William Richard Wilcox sold 2,400 shares of the company’s stock in a transaction on Friday, November 7th. The shares were sold at an average price of $930.13, for a total transaction of $2,232,312.00. Following the completion of the sale, the executive vice president directly owned 2,000 shares in the company, valued at $1,860,260. This represents a 54.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 9,720 shares of company stock valued at $9,010,257. Company insiders own 0.18% of the company’s stock.

Costco Wholesale Stock Performance

Shares of COST stock opened at $884.47 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.03 and a quick ratio of 0.55. The company’s fifty day moving average price is $916.22 and its two-hundred day moving average price is $951.10. The firm has a market capitalization of $392.67 billion, a P/E ratio of 47.37, a P/E/G ratio of 6.00 and a beta of 1.00. Costco Wholesale Corporation has a 12 month low of $867.12 and a 12 month high of $1,078.23.

Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating the consensus estimate of $4.27 by $0.07. Costco Wholesale had a return on equity of 30.16% and a net margin of 2.96%.The company had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. During the same period last year, the firm earned $4.04 earnings per share. The company’s revenue was up 8.3% on a year-over-year basis. On average, research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were issued a dividend of $1.30 per share. The ex-dividend date was Friday, October 31st. This represents a $5.20 annualized dividend and a yield of 0.6%. Costco Wholesale’s payout ratio is currently 28.56%.

Costco Wholesale Company Profile

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