Costco Wholesale Corporation $COST Position Boosted by New York Life Investment Management LLC

28 Oct 2025, 10:48 by Renee Jackson · The Cerbat Gem

New York Life Investment Management LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.6% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 60,342 shares of the retailer’s stock after purchasing an additional 972 shares during the period. New York Life Investment Management LLC’s holdings in Costco Wholesale were worth $59,735,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in COST. Peterson Wealth Services boosted its holdings in shares of Costco Wholesale by 0.5% in the second quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock worth $13,479,000 after buying an additional 72 shares during the period. Fishman Jay A Ltd. MI boosted its holdings in shares of Costco Wholesale by 3.5% in the second quarter. Fishman Jay A Ltd. MI now owns 16,888 shares of the retailer’s stock worth $16,718,000 after buying an additional 575 shares during the period. Independent Solutions Wealth Management LLC boosted its holdings in shares of Costco Wholesale by 0.3% in the second quarter. Independent Solutions Wealth Management LLC now owns 20,638 shares of the retailer’s stock worth $20,430,000 after buying an additional 53 shares during the period. Personal CFO Solutions LLC boosted its holdings in shares of Costco Wholesale by 12.4% in the first quarter. Personal CFO Solutions LLC now owns 1,519 shares of the retailer’s stock worth $1,436,000 after buying an additional 167 shares during the period. Finally, Graybill Wealth Management LTD. acquired a new position in shares of Costco Wholesale in the first quarter worth about $3,095,000. Institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Claudine Adamo sold 2,700 shares of the firm’s stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $935.68, for a total transaction of $2,526,336.00. Following the transaction, the executive vice president owned 6,851 shares of the company’s stock, valued at approximately $6,410,343.68. This trade represents a 28.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Tiffany Marie Barbre sold 1,239 shares of Costco Wholesale stock in a transaction that occurred on Friday, October 24th. The shares were sold at an average price of $934.62, for a total transaction of $1,157,994.18. Following the completion of the transaction, the insider directly owned 5,155 shares in the company, valued at approximately $4,817,966.10. This represents a 19.38% decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 7,920 shares of company stock worth $7,373,175 in the last ninety days. Insiders own 0.18% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have commented on COST shares. BTIG Research started coverage on shares of Costco Wholesale in a report on Tuesday, October 14th. They issued a “buy” rating and a $1,115.00 target price for the company. Roth Capital set a $907.00 target price on shares of Costco Wholesale and gave the stock a “neutral” rating in a report on Friday, September 26th. Morgan Stanley decreased their target price on shares of Costco Wholesale from $1,225.00 to $1,130.00 and set an “overweight” rating for the company in a report on Friday, September 26th. Erste Group Bank cut shares of Costco Wholesale from a “buy” rating to a “hold” rating in a report on Tuesday, August 5th. Finally, Oppenheimer restated an “outperform” rating and set a $1,130.00 price target on shares of Costco Wholesale in a report on Friday, September 26th. Nineteen research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,068.15.

Check Out Our Latest Research Report on Costco Wholesale

Costco Wholesale Price Performance

Shares of COST opened at $929.85 on Tuesday. The firm has a market cap of $412.09 billion, a PE ratio of 51.06, a PEG ratio of 5.66 and a beta of 0.98. The firm’s 50 day moving average price is $944.24 and its 200 day moving average price is $971.91. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.55 and a current ratio of 1.03. Costco Wholesale Corporation has a twelve month low of $867.34 and a twelve month high of $1,078.23.

Costco Wholesale (NASDAQ:COST – Get Free Report) last issued its quarterly earnings data on Thursday, September 25th. The retailer reported $5.87 earnings per share for the quarter, beating the consensus estimate of $5.81 by $0.06. The firm had revenue of $86.16 billion for the quarter, compared to analyst estimates of $86.01 billion. Costco Wholesale had a net margin of 2.94% and a return on equity of 30.09%. The company’s revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter last year, the firm earned $5.15 earnings per share. As a group, research analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 14th. Investors of record on Friday, October 31st will be given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, October 31st. Costco Wholesale’s dividend payout ratio (DPR) is presently 28.56%.

Costco Wholesale Profile

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