Gradient Investments LLC Decreases Stake in Costco Wholesale Corporation $COST

15 Sep 2025, 16:44 by Sarita Garza · The Markets Daily

Gradient Investments LLC lessened its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.8% during the 2nd quarter, Holdings Channel.com reports. The fund owned 24,534 shares of the retailer’s stock after selling 717 shares during the period. Gradient Investments LLC’s holdings in Costco Wholesale were worth $24,287,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Investment Management Corp VA ADV acquired a new stake in shares of Costco Wholesale during the 4th quarter worth about $25,000. Anderson Financial Strategies LLC raised its position in shares of Costco Wholesale by 900.0% during the 1st quarter. Anderson Financial Strategies LLC now owns 40 shares of the retailer’s stock worth $38,000 after acquiring an additional 36 shares in the last quarter. eCIO Inc. acquired a new stake in shares of Costco Wholesale during the 1st quarter worth about $48,000. Aspect Partners LLC increased its position in Costco Wholesale by 24.4% during the first quarter. Aspect Partners LLC now owns 56 shares of the retailer’s stock worth $53,000 after buying an additional 11 shares during the period. Finally, Capital A Wealth Management LLC acquired a new position in Costco Wholesale during the fourth quarter worth approximately $58,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Up 0.4%

Costco Wholesale stock opened at $967.90 on Monday. The company has a debt-to-equity ratio of 0.21, a current ratio of 1.02 and a quick ratio of 0.52. Costco Wholesale Corporation has a 1-year low of $867.16 and a 1-year high of $1,078.23. The company has a market cap of $429.24 billion, a PE ratio of 54.90, a price-to-earnings-growth ratio of 5.45 and a beta of 0.97. The stock’s 50 day moving average price is $960.40 and its 200 day moving average price is $974.31.

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 $1.30 dividend. The ex-dividend date was Friday, August 1st. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. Costco Wholesale’s payout ratio is 29.50%.

Analysts Set New Price Targets

COST has been the topic of several research analyst reports. Stifel Nicolaus set a $1,035.00 price target on Costco Wholesale in a research report on Thursday, May 29th. Wall Street Zen raised Costco Wholesale from a “hold” rating to a “buy” rating in a research report on Friday, June 6th. Telsey Advisory Group reaffirmed an “outperform” rating and set a $1,100.00 price target on shares of Costco Wholesale in a research report on Wednesday, August 27th. Morgan Stanley lifted their target price on Costco Wholesale from $1,150.00 to $1,225.00 and gave the company an “overweight” rating in a research note on Friday, May 30th. Finally, Truist Financial lifted their target price 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 research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,056.67.

Read Our Latest Stock Report on COST

Insiders Place Their Bets

In other Costco Wholesale news, Director Susan L. Decker sold 547 shares of the business’s stock in a transaction on Wednesday, June 18th. The stock was sold at an average price of $980.00, for a total transaction of $536,060.00. Following the sale, the director directly owned 11,531 shares in the company, valued at approximately $11,300,380. The trade was a 4.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Yoram Rubanenko sold 4,000 shares of the business’s stock in a transaction 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 owned 5,774 shares in the company, valued at approximately $5,629,419.04. The trade was a 40.92% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 5,147 shares of company stock worth $5,031,130. 0.18% of the stock is owned by corporate insiders.

Costco Wholesale Profile

(Free Report)

Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden. The company offers branded and private-label products in a range of merchandise categories.