--- title: "AssuredPartners Investment Advisors LLC Decreases Stock Holdings in Costco Wholesale Corporation $COST" description: "AssuredPartners Investment Advisors LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST) by 42% in Q2, now holding 466 shares valued at $461,000. Other institutional investors have also" type: "news" locale: "en" url: "https://longbridge.com/en/news/261723219.md" published_at: "2025-10-18T09:24:55.000Z" --- # AssuredPartners Investment Advisors LLC Decreases Stock Holdings in Costco Wholesale Corporation $COST > AssuredPartners Investment Advisors LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST) by 42% in Q2, now holding 466 shares valued at $461,000. Other institutional investors have also adjusted their positions. Analysts have mixed ratings on Costco, with a consensus rating of "Moderate Buy" and an average target price of $1,068.15. Costco's stock opened at $936.33, with a 52-week range of $867.34 to $1,078.23. The company reported earnings of $5.87 per share, exceeding estimates, and announced a quarterly dividend to be paid on November 14. AssuredPartners Investment Advisors LLC trimmed its holdings in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 42.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 466 shares of the retailer's stock after selling 338 shares during the quarter. AssuredPartners Investment Advisors LLC's holdings in Costco Wholesale were worth $461,000 as of its most recent SEC filing. Get **Costco Wholesale** alerts: - Walmart's AI Play: OpenAI Deal Forges a New Path to Profitability Other institutional investors have also bought and sold shares of the company. Fishman Jay A Ltd. MI lifted its stake in Costco Wholesale by 3.5% in the 2nd quarter. Fishman Jay A Ltd. MI now owns 16,888 shares of the retailer's stock worth $16,718,000 after purchasing an additional 575 shares in the last quarter. Independent Solutions Wealth Management LLC increased its holdings in shares of Costco Wholesale by 0.3% during the 2nd 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 last quarter. Personal CFO Solutions LLC increased its holdings in shares of Costco Wholesale by 12.4% during the 1st 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 last quarter. Graybill Wealth Management LTD. acquired a new stake in shares of Costco Wholesale during the 1st quarter worth approximately $3,095,000. Finally, Rossmore Private Capital increased its holdings in shares of Costco Wholesale by 0.9% during the 1st quarter. Rossmore Private Capital now owns 6,687 shares of the retailer's stock worth $6,325,000 after buying an additional 62 shares during the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors. ## Wall Street Analysts Forecast Growth A number of analysts have recently issued reports on COST shares. BTIG Research started coverage on shares of Costco Wholesale in a report on Tuesday. They set a "buy" rating and a $1,115.00 price target for the company. Morgan Stanley cut their price target 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. JPMorgan Chase & Co. cut their price target on shares of Costco Wholesale from $1,160.00 to $1,050.00 and set an "overweight" rating for the company in a report on Friday, September 26th. Erste Group Bank downgraded shares of Costco Wholesale from a "buy" rating to a "hold" rating in a report on Tuesday, August 5th. Finally, Daiwa Capital Markets cut their price target on shares of Costco Wholesale from $1,005.00 to $947.00 and set a "neutral" rating for the company in a report on Tuesday, September 30th. Nineteen research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company's stock. According to MarketBeat, Costco Wholesale currently has a consensus rating of "Moderate Buy" and an average target price of $1,068.15. - Amazon Is on the Cusp of Becoming a Grocery Disruptor **Read Our Latest Stock Report on Costco Wholesale** ## Costco Wholesale Stock Up 1.2% Costco Wholesale stock opened at $936.33 on Friday. Costco Wholesale Corporation has a fifty-two week low of $867.34 and a fifty-two week high of $1,078.23. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.55 and a current ratio of 1.03. The firm has a 50 day moving average price of $949.51 and a 200 day moving average price of $971.49. The company has a market capitalization of $414.96 billion, a PE ratio of 51.42, a price-to-earnings-growth ratio of 5.61 and a beta of 0.98. - 3 Defensive Stocks to Buy as Economic Uncertainty Lingers Costco Wholesale (NASDAQ:COST - Get Free Report) last posted its earnings results 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. Costco Wholesale had a net margin of 2.94% and a return on equity of 30.09%. The firm had revenue of $86.16 billion during the quarter, compared to the consensus estimate of $86.01 billion. During the same quarter last year, the firm earned $5.15 EPS. The firm's revenue for the quarter was up 8.1% on a year-over-year basis. Research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year. ## Costco Wholesale Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Friday, November 14th. Shareholders of record on Friday, October 31st will be paid a $1.30 dividend. The ex-dividend date is Friday, October 31st. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. Costco Wholesale's payout ratio is 28.56%. ## Insider Buying and Selling at Costco Wholesale In other Costco Wholesale news, EVP Russell D. Miller sold 3,381 shares of the business's 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 transaction, the executive vice president owned 9,740 shares in the company, valued at $8,912,100. The trade was a 25.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Teresa A. Jones sold 600 shares of the business's stock in a transaction 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 transaction, the executive vice president 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 disclosure for this sale can be found here. Insiders own 0.18% of the company's stock. ## Costco Wholesale Company 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. ## Featured Stories - Five stocks we like better than Costco Wholesale - Dividend King Proctor & Gamble Is A Buy On Post-Earnings Weakness - This AI Chip Giant Could Be the Market’s Next Big Winner - The Top 3 Healthcare Dividend Stocks to Buy and Hold - Broadcom Inks OpenAI Deal: Why It's A Huge Win for AVGO Stock - What is a SEC Filing? - Institutions Are Fueling CrowdStrike’s Next Leg Higher *This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.* ## Should You Invest $1,000 in Costco Wholesale Right Now? Before you consider Costco Wholesale, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Costco Wholesale wasn't on the list. While Costco Wholesale currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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