Ancora Advisors LLC Sells 279 Shares of Costco Wholesale Corporation $COST

03 Sep 2025, 11:06 by Jessica Moore · The Cerbat Gem

Ancora Advisors LLC lessened its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,873 shares of the retailer’s stock after selling 279 shares during the quarter. Ancora Advisors LLC’s holdings in Costco Wholesale were worth $16,904,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Investment Management Corp VA ADV bought a new position in shares of Costco Wholesale during the 4th quarter worth approximately $25,000. Aspect Partners LLC raised its stake in shares of Costco Wholesale by 24.4% during the 1st quarter. Aspect Partners LLC now owns 56 shares of the retailer’s stock worth $53,000 after acquiring an additional 11 shares in the last quarter. Capital A Wealth Management LLC bought a new position in shares of Costco Wholesale during the 4th quarter worth approximately $58,000. Mascagni Wealth Management Inc. bought a new position in shares of Costco Wholesale during the 4th quarter worth approximately $59,000. Finally, Bank & Trust Co raised its stake in shares of Costco Wholesale by 20.4% during the 1st quarter. Bank & Trust Co now owns 65 shares of the retailer’s stock worth $61,000 after acquiring an additional 11 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

COST has been the subject of several recent analyst reports. Telsey Advisory Group reiterated an “outperform” rating and set a $1,100.00 price objective on shares of Costco Wholesale in a research note on Wednesday, August 27th. JPMorgan Chase & Co. upped their price target on shares of 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. Stifel Nicolaus set a $1,035.00 price target on shares of Costco Wholesale in a research note on Thursday, May 29th. Erste Group Bank lowered shares of Costco Wholesale from a “buy” rating to a “hold” rating in a research note on Tuesday, August 5th. Finally, Truist Financial upped their price target on shares of 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 ten have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,050.00.

Read Our Latest Analysis on COST

Costco Wholesale Stock Down 0.5%

COST stock opened at $938.82 on Wednesday. The firm’s fifty day simple moving average is $963.94 and its 200-day simple moving average is $979.32. The company has a market capitalization of $416.35 billion, a P/E ratio of 53.25, a price-to-earnings-growth ratio of 5.29 and a beta of 0.97. 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 12 month low of $867.16 and a 12 month high of $1,078.23.

Costco Wholesale Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 15th. Stockholders of record on Friday, August 1st were issued a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, August 1st. Costco Wholesale’s dividend payout ratio is 29.50%.

Insiders Place Their Bets

In other news, Director Susan L. Decker sold 547 shares of the company’s stock in a transaction on Wednesday, June 18th. The shares were sold at an average price of $980.00, for a total value of $536,060.00. Following the sale, the director directly owned 11,531 shares of the company’s stock, valued at $11,300,380. This represents a 4.53% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Patrick J. Callans sold 3,000 shares of the company’s stock in a transaction on Monday, June 9th. The shares were sold at an average price of $1,002.77, for a total transaction of $3,008,310.00. Following the completion of the sale, the executive vice president directly owned 58,543 shares in the company, valued at $58,705,164.11. This trade represents a 4.87% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 10,147 shares of company stock worth $10,067,740. Company insiders own 0.18% of the company’s stock.

About Costco Wholesale

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