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Tag: Retail/Wholesale

  • Permanent Capital Management LP Makes New Investment in Costco Wholesale Corporation $COST

    Permanent Capital Management LP acquired a new stake in shares of Costco Wholesale Corporation (NASDAQ:COSTFree Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 944 shares of the retailer’s stock, valued at approximately $874,000.

    A number of other institutional investors and hedge funds have also made changes to their positions in COST. Brighton Jones LLC grew its stake in Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after buying an additional 2,172 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Costco Wholesale by 13.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after acquiring an additional 130 shares in the last quarter. Saudi Central Bank acquired a new position in shares of Costco Wholesale during the 1st quarter valued at $166,000. Calton & Associates Inc. acquired a new stake in Costco Wholesale in the 1st quarter valued at $558,000. Finally, Retirement Planning Co of New England Inc. acquired a new stake in Costco Wholesale in the 1st quarter valued at $225,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

    Costco Wholesale Stock Performance

    Shares of COST opened at $873.35 on Monday. The firm has a market cap of $387.65 billion, a price-to-earnings ratio of 46.78, a PEG ratio of 5.23 and a beta of 1.00. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The business’s 50 day moving average is $902.38 and its two-hundred day moving average is $938.67. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,078.23.

    Costco Wholesale (NASDAQ:COSTGet Free Report) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The business had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The business’s revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.04 earnings per share. Analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

    Costco Wholesale Dividend Announcement

    The business also recently announced a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Friday, October 31st. Costco Wholesale’s dividend payout ratio is 27.85%.

    Insider Transactions at Costco Wholesale

    In other Costco Wholesale news, EVP Claudine Adamo sold 2,700 shares of the stock in a transaction that occurred on Friday, October 24th. The stock was 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 $6,410,343.68. This trade represents a 28.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP William Richard Wilcox sold 2,400 shares of Costco Wholesale stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $930.13, for a total value of $2,232,312.00. Following the completion of the transaction, the executive vice president owned 2,000 shares of the company’s stock, valued at approximately $1,860,260. The trade was a 54.55% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 6,339 shares of company stock valued at $5,916,642. Insiders own 0.10% of the company’s stock.

    Trending Headlines about Costco Wholesale

    Here are the key news stories impacting Costco Wholesale this week:

    • Positive Sentiment: Northcoast Research upgraded COST from Neutral to Buy and set a $1,100 price target (roughly +26% upside from recent levels), a near-term catalyst for bullish flows. Northcoast Upgrade
    • Positive Sentiment: Yahoo Finance reports Costco “breaks 3 records” — a headline that reinforces momentum around membership, sales and comps (positively read by investors even before full detail disclosure). Costco breaks 3 records
    • Positive Sentiment: Forbes published a piece outlining specific catalysts and execution paths that could drive a rally in COST — a constructive analyst/strategy view that supports more optimistic positioning. How Costco Stock Can Rally
    • Positive Sentiment: The Motley Fool (and syndicated repeat) published bullish commentary framing COST as a long-term wealth-builder, reinforcing investor confidence in the membership model and repeat purchase economics. Is Costco Stock a Multimillionaire Maker?
    • Neutral Sentiment: Zacks compares Target vs. Costco on upside potential — this frames COST as resilient (membership/digital momentum) but highlights peer execution differences investors are weighing. Target vs. Costco
    • Neutral Sentiment: MarketBeat flagged COST as among household names showing rare oversold signals into year-end — a technical setup that can attract short-term buying if momentum stabilizes. Oversold Signals
    • Neutral Sentiment: Zacks noted increased investor attention on COST (summary pieces that raise visibility but don’t change fundamentals). Investor Attention
    • Neutral Sentiment: Consumer/operational items — a regional product feature (MSN), holiday hours/closures and a planned one-day shutdown article — are interest items for customers but unlikely to move fundamentals materially. Regional Costco Find Holiday Closure

    Wall Street Analyst Weigh In

    Several brokerages have recently weighed in on COST. 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, December 12th. Cowen reissued a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Evercore ISI decreased their price target on Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating for the company in a report on Friday, September 26th. Jefferies Financial Group reiterated a “buy” rating on shares of Costco Wholesale in a research note on Thursday, October 9th. Finally, Hovde Group assumed coverage on shares of Costco Wholesale in a research report on Tuesday, November 18th. They set a “market perform” rating and a $16.00 target price on the stock. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $992.08.

    Check Out Our Latest Stock Report on COST

    Costco Wholesale Profile

    (Free Report)

    Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

    Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.

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    Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COSTFree Report).

    Institutional Ownership by Quarter for Costco Wholesale (NASDAQ:COST)



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  • Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Amazon.com, Inc. (NASDAQ:AMZN)

    Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Amazon.com, Inc. (NASDAQ:AMZN). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Amazon.com stock on November 18th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

    Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

    • Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
    • Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
    • Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
    • Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
    • Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
    • Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
    • Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
    • Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
    • Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
    • Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

    Amazon.com Price Performance

    AMZN opened at $221.27 on Thursday. Amazon.com, Inc. has a twelve month low of $161.38 and a twelve month high of $258.60. The firm has a market cap of $2.37 trillion, a price-to-earnings ratio of 31.25, a PEG ratio of 1.53 and a beta of 1.37. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14. The company has a fifty day simple moving average of $229.32 and a 200 day simple moving average of $225.23.

    Amazon.com (NASDAQ:AMZNGet Free Report) last posted its quarterly earnings data on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share for the quarter, beating analysts’ consensus estimates of $1.57 by $0.38. The company had revenue of $180.17 billion during the quarter, compared to analysts’ expectations of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. During the same period in the prior year, the company posted $1.43 EPS. Equities research analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

    Wall Street Analyst Weigh In

    Several research firms recently commented on AMZN. Truist Financial set a $290.00 price target on Amazon.com in a research note on Friday, October 31st. UBS Group set a $300.00 target price on Amazon.com in a research report on Friday, December 5th. Robert W. Baird set a $285.00 target price on Amazon.com and gave the company an “outperform” rating in a research note on Friday, October 31st. CICC Research lifted their price target on shares of Amazon.com from $240.00 to $280.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 5th. Finally, JMP Securities set a $300.00 price target on shares of Amazon.com in a report on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, fifty-six have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Amazon.com has an average rating of “Moderate Buy” and a consensus target price of $295.50.

    Read Our Latest Report on AMZN

    Insider Activity at Amazon.com

    In other news, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $216.94, for a total transaction of $4,311,031.68. Following the completion of the transaction, the chief executive officer directly owned 2,208,310 shares in the company, valued at approximately $479,070,771.40. The trade was a 0.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Daniel P. Huttenlocher sold 1,237 shares of the stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $226.61, for a total value of $280,316.57. Following the completion of the transaction, the director directly owned 26,148 shares of the company’s stock, valued at $5,925,398.28. This trade represents a 4.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 82,234 shares of company stock valued at $19,076,767. Company insiders own 9.70% of the company’s stock.

    Institutional Trading of Amazon.com

    A number of institutional investors and hedge funds have recently modified their holdings of AMZN. Brighton Jones LLC increased its position in Amazon.com by 10.9% in the fourth quarter. Brighton Jones LLC now owns 4,036,091 shares of the e-commerce giant’s stock worth $885,478,000 after buying an additional 397,007 shares during the period. Revolve Wealth Partners LLC increased its holdings in shares of Amazon.com by 4.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 25,045 shares of the e-commerce giant’s stock worth $5,495,000 after acquiring an additional 986 shares during the period. Bank Pictet & Cie Europe AG lifted its position in Amazon.com by 2.8% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 2,016,869 shares of the e-commerce giant’s stock valued at $442,481,000 after purchasing an additional 54,987 shares during the last quarter. Highview Capital Management LLC DE boosted its stake in Amazon.com by 5.5% during the 4th quarter. Highview Capital Management LLC DE now owns 28,975 shares of the e-commerce giant’s stock valued at $6,357,000 after purchasing an additional 1,518 shares during the period. Finally, Liberty Square Wealth Partners LLC bought a new position in Amazon.com in the 4th quarter worth about $2,153,000. 72.20% of the stock is owned by institutional investors and hedge funds.

    About Representative Cisneros

    Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

    Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

    Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

    About Amazon.com

    (Get Free Report)

    Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.

    Read More



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  • Costco Wholesale (NASDAQ:COST) Downgraded to Sell Rating by Roth Capital

    Costco Wholesale (NASDAQ:COSTGet Free Report) was downgraded by research analysts at Roth Capital from a “neutral” rating to a “sell” rating in a report released on Monday, MarketBeat reports. They currently have a $769.00 price target on the retailer’s stock. Roth Capital’s target price suggests a potential downside of 10.64% from the stock’s current price.

    COST has been the topic of a number of other reports. Weiss Ratings restated a “hold (c+)” rating on shares of Costco Wholesale in a research note on Monday, December 8th. Robert W. Baird lowered their target price on Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating for the company in a research note on Friday. BMO Capital Markets reaffirmed an “outperform” rating on shares of Costco Wholesale in a research note on Friday. Sanford C. Bernstein lifted their target price on shares of Costco Wholesale from $1,134.00 to $1,146.00 and gave the company an “outperform” rating in a research note on Friday. Finally, Evercore ISI lowered their price objective on Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating for the company in a research report on Friday, September 26th. Eighteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $992.70.

    Check Out Our Latest Stock Analysis on COST

    Costco Wholesale Stock Performance

    Costco Wholesale stock opened at $860.56 on Monday. Costco Wholesale has a 12-month low of $851.40 and a 12-month high of $1,078.23. The stock has a market cap of $382.05 billion, a PE ratio of 46.09, a P/E/G ratio of 5.99 and a beta of 1.00. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The business’s 50-day moving average price is $915.22 and its two-hundred day moving average price is $949.15.

    Costco Wholesale (NASDAQ:COSTGet Free Report) last issued its quarterly 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. The company had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The business’s quarterly revenue was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $4.04 earnings per share. As a group, analysts expect that Costco Wholesale will post 18.03 earnings per share for the current fiscal year.

    Insiders Place Their Bets

    In other Costco Wholesale news, EVP William Richard Wilcox sold 2,400 shares of Costco Wholesale stock in a transaction on Friday, November 7th. The stock was 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 of the company’s stock, valued at $1,860,260. The trade was a 54.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Russell D. Miller sold 3,381 shares of the stock in a transaction that occurred on Monday, September 29th. The shares were sold at an average price of $915.00, for a total transaction of $3,093,615.00. Following the transaction, the executive vice president owned 9,740 shares in the company, valued at approximately $8,912,100. This represents a 25.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 9,720 shares of company stock worth $9,010,257 over the last three months. 0.10% of the stock is currently owned by corporate insiders.

    Hedge Funds Weigh In On Costco Wholesale

    Several hedge funds and other institutional investors have recently modified their holdings of COST. Luminist Capital LLC lifted its holdings in Costco Wholesale by 9.4% in the first quarter. Luminist Capital LLC now owns 128 shares of the retailer’s stock valued at $122,000 after acquiring an additional 11 shares during the period. Birchbrook Inc. increased its stake in shares of Costco Wholesale by 2.5% during the first quarter. Birchbrook Inc. now owns 456 shares of the retailer’s stock worth $431,000 after purchasing an additional 11 shares in the last quarter. Ridgewood Investments LLC lifted its position in shares of Costco Wholesale by 7.4% in the second quarter. Ridgewood Investments LLC now owns 159 shares of the retailer’s stock valued at $157,000 after acquiring an additional 11 shares in the last quarter. Wagner Wealth Management LLC boosted its position in Costco Wholesale by 3.4% during the second quarter. Wagner Wealth Management LLC now owns 330 shares of the retailer’s stock worth $326,000 after acquiring an additional 11 shares during the last quarter. Finally, Hobbs Wealth Management LLC grew its position in shares of Costco Wholesale by 4.4% in the second quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock valued at $259,000 after purchasing an additional 11 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

    Costco Wholesale Company Profile

    (Get 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.

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    Analyst Recommendations for Costco Wholesale (NASDAQ:COST)



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  • Amazon.com, Inc. $AMZN Stake Boosted by Castleark Management LLC

    Castleark Management LLC lifted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 4.9% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 598,607 shares of the e-commerce giant’s stock after acquiring an additional 28,076 shares during the quarter. Amazon.com makes up 3.9% of Castleark Management LLC’s portfolio, making the stock its 4th biggest holding. Castleark Management LLC’s holdings in Amazon.com were worth $131,328,000 as of its most recent filing with the Securities and Exchange Commission.

    A number of other institutional investors have also recently bought and sold shares of the company. Kingstone Capital Partners Texas LLC grew its stake in shares of Amazon.com by 542,733.6% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 132,641,388 shares of the e-commerce giant’s stock valued at $29,100,194,000 after buying an additional 132,616,953 shares in the last quarter. Norges Bank bought a new stake in Amazon.com in the second quarter worth approximately $27,438,011,000. Nuveen LLC acquired a new position in shares of Amazon.com during the 1st quarter worth $11,674,091,000. Vanguard Group Inc. raised its holdings in shares of Amazon.com by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 849,721,601 shares of the e-commerce giant’s stock valued at $186,420,422,000 after purchasing an additional 17,447,045 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its stake in shares of Amazon.com by 22,085.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 12,177,557 shares of the e-commerce giant’s stock valued at $2,671,634,000 after purchasing an additional 12,122,668 shares during the last quarter. Institutional investors and hedge funds own 72.20% of the company’s stock.

    Insiders Place Their Bets

    In related news, Director Daniel P. Huttenlocher sold 1,237 shares of Amazon.com stock in a transaction dated Thursday, November 20th. The stock was sold at an average price of $226.61, for a total transaction of $280,316.57. Following the sale, the director directly owned 26,148 shares of the company’s stock, valued at $5,925,398.28. This trade represents a 4.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Keith Brian Alexander sold 900 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $233.00, for a total value of $209,700.00. Following the completion of the transaction, the director directly owned 7,170 shares of the company’s stock, valued at approximately $1,670,610. This trade represents a 11.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 82,234 shares of company stock valued at $19,076,767 in the last quarter. 9.70% of the stock is currently owned by insiders.

    Amazon.com Stock Down 1.8%

    AMZN opened at $226.19 on Friday. Amazon.com, Inc. has a 1-year low of $161.38 and a 1-year high of $258.60. The business has a 50 day moving average of $229.35 and a 200-day moving average of $224.87. The stock has a market capitalization of $2.42 trillion, a price-to-earnings ratio of 31.95, a P/E/G ratio of 1.56 and a beta of 1.37. The company has a current ratio of 1.01, a quick ratio of 0.80 and a debt-to-equity ratio of 0.14.

    Amazon.com (NASDAQ:AMZNGet Free Report) last released its earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 EPS for the quarter, beating the consensus estimate of $1.57 by $0.38. The firm had revenue of $180.17 billion during the quarter, compared to analysts’ expectations of $177.53 billion. Amazon.com had a net margin of 11.06% and a return on equity of 23.62%. The business’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same period in the prior year, the company earned $1.43 EPS. As a group, sell-side analysts anticipate that Amazon.com, Inc. will post 6.31 earnings per share for the current year.

    Analyst Ratings Changes

    AMZN has been the topic of several analyst reports. Wolfe Research increased their target price on shares of Amazon.com from $265.00 to $270.00 in a research report on Tuesday, September 30th. Oppenheimer reissued an “outperform” rating and set a $305.00 price objective (up previously from $290.00) on shares of Amazon.com in a report on Monday, December 1st. Arete Research raised their price objective on Amazon.com from $248.00 to $253.00 and gave the company a “buy” rating in a research note on Monday, October 27th. Deutsche Bank Aktiengesellschaft upped their target price on Amazon.com from $278.00 to $300.00 and gave the stock a “buy” rating in a research report on Friday, October 31st. Finally, New Street Research lifted their price target on shares of Amazon.com from $270.00 to $340.00 and gave the company a “buy” rating in a research report on Tuesday, November 4th. Two research analysts have rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Amazon.com currently has an average rating of “Moderate Buy” and an average target price of $295.43.

    View Our Latest Stock Analysis on AMZN

    About Amazon.com

    (Free Report)

    Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.

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    Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZNFree Report).

    Institutional Ownership by Quarter for Amazon.com (NASDAQ:AMZN)



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  • Costco Wholesale Corporation $COST Shares Bought by AQR Capital Management LLC

    AQR Capital Management LLC raised its holdings in Costco Wholesale Corporation (NASDAQ:COSTFree Report) by 37.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 602,948 shares of the retailer’s stock after purchasing an additional 163,855 shares during the period. Costco Wholesale accounts for approximately 0.5% of AQR Capital Management LLC’s portfolio, making the stock its 23rd largest holding. AQR Capital Management LLC’s holdings in Costco Wholesale were worth $596,460,000 as of its most recent SEC filing.

    A number of other hedge funds have also modified their holdings of the business. Vanguard Group Inc. lifted its position in shares of Costco Wholesale by 1.7% in the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after acquiring an additional 711,560 shares in the last quarter. State Street Corp raised its stake in Costco Wholesale by 0.5% in the 2nd quarter. State Street Corp now owns 18,325,416 shares of the retailer’s stock valued at $18,141,062,000 after purchasing an additional 90,107 shares during the last quarter. Geode Capital Management LLC raised its stake in Costco Wholesale by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 10,275,056 shares of the retailer’s stock valued at $10,124,263,000 after purchasing an additional 150,844 shares during the last quarter. Norges Bank purchased a new position in Costco Wholesale in the 2nd quarter valued at about $5,692,035,000. Finally, Alliancebernstein L.P. boosted its stake in shares of Costco Wholesale by 0.4% during the 1st quarter. Alliancebernstein L.P. now owns 4,332,009 shares of the retailer’s stock worth $4,097,127,000 after purchasing an additional 18,045 shares during the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

    Wall Street Analyst Weigh In

    Several equities analysts recently issued reports on COST shares. Cowen reissued a “buy” rating on shares of Costco Wholesale in a research note on Friday. DA Davidson reiterated a “neutral” rating and issued a $1,000.00 price target on shares of Costco Wholesale in a report on Thursday, December 4th. The Goldman Sachs Group decreased their price objective on Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a report on Friday. BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a research note on Friday. Finally, UBS Group reiterated a “buy” rating on shares of Costco Wholesale in a research report on Friday. Eighteen analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, Costco Wholesale currently has a consensus rating of “Moderate Buy” and a consensus price target of $998.70.

    Read Our Latest Analysis on Costco Wholesale

    Insider Transactions at Costco Wholesale

    In other news, insider Tiffany Marie Barbre sold 1,239 shares of the stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $934.62, for a total transaction of $1,157,994.18. Following the sale, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP William Richard Wilcox sold 2,400 shares of the stock in a transaction on Friday, November 7th. The stock was sold at an average price of $930.13, for a total value 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 disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have 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 Down 0.0%

    Shares of NASDAQ:COST opened at $884.47 on Friday. The company has a market capitalization of $392.67 billion, a price-to-earnings ratio of 47.37, a price-to-earnings-growth ratio of 6.00 and a beta of 1.00. The company has a 50 day moving average of $916.22 and a two-hundred day moving average of $951.10. Costco Wholesale Corporation has a 52-week low of $867.12 and a 52-week high of $1,078.23. The company has a quick ratio of 0.55, a current ratio of 1.03 and a debt-to-equity ratio of 0.20.

    Costco Wholesale (NASDAQ:COSTGet Free Report) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 30.16%. The company had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. During the same period in the prior year, the company posted $4.04 EPS. The firm’s revenue for the quarter was up 8.3% on a year-over-year basis. As a group, analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

    Costco Wholesale Dividend Announcement

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

    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.

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    Institutional Ownership by Quarter for Costco Wholesale (NASDAQ:COST)



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  • Amazon.com, Inc. $AMZN Stock Holdings Raised by Banco Santander S.A.

    Banco Santander S.A. raised its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 8.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,164,777 shares of the e-commerce giant’s stock after buying an additional 93,245 shares during the quarter. Amazon.com comprises approximately 2.4% of Banco Santander S.A.’s portfolio, making the stock its 6th biggest position. Banco Santander S.A.’s holdings in Amazon.com were worth $255,540,000 at the end of the most recent quarter.

    Other hedge funds have also recently modified their holdings of the company. Carderock Capital Management Inc. bought a new stake in Amazon.com during the second quarter worth about $27,000. Cooksen Wealth LLC bought a new position in shares of Amazon.com during the first quarter valued at approximately $36,000. Maryland Capital Advisors Inc. lifted its holdings in shares of Amazon.com by 81.9% during the second quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock valued at $46,000 after purchasing an additional 95 shares during the last quarter. Ryan Investment Management Inc. bought a new stake in shares of Amazon.com in the 2nd quarter worth approximately $48,000. Finally, MJT & Associates Financial Advisory Group Inc. purchased a new stake in shares of Amazon.com in the 1st quarter worth approximately $59,000. Institutional investors own 72.20% of the company’s stock.

    Amazon.com Price Performance

    NASDAQ AMZN opened at $217.14 on Friday. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60. The stock has a 50-day moving average of $227.92 and a 200 day moving average of $221.48. The company has a debt-to-equity ratio of 0.15, a quick ratio of 0.81 and a current ratio of 1.02. The company has a market capitalization of $2.32 trillion, a price-to-earnings ratio of 33.10, a PEG ratio of 1.52 and a beta of 1.29.

    Amazon.com (NASDAQ:AMZNGet Free Report) last posted its earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.38. The business had revenue of $180.17 billion for the quarter, compared to analysts’ expectations of $177.53 billion. Amazon.com had a net margin of 10.54% and a return on equity of 23.84%. The business’s revenue for the quarter was up 13.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.43 EPS. Amazon.com has set its Q4 2025 guidance at EPS. On average, sell-side analysts forecast that Amazon.com, Inc. will post 6.31 EPS for the current year.

    Insider Activity at Amazon.com

    In other Amazon.com news, CEO Douglas J. Herrington sold 22,000 shares of the business’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $250.03, for a total transaction of $5,500,660.00. Following the completion of the sale, the chief executive officer directly owned 493,507 shares in the company, valued at approximately $123,391,555.21. The trade was a 4.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Keith Brian Alexander sold 900 shares of the stock in a transaction on Monday, November 17th. The shares were sold at an average price of $233.00, for a total value of $209,700.00. Following the transaction, the director directly owned 7,170 shares in the company, valued at $1,670,610. The trade was a 11.15% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 43,357 shares of company stock worth $10,607,215 over the last quarter. Company insiders own 10.80% of the company’s stock.

    Analyst Ratings Changes

    A number of research analysts have issued reports on AMZN shares. Sanford C. Bernstein set a $300.00 price objective on Amazon.com and gave the company an “outperform” rating in a research note on Friday, October 31st. Morgan Stanley reissued an “overweight” rating and issued a $315.00 target price (up from $300.00) on shares of Amazon.com in a research note on Friday, October 31st. Arete lifted their price target on Amazon.com from $248.00 to $253.00 and gave the stock a “buy” rating in a research report on Monday, October 27th. William Blair reiterated an “outperform” rating on shares of Amazon.com in a research note on Monday, November 3rd. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of Amazon.com from $278.00 to $300.00 and gave the company a “buy” rating in a research report on Friday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, fifty-six have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Amazon.com presently has an average rating of “Moderate Buy” and a consensus price target of $294.70.

    View Our Latest Analysis on Amazon.com

    Amazon.com Company Profile

    (Free Report)

    Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.

    See Also

    Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZNFree Report).

    Institutional Ownership by Quarter for Amazon.com (NASDAQ:AMZN)



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  • Aviva PLC Purchases 539,504 Shares of Walmart Inc. $WMT

    Aviva PLC increased its stake in Walmart Inc. (NYSE:WMTFree Report) by 16.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,833,720 shares of the retailer’s stock after buying an additional 539,504 shares during the period. Walmart accounts for about 0.8% of Aviva PLC’s portfolio, making the stock its 18th largest position. Aviva PLC’s holdings in Walmart were worth $374,861,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

    Several other institutional investors and hedge funds also recently added to or reduced their stakes in WMT. Access Investment Management LLC acquired a new position in shares of Walmart during the 2nd quarter worth about $26,000. Operose Advisors LLC increased its holdings in Walmart by 319.7% during the 1st quarter. Operose Advisors LLC now owns 319 shares of the retailer’s stock worth $28,000 after purchasing an additional 243 shares during the period. PFS Partners LLC lifted its position in shares of Walmart by 267.8% during the 2nd quarter. PFS Partners LLC now owns 320 shares of the retailer’s stock worth $31,000 after purchasing an additional 233 shares during the last quarter. Bear Mountain Capital Inc. increased its stake in Walmart by 98.2% in the first quarter. Bear Mountain Capital Inc. now owns 337 shares of the retailer’s stock valued at $32,000 after purchasing an additional 167 shares during the last quarter. Finally, Clal Insurance Enterprises Holdings Ltd boosted its stake in Walmart by 432.4% in the first quarter. Clal Insurance Enterprises Holdings Ltd now owns 362 shares of the retailer’s stock valued at $32,000 after acquiring an additional 294 shares in the last quarter. Hedge funds and other institutional investors own 26.76% of the company’s stock.

    Analysts Set New Price Targets

    A number of equities analysts have recently issued reports on WMT shares. Guggenheim reissued a “buy” rating and set a $115.00 target price (up from $112.00) on shares of Walmart in a research note on Monday, August 18th. Oppenheimer upped their target price on shares of Walmart from $110.00 to $115.00 and gave the company an “outperform” rating in a research note on Wednesday, August 13th. UBS Group reaffirmed a “buy” rating and set a $122.00 target price (up from $110.00) on shares of Walmart in a report on Thursday, October 23rd. DA Davidson set a $117.00 price objective on Walmart in a research note on Wednesday, October 15th. Finally, BTIG Research started coverage on Walmart in a research note on Tuesday, October 14th. They issued a “buy” rating and a $120.00 price objective for the company. Thirty-one equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $113.40.

    View Our Latest Analysis on Walmart

    Walmart Stock Up 0.9%

    NYSE WMT opened at $102.60 on Friday. The company has a debt-to-equity ratio of 0.43, a current ratio of 0.79 and a quick ratio of 0.23. Walmart Inc. has a one year low of $79.81 and a one year high of $109.57. The firm has a market cap of $818.01 billion, a PE ratio of 38.57, a price-to-earnings-growth ratio of 4.83 and a beta of 0.67. The stock’s 50 day simple moving average is $103.02 and its 200 day simple moving average is $99.43.

    Walmart (NYSE:WMTGet Free Report) last issued its earnings results on Thursday, August 21st. The retailer reported $0.68 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.74 by ($0.06). The business had revenue of $169.34 billion during the quarter, compared to the consensus estimate of $174.02 billion. Walmart had a net margin of 3.08% and a return on equity of 21.45%. The firm’s revenue for the quarter was up 4.8% compared to the same quarter last year. During the same period last year, the business posted $0.67 EPS. Walmart has set its Q3 2026 guidance at 0.580-0.600 EPS. FY 2026 guidance at 2.520-2.620 EPS. As a group, sell-side analysts forecast that Walmart Inc. will post 2.55 earnings per share for the current fiscal year.

    Insider Buying and Selling

    In related news, CEO C Douglas Mcmillon sold 19,416 shares of the firm’s stock in a transaction dated Thursday, September 25th. The shares were sold at an average price of $103.21, for a total transaction of $2,003,925.36. Following the transaction, the chief executive officer directly owned 4,373,576 shares of the company’s stock, valued at approximately $451,396,778.96. This trade represents a 0.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP John R. Furner sold 13,125 shares of the stock in a transaction dated Thursday, August 21st. The stock was sold at an average price of $98.55, for a total transaction of $1,293,468.75. Following the sale, the executive vice president owned 919,189 shares in the company, valued at $90,586,075.95. The trade was a 1.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 151,038 shares of company stock worth $15,531,616 over the last 90 days. 0.10% of the stock is currently owned by insiders.

    Walmart Profile

    (Free Report)

    Walmart Inc engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam’s Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications.

    Featured Stories

    Institutional Ownership by Quarter for Walmart (NYSE:WMT)



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  • Callahan Advisors LLC Boosts Position in Amazon.com, Inc. $AMZN

    Callahan Advisors LLC grew its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 2.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 221,392 shares of the e-commerce giant’s stock after acquiring an additional 4,950 shares during the quarter. Amazon.com comprises about 4.4% of Callahan Advisors LLC’s investment portfolio, making the stock its 3rd largest holding. Callahan Advisors LLC’s holdings in Amazon.com were worth $48,571,000 at the end of the most recent reporting period.

    A number of other large investors have also modified their holdings of the company. Carderock Capital Management Inc. bought a new stake in shares of Amazon.com during the second quarter valued at approximately $27,000. Cooksen Wealth LLC acquired a new stake in Amazon.com in the 1st quarter valued at approximately $36,000. Inlight Wealth Management LLC bought a new stake in Amazon.com during the 1st quarter valued at $40,000. Maryland Capital Advisors Inc. boosted its position in Amazon.com by 81.9% during the 2nd quarter. Maryland Capital Advisors Inc. now owns 211 shares of the e-commerce giant’s stock worth $46,000 after acquiring an additional 95 shares during the period. Finally, Capitol Family Office Inc. bought a new position in shares of Amazon.com in the first quarter worth $42,000. Institutional investors and hedge funds own 72.20% of the company’s stock.

    Amazon.com Price Performance

    Shares of NASDAQ:AMZN opened at $243.04 on Friday. The company has a market capitalization of $2.60 trillion, a PE ratio of 37.05, a price-to-earnings-growth ratio of 1.52 and a beta of 1.29. The company has a debt-to-equity ratio of 0.15, a quick ratio of 0.81 and a current ratio of 1.02. The stock has a fifty day moving average of $227.08 and a 200-day moving average of $217.89. Amazon.com, Inc. has a one year low of $161.38 and a one year high of $258.60.

    Amazon.com (NASDAQ:AMZNGet Free Report) last issued its earnings results on Thursday, October 30th. The e-commerce giant reported $1.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.38. The business had revenue of $180.17 billion for the quarter, compared to analysts’ expectations of $177.53 billion. Amazon.com had a return on equity of 23.84% and a net margin of 10.54%.The company’s quarterly revenue was up 13.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.43 EPS. Amazon.com has set its Q4 2025 guidance at EPS. As a group, equities analysts anticipate that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

    Insider Activity

    In other news, CEO Andrew R. Jassy sold 19,872 shares of the business’s stock in a transaction that occurred on Thursday, August 21st. The shares were sold at an average price of $221.58, for a total transaction of $4,403,237.76. Following the sale, the chief executive officer owned 2,178,502 shares in the company, valued at $482,712,473.16. The trade was a 0.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Matthew S. Garman sold 17,785 shares of the company’s stock in a transaction that occurred on Thursday, August 21st. The shares were sold at an average price of $221.57, for a total transaction of $3,940,622.45. Following the completion of the sale, the chief executive officer owned 3,138 shares of the company’s stock, valued at approximately $695,286.66. This trade represents a 85.00% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 128,084 shares of company stock worth $29,405,457. 9.70% of the stock is owned by company insiders.

    Analyst Ratings Changes

    Several equities research analysts recently weighed in on AMZN shares. JPMorgan Chase & Co. upped their price objective on shares of Amazon.com from $265.00 to $305.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Westpark Capital restated a “buy” rating and set a $280.00 price target on shares of Amazon.com in a research report on Friday, August 1st. Wall Street Zen upgraded shares of Amazon.com from a “hold” rating to a “buy” rating in a report on Saturday, August 2nd. Robert W. Baird set a $285.00 target price on Amazon.com and gave the stock an “outperform” rating in a report on Friday, October 31st. Finally, Barclays restated an “overweight” rating and issued a $300.00 target price (up from $275.00) on shares of Amazon.com in a research report on Friday, October 31st. Two research analysts have rated the stock with a Strong Buy rating, fifty-four have given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $293.17.

    View Our Latest Report on AMZN

    Amazon.com Profile

    (Free Report)

    Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.

    Recommended Stories

    Want to see what other hedge funds are holding AMZN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Amazon.com, Inc. (NASDAQ:AMZNFree Report).

    Institutional Ownership by Quarter for Amazon.com (NASDAQ:AMZN)



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  • Trump Administration Blocks Gunvor Takeover of Russian Oil Assets

    Gunvor pulled its offer to buy the international assets of sanctioned Russian oil producer Lukoil after the U.S. Treasury Department said it opposed the deal and called the Swiss commodities trader the “Kremlin’s puppet.”

    The move signals the Trump administration is taking a hard-line approach in its recently launched effort to use economic pressure on Moscow to end the war in Ukraine.

    Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

    Georgi Kantchev

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  • France to Suspend Shein Sales After Finding Childlike Sex Dolls

    The French government moved to temporarily suspend Shein’s website after authorities discovered sex dolls resembling children were being sold on its platform.

    The French finance ministry said Wednesday that it had begun the process to suspend Shein for “the time necessary for the platform to demonstrate” it has scrubbed its site of illegal products.

    Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

    Chelsey Dulaney

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  • eBay Inc. $EBAY Shares Sold by AlphaQuest LLC

    AlphaQuest LLC reduced its stake in shares of eBay Inc. (NASDAQ:EBAYFree Report) by 3.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,534 shares of the e-commerce company’s stock after selling 169 shares during the period. AlphaQuest LLC’s holdings in eBay were worth $338,000 at the end of the most recent quarter.

    Several other hedge funds also recently added to or reduced their stakes in the stock. Catalyst Capital Advisors LLC grew its holdings in eBay by 29.2% during the 2nd quarter. Catalyst Capital Advisors LLC now owns 1,360 shares of the e-commerce company’s stock worth $101,000 after acquiring an additional 307 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its holdings in eBay by 96,250.0% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 1,927 shares of the e-commerce company’s stock worth $143,000 after acquiring an additional 1,925 shares in the last quarter. 180 Wealth Advisors LLC grew its holdings in eBay by 1.0% during the 2nd quarter. 180 Wealth Advisors LLC now owns 44,905 shares of the e-commerce company’s stock worth $3,344,000 after acquiring an additional 446 shares in the last quarter. Smith Group Asset Management LLC grew its holdings in eBay by 1.7% during the 2nd quarter. Smith Group Asset Management LLC now owns 390,844 shares of the e-commerce company’s stock worth $29,102,000 after acquiring an additional 6,382 shares in the last quarter. Finally, Caliber Wealth Management LLC KS acquired a new position in eBay during the 2nd quarter worth $201,000. 87.48% of the stock is owned by institutional investors and hedge funds.

    Insider Activity at eBay

    In other eBay news, CEO Jamie Iannone sold 7,221 shares of the business’s stock in a transaction dated Monday, October 6th. The shares were sold at an average price of $91.76, for a total transaction of $662,598.96. Following the sale, the chief executive officer directly owned 250,223 shares in the company, valued at approximately $22,960,462.48. The trade was a 2.80% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Julie A. Loeger sold 75,952 shares of the business’s stock in a transaction dated Monday, August 4th. The stock was sold at an average price of $93.25, for a total transaction of $7,082,524.00. Following the sale, the senior vice president owned 53,107 shares in the company, valued at $4,952,227.75. This trade represents a 58.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 96,743 shares of company stock valued at $8,979,844 over the last quarter. Corporate insiders own 0.64% of the company’s stock.

    Wall Street Analysts Forecast Growth

    EBAY has been the subject of several recent analyst reports. Morgan Stanley raised their price objective on shares of eBay from $89.00 to $102.00 and gave the stock an “overweight” rating in a report on Monday, October 20th. Citizens Jmp raised shares of eBay from a “market perform” rating to an “outperform” rating and set a $115.00 price target for the company in a report on Friday, October 24th. Robert W. Baird lifted their price target on shares of eBay from $89.00 to $100.00 and gave the company an “outperform” rating in a report on Monday, October 13th. Barclays lifted their price target on shares of eBay from $92.00 to $105.00 and gave the company an “overweight” rating in a report on Thursday. Finally, Wall Street Zen lowered shares of eBay from a “buy” rating to a “hold” rating in a report on Sunday, August 10th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $92.87.

    Get Our Latest Research Report on eBay

    eBay Trading Down 15.9%

    eBay stock opened at $83.73 on Friday. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 1.05. The firm has a 50-day moving average price of $92.30 and a two-hundred day moving average price of $82.65. The firm has a market capitalization of $38.26 billion, a price-to-earnings ratio of 18.20, a PEG ratio of 2.39 and a beta of 1.31. eBay Inc. has a 52-week low of $56.33 and a 52-week high of $101.15.

    eBay (NASDAQ:EBAYGet Free Report) last posted its earnings results on Wednesday, October 29th. The e-commerce company reported $1.36 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.33 by $0.03. The firm had revenue of $2.82 billion during the quarter, compared to analyst estimates of $2.73 billion. eBay had a net margin of 20.37% and a return on equity of 41.45%. eBay’s revenue was up 9.5% on a year-over-year basis. During the same period in the previous year, the business posted $1.19 EPS. eBay has set its FY 2025 guidance at 4.090-4.140 EPS. Q4 2025 guidance at 1.310-1.360 EPS. Sell-side analysts expect that eBay Inc. will post 3.86 earnings per share for the current year.

    eBay Announces Dividend

    The company also recently announced a quarterly dividend, which will be paid on Friday, December 12th. Shareholders of record on Friday, November 28th will be paid a dividend of $0.29 per share. This represents a $1.16 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Friday, November 28th. eBay’s payout ratio is presently 25.55%.

    About eBay

    (Free Report)

    eBay Inc, together with its subsidiaries, operates marketplace platforms that connect buyers and sellers in the United States, the United Kingdom, China, Germany, and internationally. The company’s marketplace platform includes its online marketplace at ebay.com, off-platform businesses, and the eBay suite of mobile apps.

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    Institutional Ownership by Quarter for eBay (NASDAQ:EBAY)



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  • Mattel, Hasbro Could Win As Toy Retailers Scramble to Stock Up for Holiday

    Mattel, Hasbro Could Win As Toy Retailers Scramble to Stock Up for Holiday

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  • Cooper Financial Group Buys 2,302 Shares of Amazon.com, Inc. $AMZN

    Cooper Financial Group lifted its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 2.1% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 113,054 shares of the e-commerce giant’s stock after purchasing an additional 2,302 shares during the quarter. Amazon.com accounts for 2.9% of Cooper Financial Group’s portfolio, making the stock its 7th largest position. Cooper Financial Group’s holdings in Amazon.com were worth $24,803,000 at the end of the most recent reporting period.

    Several other large investors have also recently made changes to their positions in the stock. Truist Financial Corp lifted its holdings in shares of Amazon.com by 3.3% in the 2nd quarter. Truist Financial Corp now owns 4,387,901 shares of the e-commerce giant’s stock worth $962,662,000 after acquiring an additional 140,738 shares during the last quarter. Powers Advisory Group LLC lifted its holdings in shares of Amazon.com by 5.3% in the 2nd quarter. Powers Advisory Group LLC now owns 5,898 shares of the e-commerce giant’s stock worth $1,294,000 after acquiring an additional 298 shares during the last quarter. Bourgeon Capital Management LLC lifted its holdings in shares of Amazon.com by 2.3% in the 2nd quarter. Bourgeon Capital Management LLC now owns 69,568 shares of the e-commerce giant’s stock worth $15,263,000 after acquiring an additional 1,550 shares during the last quarter. First United Bank & Trust lifted its holdings in shares of Amazon.com by 5.2% in the 2nd quarter. First United Bank & Trust now owns 12,025 shares of the e-commerce giant’s stock worth $2,638,000 after acquiring an additional 590 shares during the last quarter. Finally, MBA Advisors LLC lifted its holdings in shares of Amazon.com by 7.9% in the 2nd quarter. MBA Advisors LLC now owns 6,066 shares of the e-commerce giant’s stock worth $1,331,000 after acquiring an additional 442 shares during the last quarter. 72.20% of the stock is currently owned by institutional investors and hedge funds.

    Insider Buying and Selling at Amazon.com

    In other news, CEO Andrew R. Jassy sold 19,872 shares of Amazon.com stock in a transaction on Thursday, August 21st. The shares were sold at an average price of $221.58, for a total transaction of $4,403,237.76. Following the completion of the sale, the chief executive officer directly owned 2,178,502 shares of the company’s stock, valued at approximately $482,712,473.16. The trade was a 0.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Shelley Reynolds sold 2,715 shares of Amazon.com stock in a transaction on Thursday, August 21st. The stock was sold at an average price of $221.64, for a total transaction of $601,752.60. Following the sale, the vice president directly owned 119,780 shares of the company’s stock, valued at approximately $26,548,039.20. This trade represents a 2.22% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 10,864,716 shares of company stock worth $2,486,013,854. 10.80% of the stock is currently owned by company insiders.

    Amazon.com Price Performance

    Amazon.com stock opened at $216.39 on Wednesday. The stock has a market cap of $2.31 trillion, a P/E ratio of 32.99, a price-to-earnings-growth ratio of 1.46 and a beta of 1.28. The company has a fifty day simple moving average of $226.16 and a 200-day simple moving average of $212.19. Amazon.com, Inc. has a 12-month low of $161.38 and a 12-month high of $242.52. The company has a current ratio of 1.02, a quick ratio of 0.81 and a debt-to-equity ratio of 0.15.

    Amazon.com (NASDAQ:AMZNGet Free Report) last released its quarterly earnings data on Thursday, July 31st. The e-commerce giant reported $1.68 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.31 by $0.37. The business had revenue of $167.70 billion during the quarter, compared to analysts’ expectations of $161.80 billion. Amazon.com had a net margin of 10.54% and a return on equity of 23.84%. The company’s revenue for the quarter was up 13.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.26 EPS. Amazon.com has set its Q3 2025 guidance at EPS. Equities analysts expect that Amazon.com, Inc. will post 6.31 EPS for the current fiscal year.

    Wall Street Analysts Forecast Growth

    Several brokerages have recently commented on AMZN. Cantor Fitzgerald upped their price objective on shares of Amazon.com from $260.00 to $280.00 and gave the stock an “overweight” rating in a report on Friday, August 1st. Rosenblatt Securities increased their target price on shares of Amazon.com from $288.00 to $297.00 and gave the stock a “buy” rating in a report on Friday, August 1st. Citigroup reiterated an “overweight” rating on shares of Amazon.com in a report on Wednesday, August 13th. Robert W. Baird increased their target price on shares of Amazon.com from $220.00 to $244.00 and gave the stock an “outperform” rating in a report on Monday, July 21st. Finally, Wells Fargo & Company upgraded shares of Amazon.com from an “equal weight” rating to an “overweight” rating and increased their target price for the stock from $245.00 to $280.00 in a report on Wednesday, September 24th. Three research analysts have rated the stock with a Strong Buy rating, forty-seven have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $266.26.

    View Our Latest Stock Report on AMZN

    Amazon.com Company Profile

    (Free Report)

    Amazon.com, Inc engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content.

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    Institutional Ownership by Quarter for Amazon.com (NASDAQ:AMZN)



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  • Maryland State Retirement & Pension System Has $409,000 Stock Holdings in CAVA Group, Inc. $CAVA

    Maryland State Retirement & Pension System increased its stake in CAVA Group, Inc. (NYSE:CAVAFree Report) by 37.5% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,850 shares of the company’s stock after acquiring an additional 1,324 shares during the quarter. Maryland State Retirement & Pension System’s holdings in CAVA Group were worth $409,000 at the end of the most recent reporting period.

    A number of other hedge funds have also added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in CAVA Group by 13.2% in the first quarter. Vanguard Group Inc. now owns 9,065,782 shares of the company’s stock worth $783,374,000 after purchasing an additional 1,054,180 shares in the last quarter. Jennison Associates LLC grew its stake in CAVA Group by 246.1% in the 1st quarter. Jennison Associates LLC now owns 8,519,459 shares of the company’s stock valued at $736,166,000 after purchasing an additional 6,057,727 shares during the period. Price T Rowe Associates Inc. MD lifted its position in shares of CAVA Group by 114.4% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 2,394,561 shares of the company’s stock valued at $206,915,000 after buying an additional 1,277,912 shares during the last quarter. Alliancebernstein L.P. lifted its holdings in CAVA Group by 2,072.1% during the 1st quarter. Alliancebernstein L.P. now owns 852,691 shares of the company’s stock worth $73,681,000 after purchasing an additional 813,434 shares in the last quarter. Finally, Nuveen LLC purchased a new stake in shares of CAVA Group in the 1st quarter valued at about $72,800,000. 73.15% of the stock is currently owned by institutional investors.

    CAVA Group Price Performance

    NYSE:CAVA opened at $63.30 on Tuesday. The firm has a market capitalization of $7.34 billion, a price-to-earnings ratio of 53.20, a PEG ratio of 3.14 and a beta of 2.50. CAVA Group, Inc. has a 1 year low of $58.33 and a 1 year high of $172.43. The business has a 50 day simple moving average of $67.62 and a 200-day simple moving average of $79.48.

    CAVA Group (NYSE:CAVAGet Free Report) last issued its quarterly earnings results on Tuesday, August 12th. The company reported $0.16 earnings per share for the quarter, topping the consensus estimate of $0.13 by $0.03. The firm had revenue of $280.62 million for the quarter, compared to the consensus estimate of $285.65 million. CAVA Group had a return on equity of 9.83% and a net margin of 12.98%.The company’s revenue for the quarter was up 20.2% on a year-over-year basis. During the same period in the prior year, the business posted $0.17 earnings per share. As a group, analysts expect that CAVA Group, Inc. will post 0.5 earnings per share for the current fiscal year.

    Wall Street Analyst Weigh In

    Several equities analysts have recently commented on CAVA shares. Robert W. Baird set a $95.00 price objective on CAVA Group in a research report on Wednesday, August 13th. Weiss Ratings reissued a “hold (c)” rating on shares of CAVA Group in a report on Wednesday, October 8th. TD Cowen reduced their price objective on CAVA Group from $120.00 to $90.00 and set a “buy” rating for the company in a research report on Wednesday, August 13th. Argus set a $76.00 price target on CAVA Group in a research report on Tuesday, September 2nd. Finally, Bank of America dropped their price objective on CAVA Group from $121.00 to $100.00 and set a “buy” rating for the company in a research note on Wednesday, August 13th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $95.50.

    View Our Latest Stock Report on CAVA

    About CAVA Group

    (Free Report)

    CAVA Group, Inc owns and operates a chain of restaurants under the CAVA brand in the United States. The company also offers dips, spreads, and dressings through grocery stores. In addition, the company provides online and mobile ordering platforms. Cava Group, Inc was founded in 2006 and is headquartered in Washington, the District of Columbia.

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    Institutional Ownership by Quarter for CAVA Group (NYSE:CAVA)



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  • An AI Wake-Up Call From Walmart’s CEO

    This is an edition of the WSJ Careers & Leadership newsletter, a weekly digest to help you get ahead and stay informed about careers, business, management and leadership. If you’re not subscribed, sign up here.


    In the Workplace

    Walmart’s CEO issued an AI wake-up call, saying the technology will wipe out some jobs and reshape the company’s workforce. Doug McMillon’s remarks—which echo those made by leaders at Ford, JPMorgan Chase and Amazon—reflect a rapid shift in how executives discuss the potential human cost of AI.

    Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

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  • Alliancebernstein L.P. Reduces Holdings in Williams-Sonoma, Inc. $WSM

    Alliancebernstein L.P. trimmed its holdings in shares of Williams-Sonoma, Inc. (NYSE:WSMFree Report) by 27.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 127,370 shares of the specialty retailer’s stock after selling 48,430 shares during the period. Alliancebernstein L.P. owned about 0.10% of Williams-Sonoma worth $20,137,000 as of its most recent SEC filing.

    A number of other hedge funds have also modified their holdings of WSM. Brighton Jones LLC increased its stake in shares of Williams-Sonoma by 22.4% during the 4th quarter. Brighton Jones LLC now owns 6,742 shares of the specialty retailer’s stock worth $1,248,000 after purchasing an additional 1,236 shares in the last quarter. Bison Wealth LLC purchased a new position in shares of Williams-Sonoma during the 4th quarter worth approximately $227,000. Algert Global LLC purchased a new position in shares of Williams-Sonoma during the 4th quarter worth approximately $215,000. Baird Financial Group Inc. increased its stake in shares of Williams-Sonoma by 13.8% during the 4th quarter. Baird Financial Group Inc. now owns 6,496 shares of the specialty retailer’s stock worth $1,203,000 after purchasing an additional 788 shares in the last quarter. Finally, Balyasny Asset Management L.P. purchased a new position in shares of Williams-Sonoma during the 4th quarter worth approximately $588,000. 99.29% of the stock is owned by hedge funds and other institutional investors.

    Williams-Sonoma Stock Down 0.0%

    Shares of NYSE WSM opened at $202.60 on Thursday. Williams-Sonoma, Inc. has a 52-week low of $125.33 and a 52-week high of $219.98. The firm has a fifty day moving average of $189.46 and a 200-day moving average of $171.76. The stock has a market capitalization of $24.67 billion, a PE ratio of 22.29, a P/E/G ratio of 3.26 and a beta of 1.52.

    Williams-Sonoma (NYSE:WSMGet Free Report) last announced its quarterly earnings data on Wednesday, August 27th. The specialty retailer reported $2.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.79 by $0.21. Williams-Sonoma had a net margin of 14.54% and a return on equity of 54.47%. The company had revenue of $1.84 billion during the quarter, compared to analysts’ expectations of $1.82 billion. During the same period in the previous year, the company earned $1.74 EPS. The business’s quarterly revenue was up 2.7% compared to the same quarter last year. Williams-Sonoma has set its FY 2025 guidance at EPS. Equities research analysts expect that Williams-Sonoma, Inc. will post 8.36 EPS for the current fiscal year.

    Williams-Sonoma Dividend Announcement

    The business also recently disclosed a quarterly dividend, which was paid on Friday, August 22nd. Stockholders of record on Friday, July 18th were paid a dividend of $0.66 per share. The ex-dividend date of this dividend was Friday, July 18th. This represents a $2.64 annualized dividend and a dividend yield of 1.3%. Williams-Sonoma’s payout ratio is currently 29.04%.

    Wall Street Analysts Forecast Growth

    Several research firms have commented on WSM. JPMorgan Chase & Co. lifted their target price on shares of Williams-Sonoma from $168.00 to $215.00 and gave the stock a “neutral” rating in a research note on Thursday, August 28th. Citigroup lifted their target price on shares of Williams-Sonoma from $162.00 to $202.00 and gave the stock a “neutral” rating in a research note on Friday, August 22nd. Royal Bank Of Canada lifted their target price on shares of Williams-Sonoma from $212.00 to $213.00 and gave the stock an “outperform” rating in a research note on Thursday, August 28th. KeyCorp lifted their target price on shares of Williams-Sonoma from $181.00 to $230.00 and gave the stock an “overweight” rating in a research note on Monday, August 25th. Finally, Barclays set a $166.00 target price on shares of Williams-Sonoma and gave the stock an “equal weight” rating in a research note on Monday, May 19th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Williams-Sonoma has an average rating of “Moderate Buy” and an average target price of $199.11.

    Read Our Latest Stock Report on WSM

    Insider Activity at Williams-Sonoma

    In related news, CFO Jeffrey Howie sold 4,000 shares of Williams-Sonoma stock in a transaction on Tuesday, July 1st. The shares were sold at an average price of $168.96, for a total transaction of $675,840.00. Following the transaction, the chief financial officer owned 34,388 shares in the company, valued at approximately $5,810,196.48. The trade was a 10.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP David Randolph King sold 17,500 shares of Williams-Sonoma stock in a transaction on Monday, September 8th. The shares were sold at an average price of $203.60, for a total transaction of $3,563,000.00. Following the transaction, the executive vice president owned 98,560 shares in the company, valued at $20,066,816. The trade was a 15.08% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 51,500 shares of company stock worth $9,284,240. 1.10% of the stock is currently owned by corporate insiders.

    About Williams-Sonoma

    (Free Report)

    Williams-Sonoma, Inc operates as an omni-channel specialty retailer of various products for home. It offers cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks under the Williams Sonoma Home brand, as well as home furnishings and decorative accessories under the Williams Sonoma lifestyle brand; and furniture, bedding, lighting, rugs, table essentials, and decorative accessories under the Pottery Barn brand.

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    Institutional Ownership by Quarter for Williams-Sonoma (NYSE:WSM)



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  • Mount Yale Investment Advisors LLC Has $948,000 Position in Starbucks Co. (NASDAQ:SBUX)

    Mount Yale Investment Advisors LLC Has $948,000 Position in Starbucks Co. (NASDAQ:SBUX)


    Mount Yale Investment Advisors LLC lessened its holdings in shares of Starbucks Co. (NASDAQ:SBUXFree Report) by 58.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 9,723 shares of the coffee company’s stock after selling 13,437 shares during the period. Mount Yale Investment Advisors LLC’s holdings in Starbucks were worth $948,000 at the end of the most recent reporting period.

    A number of other hedge funds and other institutional investors also recently made changes to their positions in SBUX. Strategic Investment Solutions Inc. IL bought a new stake in Starbucks during the 2nd quarter worth about $25,000. New Millennium Group LLC bought a new position in shares of Starbucks in the second quarter worth about $26,000. Stephens Consulting LLC lifted its position in shares of Starbucks by 498.2% during the second quarter. Stephens Consulting LLC now owns 335 shares of the coffee company’s stock worth $26,000 after purchasing an additional 279 shares in the last quarter. Hobbs Group Advisors LLC bought a new stake in shares of Starbucks during the second quarter valued at approximately $27,000. Finally, Olistico Wealth LLC acquired a new stake in shares of Starbucks in the second quarter valued at approximately $31,000. 72.29% of the stock is currently owned by institutional investors and hedge funds.

    Starbucks Trading Up 0.2 %

    Shares of NASDAQ SBUX opened at $97.31 on Friday. The company has a fifty day moving average price of $95.43 and a 200 day moving average price of $84.98. The firm has a market cap of $110.22 billion, a PE ratio of 26.81, a PEG ratio of 2.14 and a beta of 0.97. Starbucks Co. has a 1-year low of $71.55 and a 1-year high of $107.66.

    Starbucks (NASDAQ:SBUXGet Free Report) last posted its quarterly earnings data on Tuesday, July 30th. The coffee company reported $0.93 earnings per share for the quarter, hitting the consensus estimate of $0.93. Starbucks had a negative return on equity of 49.38% and a net margin of 11.16%. The company had revenue of $9.11 billion during the quarter, compared to analysts’ expectations of $9.25 billion. During the same period in the prior year, the firm earned $1.00 earnings per share. Starbucks’s revenue for the quarter was down .6% compared to the same quarter last year. Equities research analysts forecast that Starbucks Co. will post 3.55 EPS for the current year.

    Starbucks Increases Dividend

    The firm also recently disclosed a quarterly dividend, which will be paid on Friday, November 29th. Stockholders of record on Friday, November 15th will be issued a $0.61 dividend. The ex-dividend date is Friday, November 15th. This is an increase from Starbucks’s previous quarterly dividend of $0.57. This represents a $2.44 dividend on an annualized basis and a dividend yield of 2.51%. Starbucks’s dividend payout ratio (DPR) is 67.22%.

    Wall Street Analysts Forecast Growth

    Several research analysts have issued reports on the company. Evercore ISI raised Starbucks from an “in-line” rating to an “outperform” rating and upped their price objective for the stock from $80.00 to $120.00 in a report on Wednesday, August 14th. BMO Capital Markets upped their price target on Starbucks from $100.00 to $110.00 and gave the company an “outperform” rating in a research note on Monday, September 9th. DZ Bank lowered Starbucks from a “hold” rating to a “sell” rating and set a $85.00 price objective for the company. in a research report on Wednesday, August 21st. TD Cowen restated a “buy” rating and set a $110.00 target price on shares of Starbucks in a research report on Wednesday. Finally, Piper Sandler raised shares of Starbucks from a “neutral” rating to an “overweight” rating and raised their target price for the company from $85.00 to $103.00 in a research note on Tuesday, August 13th. Two research analysts have rated the stock with a sell rating, ten have issued a hold rating, sixteen have given a buy rating and one has given a strong buy rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $102.48.

    Check Out Our Latest Report on Starbucks

    Insider Transactions at Starbucks

    In other Starbucks news, Director Jorgen Vig Knudstorp purchased 380 shares of the stock in a transaction on Friday, September 6th. The shares were purchased at an average cost of $91.50 per share, for a total transaction of $34,770.00. Following the purchase, the director now owns 36,242 shares of the company’s stock, valued at approximately $3,316,143. This represents a 0.00 % increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. In related news, Director Jorgen Vig Knudstorp purchased 380 shares of the stock in a transaction on Friday, September 6th. The shares were purchased at an average price of $91.50 per share, with a total value of $34,770.00. Following the transaction, the director now directly owns 36,242 shares of the company’s stock, valued at $3,316,143. This trade represents a 0.00 % increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Michael Aaron Conway sold 3,250 shares of the stock in a transaction that occurred on Thursday, August 15th. The shares were sold at an average price of $94.03, for a total value of $305,597.50. Following the completion of the sale, the chief executive officer now directly owns 75,054 shares of the company’s stock, valued at approximately $7,057,327.62. The trade was a 0.00 % decrease in their position. The disclosure for this sale can be found here. 1.98% of the stock is currently owned by insiders.

    Starbucks Profile

    (Free Report)

    Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready-to-drink beverages; and various food products, such as pastries, breakfast sandwiches, and lunch items.

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    Institutional Ownership by Quarter for Starbucks (NASDAQ:SBUX)



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  • Toth Financial Advisory Corp Cuts Position in Costco Wholesale Co. (NASDAQ:COST)

    Toth Financial Advisory Corp Cuts Position in Costco Wholesale Co. (NASDAQ:COST)

    Toth Financial Advisory Corp reduced its holdings in shares of Costco Wholesale Co. (NASDAQ:COSTFree Report) by 2.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,842 shares of the retailer’s stock after selling 54 shares during the quarter. Toth Financial Advisory Corp’s holdings in Costco Wholesale were worth $1,633,000 at the end of the most recent quarter.

    Several other large investors also recently made changes to their positions in the business. Wulff Hansen & CO. lifted its position in shares of Costco Wholesale by 99,208.6% during the second quarter. Wulff Hansen & CO. now owns 1,474,733 shares of the retailer’s stock worth $1,253,508,000 after purchasing an additional 1,473,248 shares in the last quarter. Assenagon Asset Management S.A. lifted its stake in shares of Costco Wholesale by 287.3% in the second quarter. Assenagon Asset Management S.A. now owns 836,247 shares of the retailer’s stock worth $710,802,000 after acquiring an additional 620,341 shares in the last quarter. Strategic Financial Concepts LLC boosted its holdings in Costco Wholesale by 51,747.5% in the second quarter. Strategic Financial Concepts LLC now owns 619,578 shares of the retailer’s stock valued at $5,266,000 after purchasing an additional 618,383 shares during the last quarter. Vanguard Group Inc. grew its stake in Costco Wholesale by 1.2% during the 1st quarter. Vanguard Group Inc. now owns 40,833,870 shares of the retailer’s stock valued at $29,916,118,000 after purchasing an additional 473,702 shares in the last quarter. Finally, Swedbank AB acquired a new position in shares of Costco Wholesale in the 1st quarter valued at approximately $285,618,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

    Analyst Ratings Changes

    Several brokerages have weighed in on COST. Wells Fargo & Company raised their price objective on shares of Costco Wholesale from $800.00 to $850.00 and gave the stock an “equal weight” rating in a report on Friday, September 27th. Oppenheimer boosted their price objective on Costco Wholesale from $955.00 to $980.00 and gave the company an “outperform” rating in a report on Thursday, October 10th. Roth Mkm increased their target price on Costco Wholesale from $676.00 to $755.00 and gave the stock a “neutral” rating in a report on Friday, September 27th. Bank of America boosted their price target on Costco Wholesale from $874.00 to $962.00 and gave the company a “buy” rating in a report on Thursday, July 11th. Finally, Telsey Advisory Group restated an “outperform” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, October 10th. Ten research analysts have rated the stock with a hold rating and eighteen have issued a buy rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $890.07.

    Check Out Our Latest Report on Costco Wholesale

    Costco Wholesale Stock Performance

    Shares of NASDAQ COST opened at $886.77 on Tuesday. Costco Wholesale Co. has a 1 year low of $540.23 and a 1 year high of $923.83. The firm has a market cap of $393.14 billion, a P/E ratio of 54.94, a PEG ratio of 5.48 and a beta of 0.80. The stock has a fifty day moving average price of $889.73 and a two-hundred day moving average price of $835.23. The company has a debt-to-equity ratio of 0.25, a quick ratio of 0.44 and a current ratio of 0.97.

    Costco Wholesale (NASDAQ:COSTGet Free Report) last released its earnings results on Thursday, September 26th. The retailer reported $5.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.05 by $0.10. Costco Wholesale had a return on equity of 31.05% and a net margin of 2.90%. The firm had revenue of $79.70 billion for the quarter, compared to analyst estimates of $79.91 billion. During the same period in the previous year, the company earned $4.86 earnings per share. Costco Wholesale’s revenue was up 1.0% compared to the same quarter last year. Research analysts forecast that Costco Wholesale Co. will post 17.74 EPS for the current fiscal year.

    Costco Wholesale Announces Dividend

    The firm also recently declared a quarterly dividend, which will be paid on Friday, November 15th. Shareholders of record on Friday, November 1st will be given a $1.16 dividend. The ex-dividend date is Friday, November 1st. This represents a $4.64 annualized dividend and a yield of 0.52%. Costco Wholesale’s dividend payout ratio (DPR) is 28.75%.

    Insider Buying and Selling at Costco Wholesale

    In other news, EVP Pierre Riel sold 2,000 shares of the firm’s stock in a transaction on Tuesday, October 15th. The stock was sold at an average price of $896.71, for a total transaction of $1,793,420.00. Following the completion of the sale, the executive vice president now directly owns 10,210 shares of the company’s stock, valued at $9,155,409.10. This trade represents a 0.00 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. In other Costco Wholesale news, EVP Claudine Adamo sold 3,200 shares of Costco Wholesale stock in a transaction that occurred on Monday, September 30th. The shares were sold at an average price of $888.99, for a total transaction of $2,844,768.00. Following the transaction, the executive vice president now directly owns 8,630 shares in the company, valued at approximately $7,671,983.70. The trade was a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Pierre Riel sold 2,000 shares of the stock in a transaction on Tuesday, October 15th. The shares were sold at an average price of $896.71, for a total value of $1,793,420.00. Following the completion of the sale, the executive vice president now owns 10,210 shares of the company’s stock, valued at $9,155,409.10. The trade was a 0.00 % decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders have sold 11,224 shares of company stock valued at $9,974,973. Corporate insiders own 0.18% of the company’s stock.

    About Costco Wholesale

    (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.

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    Institutional Ownership by Quarter for Costco Wholesale (NASDAQ:COST)

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  • E Fund Management Co. Ltd. Boosts Stake in Starbucks Co. (NASDAQ:SBUX)

    E Fund Management Co. Ltd. Boosts Stake in Starbucks Co. (NASDAQ:SBUX)

    E Fund Management Co. Ltd. lifted its stake in Starbucks Co. (NASDAQ:SBUXFree Report) by 1.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,347 shares of the coffee company’s stock after purchasing an additional 204 shares during the period. E Fund Management Co. Ltd.’s holdings in Starbucks were worth $883,000 at the end of the most recent reporting period.

    Several other hedge funds and other institutional investors have also recently modified their holdings of SBUX. Gryphon Financial Partners LLC increased its stake in shares of Starbucks by 96.3% in the 4th quarter. Gryphon Financial Partners LLC now owns 5,213 shares of the coffee company’s stock worth $508,000 after purchasing an additional 2,558 shares in the last quarter. TrinityPoint Wealth LLC purchased a new stake in shares of Starbucks in the 4th quarter worth $230,000. Hillsdale Investment Management Inc. increased its stake in shares of Starbucks by 5.8% in the 4th quarter. Hillsdale Investment Management Inc. now owns 3,269 shares of the coffee company’s stock worth $314,000 after purchasing an additional 180 shares in the last quarter. Assetmark Inc. increased its stake in shares of Starbucks by 14.5% in the 4th quarter. Assetmark Inc. now owns 95,372 shares of the coffee company’s stock worth $9,157,000 after purchasing an additional 12,089 shares in the last quarter. Finally, EverSource Wealth Advisors LLC increased its stake in Starbucks by 2.6% in the 4th quarter. EverSource Wealth Advisors LLC now owns 12,697 shares of the coffee company’s stock worth $1,219,000 after buying an additional 324 shares in the last quarter. 72.29% of the stock is currently owned by hedge funds and other institutional investors.

    Starbucks Trading Down 0.3 %

    Shares of NASDAQ:SBUX opened at $96.12 on Thursday. Starbucks Co. has a 12 month low of $71.55 and a 12 month high of $107.66. The company has a 50-day moving average price of $85.77 and a 200 day moving average price of $83.98. The company has a market cap of $108.92 billion, a price-to-earnings ratio of 26.48, a PEG ratio of 2.38 and a beta of 0.96.

    Starbucks (NASDAQ:SBUXGet Free Report) last announced its earnings results on Tuesday, July 30th. The coffee company reported $0.93 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.93. Starbucks had a negative return on equity of 49.38% and a net margin of 11.16%. The business had revenue of $9.11 billion during the quarter, compared to analyst estimates of $9.25 billion. During the same quarter in the previous year, the business earned $1.00 earnings per share. The company’s revenue for the quarter was down .6% compared to the same quarter last year. As a group, equities analysts forecast that Starbucks Co. will post 3.56 EPS for the current year.

    Insider Buying and Selling at Starbucks

    In other Starbucks news, CEO Rachel Ruggeri sold 3,290 shares of the business’s stock in a transaction that occurred on Tuesday, August 13th. The stock was sold at an average price of $91.16, for a total transaction of $299,916.40. Following the completion of the transaction, the chief executive officer now owns 62,502 shares in the company, valued at $5,697,682.32. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. In other Starbucks news, CEO Rachel Ruggeri sold 3,290 shares of the business’s stock in a transaction that occurred on Tuesday, August 13th. The stock was sold at an average price of $91.16, for a total transaction of $299,916.40. Following the completion of the transaction, the chief executive officer now owns 62,502 shares in the company, valued at $5,697,682.32. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Jorgen Vig Knudstorp purchased 380 shares of the firm’s stock in a transaction dated Friday, September 6th. The shares were bought at an average cost of $91.50 per share, with a total value of $34,770.00. Following the purchase, the director now directly owns 36,242 shares of the company’s stock, valued at approximately $3,316,143. The disclosure for this purchase can be found here. Company insiders own 1.98% of the company’s stock.

    Wall Street Analyst Weigh In

    A number of brokerages have issued reports on SBUX. DZ Bank lowered Starbucks from a “hold” rating to a “sell” rating and set a $85.00 price target for the company. in a research note on Wednesday, August 21st. The Goldman Sachs Group began coverage on Starbucks in a research note on Thursday, June 13th. They issued a “buy” rating and a $100.00 price target for the company. Robert W. Baird upgraded Starbucks from a “neutral” rating to an “outperform” rating and increased their price target for the stock from $81.00 to $110.00 in a research note on Tuesday, August 13th. Evercore ISI upgraded Starbucks from an “in-line” rating to an “outperform” rating and increased their price target for the stock from $80.00 to $120.00 in a research note on Wednesday, August 14th. Finally, Deutsche Bank Aktiengesellschaft upgraded Starbucks from a “hold” rating to a “buy” rating and increased their price target for the stock from $85.00 to $118.00 in a research note on Wednesday, August 14th. One analyst has rated the stock with a sell rating, eleven have given a hold rating, fifteen have assigned a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat.com, Starbucks has an average rating of “Moderate Buy” and a consensus price target of $100.08.

    Get Our Latest Stock Report on SBUX

    Starbucks Profile

    (Free Report)

    Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of coffee worldwide. The company operates through three segments: North America, International, and Channel Development. Its stores offer coffee and tea beverages, roasted whole beans and ground coffees, single serve products, and ready-to-drink beverages; and various food products, such as pastries, breakfast sandwiches, and lunch items.

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    Institutional Ownership by Quarter for Starbucks (NASDAQ:SBUX)

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  • PFG Investments LLC Sells 1,127 Shares of Dollar General Co. (NYSE:DG)

    PFG Investments LLC Sells 1,127 Shares of Dollar General Co. (NYSE:DG)

    PFG Investments LLC cut its position in shares of Dollar General Co. (NYSE:DGFree Report) by 32.3% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,365 shares of the company’s stock after selling 1,127 shares during the period. PFG Investments LLC’s holdings in Dollar General were worth $313,000 as of its most recent filing with the Securities & Exchange Commission.

    Several other hedge funds have also made changes to their positions in the company. Dimensional Fund Advisors LP boosted its stake in shares of Dollar General by 4.5% during the fourth quarter. Dimensional Fund Advisors LP now owns 1,211,391 shares of the company’s stock valued at $164,684,000 after purchasing an additional 51,937 shares in the last quarter. Envestnet Portfolio Solutions Inc. increased its holdings in shares of Dollar General by 3.8% in the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 14,996 shares of the company’s stock valued at $2,039,000 after acquiring an additional 551 shares during the period. Avantax Advisory Services Inc. raised its position in shares of Dollar General by 4.4% in the 4th quarter. Avantax Advisory Services Inc. now owns 9,557 shares of the company’s stock worth $1,299,000 after acquiring an additional 407 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of Dollar General by 21.4% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 238,485 shares of the company’s stock worth $31,421,000 after purchasing an additional 42,066 shares during the last quarter. Finally, Janney Montgomery Scott LLC boosted its position in Dollar General by 38.7% during the fourth quarter. Janney Montgomery Scott LLC now owns 81,248 shares of the company’s stock valued at $11,046,000 after purchasing an additional 22,656 shares in the last quarter. 91.77% of the stock is currently owned by hedge funds and other institutional investors.

    Insider Activity at Dollar General

    In other news, Director Warren F. Bryant bought 500 shares of Dollar General stock in a transaction on Thursday, September 5th. The stock was acquired at an average price of $80.40 per share, with a total value of $40,200.00. Following the completion of the acquisition, the director now directly owns 41,030 shares of the company’s stock, valued at $3,298,812. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. In other Dollar General news, Director Warren F. Bryant bought 500 shares of the company’s stock in a transaction dated Thursday, September 5th. The stock was acquired at an average price of $80.40 per share, with a total value of $40,200.00. Following the completion of the acquisition, the director now directly owns 41,030 shares of the company’s stock, valued at $3,298,812. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Warren F. Bryant purchased 1,000 shares of the firm’s stock in a transaction dated Tuesday, September 10th. The stock was acquired at an average cost of $80.83 per share, for a total transaction of $80,830.00. Following the completion of the purchase, the director now owns 42,030 shares of the company’s stock, valued at approximately $3,397,284.90. The disclosure for this purchase can be found here. 0.49% of the stock is currently owned by corporate insiders.

    Analysts Set New Price Targets

    DG has been the subject of a number of recent research reports. BMO Capital Markets decreased their price target on shares of Dollar General from $130.00 to $90.00 and set a “market perform” rating for the company in a research report on Friday, August 30th. Barclays decreased their target price on shares of Dollar General from $154.00 to $102.00 and set an “overweight” rating for the company in a research report on Tuesday, September 3rd. Gordon Haskett lowered shares of Dollar General from a “buy” rating to a “hold” rating and set a $90.00 price target on the stock. in a report on Friday, August 30th. Wells Fargo & Company reduced their price target on Dollar General from $145.00 to $130.00 and set an “equal weight” rating on the stock in a research report on Tuesday, August 27th. Finally, Oppenheimer reissued a “market perform” rating on shares of Dollar General in a research report on Monday, August 26th. One research analyst has rated the stock with a sell rating, sixteen have assigned a hold rating and six have given a buy rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $113.95.

    Check Out Our Latest Report on DG

    Dollar General Stock Performance

    Shares of DG stock opened at $83.21 on Friday. The company has a quick ratio of 0.24, a current ratio of 1.22 and a debt-to-equity ratio of 0.86. Dollar General Co. has a 52-week low of $77.96 and a 52-week high of $168.07. The business has a 50-day simple moving average of $113.67 and a 200-day simple moving average of $132.50. The stock has a market cap of $18.30 billion, a PE ratio of 12.11, a price-to-earnings-growth ratio of 2.41 and a beta of 0.45.

    Dollar General (NYSE:DGGet Free Report) last posted its quarterly earnings data on Thursday, August 29th. The company reported $1.70 EPS for the quarter, missing analysts’ consensus estimates of $1.79 by ($0.09). Dollar General had a net margin of 3.57% and a return on equity of 20.62%. The business had revenue of $10.21 billion during the quarter, compared to analysts’ expectations of $10.37 billion. During the same quarter last year, the firm earned $2.13 earnings per share. The firm’s quarterly revenue was up 4.2% compared to the same quarter last year. On average, equities analysts expect that Dollar General Co. will post 5.86 EPS for the current year.

    Dollar General Announces Dividend

    The business also recently declared a quarterly dividend, which will be paid on Tuesday, October 22nd. Investors of record on Tuesday, October 8th will be given a dividend of $0.59 per share. The ex-dividend date is Tuesday, October 8th. This represents a $2.36 annualized dividend and a dividend yield of 2.84%. Dollar General’s dividend payout ratio (DPR) is presently 34.35%.

    About Dollar General

    (Free Report)

    Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States. It offers consumable products, including paper and cleaning products, such as paper towels, bath tissues, paper dinnerware, trash and storage bags, disinfectants, and laundry products; packaged food comprising cereals, pasta, canned soups, fruits and vegetables, condiments, spices, sugar, and flour; and perishables that include milk, eggs, bread, refrigerated and frozen food, beer, and wine.

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    Institutional Ownership by Quarter for Dollar General (NYSE:DG)

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