Larson Financial Group LLC Grows Stock Holdings in Costco Wholesale Corporation $COST

Larson Financial Group LLC raised its position in Costco Wholesale Corporation (NASDAQ:COST) by 9.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,796 shares of the retailer’s stock after acquiring an additional 917 shares during the quarter. Larson Financial Group LLC’s holdings in Costco Wholesale were worth $9,993,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of COST. Brighton Jones LLC raised its position in Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after purchasing an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after buying an additional 130 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after buying an additional 165 shares during the last quarter. Pinnacle Wealth Planning Services Inc. increased its stake in shares of Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares during the period. Finally, United Bank raised its holdings in shares of Costco Wholesale by 4.2% during the second quarter. United Bank now owns 5,846 shares of the retailer’s stock valued at $5,787,000 after acquiring an additional 235 shares in the last quarter. 68.48% of the stock is owned by institutional investors.

Costco Wholesale News Roundup

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

• Positive Sentiment: JPMorgan raised its tone on Costco following recent fiscal results and increased its price target, signaling confidence in Costco’s topline momentum and membership-driven margins — a catalyst for continued investor interest. JPMorgan Bullish on Costco Wholesale (COST) Following Fiscal Q2 Results
• Positive Sentiment: Several long-form pieces argue Costco still has durable growth and premium membership economics that could support large market-cap expansion over the next several years — a bullish narrative for buy-and-hold investors. Will Costco Wholesale Stock Join the Trillion-Dollar Club by 2030?
• Positive Sentiment: Comparisons with other defensive, wide-moat consumer names (e.g., Coca‑Cola) and lists recommending Costco as a buy-and-hold reinforce steady demand from long-term investors and support multiple expansion. Best Stock to Buy and Hold Forever: Costco vs. Coca-Cola
• Positive Sentiment: MarketBeat and others continue to flag COST as a potential stock-split candidate given its >$1,000 price — a split could broaden retail demand and improve liquidity if announced. 3 Stocks That Could Be Next to Announce a Stock Split
• Neutral Sentiment: Coverage pieces and screeners (Zacks, InsiderMonkey) have featured COST as a quality retail pick; useful for sentiment but less likely to move the stock materially by themselves. Beat the Market the Zacks Way: IPG Photonics, Celanese, Costco in Focus
• Neutral Sentiment: Small operational/product updates (e.g., online custom cake ordering) and minor portfolio moves by advisers are low-impact items that support convenience and steady sales but won’t change fundamentals. Costco now lets you order custom cakes online — here’s how it works
• Negative Sentiment: Costco issued recalls for prepared meatloaf meals over potential Salmonella contamination (multiple local health alerts and national notices). Recalls can depress short‑term foot traffic, raise remediation costs, and attract negative media — a near‑term drag on sentiment. Costco recalls prepared meatloaf meals over possible Salmonella risk
• Negative Sentiment: Competitive improvements at Sam’s Club (fixing pain points that have favored Costco) are being highlighted in the press — any persistent market-share shift or promotional aggression could pressure margins or membership momentum. Sam’s Club fixes problem that’s a major pain point at Costco

Wall Street Analysts Forecast Growth

A number of analysts recently commented on COST shares. Telsey Advisory Group raised their price target on Costco Wholesale from $1,100.00 to $1,125.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Gordon Haskett upped their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a report on Tuesday, February 3rd. Raymond James Financial raised their target price on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Northcoast Research set a $1,100.00 target price on shares of Costco Wholesale and gave the company a “buy” rating in a research note on Wednesday, December 24th. Finally, UBS Group set a $1,175.00 price target on shares of Costco Wholesale in a research report on Friday, March 6th. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,039.13.

Insider Activity at Costco Wholesale

In related news, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the sale, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. This represents a 15.40% 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, EVP James C. Klauer sold 1,500 shares of the stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the completion of the transaction, the executive vice president directly owned 44,837 shares in the company, valued at approximately $42,101,943. This represents a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 7,645 shares of company stock valued at $7,049,302 in the last 90 days. 0.10% of the stock is owned by company insiders.

Costco Wholesale Stock Down 0.7%

Shares of Costco Wholesale stock opened at $1,001.74 on Tuesday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The company’s 50 day moving average is $978.04 and its 200 day moving average is $937.45. The company has a market cap of $444.42 billion, a price-to-earnings ratio of 52.09, a price-to-earnings-growth ratio of 5.10 and a beta of 1.00.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. The business had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The firm’s revenue was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.02 EPS. Research analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued a $1.30 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. Costco Wholesale’s payout ratio is presently 27.04%.

About Costco Wholesale

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.