Costco Wholesale Corporation $COST Shares Purchased by Nvwm LLC

Nvwm LLC raised its position in Costco Wholesale Corporation (NASDAQ:COST) by 25.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,339 shares of the retailer’s stock after buying an additional 867 shares during the period. Costco Wholesale makes up about 0.8% of Nvwm LLC’s holdings, making the stock its 28th biggest holding. Nvwm LLC’s holdings in Costco Wholesale were worth $3,742,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the business. Hurley Capital LLC lifted its stake in shares of Costco Wholesale by 120.0% in the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after acquiring an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new stake in Costco Wholesale during the 3rd quarter valued at approximately $34,000. Collier Financial acquired a new stake in Costco Wholesale during the 3rd quarter valued at approximately $35,000. AXS Investments LLC purchased a new stake in Costco Wholesale during the 3rd quarter worth approximately $36,000. Finally, Imprint Wealth LLC acquired a new position in shares of Costco Wholesale in the 3rd quarter valued at approximately $36,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts have recently commented on COST shares. JPMorgan Chase & Co. increased their target price on Costco Wholesale from $1,050.00 to $1,060.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Citigroup reaffirmed a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. Gordon Haskett increased their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. DA Davidson reissued a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a report on Friday, March 6th. Finally, Mizuho boosted their target price on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 3rd. Twenty-two research 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, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

Insider Buying and Selling

In related news, EVP Claudine Adamo sold 730 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the sale, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total transaction of $838,321.00. Following the completion of the transaction, the executive vice president directly owned 4,228 shares in the company, valued at $4,169,907.28. This represents a 16.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 5,038 shares of company stock worth $4,790,896. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $1,014.96 on Friday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The company has a market capitalization of $450.29 billion, a price-to-earnings ratio of 52.78, a price-to-earnings-growth ratio of 5.01 and a beta of 0.99. The business has a 50 day simple moving average of $989.68 and a 200-day simple moving average of $940.51.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.55 by $0.03. The firm had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The firm’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same period last year, the business posted $4.02 earnings per share. As a group, equities research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.04%.

Key Costco Wholesale News

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

• Positive Sentiment: Bernstein reaffirmed a bullish view on Costco and highlighted a long-term growth runway, which helped lift the stock as investors price in durable membership-driven growth. Costco Stock Pops as Analyst Flags Growth Runway
• Positive Sentiment: Sell-side support continues: Telsey Advisory reiterated an Outperform rating, reinforcing buy-side confidence and possibly supporting multiple expansion. Telsey Advisory Group Reaffirms Outperform Rating
• Positive Sentiment: Insider activity: a top executive executed a notable share purchase, which investors often view as management confidence in near-term fundamentals. Top Costco Executive Makes a High-Value Move
• Positive Sentiment: Strategic expansion: Costco is pushing standalone gas stations in high-fuel-cost markets and opened a Manitoba Business Centre — moves that enhance value perception and broaden B2B revenue channels. Will Costco’s Gas and Business Centre Refine Its Value Narrative?
• Neutral Sentiment: Operational efficiency: Costco plans automated checkout stations to speed processing and reduce friction; potential margin benefits are longer-term and execution-dependent. Costco to introduce automated checkout stations
• Neutral Sentiment: Competitive context and consumer interest pieces (product roundups, bakery comparisons) keep the brand top-of-mind but are unlikely to move near-term fundamentals. I’ve worked at Costco for 20 years
• Negative Sentiment: Value-price competition is heating up: Sam’s Club raised membership fees and grocery chains are cutting prices, which could intensify a margin squeeze across the sector; analysts suggest membership-price moves at competitors may pressure Costco to respond strategically. Sam’s Club is hiking its membership fees

Costco Wholesale Company Profile

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.