Jericho Financial LLP Buys 1,116 Shares of Costco Wholesale Corporation $COST

Jericho Financial LLP grew its stake in Costco Wholesale Corporation (NASDAQ:COST) by 30.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,777 shares of the retailer’s stock after acquiring an additional 1,116 shares during the period. Costco Wholesale accounts for about 2.5% of Jericho Financial LLP’s investment portfolio, making the stock its 22nd biggest position. Jericho Financial LLP’s holdings in Costco Wholesale were worth $4,119,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Clayton Financial Group LLC raised its stake in shares of Costco Wholesale by 208.0% in the fourth quarter. Clayton Financial Group LLC now owns 348 shares of the retailer’s stock worth $300,000 after acquiring an additional 235 shares during the last quarter. Cane Capital Partners LLC bought a new position in shares of Costco Wholesale in the fourth quarter worth about $1,600,000. V2 Financial group LLC raised its stake in shares of Costco Wholesale by 71.6% in the fourth quarter. V2 Financial group LLC now owns 1,138 shares of the retailer’s stock worth $981,000 after acquiring an additional 475 shares during the last quarter. MBL Wealth LLC raised its stake in shares of Costco Wholesale by 12.8% in the fourth quarter. MBL Wealth LLC now owns 2,270 shares of the retailer’s stock worth $1,958,000 after acquiring an additional 258 shares during the last quarter. Finally, Winthrop Advisory Group LLC grew its position in shares of Costco Wholesale by 1.7% during the 4th quarter. Winthrop Advisory Group LLC now owns 1,342 shares of the retailer’s stock worth $1,157,000 after buying an additional 23 shares during the period. 68.48% of the stock is owned by institutional investors.

Costco Wholesale Stock Performance

Shares of COST opened at $1,013.21 on Wednesday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The firm’s 50 day moving average price is $991.36 and its two-hundred day moving average price is $941.25. The firm has a market cap of $449.51 billion, a P/E ratio of 52.69, a PEG ratio of 5.01 and a beta of 0.99.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. The firm had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The business’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 earnings per share. On average, analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Analyst Ratings Changes

A number of equities research analysts recently weighed in on COST shares. Robert W. Baird set a $1,100.00 price target on shares of Costco Wholesale in a research note on Thursday, February 5th. Oppenheimer boosted their price target on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Weiss Ratings raised shares of Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, March 17th. BTIG Research reissued a “buy” rating and set a $1,115.00 price target on shares of Costco Wholesale in a research note on Thursday, March 5th. Finally, HSBC dropped their price target on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research note on Friday, December 12th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Costco Wholesale has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

Insider Activity

In other Costco Wholesale news, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction of $838,321.00. Following the sale, the executive vice president directly owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the transaction, the executive vice president owned 44,837 shares in the company, valued at approximately $42,101,943. This represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 5,038 shares of company stock valued at $4,790,896. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: Costco has introduced a Kirkland Signature energy drink line that closely matches popular Celsius flavors at lower prices, expanding private‑label into a high‑growth category. This could boost margins, strengthen Costco’s buyer/supplier leverage, and keep member value high. Costco Tests Kirkland Energy Drinks And Supplier Power With Celsius Lookalike
• Positive Sentiment: Commentary highlights Costco as a rare inflation beneficiary: discounted gas and bulk pricing are driving stronger fuel sales and membership engagement, supporting top‑line resilience. That dynamic helps justify premium multiples if it continues. Costco: The Surprising Winner of Rising Gas Prices
• Positive Sentiment: Sector news: Sam’s Club announced a membership/fee change effective May 1, which could push price‑sensitive customers toward Costco and be a modest competitive tailwind. Dear Costco Stock Fans, Mark Your Calendars for May 1
• Positive Sentiment: New store openings (e.g., New Braunfels) continue Costco’s footprint expansion, supporting membership growth and steady unit expansion. Costco to open New Braunfels location this spring
• Neutral Sentiment: Industry moves — traditional grocers and suppliers (e.g., PepsiCo cutting snack prices) are adjusting strategies to close the value gap, which shifts competitive dynamics but doesn’t uniquely hurt Costco’s warehouse model. How traditional grocers are trying to narrow the ‘value gap’ with discount competitors PepsiCo Cuts Snack Prices Up To 15% After Doritos Jump Nearly 50%
• Negative Sentiment: Valuation and positioning concerns: multiple recent pieces question whether Costco’s premium valuation (strong YTD performance and high P/E) leaves limited upside and increases sensitivity to any slowdown. That narrative can pressure the share price despite solid fundamentals. Is It Too Late to Buy Costco or Merck? Are These Defensive Stocks Overbought? Costco Stock Deep Dive: Vibecession Winner Or Overpriced Recession Insurance

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.