Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Increases Stock Position in Costco Wholesale Corporation $COST

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna grew its stake in Costco Wholesale Corporation (NASDAQ:COST) by 49.5% in the 4th quarter, Holdings Channel reports. The firm owned 1,740 shares of the retailer’s stock after purchasing an additional 576 shares during the period. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s holdings in Costco Wholesale were worth $1,500,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Hurley Capital LLC increased its stake in shares of Costco Wholesale by 120.0% in the 3rd 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. Entrust Financial LLC bought a new position in shares of Costco Wholesale in the 4th quarter worth about $31,000. Abich Financial Wealth Management LLC bought a new position in shares of Costco Wholesale in the 3rd quarter worth about $34,000. Collier Financial bought a new position in shares of Costco Wholesale in the 3rd quarter worth about $35,000. Finally, Joseph Group Capital Management bought a new position in shares of Costco Wholesale in the 4th quarter worth about $33,000. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Stock Performance

Shares of COST stock opened at $971.87 on Friday. The company’s 50-day moving average is $1,006.71 and its 200 day moving average is $963.99. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.59 and a current ratio of 1.07. The company has a market capitalization of $431.00 billion, a price-to-earnings ratio of 48.89, a price-to-earnings-growth ratio of 4.71 and a beta of 0.88. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). The company had revenue of $70.53 billion for the quarter, compared to analysts’ expectations of $70.12 billion. Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. During the same period in the previous year, the business earned $4.28 EPS. Sell-side analysts expect that Costco Wholesale Corporation will post 20.38 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were issued a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, May 1st. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s payout ratio is 29.58%.

Analysts Set New Price Targets

COST has been the topic of several recent analyst reports. Daiwa Securities Group increased their price objective on shares of Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a research report on Tuesday, March 10th. UBS Group increased their price objective on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a research report on Wednesday, May 20th. Rothschild & Co Redburn increased their price objective on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a research report on Tuesday, February 17th. Telsey Advisory Group increased their price objective on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an “outperform” rating in a research report on Thursday, April 9th. Finally, DA Davidson reissued a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research report on Thursday. Twenty-two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Costco Wholesale currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,060.41.

Key Costco Wholesale News

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

• Positive Sentiment: Costco posted another strong month, with May net sales up 14.5% year over year to $24.01 billion and comparable sales still running at a healthy pace, reinforcing the view that traffic and spending trends remain solid. Costco Wholesale Corporation Reports May Sales Results
• Positive Sentiment: Analysts continued to point to Costco’s defensive fundamentals, strong U.S. comparable sales, fuel-driven traffic, and growing digital business as reasons for optimism on the stock. Costco Stock (COST) Keeps Wall Street Split despite Accelerating Sales
• Positive Sentiment: Costco’s ability to hold up during the broader market sell-off underscored its reputation as a defensive retailer, which may have helped support investor interest. Why Costco Stock Held Steady During Friday’s Market Sell-Off
• Neutral Sentiment: Several articles framed Costco as a high-quality long-term compounder, but also emphasized that its premium valuation leaves less room for error if growth slows. Costco stock price shocks market despite major blowout quarter
• Neutral Sentiment: Costco’s valuation remains a debate point on Wall Street, with some analysts maintaining Buy ratings and high price targets while others argue the stock already reflects much of the good news. Costco: Robust Comps and Reaccelerating Digital Sales Support Buy Rating, Price Target Reaffirmed at $1275
• Negative Sentiment: One recent note argued that Costco’s strong quarter was not enough to offset valuation worries, suggesting investors may be hesitant to pay up after the recent sales-driven rally. Costco’s Strong Quarter Still Leaves Investors with a Valuation Problem

Insider Activity

In other news, EVP Claudine Adamo sold 730 shares of the firm’s 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 of the company’s stock, valued at $6,139,485.42. This trade represents a 10.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. 0.10% of the stock is currently owned by insiders.

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.