Asset One Wealth Management LLC Makes New $4.29 Million Investment in Costco Wholesale Corporation $COST

Asset One Wealth Management LLC purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 4,971 shares of the retailer’s stock, valued at approximately $4,287,000.

Other hedge funds also recently modified their holdings of the company. Hurley Capital LLC boosted its stake in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares during the last quarter. Entrust Financial LLC acquired a new stake in shares of Costco Wholesale during the 4th quarter worth about $31,000. Joseph Group Capital Management acquired a new stake in shares of Costco Wholesale during the 4th quarter worth about $33,000. Imprint Wealth LLC acquired a new stake in shares of Costco Wholesale during the 3rd quarter worth about $36,000. Finally, Redmont Wealth Advisors LLC acquired a new stake in shares of Costco Wholesale during the 3rd quarter worth about $40,000. 68.48% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Analysts and market commentary pointed to Costco’s rising traffic, strong comparable sales, and gas-related member engagement as evidence that its value proposition continues to drive repeat visits and support growth. Article Title
• Positive Sentiment: Costco was included in a list of earnings-acceleration stocks, with commentary noting rising EPS growth trends that can precede stronger share performance. Article Title
• Positive Sentiment: A separate article argued that Costco remains a durable long-term “buy and hold” business because of its loyal customer base and membership-driven model. Article Title
• Neutral Sentiment: Several lifestyle pieces mentioned Costco shopping habits and product preferences, but these articles are not likely to materially affect the stock. Article Title
• Neutral Sentiment: Commentary comparing Costco with Walmart and asking whether the stock can break $1,100 by 2027 mainly reflects valuation debate rather than a clear near-term catalyst. Article Title
• Negative Sentiment: One market note said Costco fell alongside other retail stocks even as lower gas prices and a broader oil-related relief theme were discussed, suggesting some short-term weakness may be driven by sector rotation rather than fundamentals. Article Title

Costco Wholesale Trading Down 2.1%

NASDAQ COST opened at $965.59 on Thursday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50. The company’s 50 day moving average price is $1,003.00 and its 200 day moving average price is $968.87. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The firm has a market capitalization of $428.22 billion, a price-to-earnings ratio of 48.57, a PEG ratio of 4.78 and a beta of 0.88.

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

Costco Wholesale Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were issued a $1.47 dividend. The ex-dividend date was Friday, May 1st. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s payout ratio is 29.58%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a report on Monday, June 1st. Evercore set a $1,100.00 price objective on shares of Costco Wholesale in a report on Monday, March 2nd. Telsey Advisory Group increased their price objective on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an “outperform” rating in a report on Thursday, April 9th. UBS Group increased their price objective on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a “buy” rating in a report on Wednesday, May 20th. Finally, Roth Mkm increased their price objective on shares of Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a report on Friday, May 29th. 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 stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,060.41.

Costco Wholesale 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.