Cvfg LLC Increases Holdings in Costco Wholesale Corporation $COST

Cvfg LLC boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 212.3% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,830 shares of the retailer’s stock after acquiring an additional 1,244 shares during the quarter. Cvfg LLC’s holdings in Costco Wholesale were worth $1,824,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its holdings in Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after acquiring an additional 2,172 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after purchasing an additional 130 shares in the last quarter. Sivia Capital Partners LLC grew its position in shares of Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after purchasing an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. raised its stake in Costco Wholesale by 1.1% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after purchasing an additional 23 shares during the period. Finally, Schnieders Capital Management LLC. raised its stake in Costco Wholesale by 2.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after purchasing an additional 182 shares during the period. 68.48% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Costco Wholesale from $1,060.00 to $1,110.00 and gave the company an “overweight” rating in a research report on Friday, April 17th. The Goldman Sachs Group upped their target price on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Truist Financial raised their target price on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a research note on Friday, May 29th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Costco Wholesale from $1,104.00 to $1,106.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Finally, TD Cowen reissued a “buy” rating and set a $1,175.00 price objective on shares of Costco Wholesale in a report on Wednesday, June 3rd. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Costco Wholesale has an average rating of “Moderate Buy” and an average target price of $1,061.45.

Insider Buying and Selling

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the transaction, the director owned 4,779 shares in the company, valued at $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.10% of the stock is owned by insiders.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Several articles highlighted Costco’s strong underlying business, including robust recent results, high membership renewal rates, and ongoing expansion initiatives such as digital and retail-media efforts that could support longer-term growth. Costco Wholesale (COST) Posts Strong Results, Is It Fully Priced?
• Positive Sentiment: Coverage also pointed to Costco’s scale advantage and continued sales momentum, with commentary noting fiscal 2025 revenue of about $275.24 billion and a Q3 FY2026 update that suggests the company’s growth engine is still working well. Costco’s $250 Billion Expansion Strategy Keeps Delivering Results
• Positive Sentiment: Analyst- and investor-focused articles remained constructive on Costco’s long-term compounding ability and its potential to expand into areas like retail media, reinforcing the view that the business still has multiple growth levers. Can Costco Stock Build a Meaningful Retail Media Business?
• Neutral Sentiment: Several pieces were largely commentary or retrospective pieces about Costco’s past returns, which may support sentiment but do not add new fundamental information for investors. If You’d Invested $10,000 in Costco 10 Years Ago, Here’s How Much You’d Have Today
• Negative Sentiment: One newly surfaced lawsuit alleges Costco sold Orgain protein supplements contaminated with heavy metals, creating a potential legal and reputational overhang even though the financial impact is still unclear. Hagens Berman: Consumer Lawsuit Against Costco Alleges Toxic Heavy Metals in Orgain Protein Supplements

Costco Wholesale Price Performance

Costco Wholesale stock opened at $947.50 on Wednesday. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. The firm’s fifty day moving average is $987.83 and its 200 day moving average is $974.59. The company has a market cap of $420.20 billion, a price-to-earnings ratio of 47.66, a PEG ratio of 4.60 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST) last released 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). The company had revenue of $70.53 billion during the quarter, compared to analysts’ expectations of $70.12 billion. Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.During the same quarter in the prior year, the business posted $4.28 EPS. Sell-side analysts forecast 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. Investors of record on Friday, May 1st were given a $1.47 dividend. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Friday, May 1st. Costco Wholesale’s dividend payout ratio is 29.58%.

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.