Foguth Wealth Management LLC. Invests $506,000 in Costco Wholesale Corporation $COST

Foguth Wealth Management LLC. bought a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 592 shares of the retailer’s stock, valued at approximately $506,000.

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

Costco Wholesale Trading Down 0.5%

COST stock opened at $974.78 on Friday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,067.08. The business’s 50-day moving average is $983.32 and its 200 day moving average is $938.37. 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 stock has a market cap of $432.46 billion, a price-to-earnings ratio of 50.69, a PEG ratio of 4.84 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. The business had revenue of $69.60 billion during 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 business’s revenue was up 9.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.02 earnings per share. On average, sell-side analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were paid a $1.30 dividend. 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 currently 27.04%.

Costco Wholesale News Summary

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

• Positive Sentiment: New Kirkland Signature product launches and continued private-label innovation should support traffic and margins. Costco adds Kirkland Signature items. See what’s new
• Positive Sentiment: Expansion into standalone fuel sites (first standalone gas station opening by late June) expands convenience offerings and non-dues revenue, a potential long-term win vs. c-store rivals. Costco’s first standalone gas station to open by late June
• Positive Sentiment: Multiple bullish write-ups argue Costco deserves a premium multiple given its business model, pricing power, membership loyalty and long-term growth runway — supportive for sentiment among buy-and-hold investors. 3 Reasons Costco Stock Deserves to Trade at a Sky-High Valuation
• Positive Sentiment: Coverage highlighting Costco’s “winning the price war” narrative reinforces defensive/consumer-staples demand during inflationary periods. Costco proves it’s winning the price war
• Neutral Sentiment: A TipRanks piece balances upside (~11% noted) with worries about the future of physical retail — may keep some investors cautious but doesn’t change revenue fundamentals immediately. Costco Stock Forecast: Can COST Keep Up amid Worries about the Future of Retail Stores?
• Neutral Sentiment: Analyst/features asking “Is it too late to buy?” reflect the stock’s rich multi-year gains and high valuation — ongoing debate that can limit fresh inflows until clearer catalysts appear. Is It Too Late To Consider Costco Wholesale (COST) After Strong Multi Year Share Gains?
• Neutral Sentiment: Reported short-interest data shows no meaningful short position / days-to-cover change, so short-pressure is not a driver of today’s move. (Entry data provided internally.)
• Negative Sentiment: A small product recall (meatloaf meal) and press around potential membership price increases could create short-term sales or PR noise and give cautious traders a reason to trim positions. Costco Recalls Meatloaf Meal Over Possible Salmonella Risk
• Negative Sentiment: Macro/competitive risks — reports on tariff moves, energy-price volatility and aggressive promotions from peers (e.g., Target) raise concerns about margin pressure and cost passthrough, which can depress sentiment for retail stocks including COST. Trump tariffs live updates

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total value of $732,204.60. Following the transaction, the executive vice president owned 6,121 shares in the company, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of Costco Wholesale stock in a transaction on Wednesday, January 21st. The stock was 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 in the company, valued at approximately $4,169,907.28. This trade represents a 16.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 7,645 shares of company stock worth $7,049,302 in the last ninety days. Company insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Citigroup restated a “neutral” rating on shares of Costco Wholesale in a research note on Friday, February 20th. Telsey Advisory Group increased their price target on Costco Wholesale from $1,100.00 to $1,125.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. UBS Group set a $1,175.00 price objective on Costco Wholesale in a report on Friday, March 6th. Roth Mkm reaffirmed a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. Finally, BMO Capital Markets increased their target price on Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Twenty-two research 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 MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

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.