Inscription Capital LLC Sells 794 Shares of Costco Wholesale Corporation $COST

Inscription Capital LLC trimmed its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 21.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,890 shares of the retailer’s stock after selling 794 shares during the quarter. Inscription Capital LLC’s holdings in Costco Wholesale were worth $2,492,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Assenagon Asset Management S.A. lifted its stake in shares of Costco Wholesale by 1,586.8% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock valued at $980,857,000 after buying an additional 1,070,005 shares in the last quarter. Amundi lifted its position in Costco Wholesale by 45.0% in the 3rd quarter. Amundi now owns 3,176,606 shares of the retailer’s stock valued at $2,893,697,000 after acquiring an additional 986,182 shares in the last quarter. Voloridge Investment Management LLC boosted its stake in Costco Wholesale by 112.2% during the 3rd quarter. Voloridge Investment Management LLC now owns 477,425 shares of the retailer’s stock valued at $441,919,000 after purchasing an additional 252,453 shares during the last quarter. Worldquant Millennium Advisors LLC increased its holdings in Costco Wholesale by 638.7% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 227,310 shares of the retailer’s stock worth $225,023,000 after purchasing an additional 196,537 shares in the last quarter. Finally, CIBC Bancorp USA Inc. bought a new position in shares of Costco Wholesale in the third quarter valued at approximately $158,189,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on COST shares. Wells Fargo & Company increased their price target on Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a research report on Thursday, April 9th. Telsey Advisory Group raised their price target 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. JPMorgan Chase & Co. upped their price objective on shares of Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Raymond James Financial lifted their target price on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Finally, Daiwa Securities Group upped their target price on Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a report on Tuesday, March 10th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,045.97.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction that occurred on 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 transaction, the executive vice president directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.10% of the stock is owned by insiders.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Board raised the quarterly cash dividend to $1.47 (annualized $5.88), signaling confidence in cash flow and making the stock more attractive to income-focused investors. Costco (COST) Approves Quarterly Dividend Increase Amid Robust Sales Growth
• Positive Sentiment: Coverage highlights that the September 2024 membership fee hike is now fully flowing into 2026 results, helping margin expansion and supporting recent EPS beats — a direct earnings tailwind. Costco Wholesale Corporation (COST): One of the Best Safe Stocks for Beginner Investors
• Positive Sentiment: Company continues to open new warehouses, plus a Costco Business Center and fuel station win that should boost regional sales and commercial accounts over time. Expansion supports long-term same-store growth and membership value. Costco aims for dozens more warehouses in coming years: Here’s when the newest open
• Neutral Sentiment: Multiple commentary pieces debate valuation: some say near-$1,000 price is justified by cash generation and resilience, others warn the stock looks expensive — this debate can mute buying momentum. Is Costco’s Stock Too Expensive Now?
• Neutral Sentiment: Market-note pieces pointing to recent intraday moves and the stock’s position relative to its all-time high are creating short-term trading interest but not new fundamental news. Costco (COST) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: Sam’s Club launched initiatives touted as reasons some members might switch, renewing concerns about competitive pressure on membership growth and price-driven traffic. Sam’s Club just gave members a reason to ditch Costco
• Negative Sentiment: Rivals such as BJ’s are expanding into new markets (e.g., Texas), adding localized competition that could pressure price or fuel margins in certain regions. New BJ’s locations Texas: Club rivaling Costco, Sam’s expands to Texas

Costco Wholesale Price Performance

COST opened at $1,011.15 on Monday. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The business’s fifty day simple moving average is $997.12 and its 200 day simple moving average is $948.27. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08. The stock has a market cap of $448.60 billion, a PE ratio of 52.58, a P/E/G ratio of 4.98 and a beta of 0.99.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. The firm 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 company’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same period in the prior year, the business earned $4.02 EPS. As a group, research analysts expect that Costco Wholesale Corporation will post 20.31 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be paid a $1.47 dividend. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, May 1st. Costco Wholesale’s payout ratio is currently 27.04%.

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.