Stolz & Associates PS Makes New $1.19 Million Investment in Costco Wholesale Corporation $COST

Stolz & Associates PS bought a new position in Costco Wholesale Corporation (NASDAQ:COST) in the fourth quarter, Holdings Channel.com reports. The firm bought 1,382 shares of the retailer’s stock, valued at approximately $1,192,000. Costco Wholesale comprises about 0.9% of Stolz & Associates PS’s holdings, making the stock its 14th largest position.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC increased its position in shares of Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after buying an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after purchasing an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. lifted its holdings in Costco Wholesale by 1.1% in 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 in the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in Costco Wholesale by 2.2% in 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 in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP Claudine Adamo sold 730 shares of the 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 sale, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on COST. BMO Capital Markets upped their price objective on shares of Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Gordon Haskett raised their target price on Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. Rothschild & Co Redburn raised their target price on Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 17th. Wells Fargo & Company upped their target price on shares of 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. Finally, Mizuho upped their target price on shares of Costco Wholesale from $1,065.00 to $1,100.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,047.27.

Costco Wholesale Price Performance

COST opened at $1,076.47 on Tuesday. The stock’s 50-day moving average price is $1,002.78 and its 200 day moving average price is $956.31. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,079.83. 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 firm has a market cap of $477.58 billion, a price-to-earnings ratio of 55.98, a PEG ratio of 5.16 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.55 by $0.03. The firm had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.Costco Wholesale’s revenue was up 9.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.02 EPS. As a group, sell-side analysts expect that Costco Wholesale Corporation will post 20.31 earnings per share for the current year.

Costco Wholesale Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were issued a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.5%. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. Costco Wholesale’s dividend payout ratio (DPR) is presently 30.58%.

Costco Wholesale News Summary

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

• Positive Sentiment: Costco reported strong April sales, with net sales up 13.0% year over year, comparable sales rising 11.6%, and digital sales climbing 18.8%, reinforcing its reputation as a defensive retailer benefiting from value-focused consumer spending. Costco’s April Sales Reinforce Its Case as the Ultimate Defensive Stock
• Positive Sentiment: The company boosted its quarterly dividend by 13% to $1.47 per share, a signal of confidence in cash generation that can attract income-oriented investors. Costco (COST) Surges to New 52-Week Peak Following Strong Dividend Boost
• Positive Sentiment: Several articles framed Costco as a breakout candidate after its recent rally, with commentary pointing to strong year-to-date momentum and a new 52-week high. Prediction: The Stage is Set for a Costco Stock Breakout
• Positive Sentiment: Costco is also gaining attention for product expansion and brand strength, including a test of new chicken strips in food courts and a broader rollout of mixsoon skincare products across U.S. warehouse locations. Costco is testing chicken strips in food courts and customers say they’re ginormous
• Neutral Sentiment: One article highlighted a legal issue tied to a disability discrimination verdict, which adds some headline risk but appears smaller than the company’s sales and dividend positives. How Investors Are Reacting To Costco Wholesale (COST) Double‑Digit April Sales, Florida Expansion And Jury Verdict
• Neutral Sentiment: Analyst commentary remains constructive overall, with coverage describing Costco as resilient and well positioned, but these pieces mainly reinforce an already favorable narrative rather than introducing a new catalyst. The Zacks Analyst Blog Highlights Costco, Coca-Cola, AstraZeneca and Franklin Financial Services

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.