Ghe LLC Makes New $5.29 Million Investment in Costco Wholesale Corporation $COST

Ghe LLC purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 6,133 shares of the retailer’s stock, valued at approximately $5,289,000. Costco Wholesale comprises about 1.8% of Ghe LLC’s holdings, making the stock its 8th biggest holding.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Graney & King LLC raised its holdings in shares of Costco Wholesale by 6.8% during the 2nd quarter. Graney & King LLC now owns 173 shares of the retailer’s stock worth $171,000 after acquiring an additional 11 shares during the period. Seneschal Advisors LLC raised its holdings in shares of Costco Wholesale by 0.4% during the 2nd quarter. Seneschal Advisors LLC now owns 3,142 shares of the retailer’s stock worth $3,110,000 after acquiring an additional 11 shares during the period. Brown Wealth Management LLC raised its holdings in Costco Wholesale by 3.7% in the 3rd quarter. Brown Wealth Management LLC now owns 305 shares of the retailer’s stock valued at $282,000 after buying an additional 11 shares during the period. Caliber Wealth Management LLC KS raised its holdings in Costco Wholesale by 1.7% in the 3rd quarter. Caliber Wealth Management LLC KS now owns 655 shares of the retailer’s stock valued at $606,000 after buying an additional 11 shares during the period. Finally, Somerset Group LLC lifted its position in Costco Wholesale by 0.3% in the third quarter. Somerset Group LLC now owns 4,220 shares of the retailer’s stock valued at $3,906,000 after buying an additional 11 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insiders Place Their Bets

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 completion of the transaction, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.10% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of brokerages have weighed in on COST. Telsey Advisory Group lifted 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. lifted their price target 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. TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research report on Friday, March 6th. UBS Group lifted their price target on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a research report on Wednesday, May 20th. Finally, Bank of America began coverage on shares of Costco Wholesale in a research report on Friday, February 27th. They set a “buy” rating and a $1,185.00 price target for the company. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,052.60.

Costco Wholesale Trading Down 2.5%

Shares of NASDAQ:COST opened at $1,002.93 on Wednesday. The business’s 50 day simple moving average is $1,008.26 and its 200 day simple moving average is $961.45. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The company has a market capitalization of $444.95 billion, a P/E ratio of 52.15, a P/E/G ratio of 5.06 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The firm had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. During the same period in the prior year, the company earned $4.02 earnings per share. The company’s quarterly revenue was up 9.2% on a year-over-year basis. On average, research analysts anticipate that Costco Wholesale Corporation will post 20.33 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were paid a dividend of $1.47 per share. The ex-dividend date was Friday, May 1st. This is a boost 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 dividend payout ratio is currently 30.58%.

Costco Wholesale News Roundup

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

• Positive Sentiment: Bank of America reiterated a Buy rating and kept its $1,185 price target, reinforcing the view that Costco (COST) still has upside if it delivers another solid quarter. Article Title
• Positive Sentiment: Analysts and options traders expect a meaningful post-earnings move, highlighting how much attention Costco is drawing heading into results. Article Title
• Positive Sentiment: Recent coverage points to strong membership growth, digital gains, and AI-driven personalization as drivers of continued sales momentum for Costco. Article Title
• Neutral Sentiment: Multiple previews say Costco is well positioned for earnings, but its premium valuation may limit enthusiasm unless the company beats expectations convincingly. Article Title
• Negative Sentiment: A federal jury ruled against Costco in a disability discrimination case, adding a legal and compliance overhang and potential extra costs from attorneys’ fees. Article Title
• Negative Sentiment: One article noted the shares are slipping ahead of earnings, reflecting investor caution and valuation concerns rather than a major operational setback. Article Title

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.