Perryman Financial Advisory Inc. AD Purchases New Shares in Costco Wholesale Corporation $COST

Perryman Financial Advisory Inc. AD purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 10,785 shares of the retailer’s stock, valued at approximately $9,300,000. Costco Wholesale accounts for approximately 1.4% of Perryman Financial Advisory Inc. AD’s portfolio, making the stock its 17th largest holding.

A number of other large investors have also added to or reduced their stakes in the company. Palisade Asset Management LLC grew its holdings in Costco Wholesale by 1.4% during the 4th quarter. Palisade Asset Management LLC now owns 702 shares of the retailer’s stock valued at $605,000 after purchasing an additional 10 shares in the last quarter. Graybill Wealth Management LTD. grew its holdings in Costco Wholesale by 0.3% during the 4th quarter. Graybill Wealth Management LTD. now owns 3,194 shares of the retailer’s stock valued at $2,754,000 after purchasing an additional 10 shares in the last quarter. Lbmc Investment Advisors LLC boosted its stake in Costco Wholesale by 0.5% during the 4th quarter. Lbmc Investment Advisors LLC now owns 2,041 shares of the retailer’s stock valued at $1,760,000 after acquiring an additional 10 shares during the last quarter. Somerset Group LLC boosted its stake in Costco Wholesale by 0.3% during the 3rd quarter. Somerset Group LLC now owns 4,220 shares of the retailer’s stock valued at $3,906,000 after acquiring an additional 11 shares during the last quarter. Finally, Hughes Financial Services LLC boosted its stake in Costco Wholesale by 4.3% during the 3rd quarter. Hughes Financial Services LLC now owns 268 shares of the retailer’s stock valued at $245,000 after acquiring an additional 11 shares during the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have commented on COST shares. Mizuho set a $1,100.00 price objective on shares of Costco Wholesale in a research note on Monday, June 1st. Raymond James Financial raised their price target 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. Roth Mkm raised their price target on shares of Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a research report on Friday, May 29th. Truist Financial raised their price target on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the stock a “hold” rating in a research report on Friday, May 29th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on shares of Costco Wholesale from $1,104.00 to $1,106.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. 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 company. According to MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,060.41.

Costco Wholesale Price Performance

COST stock opened at $982.35 on Monday. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. The firm’s 50-day simple moving average is $1,005.34 and its 200 day simple moving average is $967.31. The stock has a market cap of $435.65 billion, a PE ratio of 49.41, a price-to-earnings-growth ratio of 4.76 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.The firm had revenue of $70.53 billion during the quarter, compared to analyst estimates of $70.12 billion. During the same period last year, the business earned $4.28 EPS. As a group, sell-side analysts predict that Costco Wholesale Corporation will post 20.38 EPS for the current year.

Costco Wholesale Increases Dividend

The company 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 is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio is 29.58%.

Key Costco Wholesale News

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

• Positive Sentiment: Erste Group Bank lifted its FY2026 and FY2027 earnings forecasts for Costco, signaling expectations for stronger profitability ahead.
• Positive Sentiment: Commentary in 24/7 Wall St. emphasized Costco’s membership-fee model as a resilient source of recurring revenue that can support long-term earnings growth.
• Positive Sentiment: Barchart coverage noted Costco as one of the retail names rewarding shareholders with a higher dividend, reinforcing the company’s capital-return appeal.
• Neutral Sentiment: Coverage that Costco offers shopping without a membership in limited cases is mainly informational and not likely to materially affect the stock.
• Neutral Sentiment: The Iowa court decision involving a former Costco manager appears to be a legal headline with limited direct impact on the company’s overall financial outlook.
• Negative Sentiment: Bloomberg reported rising plastic input costs may lead to higher prices for consumer goods later this year, which could add inflation pressure to Costco’s retail environment and potentially squeeze margins or demand.

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.