Sargent Investment Group LLC Purchases 817 Shares of Costco Wholesale Corporation $COST

Sargent Investment Group LLC boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 15.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,171 shares of the retailer’s stock after acquiring an additional 817 shares during the quarter. Sargent Investment Group LLC’s holdings in Costco Wholesale were worth $5,322,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of COST. Hurley Capital LLC increased its holdings in shares of Costco Wholesale by 120.0% in the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after purchasing an additional 18 shares during the last quarter. Entrust Financial LLC acquired a new position in shares of Costco Wholesale in the fourth quarter valued at $31,000. Joseph Group Capital Management acquired a new position in shares of Costco Wholesale in the fourth quarter valued at $33,000. Abich Financial Wealth Management LLC acquired a new position in shares of Costco Wholesale in the third quarter valued at $34,000. Finally, Imprint Wealth LLC acquired a new position in shares of Costco Wholesale in the third quarter valued at $36,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Costco Wholesale Stock Performance

Costco Wholesale stock opened at $982.35 on Monday. The business has a 50 day moving average of $1,005.34 and a 200-day moving average of $967.31. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61. The company has a market capitalization of $435.65 billion, a P/E ratio of 49.41, a P/E/G 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 (EPS) for the quarter, missing the consensus estimate of $4.94 by ($0.01). The firm had revenue of $70.53 billion during the quarter, compared to analyst estimates of $70.12 billion. Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. During the same period in the prior year, the company earned $4.28 EPS. On average, equities research analysts predict that Costco Wholesale Corporation will post 20.38 earnings per share for the current year.

Costco Wholesale Increases Dividend

The business also recently disclosed 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. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) 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.

Analyst Ratings Changes

Several equities analysts have commented on the stock. Raymond James Financial upped their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Mizuho set a $1,100.00 target price on shares of Costco Wholesale in a research report on Monday, June 1st. JPMorgan Chase & Co. boosted their target price 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. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a research report on Monday, June 1st. Finally, Telsey Advisory Group upped their price objective on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an “outperform” rating in a research report on Thursday, April 9th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,060.41.

Costco Wholesale Company 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.