Baldwin Wealth Partners LLC MA Sells 539 Shares of Costco Wholesale Corporation $COST

Baldwin Wealth Partners LLC MA decreased its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 1.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,244 shares of the retailer’s stock after selling 539 shares during the quarter. Costco Wholesale makes up 2.1% of Baldwin Wealth Partners LLC MA’s portfolio, making the stock its 11th largest position. Baldwin Wealth Partners LLC MA’s holdings in Costco Wholesale were worth $32,117,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in COST. Brighton Jones LLC increased its holdings in Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares during the period. Revolve Wealth Partners LLC grew its position in shares of Costco Wholesale by 13.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after buying an additional 130 shares in the last quarter. Sivia Capital Partners LLC grew its position in shares of Costco Wholesale by 4.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after buying an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. increased its stake in shares of Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Costco Wholesale by 2.2% in the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after acquiring an additional 182 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Price Performance

Shares of COST stock opened at $972.33 on Friday. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The firm has a market capitalization of $431.37 billion, a price-to-earnings ratio of 50.56, a PEG ratio of 4.80 and a beta of 1.01. The stock’s 50-day simple moving average is $984.26 and its 200-day simple moving average is $938.57.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating the consensus estimate of $4.55 by $0.03. The firm had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. Costco Wholesale’s revenue was up 9.2% on a year-over-year basis. During the same period last year, the firm posted $4.02 EPS. As a group, equities analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were issued a $1.30 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is currently 27.04%.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction on Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the transaction, the executive vice president owned 8,240 shares in the company, valued at $7,550,476.80. This trade represents a 15.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction dated 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 of the company’s stock, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 7,645 shares of company stock valued at $7,049,302. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

COST has been the subject of a number of research reports. TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a research note on Friday, March 6th. Bank of America assumed coverage on shares of Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price target for the company. JPMorgan Chase & Co. upped their price target on shares of Costco Wholesale from $1,050.00 to $1,060.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. Robert W. Baird set a $1,100.00 price objective on shares of Costco Wholesale in a research note on Thursday, February 5th. Finally, BMO Capital Markets lifted 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 report on Friday, March 6th. 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 company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,039.13.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Costco is keeping fuel prices low with a deliberate pricing strategy to stay cheaper than competitors, which can drive continued traffic and membership value. As Gas Prices Soar, Costco’s Using This Smart Strategy To Stay Cheaper Than Most
• Positive Sentiment: Analyst coverage remains constructive: consensus ratings across brokerages show a majority buy/moderate-buy stance, supporting investor confidence. Costco Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Positive Sentiment: Costco upgraded its retail-media platform, a potential new ad-revenue stream that can boost margins over time. Costco upgrades its retail media platform
• Positive Sentiment: Multiple bullish write-ups (seeking-alpha coverage and long-term valuation defenses) are reinforcing the narrative that Costco’s membership model and pricing power can sustain outperformance. Costco: A Likely Outperformer Based On The Business Model
• Neutral Sentiment: CEO Ron Vachris addressed questions about the $1.50 hot dog combo, offering clarity to a vocal part of Costco’s brand/PR — removes a potential source of uncertainty but has limited direct earnings impact. Costco CEO gives update on future of $1.50 hot dog and soda combo
• Neutral Sentiment: Costco added new Kirkland Signature items (and launched a private-label refrigerated dog food), moves that can deepen margins and member loyalty but may take time to scale. Costco adds Kirkland Signature items
• Neutral Sentiment: Industry coverage and investor-interest pieces (Zacks, Yahoo, TipRanks) are drawing attention to COST, which can amplify trading activity but not necessarily change fundamentals. Costco is Attracting Investor Attention
• Negative Sentiment: Valuation remains a risk: COST trades at a premium (P/E around 50x), leaving limited room for error if same-store sales or margin expansion disappoint — this makes the stock sensitive to any weaker-than-expected data.

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.