Costco Wholesale Corporation $COST Shares Purchased by Community Financial Services Group LLC

Community Financial Services Group LLC increased its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 19.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 13,760 shares of the retailer’s stock after buying an additional 2,217 shares during the period. Costco Wholesale comprises 2.2% of Community Financial Services Group LLC’s portfolio, making the stock its 13th largest holding. Community Financial Services Group LLC’s holdings in Costco Wholesale were worth $11,866,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. KRS Capital Management LLC increased its holdings in Costco Wholesale by 1.5% in the fourth quarter. KRS Capital Management LLC now owns 792 shares of the retailer’s stock valued at $683,000 after buying an additional 12 shares in the last quarter. Nikulski Financial Inc. boosted its stake in shares of Costco Wholesale by 8.7% during the 4th quarter. Nikulski Financial Inc. now owns 13,824 shares of the retailer’s stock worth $11,921,000 after acquiring an additional 1,111 shares in the last quarter. MFA Wealth Services grew its holdings in shares of Costco Wholesale by 2.8% in the 4th quarter. MFA Wealth Services now owns 971 shares of the retailer’s stock worth $837,000 after acquiring an additional 26 shares during the period. Fifth Third Wealth Advisors LLC grew its holdings in shares of Costco Wholesale by 3.7% in the 4th quarter. Fifth Third Wealth Advisors LLC now owns 11,188 shares of the retailer’s stock worth $9,648,000 after acquiring an additional 403 shares during the period. Finally, Jamison Private Wealth Management Inc. increased its stake in Costco Wholesale by 1.3% in the 4th quarter. Jamison Private Wealth Management Inc. now owns 10,401 shares of the retailer’s stock valued at $8,969,000 after purchasing an additional 131 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Claudine Adamo sold 730 shares of the company’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the transaction, the executive vice president owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the sale, the executive vice president owned 44,837 shares in the company, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 5,038 shares of company stock valued at $4,790,896. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale News Summary

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

• Positive Sentiment: Jim Cramer reiterated Costco as a defensive, buy‑in‑this‑environment pick, which can support retail investor demand and sentiment. Jim Cramer on Costco: “This One Is What You Buy in This Environment”
• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and a $1,125 price target, implying meaningful upside from current levels and giving institutional/quant models a constructive signal. Telsey Advisory Group Outperform Note
• Positive Sentiment: Costco is rolling out its first stand‑alone gas station and continues to use discounted fuel as a membership and traffic driver — high pump prices can actually bolster membership growth and in‑store sales. This is a potential revenue/traffic tailwind. Costco Will Soon Open Its First Stand-Alone Gas Station
• Positive Sentiment: Operational and footprint expansion: Costco is testing faster checkout tech and planning new warehouses and business‑centre openings (including Canada), which support long‑term traffic and membership retention. Costco’s Warehouse Expansion Plans Signal Long-Term Growth Engine
• Neutral Sentiment: Technical/market notes (Dow Jones/IBD) flag Costco approaching new buy points after recent rallies — useful for traders but not a fundamental change. Dow Jones: Merck, Costco Approach New Buy Points
• Neutral Sentiment: Analysts are split on near‑term sales and valuation — March sales are expected to rise YOY but forward multiples remain rich, keeping analyst opinions mixed. Costco March Sales to Climb, But Analysts Stay Split on COST Stock
• Negative Sentiment: Legal/consumer risk: Costco faces a lawsuit alleging it raised prices then sought tariff refunds, a story that could generate regulatory/legal costs or reputational hit if it escalates. Costco sued over claims it raised prices, then sought tariff refunds
• Negative Sentiment: Minor consumer PR issue: a viral complaint about an “overpriced” new dessert feeds short‑term negative chatter among members, though it’s unlikely to materially affect fundamentals. Costco Members Are FURIOUS About This ‘Overpriced’ New Dessert

Costco Wholesale Stock Performance

NASDAQ COST opened at $996.43 on Wednesday. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The stock has a market cap of $442.07 billion, a price-to-earnings ratio of 51.82, a price-to-earnings-growth ratio of 4.92 and a beta of 1.01. The business has a fifty day moving average of $988.00 and a 200-day moving average of $939.28. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. The business 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%.The business’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same quarter last year, the company earned $4.02 earnings per share. As a group, analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

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

Analysts Set New Price Targets

COST has been the subject of several research reports. Wells Fargo & Company lifted their price objective on Costco Wholesale from $900.00 to $950.00 and gave the stock an “equal weight” rating in a report on Thursday, February 5th. Rothschild & Co Redburn upped their target price on Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a report on Tuesday, February 17th. Guggenheim restated a “neutral” rating on shares of Costco Wholesale in a research report on Monday, December 22nd. Bank of America initiated coverage on Costco Wholesale in a research note on Friday, February 27th. They set a “buy” rating and a $1,185.00 price target for the company. Finally, Weiss Ratings upgraded shares of Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, March 17th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,039.13.

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.