Costco Wholesale Corporation $COST Stake Increased by Leo Wealth LLC

Leo Wealth LLC boosted its stake in Costco Wholesale Corporation (NASDAQ:COST) by 105.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,735 shares of the retailer’s stock after acquiring an additional 1,405 shares during the period. Leo Wealth LLC’s holdings in Costco Wholesale were worth $2,359,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC lifted its position in shares of Costco Wholesale by 12.3% during the fourth 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 last quarter. Revolve Wealth Partners LLC grew its stake in Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after purchasing an additional 130 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after buying an additional 165 shares during the last quarter. Pinnacle Wealth Planning Services Inc. increased its holdings in Costco Wholesale by 1.1% in 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 last quarter. Finally, Schnieders Capital Management LLC. raised its stake in Costco Wholesale by 2.2% during the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after buying an additional 182 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $1,014.96 on Monday. The company has a market cap of $450.29 billion, a price-to-earnings ratio of 52.78, a price-to-earnings-growth ratio of 5.01 and a beta of 0.99. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,067.08. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The stock’s 50 day simple moving average is $989.68 and its 200 day simple moving average is $940.35.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $68.96 billion. During the same period in the prior year, the business earned $4.02 EPS. The firm’s revenue was up 9.2% on a year-over-year basis. Equities research analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

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

Key Costco Wholesale News

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

• Positive Sentiment: Bernstein reaffirmed a bullish view on Costco and highlighted a long-term growth runway, which helped lift the stock as investors price in durable membership-driven growth. Costco Stock Pops as Analyst Flags Growth Runway
• Positive Sentiment: Sell-side support continues: Telsey Advisory reiterated an Outperform rating, reinforcing buy-side confidence and possibly supporting multiple expansion. Telsey Advisory Group Reaffirms Outperform Rating
• Positive Sentiment: Insider activity: a top executive executed a notable share purchase, which investors often view as management confidence in near-term fundamentals. Top Costco Executive Makes a High-Value Move
• Positive Sentiment: Strategic expansion: Costco is pushing standalone gas stations in high-fuel-cost markets and opened a Manitoba Business Centre — moves that enhance value perception and broaden B2B revenue channels. Will Costco’s Gas and Business Centre Refine Its Value Narrative?
• Neutral Sentiment: Operational efficiency: Costco plans automated checkout stations to speed processing and reduce friction; potential margin benefits are longer-term and execution-dependent. Costco to introduce automated checkout stations
• Neutral Sentiment: Competitive context and consumer interest pieces (product roundups, bakery comparisons) keep the brand top-of-mind but are unlikely to move near-term fundamentals. I’ve worked at Costco for 20 years
• Negative Sentiment: Value-price competition is heating up: Sam’s Club raised membership fees and grocery chains are cutting prices, which could intensify a margin squeeze across the sector; analysts suggest membership-price moves at competitors may pressure Costco to respond strategically. Sam’s Club is hiking its membership fees

Analysts Set New Price Targets

COST has been the topic of a number of research analyst reports. Weiss Ratings raised Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. BMO Capital Markets upped their price target on Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on Costco Wholesale in a research note on Thursday, January 8th. Bank of America initiated coverage on shares of Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price objective for the company. Finally, Oppenheimer boosted their target price on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,039.13.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Teresa A. Jones sold 850 shares of the stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the sale, the executive vice president owned 4,228 shares of the company’s stock, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of Costco Wholesale stock in a transaction dated Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the sale, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 5,038 shares of company stock valued at $4,790,896. Corporate insiders own 0.10% of the company’s stock.

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.