AGP Franklin LLC Has $5.93 Million Stock Position in Costco Wholesale Corporation $COST

AGP Franklin LLC grew its position in Costco Wholesale Corporation (NASDAQ:COST) by 7.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 6,871 shares of the retailer’s stock after purchasing an additional 499 shares during the period. Costco Wholesale comprises approximately 2.8% of AGP Franklin LLC’s holdings, making the stock its 9th biggest holding. AGP Franklin LLC’s holdings in Costco Wholesale were worth $5,926,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in COST. Hurley Capital LLC lifted its holdings in Costco Wholesale by 120.0% during the 3rd 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. Abich Financial Wealth Management LLC bought a new stake in Costco Wholesale during the third quarter worth about $34,000. Collier Financial acquired a new stake in shares of Costco Wholesale during the third quarter worth approximately $35,000. AXS Investments LLC acquired a new stake in shares of Costco Wholesale during the third quarter worth approximately $36,000. Finally, Imprint Wealth LLC bought a new position in shares of Costco Wholesale in the third quarter valued at approximately $36,000. Institutional investors own 68.48% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Weiss Ratings raised Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Wells Fargo & Company lifted their price objective on Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a research report on Thursday, April 9th. Deutsche Bank Aktiengesellschaft boosted their price objective on Costco Wholesale from $1,103.00 to $1,104.00 and gave the stock a “buy” rating in a research note on Thursday, April 9th. Robert W. Baird set a $1,100.00 target price on Costco Wholesale in a report on Thursday, February 5th. Finally, Oppenheimer raised their target price on 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 equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,045.97.

Costco Wholesale Stock Performance

COST stock opened at $1,014.38 on Friday. The company has a 50 day moving average price of $997.26 and a 200 day moving average price of $947.11. 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 current ratio of 1.06 and a quick ratio of 0.59. The stock has a market capitalization of $450.03 billion, a PE ratio of 52.75, a price-to-earnings-growth ratio of 4.95 and a beta of 0.99.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. The firm 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 quarterly revenue was up 9.2% compared to the same quarter last year. During the same period last year, the company earned $4.02 EPS. Analysts forecast that Costco Wholesale Corporation will post 20.31 EPS for the current year.

Costco Wholesale Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be issued a $1.47 dividend. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Friday, May 1st. Costco Wholesale’s dividend payout ratio (DPR) is 27.04%.

Insider Buying and Selling

In related news, 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 completion of the sale, the executive vice president directly owned 6,121 shares in the company, valued at $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.10% of the stock is currently owned by insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: Local expansion — Haltom City won a Costco Business Center with an attached fuel station, signaling continued footprint growth and fuel-margin revenue opportunities in a new market. Haltom City lands Costco Business Center, fuel station in major economic win
• Positive Sentiment: New store momentum — A Pensacola Costco has a tentative opening date, underscoring steady unit growth that supports longer-term sales and membership expansion. Pensacola’s Costco has an opening date. Sort of.
• Positive Sentiment: Strategic rollout — Costco says it aims to open dozens more warehouses in the coming years, a clear growth plan that supports revenue and membership metrics. Expansion cadence is a direct driver of sales growth. Costco aims for dozens more warehouses in coming years: Here’s when the newest open
• Positive Sentiment: Shareholder return — The board approved a ~13% quarterly dividend increase to $1.47 per share, raising the annualized payout and making the stock more attractive to income-focused investors. Costco (COST) Approves Quarterly Dividend Increase Amid Robust Sales Growth
• Positive Sentiment: Investor bullishness — Analysis pieces argue that Costco remains a sector leader and that buying on recent pullbacks could be compelling for long-term investors, supporting demand for the stock. With Costco Down 7% From Its All-Time High, Could Buying Now Set You Up for Life?
• Neutral Sentiment: Market context — Coverage notes COST outperformed a weak market session, reflecting defensive demand but not changing fundamentals. Short-term price action may be tied to market rotation rather than new company catalysts. Costco (COST) Ascends While Market Falls: Some Facts to Note
• Neutral Sentiment: Valuation discussion — Several analyst/opinion pieces question whether COST is “too expensive” near $1,000 a share despite strong fundamentals; valuation concerns could temper further rapid upside. Is Costco’s Stock Too Expensive Now?
• Negative Sentiment: Rising competition — BJ’s Wholesale Club is expanding in Texas with new locations and low gas prices, representing localized competitive pressure that could affect membership and fuel margins in those markets. New BJ’s locations Texas: Club rivaling Costco, Sam’s expands to Texas

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.