Costco Wholesale Corporation $COST Stock Holdings Increased by Cornerstone Advisory LLC

Cornerstone Advisory LLC raised its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 28.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,964 shares of the retailer’s stock after acquiring an additional 653 shares during the period. Cornerstone Advisory LLC’s holdings in Costco Wholesale were worth $2,556,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Hurley Capital LLC raised its stake 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 acquiring an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC bought a new stake in Costco Wholesale during the 3rd quarter valued at $34,000. Collier Financial bought a new stake in Costco Wholesale during the 3rd quarter valued at $35,000. AXS Investments LLC bought a new stake in Costco Wholesale during the 3rd quarter valued at $36,000. Finally, Imprint Wealth LLC bought a new stake in Costco Wholesale during the 3rd quarter valued at $36,000. Institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction on Monday, March 9th. The stock was 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 in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $1,014.38 on Friday. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $450.03 billion, a price-to-earnings ratio of 52.75, a PEG ratio of 4.95 and a beta of 0.99. The stock’s fifty day simple moving average is $997.26 and its 200 day simple moving average is $947.11. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. The business had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period in the previous year, the firm posted $4.02 EPS. As a group, sell-side analysts forecast that Costco Wholesale Corporation will post 20.31 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

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

Wall Street Analyst Weigh In

A number of research firms have recently commented on COST. Wells Fargo & Company boosted their price objective on Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 9th. Truist Financial boosted their price objective on Costco Wholesale from $926.00 to $977.00 and gave the stock a “hold” rating in a research note on Friday, March 6th. TD Cowen reissued a “buy” rating on shares of Costco Wholesale in a research note on Friday, March 6th. Robert W. Baird set a $1,100.00 price objective on Costco Wholesale in a research note on Thursday, February 5th. Finally, Bank of America began coverage on Costco Wholesale in a research note on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price objective on the stock. 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 data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,045.97.

Key Costco Wholesale News

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

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.