Carrera Capital Advisors Purchases 577 Shares of Costco Wholesale Corporation $COST

Carrera Capital Advisors grew its position in Costco Wholesale Corporation (NASDAQ:COST) by 93.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,196 shares of the retailer’s stock after acquiring an additional 577 shares during the quarter. Carrera Capital Advisors’ holdings in Costco Wholesale were worth $1,031,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also added to or reduced their stakes in the company. Silver Oak Securities Incorporated increased its position in shares of Costco Wholesale by 49.3% during the 3rd quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after purchasing an additional 1,248 shares during the last quarter. FORA Capital LLC bought a new position in shares of Costco Wholesale during the 3rd quarter valued at approximately $2,781,000. Teacher Retirement System of Texas increased its position in shares of Costco Wholesale by 24.5% during the 4th quarter. Teacher Retirement System of Texas now owns 140,429 shares of the retailer’s stock valued at $121,098,000 after purchasing an additional 27,625 shares during the last quarter. Curtis Advisory Group LLC increased its position in shares of Costco Wholesale by 56.7% during the 4th quarter. Curtis Advisory Group LLC now owns 4,535 shares of the retailer’s stock valued at $3,911,000 after purchasing an additional 1,641 shares during the last quarter. Finally, Mariner LLC increased its position in shares of Costco Wholesale by 1.5% during the 3rd quarter. Mariner LLC now owns 399,894 shares of the retailer’s stock valued at $370,140,000 after purchasing an additional 5,937 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the company’s stock in a transaction on 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 approximately $6,139,485.42. This represents a 10.66% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

COST has been the topic of several analyst reports. DA Davidson reissued a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research report on Friday, April 10th. Deutsche Bank Aktiengesellschaft boosted their price objective on Costco Wholesale from $1,103.00 to $1,104.00 and gave the company a “buy” rating in a report on Thursday, April 9th. Daiwa Securities Group boosted their price objective on Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a report on Tuesday, March 10th. Raymond James Financial boosted their price objective on Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Finally, Rothschild & Co Redburn boosted their price objective on Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a report on Tuesday, February 17th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Costco Wholesale has a consensus rating of “Moderate Buy” and an average target price of $1,045.97.

More Costco Wholesale News

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

• Positive Sentiment: Membership renewal rates remain near record highs and management is working to grow digital renewals (targeted outreach, auto‑renew). Strong renewals support recurring revenue and cash flow. Costco’s Renewal Rates Hold Strong
• Positive Sentiment: Costco raised its dividend by more than 10%, signaling strong free cash flow and shareholder returns that can underpin multiple expansion or support the stock during volatility. Giants Costco, Sanofi, and SAP Raise Dividends
• Positive Sentiment: Analysts note growth initiatives — Kirkland brand expansion, rising digital sales, and plans for ~28 new warehouses in fiscal 2026 — which support mid‑to‑long‑term revenue growth. Costco vs. Dollar General
• Positive Sentiment: Recent earnings commentary and sector comparisons emphasize Costco’s resilience versus traditional discounters (traffic gains, comp strength), reinforcing its premium membership “flywheel.” Costco vs. Target: One Stock Is Near Its All-Time High
• Neutral Sentiment: Several outlets flag that COST is a “trending” stock with heavy investor attention — that can amplify moves (both up and down) but is not a directional fundamental catalyst by itself. Costco Is a Trending Stock
• Negative Sentiment: Prominent commentators note Costco’s rich valuation (roughly ~49x reported earnings in recent commentary), which raises concerns about near‑term upside and makes the stock sensitive to any slowdown in growth. Jim Cramer on Costco

Costco Wholesale Price Performance

COST opened at $994.00 on Wednesday. The business has a fifty day moving average of $996.35 and a 200 day moving average of $949.11. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. 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 cap of $440.99 billion, a P/E ratio of 51.69, a PEG ratio of 4.92 and a beta of 0.99.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating 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 company had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. During the same quarter in the previous year, the business earned $4.02 EPS. Costco Wholesale’s revenue was up 9.2% compared to the same quarter last year. As a group, sell-side analysts anticipate that Costco Wholesale Corporation will post 20.31 EPS for the current year.

Costco Wholesale Increases Dividend

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

Costco Wholesale 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.