Coastline Trust Co lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 5.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,308 shares of the retailer’s stock after acquiring an additional 578 shares during the quarter. Coastline Trust Co’s holdings in Costco Wholesale were worth $8,889,000 as of its most recent filing with the SEC.
Several other hedge funds also recently added to or reduced their stakes in the stock. 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 worth $31,000 after buying an additional 18 shares during the last quarter. Abich Financial Wealth Management LLC bought a new position in Costco Wholesale during the third quarter worth $34,000. Collier Financial acquired a new position in Costco Wholesale in the third quarter worth $35,000. AXS Investments LLC acquired a new position in shares of Costco Wholesale in the 3rd quarter valued at about $36,000. Finally, Imprint Wealth LLC acquired a new stake in Costco Wholesale during the third quarter worth about $36,000. 68.48% of the stock is owned by institutional investors and hedge funds.
Costco Wholesale Stock Down 0.5%
NASDAQ:COST opened at $974.78 on Friday. 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 firm has a market capitalization of $432.46 billion, a price-to-earnings ratio of 50.69, a PEG ratio of 4.84 and a beta of 1.01. The business’s fifty day moving average price is $983.32 and its 200 day moving average price is $938.37. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,067.08.
Costco Wholesale Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis 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 presently 27.04%.
Trending Headlines about Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: New Kirkland Signature product launches and continued private-label innovation should support traffic and margins. Costco adds Kirkland Signature items. See what’s new
- Positive Sentiment: Expansion into standalone fuel sites (first standalone gas station opening by late June) expands convenience offerings and non-dues revenue, a potential long-term win vs. c-store rivals. Costco’s first standalone gas station to open by late June
- Positive Sentiment: Multiple bullish write-ups argue Costco deserves a premium multiple given its business model, pricing power, membership loyalty and long-term growth runway — supportive for sentiment among buy-and-hold investors. 3 Reasons Costco Stock Deserves to Trade at a Sky-High Valuation
- Positive Sentiment: Coverage highlighting Costco’s “winning the price war” narrative reinforces defensive/consumer-staples demand during inflationary periods. Costco proves it’s winning the price war
- Neutral Sentiment: A TipRanks piece balances upside (~11% noted) with worries about the future of physical retail — may keep some investors cautious but doesn’t change revenue fundamentals immediately. Costco Stock Forecast: Can COST Keep Up amid Worries about the Future of Retail Stores?
- Neutral Sentiment: Analyst/features asking “Is it too late to buy?” reflect the stock’s rich multi-year gains and high valuation — ongoing debate that can limit fresh inflows until clearer catalysts appear. Is It Too Late To Consider Costco Wholesale (COST) After Strong Multi Year Share Gains?
- Neutral Sentiment: Reported short-interest data shows no meaningful short position / days-to-cover change, so short-pressure is not a driver of today’s move. (Entry data provided internally.)
- Negative Sentiment: A small product recall (meatloaf meal) and press around potential membership price increases could create short-term sales or PR noise and give cautious traders a reason to trim positions. Costco Recalls Meatloaf Meal Over Possible Salmonella Risk
- Negative Sentiment: Macro/competitive risks — reports on tariff moves, energy-price volatility and aggressive promotions from peers (e.g., Target) raise concerns about margin pressure and cost passthrough, which can depress sentiment for retail stocks including COST. Trump tariffs live updates
Wall Street Analysts Forecast Growth
Several equities analysts have recently issued reports on the stock. Raymond James Financial boosted their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Jefferies Financial Group reissued a “buy” rating and issued a $1,050.00 price target on shares of Costco Wholesale in a research note on Thursday, March 5th. Telsey Advisory Group lifted their price objective on shares of Costco Wholesale from $1,100.00 to $1,125.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a report on Monday, December 22nd. Finally, Truist Financial upped their price objective on Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a report on Friday, March 6th. Twenty-two 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 stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,039.13.
Get Our Latest Analysis on Costco Wholesale
Insider Buying and Selling at Costco Wholesale
In related news, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the transaction, the executive vice president directly owned 44,837 shares in the company, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 7,645 shares of company stock worth $7,049,302 in the last quarter. 0.10% of the stock is owned by corporate insiders.
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.
Further Reading
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