Costco Wholesale Corporation $COST Shares Purchased by Capital Asset Advisory Services LLC

Capital Asset Advisory Services LLC raised its position in Costco Wholesale Corporation (NASDAQ:COST) by 14.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,876 shares of the retailer’s stock after purchasing an additional 756 shares during the quarter. Capital Asset Advisory Services LLC’s holdings in Costco Wholesale were worth $5,224,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Hobbs Wealth Management LLC raised its holdings in Costco Wholesale by 4.4% during the second quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock worth $259,000 after purchasing an additional 11 shares in the last quarter. Graney & King LLC boosted its stake in Costco Wholesale by 6.8% during the 2nd quarter. Graney & King LLC now owns 173 shares of the retailer’s stock valued at $171,000 after purchasing an additional 11 shares in the last quarter. Seneschal Advisors LLC increased its position in shares of Costco Wholesale by 0.4% during the 2nd quarter. Seneschal Advisors LLC now owns 3,142 shares of the retailer’s stock valued at $3,110,000 after purchasing an additional 11 shares during the period. Busey Bank increased its position in shares of Costco Wholesale by 0.4% during the 3rd quarter. Busey Bank now owns 2,651 shares of the retailer’s stock valued at $2,454,000 after purchasing an additional 11 shares during the period. Finally, Pasadena Private Wealth LLC raised its stake in shares of Costco Wholesale by 0.8% in the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock worth $1,299,000 after buying an additional 11 shares in the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco’s stock snapped a six-session losing streak, a technical turnaround that often attracts short‑term buying. Costco shares snap six-session losing streak
• Positive Sentiment: The Street highlights a secular tailwind as more Americans cut back on dining out, which benefits at‑home bulk grocery and membership retailers like Costco. That supports higher traffic and basket sizes. Costco sees big opportunity as Americans ditch restaurants
• Positive Sentiment: Costco launched a rival energy drink (reportedly impacting Celsius), signaling product expansion and private‑label premiumization that can boost margins and membership value. Celsius stock tumbles as Costco launches rival energy drink
• Positive Sentiment: Costco is expanding member services into fertility care and rolling out in‑store experiential events (outdoor cooking roadshow), diversifying revenue beyond bulk merchandise and strengthening membership stickiness. Costco Expands Member Offerings With Fertility Care And In Store Events
• Positive Sentiment: Analyst pieces (Zacks) reiterate a long‑term growth thesis driven by strong comparable sales, traffic and ticket growth—supporting investor confidence in earnings durability. Costco’s Comparable Sales Stay Strong: Is Traffic Driving Growth?
• Neutral Sentiment: Multiple short‑interest reports show a “large increase” but list 0 shares / NaN changes and 0.0 days to cover — this appears to be a data glitch rather than meaningful shorting activity; investors should treat these entries as noise until corrected.
• Negative Sentiment: InsiderMonkey included Costco on a list of “most overvalued companies,” a headline that can feed headline‑driven selling or cautious positioning given COST’s premium valuation metrics. 5 Most Overvalued Companies According to the Media

Analyst Ratings Changes

Several research analysts recently weighed in on COST shares. Telsey Advisory Group raised their target price on 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. BMO Capital Markets boosted their price target on shares of Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Mizuho upped their price target on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. JPMorgan Chase & Co. raised their price objective on shares of Costco Wholesale from $1,050.00 to $1,060.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. Finally, Citigroup reaffirmed a “neutral” rating on shares of Costco Wholesale in a research note on Friday, February 20th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,039.13.

Insider Activity at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the sale, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction of $838,321.00. Following the completion of the sale, the executive vice president owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. This trade represents a 16.74% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 7,645 shares of company stock valued at $7,049,302. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $973.82 on Wednesday. The stock’s fifty day simple moving average is $985.35 and its 200 day simple moving average is $938.64. The stock has a market capitalization of $432.04 billion, a price-to-earnings ratio of 50.64, a PEG ratio of 4.77 and a beta of 1.01. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. 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 announced its earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business 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 posted $4.02 earnings per share. Costco Wholesale’s revenue was up 9.2% compared to the same quarter last year. As a group, sell-side analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

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

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.