Constitution Capital LLC Has $3.83 Million Holdings in Costco Wholesale Corporation $COST

Constitution Capital LLC increased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 17.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,445 shares of the retailer’s stock after purchasing an additional 655 shares during the quarter. Costco Wholesale makes up about 1.8% of Constitution Capital LLC’s investment portfolio, making the stock its 19th biggest holding. Constitution Capital LLC’s holdings in Costco Wholesale were worth $3,833,000 at the end of the most recent quarter.

A number of other hedge funds have also added to or reduced their stakes in COST. Hurley Capital LLC lifted its position 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 in the last quarter. Abich Financial Wealth Management LLC acquired a new position in shares of Costco Wholesale during the 3rd quarter worth about $34,000. Collier Financial bought a new position in shares of Costco Wholesale in the 3rd quarter valued at about $35,000. AXS Investments LLC bought 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 shares of Costco Wholesale in the third quarter valued at about $36,000. Institutional investors own 68.48% of the company’s stock.

Analysts Set New Price Targets

COST has been the topic of several analyst reports. Truist Financial upped their target price on Costco Wholesale from $926.00 to $977.00 and gave the stock a “hold” rating in a report on Friday, March 6th. Sanford C. Bernstein restated an “outperform” rating and issued a $1,155.00 price target on shares of Costco Wholesale in a research note on Monday, February 9th. Raymond James Financial boosted their price target on Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. BTIG Research reissued a “buy” rating and issued a $1,115.00 price objective on shares of Costco Wholesale in a report on Thursday, March 5th. Finally, Telsey Advisory Group increased their price objective on Costco Wholesale from $1,100.00 to $1,125.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Twenty-two analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Costco Wholesale currently has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

Costco Wholesale Trading Up 0.8%

Costco Wholesale stock opened at $973.82 on Wednesday. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The stock has a market capitalization of $432.04 billion, a P/E ratio of 50.64, a PEG ratio of 4.77 and a beta of 1.01. The stock has a 50-day simple moving average of $985.35 and a 200 day simple moving average of $938.64.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 earnings per share (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 firm had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. During the same quarter in the prior year, the company earned $4.02 earnings per share. The business’s revenue for the quarter was up 9.2% compared to the same quarter last year. Analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued 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 dividend yield of 0.5%. Costco Wholesale’s payout ratio is presently 27.04%.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the firm’s 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 completion of the sale, the executive vice president owned 6,121 shares of the company’s stock, valued at $6,139,485.42. This trade represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction on Friday, January 16th. The stock was sold at an average price of $955.00, for a total transaction of $437,390.00. Following the transaction, the director directly owned 8,532 shares of the company’s stock, valued at approximately $8,148,060. This trade represents a 5.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 7,645 shares of company stock worth $7,049,302 in the last quarter. Company insiders own 0.10% of the company’s stock.

Costco Wholesale News Summary

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

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.