Daymark Wealth Partners LLC Acquires 519 Shares of Costco Wholesale Corporation $COST

Daymark Wealth Partners LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 27,395 shares of the retailer’s stock after acquiring an additional 519 shares during the quarter. Daymark Wealth Partners LLC’s holdings in Costco Wholesale were worth $23,624,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Norges Bank bought a new position in shares of Costco Wholesale during the 2nd quarter valued at $5,692,035,000. Laurel Wealth Advisors LLC lifted its stake in Costco Wholesale by 96,316.6% in the second quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock worth $1,364,888,000 after purchasing an additional 1,377,328 shares during the last quarter. Assenagon Asset Management S.A. boosted its position in Costco Wholesale by 1,586.8% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock valued at $980,857,000 after buying an additional 1,070,005 shares during the period. Amundi boosted its position in Costco Wholesale by 45.0% during the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock valued at $2,893,697,000 after buying an additional 986,182 shares during the period. Finally, Invesco Ltd. grew its stake in shares of Costco Wholesale by 9.8% during the second quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after buying an additional 383,887 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the transaction, the executive vice president owned 4,228 shares in the company, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The transaction 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 that occurred on Friday, January 16th. The shares were sold at an average price of $955.00, for a total value of $437,390.00. Following the sale, the director owned 8,532 shares in the company, valued at $8,148,060. This represents a 5.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 7,645 shares of company stock worth $7,049,302. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on COST. Rothschild & Co Redburn lifted their price objective on Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a report on Tuesday, February 17th. BTIG Research restated a “buy” rating and set a $1,115.00 price target on shares of Costco Wholesale in a research report on Thursday, March 5th. Bank of America assumed coverage on Costco Wholesale in a research report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price objective for the company. Oppenheimer increased their price objective on Costco Wholesale from $1,050.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. Finally, UBS Group set a $1,175.00 target price on shares of Costco Wholesale in a report on Friday, March 6th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

Costco Wholesale Stock Up 0.8%

Shares of NASDAQ COST opened at $973.82 on Wednesday. The firm has a fifty day simple moving average of $985.35 and a two-hundred day simple moving average of $938.64. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08. 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 $432.04 billion, a PE ratio of 50.64, a price-to-earnings-growth ratio of 4.77 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. 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 previous year, the firm posted $4.02 EPS. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. Equities analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current 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 given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s payout ratio is presently 27.04%.

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

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.