Brookstone Capital Management Buys 1,101 Shares of Costco Wholesale Corporation $COST

Brookstone Capital Management lifted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 6.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,485 shares of the retailer’s stock after buying an additional 1,101 shares during the period. Brookstone Capital Management’s holdings in Costco Wholesale were worth $15,078,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. State Street Corp boosted its stake in shares of Costco Wholesale by 0.5% during the second quarter. State Street Corp now owns 18,325,416 shares of the retailer’s stock valued at $18,141,062,000 after purchasing an additional 90,107 shares in the last quarter. Invesco Ltd. raised its holdings in Costco Wholesale by 9.8% in the 2nd 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. Amundi boosted its position in Costco Wholesale by 45.0% during the 3rd quarter. Amundi now owns 3,176,606 shares of the retailer’s stock worth $2,893,697,000 after buying an additional 986,182 shares during the period. Fisher Asset Management LLC raised its stake in shares of Costco Wholesale by 1.1% during the third quarter. Fisher Asset Management LLC now owns 3,145,241 shares of the retailer’s stock valued at $2,911,331,000 after acquiring an additional 34,826 shares during the last quarter. Finally, American Century Companies Inc. raised its position in Costco Wholesale by 8.5% during the 3rd quarter. American Century Companies Inc. now owns 1,619,703 shares of the retailer’s stock worth $1,499,246,000 after purchasing an additional 127,495 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors.

Insider Transactions at Costco Wholesale

In other news, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total value of $1,408,500.00. Following the transaction, the executive vice president owned 44,837 shares in the company, valued at $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Claudine Adamo sold 730 shares of the stock in a transaction on Monday, March 9th. The shares were 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 of the company’s stock, valued at $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 5,038 shares of company stock valued at $4,790,896. Corporate 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: Jim Cramer reiterated Costco as a defensive, buy‑in‑this‑environment pick, which can support retail investor demand and sentiment. Jim Cramer on Costco: “This One Is What You Buy in This Environment”
• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and a $1,125 price target, implying meaningful upside from current levels and giving institutional/quant models a constructive signal. Telsey Advisory Group Outperform Note
• Positive Sentiment: Costco is rolling out its first stand‑alone gas station and continues to use discounted fuel as a membership and traffic driver — high pump prices can actually bolster membership growth and in‑store sales. This is a potential revenue/traffic tailwind. Costco Will Soon Open Its First Stand-Alone Gas Station
• Positive Sentiment: Operational and footprint expansion: Costco is testing faster checkout tech and planning new warehouses and business‑centre openings (including Canada), which support long‑term traffic and membership retention. Costco’s Warehouse Expansion Plans Signal Long-Term Growth Engine
• Neutral Sentiment: Technical/market notes (Dow Jones/IBD) flag Costco approaching new buy points after recent rallies — useful for traders but not a fundamental change. Dow Jones: Merck, Costco Approach New Buy Points
• Neutral Sentiment: Analysts are split on near‑term sales and valuation — March sales are expected to rise YOY but forward multiples remain rich, keeping analyst opinions mixed. Costco March Sales to Climb, But Analysts Stay Split on COST Stock
• Negative Sentiment: Legal/consumer risk: Costco faces a lawsuit alleging it raised prices then sought tariff refunds, a story that could generate regulatory/legal costs or reputational hit if it escalates. Costco sued over claims it raised prices, then sought tariff refunds
• Negative Sentiment: Minor consumer PR issue: a viral complaint about an “overpriced” new dessert feeds short‑term negative chatter among members, though it’s unlikely to materially affect fundamentals. Costco Members Are FURIOUS About This ‘Overpriced’ New Dessert

Costco Wholesale Stock Performance

Shares of COST stock opened at $996.43 on Wednesday. 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 fifty day simple moving average of $988.00 and a two-hundred day simple moving average of $939.28. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08. The firm has a market capitalization of $442.07 billion, a PE ratio of 51.82, a price-to-earnings-growth ratio of 4.92 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data 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. The firm had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The business’s quarterly revenue was up 9.2% compared to the same quarter last year. During the same period last year, the firm earned $4.02 earnings per share. Analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were given a $1.30 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.04%.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Roth Mkm reissued a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a research note on Monday, December 22nd. BMO Capital Markets raised their target price on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $1,155.00 target price on shares of Costco Wholesale in a report on Monday, February 9th. Finally, Telsey Advisory Group reiterated an “outperform” rating and set a $1,125.00 price objective on shares of Costco Wholesale in a report on Tuesday. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,039.13.

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.