BIP Wealth LLC Increases Stock Position in Costco Wholesale Corporation $COST

BIP Wealth LLC increased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 92.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,334 shares of the retailer’s stock after buying an additional 1,606 shares during the period. BIP Wealth LLC’s holdings in Costco Wholesale were worth $2,875,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Capital Advisory Group Advisory Services LLC boosted its holdings in Costco Wholesale by 1.8% during the fourth quarter. Capital Advisory Group Advisory Services LLC now owns 607 shares of the retailer’s stock worth $523,000 after buying an additional 11 shares in the last quarter. C2C Wealth Management LLC raised its position in Costco Wholesale by 15.5% during the fourth quarter. C2C Wealth Management LLC now owns 380 shares of the retailer’s stock worth $328,000 after acquiring an additional 51 shares during the period. CCG Wealth Management LLC raised its position in Costco Wholesale by 43.4% during the fourth quarter. CCG Wealth Management LLC now owns 1,177 shares of the retailer’s stock worth $1,015,000 after acquiring an additional 356 shares during the period. Snider Financial Group raised its position in Costco Wholesale by 1.3% during the fourth quarter. Snider Financial Group now owns 5,633 shares of the retailer’s stock worth $4,858,000 after acquiring an additional 73 shares during the period. Finally, Finer Wealth Management Inc. acquired a new position in Costco Wholesale during the fourth quarter worth $268,000. 68.48% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Susan L. Decker sold 458 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $955.00, for a total value of $437,390.00. Following the completion of the sale, the director directly owned 8,532 shares in the company, valued at $8,148,060. This represents a 5.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP James C. Klauer sold 1,500 shares of the stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the sale, the executive vice president owned 44,837 shares of the company’s stock, valued at $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 5,038 shares of company stock valued at $4,790,896. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Robert W. Baird set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Thursday, February 5th. Roth Mkm restated a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. DA Davidson restated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research report on Friday, March 6th. Evercore set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Monday, March 2nd. Finally, Daiwa Securities Group upped their price objective on shares of Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 10th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Costco Wholesale has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Costco has introduced a Kirkland Signature energy drink line that closely matches popular Celsius flavors at lower prices, expanding private‑label into a high‑growth category. This could boost margins, strengthen Costco’s buyer/supplier leverage, and keep member value high. Costco Tests Kirkland Energy Drinks And Supplier Power With Celsius Lookalike
• Positive Sentiment: Commentary highlights Costco as a rare inflation beneficiary: discounted gas and bulk pricing are driving stronger fuel sales and membership engagement, supporting top‑line resilience. That dynamic helps justify premium multiples if it continues. Costco: The Surprising Winner of Rising Gas Prices
• Positive Sentiment: Sector news: Sam’s Club announced a membership/fee change effective May 1, which could push price‑sensitive customers toward Costco and be a modest competitive tailwind. Dear Costco Stock Fans, Mark Your Calendars for May 1
• Positive Sentiment: New store openings (e.g., New Braunfels) continue Costco’s footprint expansion, supporting membership growth and steady unit expansion. Costco to open New Braunfels location this spring
• Neutral Sentiment: Industry moves — traditional grocers and suppliers (e.g., PepsiCo cutting snack prices) are adjusting strategies to close the value gap, which shifts competitive dynamics but doesn’t uniquely hurt Costco’s warehouse model. How traditional grocers are trying to narrow the ‘value gap’ with discount competitors PepsiCo Cuts Snack Prices Up To 15% After Doritos Jump Nearly 50%
• Negative Sentiment: Valuation and positioning concerns: multiple recent pieces question whether Costco’s premium valuation (strong YTD performance and high P/E) leaves limited upside and increases sensitivity to any slowdown. That narrative can pressure the share price despite solid fundamentals. Is It Too Late to Buy Costco or Merck? Are These Defensive Stocks Overbought? Costco Stock Deep Dive: Vibecession Winner Or Overpriced Recession Insurance

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $1,013.21 on Wednesday. The firm has a 50-day simple moving average of $991.36 and a 200-day simple moving average of $941.25. The stock has a market capitalization of $449.51 billion, a price-to-earnings ratio of 52.69, a price-to-earnings-growth ratio of 5.01 and a beta of 0.99. 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 issued its earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. The business had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company’s quarterly revenue was up 9.2% compared to the same quarter last year. During the same period in the prior year, the business earned $4.02 earnings per share. On average, equities analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given 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 was Friday, January 30th. Costco Wholesale’s dividend payout ratio is 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.