1,382 Shares in Costco Wholesale Corporation $COST Purchased by Stolz & Associates PS

Key Points

• Stolz & Associates PS opened a new position in Costco Wholesale, buying 1,382 shares worth about $1.19 million in the fourth quarter, making it the firm’s 14th-largest holding.
• Wall Street remains broadly upbeat on Costco, with 22 Buy ratings and a consensus Moderate Buy rating; the average price target is $1,047.27.
• Costco recently reported better-than-expected quarterly results, including EPS of $4.58 versus $4.55 expected, and it also raised its quarterly dividend by 13% to $1.47 per share.

Stolz & Associates PS bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 1,382 shares of the retailer's stock, valued at approximately $1,192,000. Costco Wholesale makes up 0.9% of Stolz & Associates PS's investment portfolio, making the stock its 14th biggest position.

Other hedge funds have also recently modified their holdings of the company. Hurley Capital LLC lifted its holdings in shares of Costco Wholesale by 120.0% in the third 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. Entrust Financial LLC purchased a new position in shares of Costco Wholesale during the fourth quarter valued at about $31,000. Abich Financial Wealth Management LLC purchased a new position in shares of Costco Wholesale during the third quarter valued at about $34,000. Collier Financial purchased a new position in shares of Costco Wholesale during the third quarter valued at about $35,000. Finally, Joseph Group Capital Management purchased a new position in shares of Costco Wholesale during the fourth quarter valued at about $33,000. Hedge funds and other institutional investors own 68.48% of the company's stock.

Analysts Set New Price Targets

Several analysts have recently issued reports on the company. Evercore set a $1,100.00 price objective on Costco Wholesale in a report on Monday, March 2nd. TD Cowen reissued a "buy" rating on shares of Costco Wholesale in a research note on Friday, March 6th. Raymond James Financial lifted their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an "outperform" rating in a research note on Friday, March 6th. BMO Capital Markets upped their price objective on Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an "outperform" rating in a research report on Friday, March 6th. Finally, Daiwa Securities Group upped their price objective on Costco Wholesale from $917.00 to $975.00 and gave the company a "neutral" rating in a research report on Tuesday, March 10th. 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 company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $1,047.27.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the business's stock in a transaction dated 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 transaction, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.10% of the company's stock.

Costco Wholesale Trading Up 2.6%

COST stock opened at $1,076.47 on Tuesday. The company has a market capitalization of $477.58 billion, a PE ratio of 55.98, a P/E/G ratio of 5.16 and a beta of 0.92. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,079.83. The firm's 50-day moving average is $1,002.78 and its 200 day moving average is $956.31. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59.

Costco Wholesale (NASDAQ:COST - Get Free Report) last announced its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.55 by $0.03. The firm had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.Costco Wholesale's quarterly revenue was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.02 earnings per share. On average, research analysts anticipate that Costco Wholesale Corporation will post 20.31 EPS for the current year.

Costco Wholesale Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were issued a $1.47 dividend. The ex-dividend date was Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.5%. This is a boost from Costco Wholesale's previous quarterly dividend of $1.30. Costco Wholesale's dividend payout ratio (DPR) is 30.58%.

More Costco Wholesale News

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

• Positive Sentiment: Costco reported strong April sales, with net sales up 13.0% year over year, comparable sales rising 11.6%, and digital sales climbing 18.8%, reinforcing its reputation as a defensive retailer benefiting from value-focused consumer spending. Costco's April Sales Reinforce Its Case as the Ultimate Defensive Stock
• Positive Sentiment: The company boosted its quarterly dividend by 13% to $1.47 per share, a signal of confidence in cash generation that can attract income-oriented investors. Costco (COST) Surges to New 52-Week Peak Following Strong Dividend Boost
• Positive Sentiment: Several articles framed Costco as a breakout candidate after its recent rally, with commentary pointing to strong year-to-date momentum and a new 52-week high. Prediction: The Stage is Set for a Costco Stock Breakout
• Positive Sentiment: Costco is also gaining attention for product expansion and brand strength, including a test of new chicken strips in food courts and a broader rollout of mixsoon skincare products across U.S. warehouse locations. Costco is testing chicken strips in food courts and customers say they’re ginormous
• Neutral Sentiment: One article highlighted a legal issue tied to a disability discrimination verdict, which adds some headline risk but appears smaller than the company’s sales and dividend positives. How Investors Are Reacting To Costco Wholesale (COST) Double‑Digit April Sales, Florida Expansion And Jury Verdict
• Neutral Sentiment: Analyst commentary remains constructive overall, with coverage describing Costco as resilient and well positioned, but these pieces mainly reinforce an already favorable narrative rather than introducing a new catalyst. The Zacks Analyst Blog Highlights Costco, Coca-Cola, AstraZeneca and Franklin Financial Services

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.

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