1,675 Shares in Costco Wholesale Corporation $COST Bought by Ticino Wealth

Key Points

• Ticino Wealth opened a new position in Costco by purchasing 1,675 shares worth about $1.44 million, with institutional investors now owning roughly 68.48% of the stock.
• Costco raised its quarterly dividend about 13% to $1.47 (annualized $5.88), with an ex-dividend date of May 1 and payment scheduled for May 15 (yield ~0.6%).
• Analysts remain broadly positive—consensus "Moderate Buy" with an average target near $1,046 and several target increases—while strong digital comps (~22.6%) and store expansion support growth, but a high valuation (P/E ~51.85) tempers near-term upside expectations.

Ticino Wealth purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 1,675 shares of the retailer's stock, valued at approximately $1,444,000.

A number of other institutional investors also recently bought and sold shares of the stock. Brighton Jones LLC grew its holdings in Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer's stock worth $18,165,000 after acquiring an additional 2,172 shares during the period. Revolve Wealth Partners LLC grew its position in Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer's stock valued at $1,029,000 after buying an additional 130 shares during the period. Sivia Capital Partners LLC lifted its position in shares of Costco Wholesale by 4.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer's stock valued at $3,814,000 after buying an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. lifted its stake in Costco Wholesale by 1.1% in the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer's stock valued at $2,089,000 after buying an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in Costco Wholesale by 2.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer's stock worth $8,416,000 after buying an additional 182 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Costco raised its quarterly dividend ~13% to $1.47, a direct return-of-capital boost that typically appeals to income-focused investors and can support the share price. As Costco Raises Its Dividend More Than 13%
• Positive Sentiment: Digital sales initiatives are gaining traction: Zacks reports digitally enabled comparable sales jumped ~22.6% as personalization, app growth and faster checkout pilots lift sales and margins over time. Costco's Digital Investments Drive Sales Growth
• Positive Sentiment: Management continues to expand the store footprint and pipelines for new locations, which supports long-term membership and sales growth prospects. Expansion commentary surfaced in local planning coverage. Costco ramps up expansion plans
• Positive Sentiment: An analyst price-target raise to $1,110 signals continued sell-side confidence in upside from long-term compounding and execution. Price Target Raised to $1,110
• Positive Sentiment: Coverage notes Costco as a defensive retail choice amid Middle East uncertainty — a factor that can attract risk-averse flows into staples names. Nervous About the Iran War Uncertainty?
• Neutral Sentiment: Explainers on membership pricing (why the listed price may not equal final cost) are consumer-facing context but unlikely to move the stock materially. Why The Listed Price Of A Costco Membership Isn't Always What You Pay
• Neutral Sentiment: Broader retail news — Walmart's large remodel plan and other rivals' initiatives — adds competitive context; these are watch-items but not immediate negatives to Costco's model. Walmart Expands and Modernizes Stores
• Negative Sentiment: Valuation and “priced-for-perfection” concerns reappear: analysis points to a high P/E and limited margin for upside absent flawless execution, which can cap near-term returns and pressure the stock if growth slows. Costco: When Compounding Is Already Priced In
• Negative Sentiment: Several commentaries ask whether Costco at ~ $1,000 is still a buy, noting limited upside and that the stock reflects high expectations — investor patience may be required. Costco at $1,000: Still a Buy or Time to Wait?

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $988.02 on Tuesday. 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 company's fifty day moving average is $995.75 and its two-hundred day moving average is $945.60. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08. The firm has a market capitalization of $438.34 billion, a P/E ratio of 51.85, a PEG ratio of 4.93 and a beta of 0.99.

Costco Wholesale (NASDAQ:COST - Get Free Report) last posted its 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. 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 EPS. Costco Wholesale's revenue was up 9.2% on a year-over-year basis. Analysts forecast that Costco Wholesale Corporation will post 20.31 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be paid a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, May 1st. This is a positive change from Costco Wholesale's previous quarterly dividend of $1.30. Costco Wholesale's dividend payout ratio is presently 27.04%.

Analyst Ratings Changes

COST has been the topic of a number of recent research reports. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Costco Wholesale from $1,103.00 to $1,104.00 and gave the stock a "buy" rating in a research report on Thursday, April 9th. Citigroup reiterated a "neutral" rating on shares of Costco Wholesale in a research report on Friday, February 20th. DA Davidson restated a "neutral" rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a report on Friday, April 10th. Oppenheimer lifted their target price on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the company an "outperform" rating in a report on Thursday, February 5th. Finally, BMO Capital Markets lifted their target price 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. Twenty-two investment 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. According to MarketBeat, Costco Wholesale presently has a consensus rating of "Moderate Buy" and an average price target of $1,045.97.

Insider Activity

In other Costco Wholesale news, EVP Teresa A. Jones sold 850 shares of the company's stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares in the company, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Claudine Adamo sold 730 shares of the firm's stock in a transaction dated 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 sale, the executive vice president directly owned 6,121 shares in the company, valued at $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.10% of the company's stock.

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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