2,015 Shares in Costco Wholesale Corporation $COST Bought by Legacy Edge Advisors LLC

Key Points

• Legacy Edge Advisors LLC established a new position in Costco (COST), buying 2,015 shares in Q4 worth about $1.738 million, and institutional investors now own roughly 68.48% of the company.
• Costco topped Q4 estimates with EPS $4.58 vs. $4.55 and revenue of $69.6 billion (up 9.2% year-over-year), and analysts expect about 20.32 EPS for the current fiscal year.
• Costco raised its quarterly dividend to $1.47 per share (annualized $5.88, ex-dividend May 1), while the stock trades at a premium (PE ~52.6) and carries a consensus "Moderate Buy" rating with an average price target near $1,046.

Legacy Edge Advisors LLC acquired a new position in Costco Wholesale Corporation (NASDAQ:COST - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 2,015 shares of the retailer's stock, valued at approximately $1,738,000.

Several other institutional investors also recently modified their holdings of COST. Balentine LLC lifted its holdings in Costco Wholesale by 7.0% in the fourth quarter. Balentine LLC now owns 276 shares of the retailer's stock valued at $238,000 after buying an additional 18 shares during the period. Aurora Private Wealth Inc. acquired a new stake in Costco Wholesale during the 4th quarter worth about $226,000. Benjamin Edwards Inc. raised its position in shares of Costco Wholesale by 1.6% in the 4th quarter. Benjamin Edwards Inc. now owns 88,081 shares of the retailer's stock worth $75,995,000 after acquiring an additional 1,353 shares in the last quarter. LVZ Inc. raised its position in shares of Costco Wholesale by 22.1% in the 4th quarter. LVZ Inc. now owns 1,472 shares of the retailer's stock worth $1,269,000 after acquiring an additional 266 shares in the last quarter. Finally, Sandro Wealth Management LLC bought a new position in shares of Costco Wholesale in the 4th quarter worth about $2,269,000. Institutional investors own 68.48% of the company's stock.

Costco Wholesale Price Performance

COST stock opened at $1,011.70 on Friday. The stock has a market capitalization of $448.84 billion, a PE ratio of 52.61, a price-to-earnings-growth ratio of 4.99 and a beta of 0.92. The company's 50-day moving average is $996.93 and its 200-day moving average is $950.01. 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 Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08.

Costco Wholesale (NASDAQ:COST - Get Free Report) last released its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.55 by $0.03. The company had revenue of $69.60 billion for 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 business's revenue was up 9.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.02 EPS. Equities research analysts expect that Costco Wholesale Corporation will post 20.32 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be given a dividend of $1.47 per share. This is a boost from Costco Wholesale's previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale's payout ratio is currently 27.04%.

Insider Activity

In other news, EVP Claudine Adamo sold 730 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the transaction, the executive vice president owned 6,121 shares of the company's stock, valued at $6,139,485.42. This represents a 10.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research analysts have recently weighed in on COST shares. 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 research report on Tuesday, February 17th. Jefferies Financial Group reissued a "buy" rating and issued a $1,050.00 price objective on shares of Costco Wholesale in a research report on Thursday, March 5th. Evercore set a $1,100.00 price objective on Costco Wholesale in a research report on Monday, March 2nd. Truist Financial lifted their price objective on Costco Wholesale from $926.00 to $977.00 and gave the stock a "hold" rating in a research report on Friday, March 6th. Finally, Oppenheimer lifted their price objective on Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an "outperform" rating in a research report on Thursday, February 5th. 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 stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $1,045.97.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Amy’s Kitchen will roll select frozen meals into more than 150 Costco warehouses across key U.S. markets, expanding fresh/organic assortment and potentially boosting food sales and member engagement. Amy's Kitchen Lands Costco Distribution in Three Major Markets, Bringing Organic Frozen Meals to Millions of Members
• Positive Sentiment: Costco is hiring ahead of a new Guilderland, NY warehouse opening — a sign of continued unit growth that supports revenue and membership expansion over time. Costco begins hiring as opening of Guilderland warehouse nears
• Positive Sentiment: Analyst/market pieces highlight Costco’s strong membership metrics and ability to convert members to higher-fee Executive tiers, supporting recurring revenue and margins. This ongoing narrative underpins bullish views despite macro uncertainty. Better Buy: Walmart or Costco Stock
• Positive Sentiment: Costco received recognition in TIME’s influential companies coverage, reinforcing brand strength that supports long-term customer loyalty and pricing power. Costco Wholesale
• Neutral Sentiment: Retail-focused stories on seasonal merchandise and promotions (patio furniture roundups, a Dyson sale) reflect normal merchandising and traffic drivers but are routine and unlikely to move fundamentals by themselves. 9 Costco Patio Dining Furniture Sets To Look For In 2026
• Neutral Sentiment: Costco quietly changed elements of its long-standing $1.50 hot dog combo (product tweaks, price intact), a brand-story item that signals attention to costs but keeps the iconic price point. Costco changed the hot dog combo after 40 years. Is it still $1.50? Here's what to know
• Negative Sentiment: Several pieces question whether COST’s strong YTD performance and premium valuation leave ample upside from current levels, highlighting its high P/E and recent run — a valuation headwind that can pressure the stock if growth expectations slip. Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Year To Date Run?

Costco Wholesale Company 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.

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