Composition Wealth LLC Increases Stake in Costco Wholesale Corporation $COST

Key Points

• Composition Wealth LLC increased its stake in Costco by 25.4%, adding 5,119 shares to hold 25,305 shares worth about $21.82 million as of the latest 13F filing.
• Analysts remain broadly positive with a consensus rating of “Moderate Buy” (22 Buys, 11 Holds, 1 Sell) and an average price target of $1,045.97, alongside several recent price-target uplifts.
• Costco beat estimates for the quarter (EPS $4.58 vs. $4.55; revenue $69.60B vs. $68.96B), reported 9.2% YoY revenue growth, and raised its quarterly dividend to $1.47 (annualized $5.88; yield ~0.6%).

Composition Wealth LLC lifted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 25.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,305 shares of the retailer's stock after acquiring an additional 5,119 shares during the period. Composition Wealth LLC's holdings in Costco Wholesale were worth $21,822,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Capital Investment Counsel LLC lifted its holdings in shares of Costco Wholesale by 1.8% during the 4th quarter. Capital Investment Counsel LLC now owns 13,110 shares of the retailer's stock worth $11,305,000 after acquiring an additional 234 shares during the period. PFA Pension Forsikringsaktieselskab purchased a new position in shares of Costco Wholesale during the 4th quarter worth about $213,362,000. Horizon Investments LLC lifted its holdings in shares of Costco Wholesale by 52.8% during the 4th quarter. Horizon Investments LLC now owns 27,895 shares of the retailer's stock worth $24,055,000 after acquiring an additional 9,645 shares during the period. Robertson Stephens Wealth Management LLC lifted its holdings in shares of Costco Wholesale by 2.8% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 18,689 shares of the retailer's stock worth $16,117,000 after acquiring an additional 505 shares during the period. Finally, Summit Place Financial Advisors LLC boosted its holdings in Costco Wholesale by 16.4% in the fourth quarter. Summit Place Financial Advisors LLC now owns 3,038 shares of the retailer's stock valued at $2,620,000 after acquiring an additional 428 shares during the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on COST shares. Gordon Haskett upped their price target on Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. Truist Financial raised their price objective on Costco Wholesale from $926.00 to $977.00 and gave the stock a "hold" rating in a report on Friday, March 6th. Robert W. Baird set a $1,100.00 price objective on Costco Wholesale in a report on Thursday, February 5th. Citigroup reissued a "neutral" rating on shares of Costco Wholesale in a research report on Friday, February 20th. Finally, DA Davidson restated a "neutral" rating and issued a $1,000.00 price target on shares of Costco Wholesale in a report on Friday, April 10th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $1,045.97.

Key Stories 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?

Insider Activity

In other news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction that occurred on 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 sale, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale Trading Down 0.3%

COST opened at $1,011.70 on Friday. The firm has a market capitalization of $448.84 billion, a P/E ratio of 52.61, a P/E/G ratio of 5.00 and a beta of 0.92. The firm's 50 day moving average is $996.93 and its 200-day moving average is $949.91. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. 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 (NASDAQ:COST - Get Free Report) last posted its quarterly earnings data 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 company 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% on a year-over-year basis. During the same quarter last year, the firm posted $4.02 earnings per share. Analysts expect that Costco Wholesale Corporation will post 20.32 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

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

Costco Wholesale 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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