Costco Wholesale Corporation $COST Position Increased by Cordatus Wealth Management LLC

Key Points

• Cordatus Wealth Management LLC increased its Costco stake by 40.8% in Q4 to 5,927 shares worth about $5.11 million, representing roughly 1.2% of the fund's portfolio and its 20th-largest holding.
• Company insiders have been net sellers recently — EVP Claudine Adamo sold 730 shares at about $1,003 and Director Susan Decker sold 458 shares, with insiders offloading 2,038 shares (~$2.01 million) over the past 90 days (insider ownership 0.10%).
• Costco reported an EPS beat and 9.2% revenue growth, with strong March comps, international sales and fuel lifting traffic, while analysts remain broadly positive (consensus "Moderate Buy") even as the stock trades below its 50‑day moving average and carries a stretched valuation (approx. P/E 50.7).

Cordatus Wealth Management LLC boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 40.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,927 shares of the retailer's stock after purchasing an additional 1,716 shares during the period. Costco Wholesale accounts for approximately 1.2% of Cordatus Wealth Management LLC's portfolio, making the stock its 20th biggest position. Cordatus Wealth Management LLC's holdings in Costco Wholesale were worth $5,111,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Hurley Capital LLC lifted its holdings in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer's stock valued at $31,000 after buying an additional 18 shares during the last quarter. Abich Financial Wealth Management LLC acquired a new position in Costco Wholesale in the third quarter worth approximately $34,000. Collier Financial acquired a new position in Costco Wholesale in the third quarter worth approximately $35,000. AXS Investments LLC bought a new position in Costco Wholesale during the third quarter valued at approximately $36,000. Finally, Imprint Wealth LLC acquired a new stake in Costco Wholesale in the third quarter valued at approximately $36,000. 68.48% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Claudine Adamo sold 730 shares of the stock in a transaction that occurred on 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 completion of the sale, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. This represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the completion of the transaction, the director directly owned 8,532 shares in the company, valued at approximately $8,148,060. This represents a 5.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 2,038 shares of company stock valued at $2,007,916. 0.10% of the stock is owned by insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: March sales and comps were robust, with reports of a mid-single-digit to high-single-digit comps jump and strong digital growth, supporting the case for continued top-line strength and membership-driven resilience. Is Costco Stock a Buy Now After Strong March Retail Sales?
• Positive Sentiment: International sales are outpacing U.S. growth in March, signaling that overseas markets are becoming a larger part of Costco’s growth mix—a constructive diversification of revenue drivers. Costco's International Sales Surge Signals Shift in Growth Mix
• Positive Sentiment: Higher fuel prices are already boosting Costco’s fuel sales and foot traffic, which can lift comps and average ticket—even as consumers remain price-aware. Higher Gas Prices Are Already Having a Positive Impact on Costco's Sales
• Positive Sentiment: Costco is pursuing U.K. expansion (Aylesford/Kent), launching a public consultation and creating jobs—local openings can boost international footprint and long-term member growth. Aylesford earmarked for Kent’s first Costco as wholesaler launches public consultation
• Positive Sentiment: Brokerage coverage remains generally favorable (consensus “Moderate Buy”), keeping analyst support intact despite mixed near-term views. Costco Wholesale Corporation NASDAQ: COST Given Consensus Rating of "Moderate Buy" by Brokerages
• Neutral Sentiment: New product/food-court items and popular low-priced apparel/gadget features keep customer engagement high but are unlikely to move the stock materially on their own. Costco Introduces New Caramel and Churro Soft Serve Sundae Dessert to Food Court
• Negative Sentiment: Valuation is a headwind—commentary highlights a premium P/E and a PEG that could limit upside; some analysts caution that the high multiple and recent pullback make further gains dependent on continued execution. Is Costco Stock a Buy Now After Strong March Retail Sales?
• Negative Sentiment: Technical/near-term pressure: the stock has pulled back from recent highs and sits below its 50-day moving average, which can prompt short-term selling by momentum-focused traders. Costco Wholesale Trading Down 0.6%

Analyst Upgrades and Downgrades

COST has been the subject of several recent research reports. DA Davidson reissued a "neutral" rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research report on Friday, April 10th. Weiss Ratings upgraded shares of Costco Wholesale from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, March 17th. UBS Group set a $1,175.00 price objective on shares of Costco Wholesale in a report on Friday, March 6th. BMO Capital Markets increased their target price on shares of Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an "outperform" rating in a research report on Friday, March 6th. Finally, Raymond James Financial raised their target price on Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an "outperform" rating in a 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 assigned a Sell rating to the company's stock. According to MarketBeat, Costco Wholesale has a consensus rating of "Moderate Buy" and an average target price of $1,043.13.

Costco Wholesale Trading Down 0.6%

NASDAQ:COST opened at $974.80 on Wednesday. The company's 50 day moving average is $995.68 and its 200-day moving average is $943.54. 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 12 month low of $844.06 and a 12 month high of $1,067.08. The firm has a market cap of $432.47 billion, a price-to-earnings ratio of 50.69, a P/E/G ratio of 4.83 and a beta of 0.99.

Costco Wholesale (NASDAQ:COST - Get Free Report) last posted its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The business had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same period in the prior year, the firm earned $4.02 EPS. Costco Wholesale's quarterly revenue was up 9.2% compared to the same quarter last year. Equities analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a 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.

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