Cypress Asset Management Inc. TX Purchases 1,418 Shares of Costco Wholesale Corporation $COST

Key Points

• Cypress Asset Management Inc. TX increased its position in Costco by 11.8%, buying 1,418 shares to hold 13,455 shares worth $11.603 million, which represents about 2.6% of the fund's portfolio (its 11th largest holding).
• Costco raised its quarterly dividend to $1.47 ($5.88 annualized; ex-dividend May 1), and management cites membership-fee tailwinds and ongoing warehouse expansion as drivers for margin improvement and long-term growth.
• Costco posted a slight quarterly EPS beat ($4.58 vs. $4.55 est.) with revenue up 9.2% YoY to $69.6 billion, and analysts hold a "Moderate Buy" consensus with an average target near $1,045.97.

Cypress Asset Management Inc. TX boosted its position in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 11.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,455 shares of the retailer's stock after purchasing an additional 1,418 shares during the period. Costco Wholesale makes up approximately 2.6% of Cypress Asset Management Inc. TX's investment portfolio, making the stock its 11th biggest holding. Cypress Asset Management Inc. TX's holdings in Costco Wholesale were worth $11,603,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Hurley Capital LLC lifted its stake in 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 purchasing an additional 18 shares during the last quarter. Abich Financial Wealth Management LLC purchased a new position in shares of Costco Wholesale during the third quarter worth approximately $34,000. Collier Financial purchased a new position in shares of Costco Wholesale during the third quarter worth approximately $35,000. AXS Investments LLC purchased a new position in shares of Costco Wholesale during the third quarter worth approximately $36,000. Finally, Imprint Wealth LLC purchased a new position in shares of Costco Wholesale during the third quarter worth approximately $36,000. Institutional investors own 68.48% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on COST shares. Bank of America started coverage on shares of Costco Wholesale in a research report on Friday, February 27th. They set a "buy" rating and a $1,185.00 target price on the stock. Sanford C. Bernstein reaffirmed an "outperform" rating and set a $1,155.00 target price on shares of Costco Wholesale in a research report on Monday, February 9th. Gordon Haskett raised their target price on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Daiwa Securities Group raised their target price on shares of Costco Wholesale from $917.00 to $975.00 and gave the stock a "neutral" rating in a research report on Tuesday, March 10th. Finally, Jefferies Financial Group reaffirmed a "buy" rating and set a $1,050.00 target price on shares of Costco Wholesale in a research report on Thursday, March 5th. Twenty-two equities research 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's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $1,045.97.

Costco Wholesale News Roundup

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

• Positive Sentiment: Board raised the quarterly cash dividend to $1.47 (annualized $5.88), signaling confidence in cash flow and making the stock more attractive to income-focused investors. Costco (COST) Approves Quarterly Dividend Increase Amid Robust Sales Growth
• Positive Sentiment: Coverage highlights that the September 2024 membership fee hike is now fully flowing into 2026 results, helping margin expansion and supporting recent EPS beats — a direct earnings tailwind. Costco Wholesale Corporation (COST): One of the Best Safe Stocks for Beginner Investors
• Positive Sentiment: Company continues to open new warehouses, plus a Costco Business Center and fuel station win that should boost regional sales and commercial accounts over time. Expansion supports long-term same-store growth and membership value. Costco aims for dozens more warehouses in coming years: Here’s when the newest open
• Neutral Sentiment: Multiple commentary pieces debate valuation: some say near-$1,000 price is justified by cash generation and resilience, others warn the stock looks expensive — this debate can mute buying momentum. Is Costco's Stock Too Expensive Now?
• Neutral Sentiment: Market-note pieces pointing to recent intraday moves and the stock’s position relative to its all-time high are creating short-term trading interest but not new fundamental news. Costco (COST) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: Sam’s Club launched initiatives touted as reasons some members might switch, renewing concerns about competitive pressure on membership growth and price-driven traffic. Sam's Club just gave members a reason to ditch Costco
• Negative Sentiment: Rivals such as BJ’s are expanding into new markets (e.g., Texas), adding localized competition that could pressure price or fuel margins in certain regions. New BJ's locations Texas: Club rivaling Costco, Sam's expands to Texas

Costco Wholesale Stock Performance

Shares of COST stock opened at $1,011.15 on Friday. The firm has a market cap of $448.60 billion, a price-to-earnings ratio of 52.58, a PEG ratio of 5.00 and a beta of 0.99. The company's 50 day moving average is $997.12 and its 200 day moving average is $947.81. 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 52-week low of $844.06 and a 52-week high of $1,067.08.

Costco Wholesale (NASDAQ:COST - Get Free Report) last issued its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate 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%. Costco Wholesale's revenue was up 9.2% compared to the same quarter last year. During the same period last year, the company posted $4.02 earnings per share. On average, sell-side analysts anticipate that Costco Wholesale Corporation will post 20.31 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be issued a dividend of $1.47 per share. 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. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale's dividend payout ratio is 30.58%.

Insider Transactions at Costco Wholesale

In related 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 transaction, the executive vice president directly owned 6,121 shares of the company's stock, valued at $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 0.10% of the stock is currently owned by insiders.

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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