Eagle Wealth Advisors LLC Acquires Shares of 1,315 Costco Wholesale Corporation $COST

Key Points

• Eagle Wealth Advisors LLC acquired a new stake of 1,315 shares of Costco in Q4 valued at about $1.13 million, representing roughly 1.0% of the firm's holdings and making it its 23rd largest position.
• Institutional investors own about 68.48% of Costco, with major funds like Vanguard, Amundi and Fisher increasing positions, and analysts hold a consensus "Moderate Buy" (22 Buys, 11 Holds, 1 Sell) with an average target of $1,045.97.
• Costco recently beat estimates with Q results of $4.58 EPS and $69.6B revenue (+9.2% YoY) and raised its quarterly dividend to $1.47 (annualized $5.88, ~0.6% yield).

Eagle Wealth Advisors LLC acquired a new stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 1,315 shares of the retailer's stock, valued at approximately $1,134,000. Costco Wholesale makes up approximately 1.0% of Eagle Wealth Advisors LLC's holdings, making the stock its 23rd largest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in Costco Wholesale by 0.4% in the fourth quarter. Vanguard Group Inc. now owns 43,620,717 shares of the retailer's stock valued at $37,615,889,000 after buying an additional 165,349 shares in the last quarter. Amundi increased its holdings in Costco Wholesale by 45.0% in the third quarter. Amundi now owns 3,176,606 shares of the retailer's stock valued at $2,893,697,000 after buying an additional 986,182 shares in the last quarter. Fisher Asset Management LLC increased its holdings in Costco Wholesale by 1.1% in the third quarter. Fisher Asset Management LLC now owns 3,145,241 shares of the retailer's stock valued at $2,911,331,000 after buying an additional 34,826 shares in the last quarter. American Century Companies Inc. grew its position in shares of Costco Wholesale by 8.5% in the third quarter. American Century Companies Inc. now owns 1,619,703 shares of the retailer's stock valued at $1,499,246,000 after purchasing an additional 127,495 shares during the period. Finally, Principal Financial Group Inc. grew its position in shares of Costco Wholesale by 0.7% in the third quarter. Principal Financial Group Inc. now owns 1,210,837 shares of the retailer's stock valued at $1,120,787,000 after purchasing an additional 8,259 shares during the period. Hedge funds and other institutional investors own 68.48% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on COST shares. Telsey Advisory Group lifted their target price on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an "outperform" rating in a research report on Thursday, April 9th. UBS Group set a $1,175.00 target price on shares of Costco Wholesale in a research report on Friday, March 6th. DA Davidson reiterated 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 research report on Tuesday, March 17th. Finally, Roth Mkm reiterated a "sell" rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $1,045.97.

Insiders Place Their Bets

In related news, EVP Claudine Adamo sold 730 shares of the business's 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 directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Insiders own 0.10% of the company's stock.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Membership renewal rates remain near record highs, which supports recurring revenue, cash flow and the margin profile that underpins Costco’s rich valuation. Targeted outreach and auto‑renewal programs could further stabilize retention. Costco's Renewal Rates Hold Strong: Can Digital Members Catch Up?
• Positive Sentiment: Analyst previews expect Costco’s upcoming quarter to show low‑double‑digit EPS growth, reinforcing near‑term earnings momentum and supporting consensus estimates ahead of the print. Here's What to Expect From Costco Wholesale’s Next Earnings Report
• Neutral Sentiment: Heightened retail and investor attention: Zacks notes COST is a "trending" stock, which can boost volume and volatility but doesn't change fundamentals. Expect bigger intraday swings while momentum is concentrated. Costco Wholesale Corporation (COST) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Some customer-service and product FAQs (e.g., tire returns) circulated broadly; these are largely operational/consumer‑facing stories with limited impact on corporate profitability. Does Costco accept returns on tires?
• Negative Sentiment: Competitive pressure: BJ’s expanded aggressively into Texas and the warehouse‑club segment is getting more competitive. Increased competition could pressure membership growth, traffic or pricing in certain markets over time. BJ’s takes on Costco with major expansion
• Negative Sentiment: Digital-member renewal rates lag in some cohorts; if digital sign‑ups consistently underperform, membership revenue growth could slow unless outreach/auto‑renewal efforts fully close the gap. Costco's Renewal Rates Hold Strong: Can Digital Members Catch Up?

Costco Wholesale Stock Performance

COST opened at $998.01 on Tuesday. The firm has a market capitalization of $442.77 billion, a PE ratio of 51.90, a PEG ratio of 4.98 and a beta of 0.99. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The firm's 50-day moving average price is $996.71 and its 200 day moving average price is $948.66. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18.

Costco Wholesale (NASDAQ:COST - Get Free Report) last posted its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping analysts' consensus estimates of $4.55 by $0.03. The firm 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 quarterly revenue was up 9.2% on a year-over-year basis. During the same period in the previous year, the business posted $4.02 earnings per share. As a group, sell-side analysts expect that Costco Wholesale Corporation will post 20.31 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be given a dividend of $1.47 per share. The ex-dividend date is Friday, May 1st. This is a boost from Costco Wholesale's previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale's dividend payout ratio (DPR) is presently 30.58%.

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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