Eaton Financial Holdings Company LLC Has $635,000 Stock Holdings in Costco Wholesale Corporation $COST

Key Points

• Eaton Financial Holdings sharply cut its Costco stake by 87.2% in the fourth quarter, selling 5,005 shares and ending with 736 shares worth about $635,000.
• Costco’s latest earnings beat expectations, with EPS of $4.58 on $69.6 billion in revenue, while quarterly sales rose 9.2% year over year.
• Despite some pre-earnings caution and legal overhang, analysts remain broadly positive: Costco has a Moderate Buy consensus and an average price target of about $1,052.60.

Eaton Financial Holdings Company LLC lessened its holdings in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 87.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 736 shares of the retailer's stock after selling 5,005 shares during the period. Eaton Financial Holdings Company LLC's holdings in Costco Wholesale were worth $635,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Hurley Capital LLC boosted its position in shares of 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 buying an additional 18 shares during the period. Entrust Financial LLC acquired a new stake in shares of Costco Wholesale in the fourth quarter worth $31,000. Joseph Group Capital Management acquired a new stake in shares of Costco Wholesale in the fourth quarter worth $33,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Costco Wholesale in the third quarter worth $34,000. Finally, Collier Financial acquired a new stake in shares of Costco Wholesale in the third quarter worth $35,000. Institutional investors and hedge funds own 68.48% of the company's stock.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the firm's stock in a transaction dated 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 transaction, the executive vice president directly 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 filing with the Securities & Exchange Commission, which is available at the SEC website. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale News Roundup

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

• Positive Sentiment: Analysts and media coverage remain constructive, with multiple firms reiterating bullish views and price targets implying upside if Costco delivers another solid quarter. Analyst Reaffirms Buy on Costco, Sees Attractive Upside with Unchanged $1,185 Price Target
• Positive Sentiment: Pre-earnings commentary highlights strong monthly sales, membership growth, e-commerce gains, and higher gas prices potentially boosting traffic and top-line momentum. Costco Heads into Earnings with Monthly Sales Already Doing the Heavy Lifting
• Positive Sentiment: Some analysts are calling Costco a top defensive consumer stock, reinforcing its reputation as a steady performer in uncertain markets. Bernstein Calls Costco (COST) a Top Defensive Consumer Stock
• Neutral Sentiment: Multiple previews note that investors are largely waiting for Thursday’s earnings report to reset expectations, with the stock seen as capable of moving sharply depending on guidance and margin commentary. Here's How Much Costco Stock Is Expected to Move After Earnings Q3 FY2026
• Neutral Sentiment: There was also a separate headline about an optical-services scheduling issue and a grapevine pest concern involving Costco-sold plants, but these appear limited in scope and are less likely to affect the broader investment thesis. Costco optical customers face frustration trying to schedule eye exams
• Negative Sentiment: Pre-earnings caution and valuation pressure are weighing on the shares, with some market watchers saying it may be prudent to wait for results rather than chase the stock now. Costco Q3 Preview: Stock Could Hit $1,200 Or Fall To $960, Market Expert Says 'Prudent To Wait This One Out'
• Negative Sentiment: A federal jury verdict in a disability discrimination case raised legal and compliance concerns, creating a modest overhang ahead of earnings. Costco Discrimination Verdict Puts Legal And Compliance Risks In Focus

Costco Wholesale Price Performance

Shares of NASDAQ:COST opened at $1,003.69 on Thursday. 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 Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The business has a fifty day simple moving average of $1,008.29 and a 200 day simple moving average of $962.02. The firm has a market cap of $445.29 billion, a price-to-earnings ratio of 52.19, a P/E/G ratio of 4.93 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST - Get Free Report) last announced its quarterly earnings data on Wednesday, March 11th. 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 return on equity of 28.57% and a net margin of 2.99%.The business had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. During the same period last year, the company earned $4.02 earnings per share. Costco Wholesale's quarterly revenue was up 9.2% compared to the same quarter last year. As a group, sell-side analysts predict that Costco Wholesale Corporation will post 20.33 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were issued a dividend of $1.47 per share. This represents a $5.88 annualized dividend and a yield of 0.6%. This is an increase from Costco Wholesale's previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. Costco Wholesale's dividend payout ratio is 30.58%.

Analysts Set New Price Targets

Several analysts have recently commented on COST shares. Gordon Haskett raised their target price on Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Weiss Ratings raised Costco Wholesale from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Tuesday, March 17th. Raymond James Financial increased their price objective on Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an "outperform" rating in a report on Friday, March 6th. Deutsche Bank Aktiengesellschaft increased their price objective on Costco Wholesale from $1,104.00 to $1,106.00 and gave the stock a "buy" rating in a report on Thursday, May 7th. Finally, Sanford C. Bernstein reiterated an "outperform" rating and set a $1,192.00 price objective on shares of Costco Wholesale in a report on Tuesday, May 12th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $1,052.60.

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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