Elevated Financial Group LLC Takes Position in Costco Wholesale Corporation $COST

Key Points

• Elevated Financial Group initiated a new position in Costco in Q4, buying 1,335 shares valued at about $1.15 million, while institutional investors collectively own 68.48% of the company.
• Costco slightly beat Q results (EPS $4.58 vs. $4.55; revenue $69.6B, +9.2% YoY), raised its quarterly dividend to $1.47 (annualized $5.88, yield 0.6%), and carries a consensus analyst rating of Moderate Buy with an average price target of ~$1,045.97.

Elevated Financial Group LLC purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 1,335 shares of the retailer's stock, valued at approximately $1,151,000.

Several other large investors have also recently modified their holdings of COST. Hurley Capital LLC increased its position in shares of Costco Wholesale by 120.0% during 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. Abich Financial Wealth Management LLC acquired a new stake in shares of Costco Wholesale during the third quarter worth $34,000. Collier Financial acquired a new stake in shares of Costco Wholesale during the third quarter worth $35,000. AXS Investments LLC acquired a new stake in shares of Costco Wholesale during the third quarter worth $36,000. Finally, Imprint Wealth LLC acquired a new stake in shares of Costco Wholesale during the third quarter worth $36,000. Institutional investors own 68.48% of the company's stock.

Costco Wholesale Trading Down 0.3%

NASDAQ:COST opened at $1,011.15 on Friday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The stock has a market capitalization 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 firm has a fifty day simple moving average of $997.12 and a two-hundred day simple moving average of $948.04. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08.

Costco Wholesale (NASDAQ:COST - Get Free Report) last posted its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, topping analysts' consensus estimates of $4.55 by $0.03. The business had revenue of $69.60 billion during the quarter, compared to analysts' expectations 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 period last year, the company posted $4.02 earnings per share. Analysts expect that Costco Wholesale Corporation will post 20.31 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be issued a $1.47 dividend. The ex-dividend date is Friday, May 1st. This is a positive change 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 is 30.58%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on COST shares. UBS Group set a $1,175.00 price objective on shares of Costco Wholesale in a research report on Friday, March 6th. The Goldman Sachs Group decreased their price objective on shares of Costco Wholesale from $1,171.00 to $1,088.00 and set a "buy" rating for the company in a research report on Friday, March 6th. TD Cowen reiterated a "buy" rating on shares of Costco Wholesale in a research report on Friday, March 6th. Robert W. Baird set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Thursday, February 5th. Finally, Mizuho increased their price objective on shares of Costco Wholesale from $1,065.00 to $1,100.00 and gave the stock an "outperform" rating in a research report on Thursday, April 16th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Costco Wholesale currently has an average rating of "Moderate Buy" and an average price target of $1,045.97.

More Costco Wholesale News

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

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the firm's stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following the completion of the sale, the executive vice president directly owned 6,121 shares in the company, valued at approximately $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 can be accessed through this hyperlink. Insiders own 0.10% of the company's stock.

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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