Elite Wealth Management Inc. Sells 5,833 Shares of Costco Wholesale Corporation $COST

Key Points

• Elite Wealth Management Inc. trimmed its position in Costco by 83.4%, selling 5,833 shares in Q4 and now holds 1,162 shares worth about $1,002,000.
• Costco beat expectations with Q EPS of $4.58 and revenue of $69.6 billion (up 9.2% YoY), and raised its quarterly dividend to $1.47 ($5.88 annual), while analysts remain largely positive (22 Buys, consensus target ~$1,045.97).
• EVP Claudine Adamo sold 730 shares at an average price of $1,003.02, reducing her position by about 10.7% and leaving insiders with roughly 0.10% ownership.

Elite Wealth Management Inc. trimmed its position in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 83.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 1,162 shares of the retailer's stock after selling 5,833 shares during the period. Elite Wealth Management Inc.'s holdings in Costco Wholesale were worth $1,002,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the company. Pasadena Private Wealth LLC lifted its holdings in Costco Wholesale by 0.8% during the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer's stock worth $1,299,000 after buying an additional 11 shares during the period. Tandem Investment Partners LLC lifted its holdings in Costco Wholesale by 1.1% during the 3rd quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer's stock worth $916,000 after buying an additional 11 shares during the period. Optima Capital LLC lifted its holdings in Costco Wholesale by 0.9% during the 3rd quarter. Optima Capital LLC now owns 1,192 shares of the retailer's stock worth $1,104,000 after buying an additional 11 shares during the period. Gratus Wealth Advisors LLC lifted its holdings in Costco Wholesale by 0.8% during the 3rd quarter. Gratus Wealth Advisors LLC now owns 1,399 shares of the retailer's stock worth $1,295,000 after buying an additional 11 shares during the period. Finally, Cascade Investment Group Inc. lifted its holdings in Costco Wholesale by 1.0% during the 3rd quarter. Cascade Investment Group Inc. now owns 1,151 shares of the retailer's stock worth $1,065,000 after buying an additional 11 shares during the period. 68.48% of the stock is currently owned by institutional investors.

More Costco Wholesale News

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

• Positive Sentiment: Amy’s Kitchen will roll select frozen meals into more than 150 Costco warehouses across key U.S. markets, expanding fresh/organic assortment and potentially boosting food sales and member engagement. Amy's Kitchen Lands Costco Distribution in Three Major Markets, Bringing Organic Frozen Meals to Millions of Members
• Positive Sentiment: Costco is hiring ahead of a new Guilderland, NY warehouse opening — a sign of continued unit growth that supports revenue and membership expansion over time. Costco begins hiring as opening of Guilderland warehouse nears
• Positive Sentiment: Analyst/market pieces highlight Costco’s strong membership metrics and ability to convert members to higher-fee Executive tiers, supporting recurring revenue and margins. This ongoing narrative underpins bullish views despite macro uncertainty. Better Buy: Walmart or Costco Stock
• Positive Sentiment: Costco received recognition in TIME’s influential companies coverage, reinforcing brand strength that supports long-term customer loyalty and pricing power. Costco Wholesale
• Neutral Sentiment: Retail-focused stories on seasonal merchandise and promotions (patio furniture roundups, a Dyson sale) reflect normal merchandising and traffic drivers but are routine and unlikely to move fundamentals by themselves. 9 Costco Patio Dining Furniture Sets To Look For In 2026
• Neutral Sentiment: Costco quietly changed elements of its long-standing $1.50 hot dog combo (product tweaks, price intact), a brand-story item that signals attention to costs but keeps the iconic price point. Costco changed the hot dog combo after 40 years. Is it still $1.50? Here's what to know
• Negative Sentiment: Several pieces question whether COST’s strong YTD performance and premium valuation leave ample upside from current levels, highlighting its high P/E and recent run — a valuation headwind that can pressure the stock if growth expectations slip. Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Year To Date Run?

Insider Buying and Selling at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total value of $732,204.60. Following the completion of the transaction, the executive vice president directly owned 6,121 shares of the company's stock, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.10% of the company's stock.

Costco Wholesale Stock Performance

COST stock opened at $1,011.70 on Monday. The stock has a 50-day moving average price of $996.93 and a 200-day moving average price of $950.04. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,067.08. 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 firm has a market cap of $448.84 billion, a PE ratio of 52.61, a price-to-earnings-growth ratio of 4.98 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST - Get Free Report) last posted its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share 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 firm 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 posted $4.02 EPS. The business's quarterly revenue was up 9.2% on a year-over-year basis. As a group, equities research analysts expect that Costco Wholesale Corporation will post 20.32 earnings per share for the current year.

Costco Wholesale Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be given a $1.47 dividend. This is a boost from Costco Wholesale's previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Friday, May 1st. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. Costco Wholesale's dividend payout ratio is 30.58%.

Wall Street Analyst Weigh In

Several research analysts have commented on the company. Roth Mkm reaffirmed a "sell" rating on shares of Costco Wholesale in a report on Wednesday, February 4th. Mizuho lifted their target price on Costco Wholesale from $1,065.00 to $1,100.00 and gave the stock an "outperform" rating in a report on Thursday, April 16th. Oppenheimer lifted their target price on Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an "outperform" rating in a report on Thursday, February 5th. Evercore set a $1,100.00 target price on Costco Wholesale in a report on Monday, March 2nd. Finally, BMO Capital Markets lifted their target price on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an "outperform" rating in a report on Friday, March 6th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $1,045.97.

Costco Wholesale 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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