Perfromance Wealth Partners LLC Sells 2,430 Shares of Costco Wholesale Corporation $COST

Key Points

• Perfromance Wealth Partners LLC trimmed its Costco stake, selling 2,430 shares (a 3.5% reduction) and now holds 67,828 shares worth about $58.49 million, making COST 1.6% of its portfolio and its 13th largest position.
• Costco beat quarterly estimates, reporting $4.58 EPS vs. $4.55 expected and $69.6 billion in revenue (up 9.2% YoY), and recently paid a $1.30 quarterly dividend ($5.20 annual, ~0.5% yield).
• Analyst sentiment is broadly positive but valuation is a concern: the consensus rating is "Moderate Buy" with an average target around $1,039, while some commentary warns Costco's premium P/E (~52.7) may limit upside.

Perfromance Wealth Partners LLC trimmed its position in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 3.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 67,828 shares of the retailer's stock after selling 2,430 shares during the period. Costco Wholesale comprises 1.6% of Perfromance Wealth Partners LLC's investment portfolio, making the stock its 13th largest position. Perfromance Wealth Partners LLC's holdings in Costco Wholesale were worth $58,491,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Hurley Capital LLC raised its holdings in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer's stock valued at $31,000 after buying an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC purchased a new position in shares of Costco Wholesale during the 3rd quarter valued at about $34,000. Collier Financial purchased a new position in shares of Costco Wholesale during the 3rd quarter valued at about $35,000. AXS Investments LLC purchased a new position in shares of Costco Wholesale during the 3rd quarter valued at about $36,000. Finally, Imprint Wealth LLC purchased a new position in shares of Costco Wholesale during the 3rd quarter valued at about $36,000. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Stock Performance

Shares of COST stock opened at $1,013.21 on Wednesday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The stock has a 50 day moving average price of $991.36 and a two-hundred day moving average price of $941.25. The company has a market capitalization of $449.51 billion, a P/E ratio of 52.69, a PEG ratio of 5.01 and a beta of 0.99.

Costco Wholesale (NASDAQ:COST - Get Free Report) last announced its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.55 by $0.03. The company had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.Costco Wholesale's revenue was up 9.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.02 EPS. Analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given a dividend of $1.30 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. Costco Wholesale's dividend payout ratio is presently 27.04%.

Insider Activity

In other news, EVP Russell D. Miller sold 1,500 shares of the business's stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the transaction, the executive vice president directly owned 8,240 shares of the company's stock, valued at approximately $7,550,476.80. The trade was a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Susan L. Decker sold 458 shares of the business's stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $955.00, for a total value of $437,390.00. Following the transaction, the director directly owned 8,532 shares in the company, valued at $8,148,060. This trade represents a 5.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 5,038 shares of company stock valued at $4,790,896. 0.10% of the stock is owned by insiders.

Wall Street Analyst Weigh In

COST has been the topic of a number of research reports. Sanford C. Bernstein reissued an "outperform" rating and set a $1,155.00 price objective on shares of Costco Wholesale in a report on Monday, February 9th. TD Cowen reissued a "buy" rating on shares of Costco Wholesale in a research note on Friday, March 6th. Gordon Haskett boosted their target price on Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on Costco Wholesale in a research report on Thursday, January 8th. Finally, UBS Group set a $1,175.00 price objective on Costco Wholesale in a research 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 stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,039.13.

More Costco Wholesale News

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

• Positive Sentiment: Costco has introduced a Kirkland Signature energy drink line that closely matches popular Celsius flavors at lower prices, expanding private‑label into a high‑growth category. This could boost margins, strengthen Costco’s buyer/supplier leverage, and keep member value high. Costco Tests Kirkland Energy Drinks And Supplier Power With Celsius Lookalike
• Positive Sentiment: Commentary highlights Costco as a rare inflation beneficiary: discounted gas and bulk pricing are driving stronger fuel sales and membership engagement, supporting top‑line resilience. That dynamic helps justify premium multiples if it continues. Costco: The Surprising Winner of Rising Gas Prices
• Positive Sentiment: Sector news: Sam’s Club announced a membership/fee change effective May 1, which could push price‑sensitive customers toward Costco and be a modest competitive tailwind. Dear Costco Stock Fans, Mark Your Calendars for May 1
• Positive Sentiment: New store openings (e.g., New Braunfels) continue Costco’s footprint expansion, supporting membership growth and steady unit expansion. Costco to open New Braunfels location this spring
• Neutral Sentiment: Industry moves — traditional grocers and suppliers (e.g., PepsiCo cutting snack prices) are adjusting strategies to close the value gap, which shifts competitive dynamics but doesn’t uniquely hurt Costco’s warehouse model. How traditional grocers are trying to narrow the ‘value gap’ with discount competitors PepsiCo Cuts Snack Prices Up To 15% After Doritos Jump Nearly 50%
• Negative Sentiment: Valuation and positioning concerns: multiple recent pieces question whether Costco’s premium valuation (strong YTD performance and high P/E) leaves limited upside and increases sensitivity to any slowdown. That narrative can pressure the share price despite solid fundamentals. Is It Too Late to Buy Costco or Merck? Are These Defensive Stocks Overbought? Costco Stock Deep Dive: Vibecession Winner Or Overpriced Recession Insurance

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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