Precision Wealth Strategies LLC Decreases Stock Position in Costco Wholesale Corporation $COST

Key Points

• Precision Wealth Strategies LLC cut its Costco stake by 91.4%, selling 3,673 shares in Q4 and finishing the quarter with 346 shares worth $299,000.
• Costco raised its quarterly dividend to $1.47 (annualized $5.88, ~0.6% yield), with an ex-dividend date of May 1 and payment on May 15.
• Costco slightly beat Q results and showed healthy growth (EPS $4.58 vs $4.55 est.; revenue $69.6B vs $68.96B, +9.2% YoY), and analysts maintain a "Moderate Buy" consensus with an average target of $1,045.97.

Precision Wealth Strategies LLC cut its holdings in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 91.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 346 shares of the retailer's stock after selling 3,673 shares during the quarter. Precision Wealth Strategies LLC's holdings in Costco Wholesale were worth $299,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in COST. Bell & Brown Wealth Advisors LLC increased its holdings in shares of Costco Wholesale by 2.7% in the 4th quarter. Bell & Brown Wealth Advisors LLC now owns 6,450 shares of the retailer's stock worth $5,562,000 after purchasing an additional 169 shares in the last quarter. Trifecta Capital Advisors LLC lifted its holdings in shares of Costco Wholesale by 1.3% during the fourth quarter. Trifecta Capital Advisors LLC now owns 17,468 shares of the retailer's stock valued at $15,063,000 after purchasing an additional 221 shares in the last quarter. Prentice Wealth Management LLC boosted its position in shares of Costco Wholesale by 3.2% during the fourth quarter. Prentice Wealth Management LLC now owns 1,649 shares of the retailer's stock valued at $1,422,000 after buying an additional 51 shares during the last quarter. Joseph Group Capital Management purchased a new stake in shares of Costco Wholesale during the fourth quarter valued at $33,000. Finally, US Bancorp DE increased its holdings in Costco Wholesale by 0.7% in the 4th quarter. US Bancorp DE now owns 517,948 shares of the retailer's stock worth $446,655,000 after buying an additional 3,413 shares in the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Costco Wholesale Trading Up 1.6%

Costco Wholesale stock opened at $1,014.53 on Friday. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The company has a market cap of $450.10 billion, a P/E ratio of 52.76, a P/E/G ratio of 4.92 and a beta of 0.99. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The business has a 50-day simple moving average of $996.93 and a two-hundred day simple moving average of $949.91.

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 (EPS) for the quarter, topping 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 net margin of 2.99% and a return on equity of 28.57%. The firm's revenue was up 9.2% compared to the same quarter last year. During the same quarter last year, the firm posted $4.02 earnings per share. Analysts predict that Costco Wholesale Corporation will post 20.32 EPS for the current year.

Costco Wholesale Increases Dividend

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

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Erste Group nudged its FY2027 EPS forecast slightly higher for COST, a modest analyst upgrade that supports upside to consensus earnings expectations and reinforces investor confidence. Costco Stock — MarketBeat
• Positive Sentiment: JPMorgan research highlighted Costco as roughly “60% cheaper than traditional grocery,” underscoring its pricing advantage and the widening value gap versus peers — a tailwind for share gains during price-sensitive consumer periods. Costco Is '60% Cheaper Than Traditional Grocery,' Says JPMorgan
• Positive Sentiment: Jim Cramer and coverage of CEO Ron Vachris’s comments from the Q2 call (emphasis on being first to cut prices and last to raise them) are reinforcing the narrative of resilient comp performance and margin management. That commentary is keeping investor sentiment constructive. Jim Cramer sends a message on Costco stock
• Positive Sentiment: Multiple bullish retail pieces (e.g., 247WallStreet’s “I Can’t Stop Buying COST Stock”) and technical traders calling COST a stock “finding its footing” add buy-side interest and momentum-chasing flows. I Can’t Stop Buying COST Stock. Here’s Why.
• Neutral Sentiment: Costco quietly changed its long-standing $1.50 hot dog combo (format/ingredients) — a symbolic brand move that highlights operational choices but is unlikely to move near-term fundamentals materially. Costco quietly changes its $1.50 hot dog deal
• Neutral Sentiment: Analyst and comparison pieces (TipRanks / Fool coverage) reiterate Costco’s strong price competitiveness vs. WMT/AMZN but also contrast business models — useful context for positioning but not an immediate catalyst. COST vs WMT vs AMZN: ‘Costco Remains the Most Price Competitive,’ Analyst Says
• Negative Sentiment: Valuation debate: several pieces ask whether Costco’s strong YTD run leaves limited upside and whether investors are paying up for growth (articles questioning “is it too late?”), which can cap gains and encourage some profit-taking. Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Year To Date Run?
• Negative Sentiment: Competitive-framing pieces note Walmart’s evolving ad/data businesses as potential near-term upside versus Costco’s steadier membership model — a comparison that can shift some investor preference away from COST for tactical allocations. Costco vs. Walmart Stock: What's the Better Consumer Staples Buy?

Analyst Ratings Changes

COST has been the topic of several research analyst reports. The Goldman Sachs Group lowered their target price on shares of Costco Wholesale from $1,171.00 to $1,088.00 and set a "buy" rating on the stock in a research note on Friday, March 6th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Costco Wholesale from $1,103.00 to $1,104.00 and gave the stock a "buy" rating in a research note on Thursday, April 9th. Robert W. Baird set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Thursday, February 5th. Bank of America initiated coverage on shares of Costco Wholesale in a report on Friday, February 27th. They issued a "buy" rating and a $1,185.00 target price on the stock. Finally, Telsey Advisory Group lifted their target price on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an "outperform" rating in a research report on Thursday, April 9th. Twenty-two equities research 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.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $1,045.97.

Insider Activity

In other news, EVP Claudine Adamo sold 730 shares of the business's stock in a transaction on 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 completion of the sale, the executive vice president owned 6,121 shares of the company's stock, valued at $6,139,485.42. The trade was a 10.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.10% of the stock is currently owned by insiders.

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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