2,382 Shares in Costco Wholesale Corporation $COST Purchased by V Square Quantitative Management LLC

V Square Quantitative Management LLC acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 2,382 shares of the retailer’s stock, valued at approximately $2,054,000.

Other hedge funds also recently modified their holdings of the company. Graney & King LLC raised its stake in shares of Costco Wholesale by 6.8% during the second quarter. Graney & King LLC now owns 173 shares of the retailer’s stock valued at $171,000 after acquiring an additional 11 shares during the last quarter. Seneschal Advisors LLC grew its stake in shares of Costco Wholesale by 0.4% in the second quarter. Seneschal Advisors LLC now owns 3,142 shares of the retailer’s stock worth $3,110,000 after purchasing an additional 11 shares during the last quarter. Busey Bank grew its stake in shares of Costco Wholesale by 0.4% in the third quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after purchasing an additional 11 shares during the last quarter. Pasadena Private Wealth LLC increased 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 valued at $1,299,000 after purchasing an additional 11 shares during the period. Finally, Tandem Investment Partners LLC raised its position in Costco Wholesale by 1.1% during the 3rd quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock valued at $916,000 after purchasing an additional 11 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Insider Activity at Costco Wholesale

In other news, Director Susan L. Decker sold 458 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the sale, the director owned 8,532 shares in the company, valued at $8,148,060. This represents a 5.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 5,038 shares of company stock worth $4,790,896 in the last ninety days. 0.10% of the stock is currently owned by company insiders.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: March sales beat expectations — net sales rose 11.3% year?over?year to $28.41 billion and e?commerce growth topped 20%, which underpins near?term revenue momentum and drove the stock higher. Costco Posts Strong March Sales Despite Fewer Shopping Days
• Positive Sentiment: Private?label expansion — Costco is testing Kirkland energy drinks (positioned below national brands), which can protect margins and supplier bargaining leverage if scaled. This supports longer?term gross?margin resilience. Costco Tests Kirkland Energy Drinks And Supplier Power With Celsius Lookalike
• Positive Sentiment: Store and service expansion — new store opening plans (e.g., New Braunfels) and moves like a stand?alone gas station indicate continued physical growth opportunities and membership?driven sales. Costco sets opening date for New Braunfels store. Here’s everything we know.
• Neutral Sentiment: Company remarks/transcript — Costco released pre?recorded sales/trading statement remarks that provide management color on trends; useful for guidance but did not change outlook materially. Costco Wholesale Corporation (COST) Pre Recorded Sales/ Trading Statement Call Prepared Remarks Transcript
• Negative Sentiment: Valuation remains a headwind — commentators note Costco is trading at a premium (analysts citing ~48x earnings and background P/E near mid?50s), which may limit upside and keeps some analysts on the sidelines. Costco (COST) Shares Climb 2% Following Strong March Sales Performance
• Negative Sentiment: Analyst caution — Truist and others have maintained neutral/hold views despite the sales beat, highlighting upside is limited without multiple expansion or faster margin improvement. Costco Stock (COST) Pops on ‘Solid’ March Sales, But Truist Sticks with Hold — Here’s Why
• Negative Sentiment: Macro/regional market risk — broader market futures softened on geopolitical headlines (which can pressure retail stocks intraday), damping some of the rally. Stock Market Today: S&P 500 Futures Drop As Iran Flags Ceasefire Violation, Trump Says Arms ‘Will Remain In Place’—Arrive AI, Costco In Focus

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on COST. Evercore set a $1,100.00 price objective on Costco Wholesale in a research report on Monday, March 2nd. Bank of America started coverage on shares of Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price target on the stock. Gordon Haskett upped their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a report on Tuesday, February 3rd. Mizuho lifted their target price on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. Finally, Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on shares of Costco Wholesale in a research note on Thursday, January 8th. Twenty-two investment 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, the company has an average rating of “Moderate Buy” and a consensus price target of $1,039.13.

Costco Wholesale Stock Performance

Shares of COST opened at $1,030.27 on Thursday. 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 stock has a market cap of $457.08 billion, a P/E ratio of 53.58, a P/E/G ratio of 5.01 and a beta of 0.99. The business’s 50 day moving average price is $992.75 and its 200-day moving average price is $941.87. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data 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. 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 analysts’ expectations of $68.96 billion. During the same quarter in the previous year, the business earned $4.02 earnings per share. The firm’s quarterly revenue was up 9.2% compared to the same quarter last year. Equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

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

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.