Stonebridge Financial Group LLC MO Makes New $490,000 Investment in Costco Wholesale Corporation $COST

Stonebridge Financial Group LLC MO acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 568 shares of the retailer’s stock, valued at approximately $490,000.

Other hedge funds have also recently bought and sold shares of the company. Hurley Capital LLC lifted its position in 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 acquiring an additional 18 shares during the last quarter. Joseph Group Capital Management bought a new position in shares of Costco Wholesale during the fourth quarter worth approximately $33,000. Abich Financial Wealth Management LLC bought a new position in shares of Costco Wholesale during the third quarter worth approximately $34,000. Collier Financial bought a new position in shares of Costco Wholesale during the third quarter worth approximately $35,000. Finally, AXS Investments LLC bought a new position in shares of Costco Wholesale during the third quarter worth approximately $36,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Costco Wholesale News Summary

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

• Positive Sentiment: Costco posted strong April sales trends, with reports citing 11.6% comparable sales growth, 13% net sales growth, and an 18.8% rise in digitally enabled comps, reinforcing confidence in the company’s membership-driven model and e-commerce expansion.
• Positive Sentiment: TD Cowen issued a bullish view after visiting Costco’s headquarters, suggesting the retailer still has room to grow and that the stock’s recent strength may be supported by fundamentals rather than just market momentum. Article Title
• Positive Sentiment: Several pieces pointed to Costco as a defensive, high-quality retailer with durable demand and strong customer loyalty, which may be attracting investors looking for stability amid broader consumer uncertainty.
• Neutral Sentiment: Some coverage framed Costco as a “hold” or questioned whether the stock’s valuation is already rich, implying that much of the good news may already be priced in. Article Title
• Neutral Sentiment: Other articles discussed long-term growth themes such as digital perks, food court changes, and broader consumer-staples positioning, but these were more informational than immediate stock catalysts.
• Negative Sentiment: Valuation remains a concern, with multiple articles noting that Costco trades at a premium and may warrant patience if growth slows or margins come under pressure.
• Negative Sentiment: Some commentary suggested Costco has underperformed the broader market over the past year, which could temper enthusiasm despite its strong operating performance. Article Title

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on COST shares. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Costco Wholesale from $1,104.00 to $1,106.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. BTIG Research reissued a “buy” rating and issued a $1,115.00 price objective on shares of Costco Wholesale in a research note on Thursday, March 5th. Sanford C. Bernstein reissued an “outperform” rating and issued a $1,192.00 price objective on shares of Costco Wholesale in a research note on Tuesday. Jefferies Financial Group reissued a “buy” rating and issued a $1,050.00 price objective on shares of Costco Wholesale in a research note on Thursday, March 5th. Finally, Bank of America started coverage on shares of Costco Wholesale in a research note on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price objective on the stock. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,047.27.

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale 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 sale, 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 transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

NASDAQ COST opened at $1,021.88 on Wednesday. The firm’s fifty day moving average price is $998.78 and its two-hundred day moving average price is $952.99. The stock has a market cap of $453.36 billion, a PE ratio of 53.14, a PEG ratio of 4.92 and a beta of 0.92. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. 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 (NASDAQ:COST) last posted its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. The firm had revenue of $69.60 billion for 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 company’s revenue was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.02 earnings per share. On average, equities analysts expect that Costco Wholesale Corporation will post 20.32 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be paid a dividend of $1.47 per share. The ex-dividend date of this dividend is Friday, May 1st. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s payout ratio is presently 30.58%.

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.