Wellspring Financial Advisors LLC Purchases 2,101 Shares of Costco Wholesale Corporation $COST

Wellspring Financial Advisors LLC boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 83.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 4,615 shares of the retailer’s stock after acquiring an additional 2,101 shares during the quarter. Wellspring Financial Advisors LLC’s holdings in Costco Wholesale were worth $3,981,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in COST. Brighton Jones LLC boosted its holdings in shares of Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after purchasing an additional 2,172 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after purchasing an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. boosted its holdings in shares of Costco Wholesale by 1.1% in the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after purchasing an additional 23 shares during the period. Finally, Schnieders Capital Management LLC. grew its holdings in Costco Wholesale by 2.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after acquiring an additional 182 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale News Roundup

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

• Positive Sentiment: Erste Group Bank raised its earnings forecasts for Costco Wholesale (COST), increasing FY2026 EPS to $20.49 from $20.44 and FY2027 EPS to $22.61 from $22.52, which can reinforce investor confidence in the company’s growth outlook. Costco analyst estimate update
• Positive Sentiment: Jim Cramer publicly said he thinks investors can “buy some here,” adding a supportive media/market sentiment tailwind for Costco Wholesale (COST). Jim Cramer Costco commentary
• Positive Sentiment: Another note highlighted Costco’s strong digital sales and record gas volumes, pointing to continued traffic and demand trends that could support revenue. Costco digital sales and gas volume article
• Neutral Sentiment: Costco also received attention for governance/ESG leadership after CEO Ron Vachris was set to be honored for board diversity leadership, which is positive for reputation but unlikely to move the stock on its own. Costco governance recognition
• Negative Sentiment: Costco is fighting a class-action lawsuit over whether its $5 rotisserie chicken was falsely advertised as having “no preservatives,” creating a legal overhang for the stock. Costco lawsuit article
• Negative Sentiment: Some recent coverage also focused on worries about consumer spending and why shares sold off despite strong operating data, suggesting investors are still weighing valuation and macro risk. Costco stock drop explanation

Costco Wholesale Trading Up 1.5%

NASDAQ:COST opened at $983.37 on Thursday. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50. The firm has a 50 day moving average of $1,006.04 and a 200 day moving average of $966.09. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $436.10 billion, a price-to-earnings ratio of 49.47, a PEG ratio of 4.69 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The firm had revenue of $70.53 billion for the quarter, compared to analysts’ expectations of $70.12 billion. During the same period in the previous year, the company earned $4.28 EPS. As a group, sell-side analysts anticipate that Costco Wholesale Corporation will post 20.38 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were given a dividend of $1.47 per share. The ex-dividend date of this dividend was Friday, May 1st. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s dividend payout ratio is currently 29.58%.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. TD Cowen reiterated a “buy” rating and set a $1,175.00 target price on shares of Costco Wholesale in a report on Wednesday, June 3rd. Wells Fargo & Company increased their price objective on shares of Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a research note on Thursday, April 9th. Roth Mkm increased their price objective on shares of Costco Wholesale from $769.00 to $781.00 and gave the company a “sell” rating in a research note on Friday, May 29th. Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a research note on Monday, June 1st. Finally, Telsey Advisory Group increased their price objective on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an “outperform” rating in a research note on Thursday, April 9th. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus target price of $1,060.41.

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.