Olde Wealth Management LLC Buys Shares of 2,991 Costco Wholesale Corporation $COST

Olde Wealth Management LLC purchased a new stake in Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 2,991 shares of the retailer’s stock, valued at approximately $2,738,000. Costco Wholesale comprises approximately 0.8% of Olde Wealth Management LLC’s investment portfolio, making the stock its 21st largest holding.

A number of other institutional investors also recently modified their holdings of the business. Brighton Jones LLC grew its position in 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 acquiring an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC lifted 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 worth $1,029,000 after acquiring an additional 130 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Costco Wholesale by 4.5% in the 2nd 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 in the last quarter. Pinnacle Wealth Planning Services Inc. grew its holdings in shares of Costco Wholesale by 1.1% during the 2nd 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 last quarter. Finally, United Bank grew its holdings in shares of Costco Wholesale by 4.2% during the 2nd quarter. United Bank now owns 5,846 shares of the retailer’s stock valued at $5,787,000 after purchasing an additional 235 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Trading Up 0.5%

COST opened at $1,008.43 on Friday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The company’s 50 day moving average price is $975.52 and its two-hundred day moving average price is $937.17. The firm has a market capitalization of $447.61 billion, a price-to-earnings ratio of 52.44, a PEG ratio of 5.07 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.55 by $0.03. The firm had revenue of $69.60 billion during 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 company’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same quarter last year, the firm earned $4.02 earnings per share. As a group, research analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is currently 27.04%.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Javier Polit sold 2,049 shares of the stock in a transaction dated Monday, December 29th. The stock was sold at an average price of $867.21, for a total value of $1,776,913.29. Following the completion of the sale, the executive vice president owned 10,748 shares of the company’s stock, valued at approximately $9,320,773.08. This represents a 16.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total value of $1,408,500.00. Following the transaction, the executive vice president owned 44,837 shares of the company’s stock, valued at $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 7,645 shares of company stock worth $7,049,302 over the last 90 days. Company insiders own 0.10% of the company’s stock.

Costco Wholesale News Summary

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

• Positive Sentiment: Q2 beat and membership strength: Costco reported stronger-than-expected FQ2 results (revenue and EPS beats) and management highlighted membership growth and traffic as key drivers, underpinning confidence in recurring fee income and sales momentum. Costco Reports $68.24B FQ2 Sales
• Positive Sentiment: Membership mix and premium sign?ups: Executive membership growth (near 40M members, +~9%) supports higher-margin recurring fee income and may sustain revenue per member. This is a structural tailwind for margins and cash flow. Is a $130 Costco executive membership the new VIP status?
• Positive Sentiment: In?warehouse innovation and product drops: Expanded in?warehouse experiences, curated product drops (e.g., fashion/brand collaborations) and new assortments (including third?party brands like Hiboy e?bikes) are helping traffic and impulse sales. Costco Expands In?Warehouse Experiences Hiboy C1 E?Bike Lands at Costco
• Neutral Sentiment: Digital growth and traffic resilience: Management says digital sales and e?commerce expansion remain contributors to growth, but macro headwinds (e.g., energy-driven pressure on discretionary budgets) add uncertainty to near?term sales cadence. Costco Says Shoppers Are Still Spending Rising gas prices could offset tax refunds
• Neutral Sentiment: Insider sale: An EVP disclosed a sale of ~730 shares; the size is immaterial relative to Costco’s market cap and does not signal a clear change in insider confidence. Executive Form 4
• Negative Sentiment: Tariff?refund lawsuits create legal overhang: Multiple proposed class?action suits allege Costco must pass along refunds to customers after the Supreme Court struck down certain Trump?era tariffs; plaintiffs seek substantial recoveries and class status, introducing potential liability, administrative burden and PR risk until resolved. Reuters: Costco customers sue
• Negative Sentiment: Complex legal landscape: Coverage notes the situation is “messy” — Costco has also pursued government action to recover tariff amounts, but parallel suits against the company could keep volatility and headline risk elevated until legal outcomes and any government refunds are clarified. Barron’s: Tariff refunds are getting messy

Analysts Set New Price Targets

COST has been the subject of several research reports. 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. Rothschild & Co Redburn boosted their target price on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 17th. Truist Financial upped their price target on shares of Costco Wholesale from $926.00 to $977.00 and gave the stock a “hold” rating in a report on Friday, March 6th. Telsey Advisory Group increased their price target on Costco Wholesale from $1,100.00 to $1,125.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Finally, Roth Mkm restated a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Costco Wholesale has an average rating of “Moderate Buy” and an average price target of $1,039.13.

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.