Global Trust Asset Management LLC Boosts Stock Position in Costco Wholesale Corporation $COST

Global Trust Asset Management LLC grew its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 24.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,857 shares of the retailer’s stock after purchasing an additional 564 shares during the quarter. Global Trust Asset Management LLC’s holdings in Costco Wholesale were worth $2,464,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of COST. Brighton Jones LLC grew its position in Costco Wholesale by 12.3% during 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 4th 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, Schnieders Capital Management LLC. grew its holdings in shares of Costco Wholesale by 2.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after purchasing an additional 182 shares during the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the sale, the executive vice president owned 4,228 shares in the company, valued at $4,169,907.28. This represents a 16.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the transaction, the executive vice president directly owned 44,837 shares of the company’s stock, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 5,038 shares of company stock valued at $4,790,896. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale Stock Performance

Shares of NASDAQ:COST opened at $1,014.96 on Friday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The company has a 50-day moving average price of $989.68 and a 200-day moving average price of $940.59. The company has a market cap of $450.29 billion, a price-to-earnings ratio of 52.78, a price-to-earnings-growth ratio of 5.01 and a beta of 0.99. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, beating the consensus estimate of $4.55 by $0.03. The business 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 firm’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $4.02 earnings per share. As a group, equities analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

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

Costco Wholesale News Roundup

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

• Positive Sentiment: Bernstein reaffirmed a bullish view on Costco and highlighted a long-term growth runway, which helped lift the stock as investors price in durable membership-driven growth. Costco Stock Pops as Analyst Flags Growth Runway
• Positive Sentiment: Sell-side support continues: Telsey Advisory reiterated an Outperform rating, reinforcing buy-side confidence and possibly supporting multiple expansion. Telsey Advisory Group Reaffirms Outperform Rating
• Positive Sentiment: Insider activity: a top executive executed a notable share purchase, which investors often view as management confidence in near-term fundamentals. Top Costco Executive Makes a High-Value Move
• Positive Sentiment: Strategic expansion: Costco is pushing standalone gas stations in high-fuel-cost markets and opened a Manitoba Business Centre — moves that enhance value perception and broaden B2B revenue channels. Will Costco’s Gas and Business Centre Refine Its Value Narrative?
• Neutral Sentiment: Operational efficiency: Costco plans automated checkout stations to speed processing and reduce friction; potential margin benefits are longer-term and execution-dependent. Costco to introduce automated checkout stations
• Neutral Sentiment: Competitive context and consumer interest pieces (product roundups, bakery comparisons) keep the brand top-of-mind but are unlikely to move near-term fundamentals. I’ve worked at Costco for 20 years
• Negative Sentiment: Value-price competition is heating up: Sam’s Club raised membership fees and grocery chains are cutting prices, which could intensify a margin squeeze across the sector; analysts suggest membership-price moves at competitors may pressure Costco to respond strategically. Sam’s Club is hiking its membership fees

Analyst Ratings Changes

Several analysts have weighed in on COST shares. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a research note on Monday, December 22nd. Wells Fargo & Company raised their price objective on Costco Wholesale from $900.00 to $950.00 and gave the company an “equal weight” rating in a research note on Thursday, February 5th. BMO Capital Markets lifted their price objective on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Roth Mkm reissued a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. Finally, UBS Group set a $1,175.00 target price on Costco Wholesale in a report on Friday, March 6th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price 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.