614 Shares in Costco Wholesale Corporation $COST Bought by Expressive Wealth LLC

Expressive Wealth LLC purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 614 shares of the retailer’s stock, valued at approximately $529,000.

Other hedge funds have also bought and sold shares of the company. Graney & King LLC lifted its holdings in Costco Wholesale by 6.8% in 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 period. Seneschal Advisors LLC lifted its holdings in Costco Wholesale by 0.4% in the second quarter. Seneschal Advisors LLC now owns 3,142 shares of the retailer’s stock valued at $3,110,000 after acquiring an additional 11 shares during the period. Brown Wealth Management LLC lifted its holdings in Costco Wholesale by 3.7% in the third quarter. Brown Wealth Management LLC now owns 305 shares of the retailer’s stock valued at $282,000 after acquiring an additional 11 shares during the period. Caliber Wealth Management LLC KS lifted its holdings in Costco Wholesale by 1.7% in the third quarter. Caliber Wealth Management LLC KS now owns 655 shares of the retailer’s stock valued at $606,000 after acquiring an additional 11 shares during the period. Finally, Somerset Group LLC lifted its holdings in Costco Wholesale by 0.3% in the third quarter. Somerset Group LLC now owns 4,220 shares of the retailer’s stock valued at $3,906,000 after acquiring an additional 11 shares during the period. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Stock Performance

NASDAQ:COST opened at $1,002.93 on Wednesday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The stock has a 50-day moving average price of $1,008.26 and a 200 day moving average price of $961.45. The stock has a market capitalization of $444.95 billion, a P/E ratio of 52.15, a P/E/G ratio of 5.06 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The firm had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. During the same quarter last year, the business posted $4.02 earnings per share. The firm’s revenue was up 9.2% on a year-over-year basis. Equities research analysts forecast that Costco Wholesale Corporation will post 20.33 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The firm 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. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, May 1st. Costco Wholesale’s dividend payout ratio (DPR) is 30.58%.

Insider Activity

In related news, EVP Claudine Adamo sold 730 shares of the stock in a transaction dated 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 sale, the executive vice president owned 6,121 shares in the company, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate 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: Bank of America reiterated a Buy rating and kept its $1,185 price target, reinforcing the view that Costco (COST) still has upside if it delivers another solid quarter. Article Title
• Positive Sentiment: Analysts and options traders expect a meaningful post-earnings move, highlighting how much attention Costco is drawing heading into results. Article Title
• Positive Sentiment: Recent coverage points to strong membership growth, digital gains, and AI-driven personalization as drivers of continued sales momentum for Costco. Article Title
• Neutral Sentiment: Multiple previews say Costco is well positioned for earnings, but its premium valuation may limit enthusiasm unless the company beats expectations convincingly. Article Title
• Negative Sentiment: A federal jury ruled against Costco in a disability discrimination case, adding a legal and compliance overhang and potential extra costs from attorneys’ fees. Article Title
• Negative Sentiment: One article noted the shares are slipping ahead of earnings, reflecting investor caution and valuation concerns rather than a major operational setback. Article Title

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on COST shares. Jefferies Financial Group reaffirmed a “buy” rating and issued a $1,050.00 price objective on shares of Costco Wholesale in a research note on Thursday, March 5th. The Goldman Sachs Group decreased their price objective on Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. BTIG Research reaffirmed a “buy” rating and issued a $1,115.00 price objective on shares of Costco Wholesale in a research note on Thursday, March 5th. Weiss Ratings raised Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, March 17th. Finally, Daiwa Securities Group raised their price objective on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 10th. Twenty-two research 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 MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,052.60.

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.