Capital Asset Advisory Services LLC Acquires 1,005 Shares of Costco Wholesale Corporation $COST

Capital Asset Advisory Services LLC lifted its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 17.1% during the first quarter, HoldingsChannel.com reports. The firm owned 6,881 shares of the retailer’s stock after purchasing an additional 1,005 shares during the period. Capital Asset Advisory Services LLC’s holdings in Costco Wholesale were worth $6,866,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in COST. Palisade Asset Management LLC increased its stake in Costco Wholesale by 1.4% in the 4th quarter. Palisade Asset Management LLC now owns 702 shares of the retailer’s stock valued at $605,000 after buying an additional 10 shares during the last quarter. Graybill Wealth Management LTD. boosted its stake in shares of Costco Wholesale by 0.3% during the 4th quarter. Graybill Wealth Management LTD. now owns 3,194 shares of the retailer’s stock worth $2,754,000 after buying an additional 10 shares during the last quarter. Wealth Effects LLC boosted its stake in shares of Costco Wholesale by 1.2% during the 1st quarter. Wealth Effects LLC now owns 874 shares of the retailer’s stock worth $871,000 after buying an additional 10 shares during the last quarter. Folger Nolan Fleming Douglas Capital Management Inc. boosted its stake in shares of Costco Wholesale by 1.8% during the 1st quarter. Folger Nolan Fleming Douglas Capital Management Inc. now owns 551 shares of the retailer’s stock worth $549,000 after buying an additional 10 shares during the last quarter. Finally, Lbmc Investment Advisors LLC grew its holdings in shares of Costco Wholesale by 0.5% in the 4th quarter. Lbmc Investment Advisors LLC now owns 2,041 shares of the retailer’s stock valued at $1,760,000 after acquiring an additional 10 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Up 2.9%

Shares of COST stock opened at $951.67 on Friday. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The stock has a market cap of $422.05 billion, a price-to-earnings ratio of 47.87, a PEG ratio of 4.48 and a beta of 0.88. The firm’s 50-day moving average is $991.42 and its 200-day moving average is $972.72. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07.

Costco Wholesale (NASDAQ:COST) last posted its quarterly 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). The business had revenue of $70.53 billion for the quarter, compared to the consensus estimate of $70.12 billion. Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.During the same quarter in the previous year, the business posted $4.28 EPS. Sell-side analysts predict that Costco Wholesale Corporation will post 20.38 EPS for the current year.

Costco Wholesale Increases Dividend

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

More Costco Wholesale News

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

• Positive Sentiment: Costco is still expanding its warehouse footprint, with new store plans reported in Florida, South Carolina and Southern California, reinforcing the company’s long-term growth story. Costco plans to build new warehouse in southern Hillsborough County
• Positive Sentiment: Analysts remain upbeat on Costco’s earnings power, with Erste Group raising FY2027 EPS estimates above consensus, signaling confidence in the retailer’s ability to keep growing profits.
• Positive Sentiment: Several articles continue to frame Costco as a strong long-term compounder, supported by its membership model, cash generation, and resilient value proposition for consumers. Costco (COST) Stock Looks Strong On Returns But Expensive On Earnings
• Neutral Sentiment: Discussion around a possible 2026 stock split is generating attention, but it does not change Costco’s fundamentals and management has historically been cautious about splitting the stock. With Costco Trading Under $1,000, Is a Stock Split Still on the Table for 2026?
• Neutral Sentiment: One comparison piece versus Amazon and a holiday-closure story versus Sam’s Club are more about consumer habits and retail strategy than a direct change in Costco’s outlook. Growth Stock Showdown: Is Costco or Amazon the Better Buy Right Now?
• Negative Sentiment: Some commentary warns Costco may be expensive on earnings and could face execution risks if fuel-related traffic tailwinds weaken, which could limit upside if growth slows. Costco’s Secret Growth Engine May Be Running Out of Gas

Insider Activity at Costco Wholesale

In related news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $957.45, for a total transaction of $847,343.25. Following the transaction, the director directly owned 4,779 shares of the company’s stock, valued at approximately $4,575,653.55. The trade was a 15.62% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. Mizuho set a $1,100.00 target price on Costco Wholesale in a report on Monday, June 1st. BTIG Research restated a “buy” rating and issued a $1,125.00 price target on shares of Costco Wholesale in a research note on Friday, May 29th. Weiss Ratings lowered Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 23rd. JPMorgan Chase & Co. upped their price objective on Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a research note on Friday, April 17th. Finally, Sanford C. Bernstein increased their price objective on Costco Wholesale from $1,192.00 to $1,194.00 and gave the company an “outperform” rating in a report on Friday, May 29th. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,061.45.

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.