Costco Wholesale Corporation $COST Shares Purchased by Liberty One Investment Management LLC

Liberty One Investment Management LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 34.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,371 shares of the retailer’s stock after buying an additional 1,366 shares during the quarter. Liberty One Investment Management LLC’s holdings in Costco Wholesale were worth $5,352,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in COST. Vanguard Group Inc. raised its stake in shares of Costco Wholesale by 0.4% during the fourth quarter. Vanguard Group Inc. now owns 43,620,717 shares of the retailer’s stock valued at $37,615,889,000 after purchasing an additional 165,349 shares during the period. Geode Capital Management LLC lifted its position in shares of Costco Wholesale by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 10,388,519 shares of the retailer’s stock worth $8,919,573,000 after purchasing an additional 26,690 shares in the last quarter. Morgan Stanley boosted its stake in shares of Costco Wholesale by 1.1% in the fourth quarter. Morgan Stanley now owns 9,523,423 shares of the retailer’s stock valued at $8,212,433,000 after purchasing an additional 107,775 shares during the period. Diamant Asset Management Inc. boosted its stake in shares of Costco Wholesale by 99,278.0% in the first quarter. Diamant Asset Management Inc. now owns 6,726,899 shares of the retailer’s stock valued at $672,690,000 after purchasing an additional 6,720,130 shares during the period. Finally, Corient Private Wealth LLC grew its holdings in Costco Wholesale by 838.9% during the 4th quarter. Corient Private Wealth LLC now owns 6,125,405 shares of the retailer’s stock valued at $5,282,182,000 after purchasing an additional 5,472,968 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Price Performance

Shares of COST stock opened at $926.06 on Friday. The firm has a fifty day moving average of $968.19 and a two-hundred day moving average of $980.24. The firm has a market cap of $410.69 billion, a P/E ratio of 46.58, a P/E/G ratio of 4.48 and a beta of 0.88. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,096.50. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing the consensus estimate of $4.94 by ($0.01). The company 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 period in the previous year, the business posted $4.28 EPS. As a group, research analysts anticipate that Costco Wholesale Corporation will post 20.42 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Friday, July 24th will be issued a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Friday, July 24th. Costco Wholesale’s dividend payout ratio (DPR) is currently 29.58%.

Insider Buying and Selling

In other news, Director Kenneth D. Denman sold 885 shares of Costco Wholesale stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $957.45, for a total value of $847,343.25. Following the completion of the transaction, the director owned 4,779 shares in the company, valued at approximately $4,575,653.55. This trade represents a 15.62% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: Costco is expanding its warehouse footprint with several planned new locations across multiple states, including a first store in some markets, which could support membership growth, sales, and regional market share. Costco plans several new stores in multiple states: Here’s where
• Positive Sentiment: Analysts continue to view Costco favorably, with consensus ratings still at “Moderate Buy,” reinforcing confidence in the company’s defensive business model and long-term earnings power. Costco Wholesale Corporation (NASDAQ:COST) Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Positive Sentiment: Costco’s early Executive Membership success in China and continued warehouse expansion there could improve fee income and customer loyalty, creating a new growth catalyst outside the U.S. Why China Could Become Costco’s Next Membership Catalyst
• Positive Sentiment: New product launches and retailer exclusives from brands like Laifen and Jackery show Costco remains an attractive distribution channel, supporting traffic and merchandising momentum. Is Costco Wholesale (COST) Undervalued As New Product Launches Test Its Premium Valuation?
• Neutral Sentiment: Commentary focused on Costco’s high dividend growth and durable earnings model adds to the bullish long-term case, but it does not appear to be a new catalyst on its own. Will Costco (COST) be Able to Continue High Dividend Growth?
• Neutral Sentiment: Reports about a new standalone gas station and local tax revenue from store openings highlight business expansion, but they are more incremental than transformative for the stock. Costco Officially Launched Standalone Gas Stations. Don’t Count on This Fueling Another Leg Higher in COST Stock. Costco could bring millions in new tax revenue to Clarksville, leaders say
• Negative Sentiment: Investor concern remains around Costco’s premium valuation, with recent commentary questioning whether the stock is still undervalued after its strong run. Is Costco Wholesale (COST) Undervalued As New Product Launches Test Its Premium Valuation?
• Negative Sentiment: Legal headlines noting multiple lawsuits this year may add some overhang, even if the direct financial impact is still unclear. Costco had 3 lawsuits filed against it this year: See why

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. HC Wainwright reiterated a “buy” rating on shares of Costco Wholesale in a report on Monday, June 1st. UBS Group lifted their target price on Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Roth Capital boosted their price target on Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a research note on Friday, May 29th. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a report on Monday, June 1st. Finally, BTIG Research restated a “buy” rating and set a $1,125.00 price objective on shares of Costco Wholesale in a research note on Friday, May 29th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Costco Wholesale has an average rating of “Moderate Buy” and an average target price of $1,059.07.

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.