TrueWealth Financial Partners Buys Shares of 808 Costco Wholesale Corporation $COST

TrueWealth Financial Partners bought a new position in Costco Wholesale Corporation (NASDAQ:COST) during the 1st quarter, Holdings Channel.com reports. The fund bought 808 shares of the retailer’s stock, valued at approximately $805,000. Costco Wholesale accounts for about 0.3% of TrueWealth Financial Partners’ investment portfolio, making the stock its 27th largest holding.

A number of other large investors have also made changes to their positions in COST. Western Wealth Management LLC increased its holdings in Costco Wholesale by 21.0% during the first quarter. Western Wealth Management LLC now owns 19,195 shares of the retailer’s stock valued at $19,126,000 after buying an additional 3,333 shares during the last quarter. McIlrath & Eck LLC boosted its stake in shares of Costco Wholesale by 1.0% during the 1st quarter. McIlrath & Eck LLC now owns 6,485 shares of the retailer’s stock worth $6,462,000 after acquiring an additional 64 shares during the last quarter. Sonoma Allocations LLC grew its position in shares of Costco Wholesale by 6.5% during the 1st quarter. Sonoma Allocations LLC now owns 477 shares of the retailer’s stock valued at $483,000 after acquiring an additional 29 shares during the period. Orographic Financial Advisors LLC bought a new stake in shares of Costco Wholesale during the 1st quarter valued at $380,000. Finally, Paragon Private Wealth Management LLC grew its position in shares of Costco Wholesale by 13.8% during the 1st quarter. Paragon Private Wealth Management LLC now owns 1,573 shares of the retailer’s stock valued at $1,568,000 after acquiring an additional 191 shares during the period. 68.48% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently commented on COST shares. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a report on Monday, June 1st. Sanford C. Bernstein boosted their price target 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. JPMorgan Chase & Co. reduced their price target on Costco Wholesale from $1,110.00 to $1,100.00 and set an “overweight” rating for the company in a research report on Thursday, July 9th. The Goldman Sachs Group raised their price objective on Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Finally, Bank of America lifted their price objective on Costco Wholesale from $1,185.00 to $1,200.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,059.07.

Key Costco Wholesale News

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

• Positive Sentiment: Costco is reportedly testing a new gasoline-sales strategy that could expand fuel-related revenue and potentially make gas stations a more meaningful contributor to the company’s business model. The long-term opportunity could support investor interest if the experiment improves traffic, margins, or membership economics. Costco: A New Experiment With Gasoline Sales Could Fundamentally Transform The Company
• Positive Sentiment: Costco continues to receive favorable momentum coverage, supported by its loyal membership base, resilient sales, and long-term earnings and dividend-growth record. A new hydration-product partnership with Coco5 also gives the retailer another branded product aimed at health-conscious shoppers. Here’s Why Costco Is a Strong Momentum Stock
• Neutral Sentiment: The Federal Reserve held interest rates at 3.5%-3.75%. Stable rates avoid an immediate financing shock, but elevated borrowing costs can limit consumer spending and keep pressure on richly valued retail stocks. Costco’s valuation remains demanding, with a reported forward earnings multiple near 48 and a PEG ratio above 4.
• Neutral Sentiment: Recent comparisons with Walmart frame Costco as a high-quality retailer with strong customer loyalty and digital growth, but investors must balance those strengths against its higher valuation and expectations for continued execution.
• Negative Sentiment: Costco agreed to a $14 million settlement involving allegations that promotional emails sent to Washington shoppers used misleading expiration language. Costco denies wrongdoing, but the settlement may create reputational and compliance concerns. Costco’s $14 Million Email Settlement
• Negative Sentiment: An animal-welfare investigation alleging severe mistreatment and biosecurity failures at an organic chicken supplier linked to Costco could increase scrutiny of the company’s supply-chain oversight and create potential legal or reputational costs.
• Negative Sentiment: Costco’s reported quarterly earnings slightly missed consensus estimates, despite revenue exceeding expectations. Combined with its elevated valuation, even modest earnings disappointments can weigh on the stock.

Costco Wholesale Stock Performance

NASDAQ COST opened at $955.17 on Friday. The firm has a market cap of $423.60 billion, a price-to-earnings ratio of 48.05, a price-to-earnings-growth ratio of 4.71 and a beta of 0.88. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. The business has a 50-day moving average price of $956.95 and a 200-day moving average price of $982.32. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The business had revenue of $70.53 billion for the quarter, compared to the consensus estimate of $70.12 billion. During the same period last year, the business posted $4.28 EPS. As a group, equities research analysts predict that Costco Wholesale Corporation will post 20.42 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The business also recently disclosed 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 29.58%.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the sale, the director owned 4,779 shares in the company, valued at $4,575,653.55. The trade was a 15.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Company 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.