Leeward Financial Partners LLC Has $8.51 Million Holdings in Costco Wholesale Corporation $COST

Leeward Financial Partners LLC lowered its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 7.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,094 shares of the retailer’s stock after selling 711 shares during the period. Costco Wholesale makes up 2.2% of Leeward Financial Partners LLC’s investment portfolio, making the stock its 10th biggest holding. Leeward Financial Partners LLC’s holdings in Costco Wholesale were worth $8,507,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in COST. Brighton Jones LLC raised its stake in Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after buying an additional 2,172 shares during the period. Revolve Wealth Partners LLC grew its stake in Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after acquiring an additional 130 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after acquiring an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. increased its holdings in shares of Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after acquiring an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its position in shares of Costco Wholesale by 2.2% during the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after purchasing an additional 182 shares during the period. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Price Performance

COST opened at $956.12 on Thursday. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. The firm has a 50-day moving average of $946.25 and a 200 day moving average of $980.63. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The firm has a market cap of $424.02 billion, a P/E ratio of 48.09, a PEG ratio of 4.57 and a beta of 0.87.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The company had revenue of $70.53 billion during the quarter, compared to analysts’ expectations of $70.12 billion. During the same quarter in the previous year, the firm earned $4.28 earnings per share. On average, research analysts expect that Costco Wholesale Corporation will post 20.42 EPS for the current year.

Costco Wholesale Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were paid a $1.47 dividend. The ex-dividend date was Friday, July 24th. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s dividend payout ratio is presently 29.58%.

Analyst Upgrades and Downgrades

COST has been the subject of several research reports. Weiss Ratings downgraded shares of Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 23rd. Sanford C. Bernstein upped their price objective on shares of Costco Wholesale from $1,192.00 to $1,194.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. HC Wainwright reiterated a “buy” rating on shares of Costco Wholesale in a report on Monday, June 1st. UBS Group boosted their target price on shares of 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. Finally, TD Cowen restated a “buy” rating and issued a $1,175.00 target price on shares of Costco Wholesale in a report on Wednesday, June 3rd. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,059.53.

Insider Buying and Selling

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the stock in a transaction 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 completion of the transaction, the director directly owned 4,779 shares of the company’s stock, valued at approximately $4,575,653.55. This represents a 15.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.10% of the company’s stock.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Costco’s membership program is being highlighted as an underappreciated growth engine. Recurring membership fees support profitability and customer loyalty, potentially providing a durable catalyst if renewal rates and membership growth remain strong. Costco Has a Secret Growth Engine
• Positive Sentiment: Costco’s partnership with SCAN Health Plan to offer a limited selection of Medicare Advantage and Medicare Supplemental plans gives the retailer a potential new membership and services opportunity. The near-term financial impact is unclear, but the initiative could broaden Costco’s ecosystem and customer reach. Healthcare CEO partnering with Costco outlines Medicare offerings
• Neutral Sentiment: Golden Reserve Retirement increased its Costco position by 133.9%, purchasing 592 additional shares. The investment signals confidence, but the resulting holding of only 1,034 shares is too small to materially affect Costco’s outlook. Golden Reserve increases Costco position
• Neutral Sentiment: Consumer-focused articles highlighting savings, popular products and school snacks reinforce Costco’s value proposition, but they do not provide new financial information likely to move the stock. Coverage also reported zero short interest, though the figures appear incomplete or unreliable.
• Negative Sentiment: Costco is refunding customers for duties it says were unlawfully collected on certain tariffed goods while fighting a related class-action lawsuit. Refund costs, possible legal liabilities and reputational damage could pressure results, although the refunds may help preserve customer trust. Why Is Costco Refunding Tariff Duties?

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.