Constitution Capital LLC Has $3.83 Million Stake in Costco Wholesale Corporation $COST

Constitution Capital LLC lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 17.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,445 shares of the retailer’s stock after purchasing an additional 655 shares during the period. Costco Wholesale accounts for approximately 1.8% of Constitution Capital LLC’s investment portfolio, making the stock its 19th biggest holding. Constitution Capital LLC’s holdings in Costco Wholesale were worth $3,833,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in COST. Silver Oak Securities Incorporated increased its position in Costco Wholesale by 49.3% during the third quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock worth $3,499,000 after acquiring an additional 1,248 shares during the period. Permanent Capital Management LP bought a new stake in Costco Wholesale in the 3rd quarter valued at about $874,000. Exchange Traded Concepts LLC boosted its holdings in Costco Wholesale by 43.6% in the 3rd quarter. Exchange Traded Concepts LLC now owns 23,444 shares of the retailer’s stock valued at $21,700,000 after purchasing an additional 7,116 shares during the period. FORA Capital LLC acquired a new position in shares of Costco Wholesale during the 3rd quarter worth approximately $2,781,000. Finally, Lombard Odier Asset Management Switzerland SA increased its holdings in shares of Costco Wholesale by 8.9% during the second quarter. Lombard Odier Asset Management Switzerland SA now owns 18,132 shares of the retailer’s stock worth $17,950,000 after purchasing an additional 1,480 shares during the period. 68.48% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Costco Wholesale

In other news, EVP Javier Polit sold 2,049 shares of the stock in a transaction dated Monday, December 29th. The shares were sold at an average price of $867.21, for a total value of $1,776,913.29. Following the completion of the transaction, the executive vice president owned 10,748 shares of the company’s stock, valued at approximately $9,320,773.08. This represents a 16.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the sale, the executive vice president directly owned 6,121 shares in the company, valued at $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 7,645 shares of company stock valued at $7,049,302. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Up 0.8%

Shares of COST opened at $973.82 on Wednesday. The firm has a 50 day simple moving average of $985.35 and a two-hundred day simple moving average of $938.64. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08. The company has a market cap of $432.04 billion, a P/E ratio of 50.64, a P/E/G ratio of 4.77 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter last year, the business posted $4.02 EPS. The company’s revenue was up 9.2% compared to the same quarter last year. Research analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were paid a $1.30 dividend. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is 27.04%.

Analysts Set New Price Targets

COST has been the subject of a number of analyst reports. Gordon Haskett lifted their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Roth Mkm reissued a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. HSBC lowered their price objective on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a research note on Friday, December 12th. Mizuho upped their target price on Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. increased their target price on Costco Wholesale from $1,050.00 to $1,060.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,039.13.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Costco’s stock snapped a six-session losing streak, a technical turnaround that often attracts short‑term buying. Costco shares snap six-session losing streak
• Positive Sentiment: The Street highlights a secular tailwind as more Americans cut back on dining out, which benefits at‑home bulk grocery and membership retailers like Costco. That supports higher traffic and basket sizes. Costco sees big opportunity as Americans ditch restaurants
• Positive Sentiment: Costco launched a rival energy drink (reportedly impacting Celsius), signaling product expansion and private‑label premiumization that can boost margins and membership value. Celsius stock tumbles as Costco launches rival energy drink
• Positive Sentiment: Costco is expanding member services into fertility care and rolling out in‑store experiential events (outdoor cooking roadshow), diversifying revenue beyond bulk merchandise and strengthening membership stickiness. Costco Expands Member Offerings With Fertility Care And In Store Events
• Positive Sentiment: Analyst pieces (Zacks) reiterate a long‑term growth thesis driven by strong comparable sales, traffic and ticket growth—supporting investor confidence in earnings durability. Costco’s Comparable Sales Stay Strong: Is Traffic Driving Growth?
• Neutral Sentiment: Multiple short‑interest reports show a “large increase” but list 0 shares / NaN changes and 0.0 days to cover — this appears to be a data glitch rather than meaningful shorting activity; investors should treat these entries as noise until corrected.
• Negative Sentiment: InsiderMonkey included Costco on a list of “most overvalued companies,” a headline that can feed headline‑driven selling or cautious positioning given COST’s premium valuation metrics. 5 Most Overvalued Companies According to the Media

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.