Daymark Wealth Partners LLC Grows Stock Holdings in Costco Wholesale Corporation $COST

Daymark Wealth Partners LLC increased its stake in Costco Wholesale Corporation (NASDAQ:COST) by 1.9% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 27,395 shares of the retailer’s stock after buying an additional 519 shares during the period. Daymark Wealth Partners LLC’s holdings in Costco Wholesale were worth $23,624,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Shira Ridge Wealth Management increased its holdings in shares of Costco Wholesale by 0.8% during the fourth quarter. Shira Ridge Wealth Management now owns 1,671 shares of the retailer’s stock valued at $1,441,000 after acquiring an additional 13 shares in the last quarter. JGP Wealth Management LLC raised its position in shares of Costco Wholesale by 2.8% in the 4th quarter. JGP Wealth Management LLC now owns 4,431 shares of the retailer’s stock worth $3,821,000 after purchasing an additional 122 shares during the last quarter. KWB Wealth boosted its stake in Costco Wholesale by 3.8% in the 4th quarter. KWB Wealth now owns 2,050 shares of the retailer’s stock worth $1,767,000 after purchasing an additional 75 shares in the last quarter. Avanza Fonder AB purchased a new stake in Costco Wholesale during the 4th quarter valued at about $807,000. Finally, Salem Investment Counselors Inc. grew its position in Costco Wholesale by 3.0% during the 4th quarter. Salem Investment Counselors Inc. now owns 24,132 shares of the retailer’s stock valued at $20,810,000 after purchasing an additional 693 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Price Performance

NASDAQ COST opened at $973.82 on Wednesday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08. The stock has a market cap of $432.04 billion, a price-to-earnings ratio of 50.64, a PEG ratio of 4.77 and a beta of 1.01. The company’s 50 day moving average is $985.35 and its two-hundred day moving average is $938.64.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. The firm had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same period in the prior year, the company posted $4.02 earnings per share. As a group, research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued 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 is currently 27.04%.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction dated Monday, March 9th. The stock was 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 of the company’s stock, valued at $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP James C. Klauer sold 1,500 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the completion of the transaction, the executive vice president owned 44,837 shares in the company, valued at $42,101,943. The trade was a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 7,645 shares of company stock worth $7,049,302 in the last three months. 0.10% of the stock is owned by company insiders.

Costco Wholesale News Roundup

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

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on COST. HSBC decreased their target price on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a report on Friday, December 12th. Northcoast Research set a $1,100.00 price target on shares of Costco Wholesale and gave the company a “buy” rating in a report on Wednesday, December 24th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on shares of Costco Wholesale in a research report on Thursday, January 8th. Roth Mkm restated a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. Finally, Daiwa Securities Group increased their price objective on shares of Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a research report on Tuesday, March 10th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,039.13.

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.