Community Financial Services Group LLC Grows Stock Position in Costco Wholesale Corporation $COST

Community Financial Services Group LLC boosted its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 19.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 13,760 shares of the retailer’s stock after buying an additional 2,217 shares during the period. Costco Wholesale makes up 2.2% of Community Financial Services Group LLC’s portfolio, making the stock its 13th biggest holding. Community Financial Services Group LLC’s holdings in Costco Wholesale were worth $11,866,000 as of its most recent filing with the Securities and Exchange Commission.

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

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, EVP James C. Klauer sold 1,500 shares of the stock in a transaction that occurred on 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 sale, the executive vice president owned 44,837 shares of the company’s stock, valued at $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of Costco Wholesale stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction of $838,321.00. Following the sale, the executive vice president owned 4,228 shares in the company, valued at $4,169,907.28. This represents a 16.74% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 5,038 shares of company stock worth $4,790,896. Insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Evercore set a $1,100.00 price objective on Costco Wholesale in a report on Monday, March 2nd. Bank of America assumed coverage on Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 target price on the stock. Daiwa Securities Group boosted their price target on Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a research report on Tuesday, March 10th. JPMorgan Chase & Co. upped their price target on Costco Wholesale from $1,050.00 to $1,060.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. Finally, Robert W. Baird set a $1,100.00 price objective on Costco Wholesale in a report on Thursday, February 5th. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,039.13.

Costco Wholesale Stock Performance

NASDAQ:COST opened at $996.43 on Wednesday. The firm’s fifty day simple moving average is $988.00 and its 200 day simple moving average is $939.28. 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 twelve month low of $844.06 and a twelve month high of $1,067.08. The firm has a market capitalization of $442.07 billion, a price-to-earnings ratio of 51.82, a PEG ratio of 4.92 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $68.96 billion. During the same period in the prior year, the firm earned $4.02 EPS. The firm’s quarterly revenue was up 9.2% compared to the same quarter last year. As a group, equities research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

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

More Costco Wholesale News

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

• Positive Sentiment: Jim Cramer reiterated Costco as a defensive, buy‑in‑this‑environment pick, which can support retail investor demand and sentiment. Jim Cramer on Costco: “This One Is What You Buy in This Environment”
• Positive Sentiment: Telsey Advisory Group reaffirmed an “outperform” rating and a $1,125 price target, implying meaningful upside from current levels and giving institutional/quant models a constructive signal. Telsey Advisory Group Outperform Note
• Positive Sentiment: Costco is rolling out its first stand‑alone gas station and continues to use discounted fuel as a membership and traffic driver — high pump prices can actually bolster membership growth and in‑store sales. This is a potential revenue/traffic tailwind. Costco Will Soon Open Its First Stand-Alone Gas Station
• Positive Sentiment: Operational and footprint expansion: Costco is testing faster checkout tech and planning new warehouses and business‑centre openings (including Canada), which support long‑term traffic and membership retention. Costco’s Warehouse Expansion Plans Signal Long-Term Growth Engine
• Neutral Sentiment: Technical/market notes (Dow Jones/IBD) flag Costco approaching new buy points after recent rallies — useful for traders but not a fundamental change. Dow Jones: Merck, Costco Approach New Buy Points
• Neutral Sentiment: Analysts are split on near‑term sales and valuation — March sales are expected to rise YOY but forward multiples remain rich, keeping analyst opinions mixed. Costco March Sales to Climb, But Analysts Stay Split on COST Stock
• Negative Sentiment: Legal/consumer risk: Costco faces a lawsuit alleging it raised prices then sought tariff refunds, a story that could generate regulatory/legal costs or reputational hit if it escalates. Costco sued over claims it raised prices, then sought tariff refunds
• Negative Sentiment: Minor consumer PR issue: a viral complaint about an “overpriced” new dessert feeds short‑term negative chatter among members, though it’s unlikely to materially affect fundamentals. Costco Members Are FURIOUS About This ‘Overpriced’ New Dessert

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.