Frank Rimerman Advisors LLC Boosts Stock Position in Costco Wholesale Corporation $COST

Frank Rimerman Advisors LLC boosted its position in Costco Wholesale Corporation (NASDAQ:COST) by 7.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 8,361 shares of the retailer’s stock after acquiring an additional 589 shares during the period. Costco Wholesale accounts for approximately 0.5% of Frank Rimerman Advisors LLC’s investment portfolio, making the stock its 29th biggest holding. Frank Rimerman Advisors LLC’s holdings in Costco Wholesale were worth $7,210,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of COST. Brighton Jones LLC lifted its position in Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after acquiring an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Costco Wholesale by 13.1% in 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 last quarter. Sivia Capital Partners LLC increased its position 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 worth $3,814,000 after purchasing an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. increased its position 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 worth $2,089,000 after purchasing an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Costco Wholesale by 2.2% during 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. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Price Performance

Shares of COST opened at $996.43 on Wednesday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The company’s fifty day moving average price is $988.00 and its 200-day moving average price is $939.28. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,067.08. The firm has a market capitalization of $442.07 billion, a PE ratio of 51.82, a price-to-earnings-growth ratio of 4.92 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 (EPS) for the quarter, topping 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 company had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. During the same quarter last year, the business posted $4.02 EPS. The firm’s quarterly revenue was up 9.2% on a year-over-year basis. On average, equities research analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

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

Costco Wholesale News Summary

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

Insider Activity

In related news, EVP James C. Klauer sold 1,500 shares of Costco Wholesale stock in a transaction dated Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction 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. The trade was a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the sale, the executive vice president owned 4,228 shares in the company, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 5,038 shares of company stock valued at $4,790,896. 0.10% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. UBS Group set a $1,175.00 price objective on Costco Wholesale in a research report on Friday, March 6th. 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. HSBC decreased their price target on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research note on Friday, December 12th. BTIG Research restated a “buy” rating and set a $1,115.00 price target on shares of Costco Wholesale in a research note on Thursday, March 5th. Finally, Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on shares of Costco Wholesale in a report on Thursday, January 8th. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,039.13.

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.