Beaumont Financial Advisors LLC Has $2.64 Million Stake in Costco Wholesale Corporation $COST

Beaumont Financial Advisors LLC reduced its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 38.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,060 shares of the retailer’s stock after selling 1,889 shares during the quarter. Beaumont Financial Advisors LLC’s holdings in Costco Wholesale were worth $2,639,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Hurley Capital LLC grew its holdings in Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares during the period. Abich Financial Wealth Management LLC acquired a new position in Costco Wholesale during the third quarter worth approximately $34,000. Collier Financial bought a new stake in Costco Wholesale in the third quarter valued at approximately $35,000. AXS Investments LLC bought a new stake in Costco Wholesale in the third quarter valued at approximately $36,000. Finally, Imprint Wealth LLC acquired a new stake in shares of Costco Wholesale in the third quarter valued at approximately $36,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on COST. HSBC reduced their target price 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. Daiwa Securities Group raised their price target on Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a report on Tuesday, March 10th. BTIG Research reaffirmed a “buy” rating and set a $1,115.00 price objective on shares of Costco Wholesale in a research report on Thursday, March 5th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $1,155.00 price objective on shares of Costco Wholesale in a report on Monday, February 9th. Finally, TD Cowen reissued a “buy” rating on shares of Costco Wholesale in a research report on Friday, March 6th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

Insiders Place Their Bets

In other news, EVP Claudine Adamo sold 730 shares of the firm’s 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 transaction, the executive vice president directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP James C. Klauer sold 1,500 shares of Costco Wholesale stock in a transaction that occurred on Wednesday, January 14th. The shares were 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 approximately $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. Over the last ninety days, insiders have sold 5,038 shares of company stock worth $4,790,896. 0.10% of the stock is currently owned by insiders.

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $1,014.96 on Friday. 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 firm has a market cap of $450.29 billion, a price-to-earnings ratio of 52.78, a P/E/G ratio of 4.92 and a beta of 0.99. The stock’s fifty day moving average price is $989.05 and its two-hundred day moving average price is $940.21. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. The company had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company’s revenue was up 9.2% on a year-over-year basis. During the same quarter last year, the firm earned $4.02 earnings per share. On average, equities analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders 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 annualized dividend and a yield of 0.5%. Costco Wholesale’s payout ratio is 27.04%.

More Costco Wholesale News

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

• Positive Sentiment: Sam’s Club raised its membership fees, and analysts say that shift can push more price‑sensitive shoppers toward membership retailers like Costco — a potential tailwind for Costco’s traffic, membership revenue and pricing power. Sam’s Club membership fee hike
• Positive Sentiment: Costco plans to deploy automated checkout stations that can speed transactions — a productivity/experience improvement that can reduce labor costs and shorten queues, supporting margins and member satisfaction. Automated checkout stations
• Positive Sentiment: Company expansion: Costco confirmed a $37M New Braunfels store opening in May and is rolling out Business Centres and member-only gas stations in high fuel-cost markets — initiatives that extend revenue streams beyond groceries. New Braunfels opening Gas & Business Centre expansion
• Positive Sentiment: Analyst and insider signals: Telsey reaffirmed an Outperform on COST, and a top Costco executive recently executed a material share purchase — both lend credibility to the bull case and investor confidence. Telsey reaffirmation Insider buying
• Neutral Sentiment: Positive consumer coverage and product stories (bakery comparisons, top frozen foods, small appliances) keep brand visibility high but carry little immediate earnings impact. Bakery comparison Appliance roundup Frozen foods list
• Negative Sentiment: Retail price war: TheStreet reports grocery chains are cutting prices as competition intensifies — a trend that can squeeze margins if Costco is forced to run deeper promotions or match lower prices from non‑membership competitors. Grocery price war
• Negative Sentiment: Valuation risk: Costco trades at a premium (high P/E and PEG), so strong operational news may already be priced in and leaves the stock vulnerable to disappointment or broader market rotations. (See published metrics and technical notes.)
• Negative Sentiment: Minor PR noise: Viral consumer stories (e.g., a pricey 10‑lb Easter bunny) can create short-term headlines but are unlikely to move fundamentals. Easter bunny coverage

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.