869 Shares in Costco Wholesale Corporation $COST Purchased by Capital Financial Group Inc. Co. ADV

Capital Financial Group Inc. Co. ADV purchased a new position in Costco Wholesale Corporation (NASDAQ:COST) in the fourth quarter, Holdings Channel reports. The fund purchased 869 shares of the retailer’s stock, valued at approximately $749,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock. Palisade Asset Management LLC boosted its stake in Costco Wholesale by 1.4% in the fourth quarter. Palisade Asset Management LLC now owns 702 shares of the retailer’s stock valued at $605,000 after acquiring an additional 10 shares during the period. Graybill Wealth Management LTD. raised its holdings in shares of Costco Wholesale by 0.3% during the fourth quarter. Graybill Wealth Management LTD. now owns 3,194 shares of the retailer’s stock valued at $2,754,000 after buying an additional 10 shares during the last quarter. Lbmc Investment Advisors LLC raised its holdings in shares of Costco Wholesale by 0.5% during the fourth quarter. Lbmc Investment Advisors LLC now owns 2,041 shares of the retailer’s stock valued at $1,760,000 after buying an additional 10 shares during the last quarter. Somerset Group LLC raised its holdings in shares of Costco Wholesale by 0.3% during the third quarter. Somerset Group LLC now owns 4,220 shares of the retailer’s stock valued at $3,906,000 after buying an additional 11 shares during the last quarter. Finally, Hughes Financial Services LLC raised its holdings in shares of Costco Wholesale by 4.3% during the third quarter. Hughes Financial Services LLC now owns 268 shares of the retailer’s stock valued at $245,000 after buying an additional 11 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on COST shares. DA Davidson reaffirmed a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a report on Thursday, June 4th. Daiwa Securities Group lifted 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. Sanford C. Bernstein boosted their target price on Costco Wholesale from $1,192.00 to $1,194.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. Roth Mkm boosted their target price on Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a report on Friday, May 29th. Finally, Rothschild & Co Redburn boosted their target price on Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a report on Tuesday, February 17th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,060.41.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Costco’s record gasoline sales are supporting member traffic and loyalty, while elevated fuel prices and value-seeking shoppers may help drive in-store and ancillary spending. Costco Leans On Gasoline, E Commerce And Wellness To Deepen Member Value
• Positive Sentiment: Analysts and market commentators continue to highlight Costco as a long-term growth story, pointing to accelerating comparable sales, strong cash generation, and growing credit for its digital business. Why Costco (COST) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Coverage also notes that digitally enabled sales are outpacing the core warehouse business, reinforcing the view that Costco’s online and omnichannel strategy is becoming a more important growth engine. Costco Wholesale Corporation (COST) Shows How Digitally Enabled Sales Are Outrunning Its Core Business
• Neutral Sentiment: Recent articles suggesting Costco could approach $1,100 by 2027 may support a bullish valuation narrative, but they are largely speculative and depend on continued execution. Can Costco Stock Break $1,100 by 2027?
• Negative Sentiment: Despite strong sales trends, some investors remain cautious about Costco’s premium valuation, and recent commentary notes that the stock has seen volatility as the market reassesses how much growth is already priced in. Costco Wholesale (COST) Stock Valuation After Strong May Sales And Growing Digital And Gas Volumes

Costco Wholesale Price Performance

NASDAQ COST opened at $979.45 on Tuesday. The stock has a market capitalization of $434.37 billion, a P/E ratio of 49.27, a P/E/G ratio of 4.76 and a beta of 0.88. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The business’s fifty day moving average is $1,004.63 and its two-hundred day moving average is $967.91. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.94 by ($0.01). The company had revenue of $70.53 billion during the quarter, compared to the consensus estimate of $70.12 billion. Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. During the same period in the prior year, the company posted $4.28 EPS. On average, research analysts forecast that Costco Wholesale Corporation will post 20.38 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were issued a $1.47 dividend. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, May 1st. Costco Wholesale’s dividend payout ratio is currently 29.58%.

Costco Wholesale Company 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.