BDFS Capital LLC Makes New $681,000 Investment in Costco Wholesale Corporation $COST

BDFS Capital LLC bought a new stake in Costco Wholesale Corporation (NASDAQ:COST) in the fourth quarter, Holdings Channel.com reports. The firm bought 789 shares of the retailer’s stock, valued at approximately $681,000.

Several other hedge funds and other institutional investors have also recently made changes to their positions in COST. Vanguard Group Inc. raised its stake in Costco Wholesale by 0.4% during the fourth quarter. Vanguard Group Inc. now owns 43,620,717 shares of the retailer’s stock worth $37,615,889,000 after purchasing an additional 165,349 shares during the period. Geode Capital Management LLC lifted its stake in Costco Wholesale by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 10,388,519 shares of the retailer’s stock worth $8,919,573,000 after purchasing an additional 26,690 shares in the last quarter. Morgan Stanley boosted its holdings in Costco Wholesale by 1.1% during the 4th quarter. Morgan Stanley now owns 9,523,423 shares of the retailer’s stock valued at $8,212,433,000 after acquiring an additional 107,775 shares during the period. Corient Private Wealth LLC boosted its stake in shares of Costco Wholesale by 838.9% in the fourth quarter. Corient Private Wealth LLC now owns 6,125,405 shares of the retailer’s stock valued at $5,282,182,000 after purchasing an additional 5,472,968 shares during the period. Finally, Norges Bank purchased a new stake in shares of Costco Wholesale during the fourth quarter worth $5,195,415,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Costco’s latest operating update showed strong momentum, with comparable sales up 9.8%, membership fees rising 10.7%, and digitally enabled sales jumping 21.5%, reinforcing the company’s durable growth story. Prediction: Costco Will Trade At This Price in 2027
• Positive Sentiment: Analysts and commentators continue to highlight Costco’s competitive advantages, loyal membership base, and ongoing technology investments to improve the shopping experience and ease customer pain points like parking. Costco tackles major frustration for members
• Positive Sentiment: Several recent articles frame the stock weakness as a possible buying opportunity, pointing to Costco’s resilient business model and long-term compounding potential. Why Weakness in Dividend-Paying Costco Stock Is a Strong Buying Opportunity
• Neutral Sentiment: Fresh media coverage around Costco products, store hours, and local development approvals is supportive of brand visibility, but these items are unlikely to materially move the stock on their own. Is Costco open on Juneteenth?
• Negative Sentiment: Investor sentiment remains cautious because Costco’s premium valuation is being questioned amid macro uncertainty and sticky inflation, with one recent note saying growth may not fully justify the stock’s price. Should You Buy Costco Stock for the Long Haul? Here’s the Honest Answer.
• Negative Sentiment: Analyst disagreement is also weighing on the shares, with one report noting Costco fell after Citi and Bernstein issued conflicting views on the big-box retailer. Costco Stock (COST) Drops as Analysts Can’t Agree on the Big-Box Retailer

Costco Wholesale Price Performance

Shares of Costco Wholesale stock opened at $951.45 on Friday. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The stock has a market cap of $421.95 billion, a price-to-earnings ratio of 47.86, a price-to-earnings-growth ratio of 4.61 and a beta of 0.88. The company has a fifty day moving average price of $1,000.19 and a 200 day moving average price of $969.01.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). The firm had revenue of $70.53 billion for the quarter, compared to analyst estimates 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 previous year, the business posted $4.28 earnings per share. Equities research analysts forecast that Costco Wholesale Corporation will post 20.38 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on COST. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Costco Wholesale from $1,104.00 to $1,106.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. DA Davidson restated a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, June 4th. Wells Fargo & Company increased their price target on Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a report on Thursday, April 9th. JPMorgan Chase & Co. boosted their target price on Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Finally, Weiss Ratings upgraded shares of Costco Wholesale from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, June 4th. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,061.45.

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.