Costco Wholesale Corporation $COST Shares Bought by CHICAGO TRUST Co NA

CHICAGO TRUST Co NA boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 16.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,025 shares of the retailer’s stock after buying an additional 705 shares during the period. Costco Wholesale accounts for about 0.8% of CHICAGO TRUST Co NA’s portfolio, making the stock its 25th largest holding. CHICAGO TRUST Co NA’s holdings in Costco Wholesale were worth $5,007,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Brighton Jones LLC increased its position in shares of Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after purchasing an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. boosted its stake in Costco Wholesale by 1.1% during the 2nd 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 during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Costco Wholesale by 2.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after purchasing an additional 182 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Buying and Selling at Costco Wholesale

In other news, Director Kenneth D. Denman sold 885 shares of the firm’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the completion of the sale, the director owned 4,779 shares in the company, valued at $4,575,653.55. This trade represents a 15.62% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.10% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on COST. Truist Financial increased their target price on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a research report on Friday, May 29th. Oppenheimer boosted their price target on shares of Costco Wholesale from $1,100.00 to $1,160.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 19th. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a research note on Monday, June 1st. DA Davidson reiterated a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a report on Thursday, June 4th. Finally, Roth Mkm raised their target price on shares of Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a research note on Friday, May 29th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned 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 $1,061.45.

More Costco Wholesale News

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

• Positive Sentiment: Analysts see Costco’s large cash position, low debt, and steady membership-fee stream as advantages that could help it keep investing through retail headwinds and support future growth. Can Costco Outgrow Retail Headwinds on Balance Sheet Strength?
• Positive Sentiment: Commentary also highlighted stronger executive membership penetration, which can boost higher-margin fee income and improve Costco’s sales mix, with additional growth potential from China expansion. Costco’s Executive Penetration Could Unlock More Earnings
• Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Costco, signaling continued confidence in the company’s earnings power beyond the current fiscal year. Costco Wholesale Corporation (NASDAQ:COST)
• Positive Sentiment: Articles focused on Costco’s growing footprint, including new Texas warehouse openings, reinforcing the company’s steady unit expansion and brand strength with consumers. Costco cashes in on 2 new Texas warehouses opening this summer. Here’s where
• Neutral Sentiment: Several recent consumer-focused articles and opinion pieces about Costco products and shopping habits are not likely to move the stock much on their own. 7 Costco finds that help you save on warm-weather essentials
• Neutral Sentiment: One recent bullish article argued Costco can generate long-term passive income and capital appreciation, but this is more a thesis piece than a new catalyst. Want $3,000 in Annual Passive Income? Invest $146,000 in Costco in July and Wait 10 Years.
• Negative Sentiment: Multiple recent write-ups warn that Costco’s valuation is expensive, with some analysts saying the stock’s strong multi-year run has left limited upside unless growth accelerates further. Costco (COST) Stock Looks Strong On Returns But Expensive On Earnings
• Negative Sentiment: Bearish commentary also suggested Costco may have more downside if investors keep focusing on slowing growth versus its premium earnings multiple. Costco Stock: More Pain To Come

Costco Wholesale Stock Down 1.2%

NASDAQ COST opened at $924.67 on Thursday. The business’s fifty day simple moving average is $992.50 and its 200-day simple moving average is $972.25. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. The firm has a market cap of $410.07 billion, a PE ratio of 46.51, a P/E/G ratio of 4.53 and a beta of 0.88. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50.

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

Costco Wholesale Increases Dividend

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