Capital Asset Advisory Services LLC Has $6.87 Million Position in Costco Wholesale Corporation $COST

Capital Asset Advisory Services LLC increased its stake in Costco Wholesale Corporation (NASDAQ:COST) by 17.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,881 shares of the retailer’s stock after purchasing an additional 1,005 shares during the period. Capital Asset Advisory Services LLC’s holdings in Costco Wholesale were worth $6,866,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Palisade Asset Management LLC raised its stake in shares of Costco Wholesale by 1.4% during the fourth quarter. Palisade Asset Management LLC now owns 702 shares of the retailer’s stock worth $605,000 after buying an additional 10 shares during the last quarter. Graybill Wealth Management LTD. grew its holdings in Costco Wholesale by 0.3% during the 4th quarter. Graybill Wealth Management LTD. now owns 3,194 shares of the retailer’s stock worth $2,754,000 after acquiring an additional 10 shares during the period. Wealth Effects LLC grew its holdings in Costco Wholesale by 1.2% during the 1st quarter. Wealth Effects LLC now owns 874 shares of the retailer’s stock worth $871,000 after acquiring an additional 10 shares during the period. Folger Nolan Fleming Douglas Capital Management Inc. raised its position in shares of Costco Wholesale by 1.8% during the 1st quarter. Folger Nolan Fleming Douglas Capital Management Inc. now owns 551 shares of the retailer’s stock valued at $549,000 after acquiring an additional 10 shares during the last quarter. Finally, Lbmc Investment Advisors LLC raised its position in shares of Costco Wholesale by 0.5% during the 4th quarter. Lbmc Investment Advisors LLC now owns 2,041 shares of the retailer’s stock valued at $1,760,000 after acquiring an additional 10 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

COST has been the topic of several recent research reports. Roth Mkm raised their price target on Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a research report on Friday, May 29th. Sanford C. Bernstein upped their price objective on Costco Wholesale from $1,192.00 to $1,194.00 and gave the company an “outperform” rating in a report on Friday, May 29th. Oppenheimer increased their target price on Costco Wholesale from $1,100.00 to $1,160.00 and gave the company an “outperform” rating in a research note on Tuesday, May 19th. Daiwa Securities Group raised their target price on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a report on Tuesday, March 10th. Finally, HC Wainwright restated a “buy” rating on shares of Costco Wholesale in a research report on Monday, June 1st. Twenty-two analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Costco Wholesale has an average rating of “Moderate Buy” and an average target price of $1,061.45.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Costco is still expanding its warehouse footprint, with new store plans reported in Florida, South Carolina and Southern California, reinforcing the company’s long-term growth story. Costco plans to build new warehouse in southern Hillsborough County
• Positive Sentiment: Analysts remain upbeat on Costco’s earnings power, with Erste Group raising FY2027 EPS estimates above consensus, signaling confidence in the retailer’s ability to keep growing profits.
• Positive Sentiment: Several articles continue to frame Costco as a strong long-term compounder, supported by its membership model, cash generation, and resilient value proposition for consumers. Costco (COST) Stock Looks Strong On Returns But Expensive On Earnings
• Neutral Sentiment: Discussion around a possible 2026 stock split is generating attention, but it does not change Costco’s fundamentals and management has historically been cautious about splitting the stock. With Costco Trading Under $1,000, Is a Stock Split Still on the Table for 2026?
• Neutral Sentiment: One comparison piece versus Amazon and a holiday-closure story versus Sam’s Club are more about consumer habits and retail strategy than a direct change in Costco’s outlook. Growth Stock Showdown: Is Costco or Amazon the Better Buy Right Now?
• Negative Sentiment: Some commentary warns Costco may be expensive on earnings and could face execution risks if fuel-related traffic tailwinds weaken, which could limit upside if growth slows. Costco’s Secret Growth Engine May Be Running Out of Gas

Insider Buying and Selling

In related news, Director Kenneth D. Denman sold 885 shares of the company’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the completion of the transaction, the director directly owned 4,779 shares of the company’s stock, valued at approximately $4,575,653.55. This represents a 15.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of Costco Wholesale stock opened at $951.67 on Friday. The stock’s fifty day simple moving average is $991.42 and its 200 day simple moving average is $972.72. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17. The company has a market capitalization of $422.05 billion, a PE ratio of 47.87, a PEG ratio of 4.48 and a beta of 0.88. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50.

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

Costco Wholesale Increases Dividend

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