Cypress Wealth Services LLC Has $4.91 Million Stock Position in Costco Wholesale Corporation $COST

Cypress Wealth Services LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 16.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 5,691 shares of the retailer’s stock after purchasing an additional 823 shares during the period. Cypress Wealth Services LLC’s holdings in Costco Wholesale were worth $4,908,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of COST. Eastern Bank raised its position in Costco Wholesale by 3.4% during the 4th quarter. Eastern Bank now owns 21,392 shares of the retailer’s stock worth $18,447,000 after purchasing an additional 694 shares during the last quarter. Woodward Diversified Capital LLC grew its position in shares of Costco Wholesale by 3.9% in the 4th quarter. Woodward Diversified Capital LLC now owns 377 shares of the retailer’s stock valued at $325,000 after buying an additional 14 shares during the last quarter. Clarus Wealth Advisors grew its position in shares of Costco Wholesale by 17.1% in the 4th quarter. Clarus Wealth Advisors now owns 1,825 shares of the retailer’s stock valued at $1,719,000 after buying an additional 266 shares during the last quarter. Auctus Advisors LLC acquired a new stake in shares of Costco Wholesale in the fourth quarter valued at about $379,000. Finally, Guardian Financial Partners LLC increased its stake in shares of Costco Wholesale by 1.0% in the fourth quarter. Guardian Financial Partners LLC now owns 1,761 shares of the retailer’s stock valued at $1,519,000 after buying an additional 17 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Roth Mkm reaffirmed a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. Northcoast Research set a $1,100.00 price target on shares of Costco Wholesale and gave the stock a “buy” rating in a report on Wednesday, December 24th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on shares of Costco Wholesale in a research report on Thursday, January 8th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $1,050.00 price objective on shares of Costco Wholesale in a research note on Thursday, March 5th. Finally, Citigroup reiterated a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following the completion of the sale, the executive vice president directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Teresa A. Jones sold 850 shares of the stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total transaction of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares in the company, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 7,645 shares of company stock valued at $7,049,302. 0.10% of the stock is owned by insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates, signaling stronger-than-expected profit outlook that supports higher valuation multiples for COST. Erste Group EPS Upgrade
• Positive Sentiment: Costco is rolling out standalone gas stations — a potential traffic driver and membership-value play that could boost ancillary revenue and stickiness of memberships. Costco Is Launching Standalone Gas Stations
• Positive Sentiment: Costco opened its 11th Canadian Business Centre (Winnipeg), expanding B2B footprint, creating local jobs and increasing wholesale penetration in a new province. Canada’s Eleventh Costco Business Centre
• Positive Sentiment: New Kirkland energy drink rollout is drawing customer enthusiasm and could pressure branded competitors while reinforcing Costco’s private-label margin advantages. Kirkland Energy Drink Coverage
• Positive Sentiment: High-profile endorsements and favorable press (Charlie Munger praise, coverage highlighting membership loyalty) help sentiment and investor confidence in Costco’s durable model. Charlie Munger on Costco
• Neutral Sentiment: Coverage comparing Costco to Walmart and Amazon frames Costco as a defensive, membership-driven retailer but highlights intensifying omnichannel and ad-revenue competition from peers. Walmart or Costco: Who’s Winning?
• Neutral Sentiment: Investor write-ups (Fool, MarketBeat) continue to list Costco as a top consumer-staples holding — supportive for long-term flows but not a catalyst for immediate re-rating. The 2 Best Consumer Staples Stocks
• Negative Sentiment: Analysts and media flag concerns about membership-growth trends and rich valuation — a key risk that could cap upside if membership or comparable-sales momentum slows. Analyst Concerns on Membership Growth

Costco Wholesale Price Performance

Shares of COST opened at $983.86 on Friday. The firm has a market cap of $436.49 billion, a PE ratio of 51.16, a price-to-earnings-growth ratio of 4.86 and a beta of 1.01. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The business’s 50 day moving average price is $986.70 and its two-hundred day moving average price is $938.98. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, topping the consensus estimate 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 net margin of 2.99% and a return on equity of 28.57%. The company’s quarterly revenue was up 9.2% on a year-over-year basis. During the same quarter last year, the firm posted $4.02 EPS. On average, equities analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.04%.

Costco Wholesale 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.