Capstone Capital Management Ltd Takes Position in Costco Wholesale Corporation $COST

Capstone Capital Management Ltd purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 885 shares of the retailer’s stock, valued at approximately $763,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Hurley Capital LLC raised its stake in Costco Wholesale by 120.0% in the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after acquiring an additional 18 shares during the period. Entrust Financial LLC acquired a new stake in Costco Wholesale during the fourth quarter worth approximately $31,000. Abich Financial Wealth Management LLC bought a new position in shares of Costco Wholesale in the third quarter worth $34,000. Collier Financial bought a new stake in shares of Costco Wholesale during the 3rd quarter worth approximately $35,000. Finally, Joseph Group Capital Management acquired a new stake in shares of Costco Wholesale in the 4th quarter valued at $33,000. 68.48% of the stock is owned by institutional investors.

Costco Wholesale News Summary

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

• Positive Sentiment: Costco reported strong April sales, with net sales up 13.0% year over year, comparable sales rising 11.6%, and digital sales climbing 18.8%, reinforcing its reputation as a defensive retailer benefiting from value-focused consumer spending. Costco’s April Sales Reinforce Its Case as the Ultimate Defensive Stock
• Positive Sentiment: The company boosted its quarterly dividend by 13% to $1.47 per share, a signal of confidence in cash generation that can attract income-oriented investors. Costco (COST) Surges to New 52-Week Peak Following Strong Dividend Boost
• Positive Sentiment: Several articles framed Costco as a breakout candidate after its recent rally, with commentary pointing to strong year-to-date momentum and a new 52-week high. Prediction: The Stage is Set for a Costco Stock Breakout
• Positive Sentiment: Costco is also gaining attention for product expansion and brand strength, including a test of new chicken strips in food courts and a broader rollout of mixsoon skincare products across U.S. warehouse locations. Costco is testing chicken strips in food courts and customers say they’re ginormous
• Neutral Sentiment: One article highlighted a legal issue tied to a disability discrimination verdict, which adds some headline risk but appears smaller than the company’s sales and dividend positives. How Investors Are Reacting To Costco Wholesale (COST) Double‑Digit April Sales, Florida Expansion And Jury Verdict
• Neutral Sentiment: Analyst commentary remains constructive overall, with coverage describing Costco as resilient and well positioned, but these pieces mainly reinforce an already favorable narrative rather than introducing a new catalyst. The Zacks Analyst Blog Highlights Costco, Coca-Cola, AstraZeneca and Franklin Financial Services

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $1,076.47 on Tuesday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The stock has a fifty day simple moving average of $1,002.78 and a two-hundred day simple moving average of $956.31. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,079.83. The firm has a market cap of $477.58 billion, a price-to-earnings ratio of 55.98, a price-to-earnings-growth ratio of 5.16 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The firm had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. During the same period in the previous year, the company posted $4.02 earnings per share. The business’s revenue was up 9.2% on a year-over-year basis. Analysts anticipate that Costco Wholesale Corporation will post 20.31 earnings per share for the current year.

Costco Wholesale Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were given a $1.47 dividend. This represents a $5.88 annualized dividend and a dividend yield of 0.5%. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Friday, May 1st. Costco Wholesale’s payout ratio is presently 30.58%.

Insider Transactions at Costco Wholesale

In related news, EVP Claudine Adamo sold 730 shares of the stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the sale, the executive vice president owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 0.10% of the stock is owned by insiders.

Wall Street Analyst Weigh In

COST has been the subject of several research reports. UBS Group set a $1,175.00 price objective on shares of Costco Wholesale in a research note on Friday, March 6th. Citigroup restated a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. Mizuho lifted their price objective on shares of Costco Wholesale from $1,065.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Bank of America started coverage on Costco Wholesale in a research note on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price objective for the company. Finally, Truist Financial lifted their price target on Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a research note on Friday, March 6th. Twenty-two equities 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 stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,047.27.

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.