Cordatus Wealth Management LLC Has $5.11 Million Stake in Costco Wholesale Corporation $COST

Cordatus Wealth Management LLC raised its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 40.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 5,927 shares of the retailer’s stock after acquiring an additional 1,716 shares during the quarter. Costco Wholesale accounts for 1.2% of Cordatus Wealth Management LLC’s holdings, making the stock its 20th largest position. Cordatus Wealth Management LLC’s holdings in Costco Wholesale were worth $5,111,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the stock. Busey Bank grew its position in Costco Wholesale by 0.4% during the third quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after buying an additional 11 shares in the last quarter. Pasadena Private Wealth LLC lifted its position in shares of Costco Wholesale by 0.8% in the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock worth $1,299,000 after acquiring an additional 11 shares during the period. Tandem Investment Partners LLC lifted its position in shares of Costco Wholesale by 1.1% in the 3rd quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock worth $916,000 after acquiring an additional 11 shares during the period. Optima Capital LLC grew its holdings in shares of Costco Wholesale by 0.9% during the 3rd quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock worth $1,104,000 after purchasing an additional 11 shares in the last quarter. Finally, Gratus Wealth Advisors LLC grew its holdings in shares of Costco Wholesale by 0.8% during the 3rd quarter. Gratus Wealth Advisors LLC now owns 1,399 shares of the retailer’s stock worth $1,295,000 after purchasing an additional 11 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

More Costco Wholesale News

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

• Positive Sentiment: March sales and comps were robust, with reports of a mid-single-digit to high-single-digit comps jump and strong digital growth, supporting the case for continued top-line strength and membership-driven resilience. Is Costco Stock a Buy Now After Strong March Retail Sales?
• Positive Sentiment: International sales are outpacing U.S. growth in March, signaling that overseas markets are becoming a larger part of Costco’s growth mix—a constructive diversification of revenue drivers. Costco’s International Sales Surge Signals Shift in Growth Mix
• Positive Sentiment: Higher fuel prices are already boosting Costco’s fuel sales and foot traffic, which can lift comps and average ticket—even as consumers remain price-aware. Higher Gas Prices Are Already Having a Positive Impact on Costco’s Sales
• Positive Sentiment: Costco is pursuing U.K. expansion (Aylesford/Kent), launching a public consultation and creating jobs—local openings can boost international footprint and long-term member growth. Aylesford earmarked for Kent’s first Costco as wholesaler launches public consultation
• Positive Sentiment: Brokerage coverage remains generally favorable (consensus “Moderate Buy”), keeping analyst support intact despite mixed near-term views. Costco Wholesale Corporation (NASDAQ:COST) Given Consensus Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: New product/food-court items and popular low-priced apparel/gadget features keep customer engagement high but are unlikely to move the stock materially on their own. Costco Introduces New Caramel and Churro Soft Serve Sundae Dessert to Food Court
• Negative Sentiment: Valuation is a headwind—commentary highlights a premium P/E and a PEG that could limit upside; some analysts caution that the high multiple and recent pullback make further gains dependent on continued execution. Is Costco Stock a Buy Now After Strong March Retail Sales?
• Negative Sentiment: Technical/near-term pressure: the stock has pulled back from recent highs and sits below its 50-day moving average, which can prompt short-term selling by momentum-focused traders. Costco Wholesale Trading Down 0.6%

Costco Wholesale Price Performance

Shares of COST stock opened at $974.80 on Wednesday. The stock’s fifty day simple moving average is $995.68 and its 200 day simple moving average is $943.54. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08. The firm has a market cap of $432.47 billion, a price-to-earnings ratio of 50.69, a P/E/G ratio of 4.83 and a beta of 0.99. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.55 by $0.03. The firm had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same period in the prior year, the company posted $4.02 earnings per share. On average, analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Insider Activity at Costco Wholesale

In other news, Director Susan L. Decker sold 458 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the sale, the director owned 8,532 shares of the company’s stock, valued at approximately $8,148,060. This trade represents a 5.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Teresa A. Jones sold 850 shares of Costco Wholesale stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction of $838,321.00. Following the completion of the transaction, the executive vice president owned 4,228 shares of the company’s stock, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 2,038 shares of company stock valued at $2,007,916 in the last ninety days. Insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently commented on COST shares. Robert W. Baird set a $1,100.00 target price on Costco Wholesale in a research note on Thursday, February 5th. JPMorgan Chase & Co. lifted their price target on shares of Costco Wholesale from $1,050.00 to $1,060.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. Raymond James Financial increased their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Bank of America began coverage on shares of Costco Wholesale in a report on Friday, February 27th. They set a “buy” rating and a $1,185.00 price objective for the company. Finally, Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a research report on Monday, December 22nd. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,043.13.

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.