Kampmann Melissa S. Takes $1.28 Million Position in Costco Wholesale Corporation $COST

Kampmann Melissa S. purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,480 shares of the retailer’s stock, valued at approximately $1,276,000.

Several other hedge funds have also recently modified their holdings of COST. Silver Oak Securities Incorporated lifted its position in Costco Wholesale by 49.3% in the third quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after purchasing an additional 1,248 shares during the period. Permanent Capital Management LP acquired a new position in Costco Wholesale during the 3rd quarter worth approximately $874,000. Exchange Traded Concepts LLC increased its position in Costco Wholesale by 43.6% during the 3rd quarter. Exchange Traded Concepts LLC now owns 23,444 shares of the retailer’s stock worth $21,700,000 after purchasing an additional 7,116 shares during the period. FORA Capital LLC purchased a new position in shares of Costco Wholesale during the 3rd quarter worth approximately $2,781,000. Finally, Curtis Advisory Group LLC raised its stake in shares of Costco Wholesale by 56.7% during the 4th quarter. Curtis Advisory Group LLC now owns 4,535 shares of the retailer’s stock worth $3,911,000 after buying an additional 1,641 shares in the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.

Costco Wholesale Stock Performance

COST opened at $987.21 on Friday. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,067.08. The stock has a market cap of $437.98 billion, a P/E ratio of 51.34, a P/E/G ratio of 4.85 and a beta of 0.99. The stock’s 50 day simple moving average is $995.77 and its 200 day simple moving average is $944.13. 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 issued its quarterly earnings data on Wednesday, March 11th. 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 analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.Costco Wholesale’s revenue was up 9.2% on a year-over-year basis. During the same period in the previous year, the firm posted $4.02 earnings per share. As a group, equities analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be paid a dividend of $1.47 per share. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Friday, May 1st. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio is presently 27.04%.

More Costco Wholesale News

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

• Positive Sentiment: Board raises quarterly dividend to $1.47 (annualized $5.88), signaling strong cash flow and executive confidence; ex-dividend/record dates set and investors reacted favorably. Costco announces dividend increase
• Positive Sentiment: Mizuho raised its price target to $1,100 and maintained an Outperform rating, giving an upside view that supports buying interest. Mizuho increases price target
• Positive Sentiment: Telsey Advisory Group and Wells Fargo have also lifted targets or reiterated positive views, underscoring steady execution and supporting momentum in the stock. Telsey and Wells Fargo raise targets
• Positive Sentiment: Company expansion and product moves — a new store format planned for the west side of a major metroplex and exclusive product rollouts (e.g., Aussie Miracle Curls jumbo pack) highlight growth and differentiated merchandising. New store format for Metroplex
• Neutral Sentiment: Analysts and checks show Costco “selling a lot of gas,” which boosts transaction counts and basket sizes — but commentary notes a “catch” (durability/price sensitivity of gas-driven traffic) that makes the benefit uneven. Gas sales boost but with caveat
• Neutral Sentiment: Coverage pieces note Costco’s Japan expansion and membership model as durable long-term positives, but these are longer-horizon drivers rather than immediate catalysts. Japan growth story
• Negative Sentiment: Local competition — reports that Sam’s Club and BJ’s are gaining traction in some markets — could pressure share gains in contested trade areas and is a watch item for market-share risk. Competitors gaining traction

Insider Activity

In related news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction dated 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 sale, the executive vice president directly owned 6,121 shares in the company, valued at $6,139,485.42. The trade was a 10.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Teresa A. Jones sold 850 shares of the stock in a transaction dated 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 sale, the executive vice president directly owned 4,228 shares in the company, valued at approximately $4,169,907.28. The trade was a 16.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.10% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the company. TD Cowen restated a “buy” rating on shares of Costco Wholesale in a research note on Friday, March 6th. Weiss Ratings upgraded Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, March 17th. Truist Financial raised their target price on Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a report on Friday, March 6th. BTIG Research restated a “buy” rating and set a $1,115.00 target price on shares of Costco Wholesale in a research report on Thursday, March 5th. Finally, Evercore set a $1,100.00 price target on shares of Costco Wholesale in a research note on Monday, March 2nd. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,044.30.

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.