Vanguard Personalized Indexing Management LLC Sells 2,166 Shares of Costco Wholesale Corporation $COST

Vanguard Personalized Indexing Management LLC lessened its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 3.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 69,197 shares of the retailer’s stock after selling 2,166 shares during the quarter. Costco Wholesale makes up approximately 0.6% of Vanguard Personalized Indexing Management LLC’s holdings, making the stock its 20th biggest holding. Vanguard Personalized Indexing Management LLC’s holdings in Costco Wholesale were worth $59,671,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. FORA Capital LLC bought a new position in Costco Wholesale during the 3rd quarter worth approximately $2,781,000. World Investment Advisors boosted its stake in Costco Wholesale by 8.4% during the 4th quarter. World Investment Advisors now owns 20,081 shares of the retailer’s stock worth $15,835,000 after acquiring an additional 1,560 shares during the last quarter. Teacher Retirement System of Texas boosted its stake in Costco Wholesale by 24.5% during the 4th quarter. Teacher Retirement System of Texas now owns 140,429 shares of the retailer’s stock worth $121,098,000 after acquiring an additional 27,625 shares during the last quarter. Curtis Advisory Group LLC boosted its stake in 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 acquiring an additional 1,641 shares during the last quarter. Finally, Mariner LLC boosted its stake in Costco Wholesale by 1.5% during the 3rd quarter. Mariner LLC now owns 399,894 shares of the retailer’s stock worth $370,140,000 after acquiring an additional 5,937 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Performance

Shares of COST opened at $979.45 on Tuesday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The firm’s 50 day moving average price is $1,004.63 and its two-hundred day moving average price is $967.91. The firm has a market cap of $434.37 billion, a P/E ratio of 49.27, a PEG ratio of 4.76 and a beta of 0.88.

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

Costco Wholesale Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were paid a $1.47 dividend. The ex-dividend date of this dividend was Friday, May 1st. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s payout ratio is presently 29.58%.

Analysts Set New Price Targets

Several research firms recently weighed in on COST. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a research note on Monday, June 1st. BMO Capital Markets lifted their price objective on shares of Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Citigroup reissued a “neutral” rating on shares of Costco Wholesale in a research note on Friday, February 20th. BTIG Research reissued a “buy” rating and set a $1,125.00 price objective on shares of Costco Wholesale in a research note on Friday, May 29th. Finally, Telsey Advisory Group lifted their price objective on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an “outperform” rating in a research note on Thursday, April 9th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $1,060.41.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Costco’s record gasoline sales are supporting member traffic and loyalty, while elevated fuel prices and value-seeking shoppers may help drive in-store and ancillary spending. Costco Leans On Gasoline, E Commerce And Wellness To Deepen Member Value
• Positive Sentiment: Analysts and market commentators continue to highlight Costco as a long-term growth story, pointing to accelerating comparable sales, strong cash generation, and growing credit for its digital business. Why Costco (COST) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Coverage also notes that digitally enabled sales are outpacing the core warehouse business, reinforcing the view that Costco’s online and omnichannel strategy is becoming a more important growth engine. Costco Wholesale Corporation (COST) Shows How Digitally Enabled Sales Are Outrunning Its Core Business
• Neutral Sentiment: Recent articles suggesting Costco could approach $1,100 by 2027 may support a bullish valuation narrative, but they are largely speculative and depend on continued execution. Can Costco Stock Break $1,100 by 2027?
• Negative Sentiment: Despite strong sales trends, some investors remain cautious about Costco’s premium valuation, and recent commentary notes that the stock has seen volatility as the market reassesses how much growth is already priced in. Costco Wholesale (COST) Stock Valuation After Strong May Sales And Growing Digital And Gas Volumes

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.