Larson Financial Group LLC Increases Stock Position in Costco Wholesale Corporation $COST

Larson Financial Group LLC lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 22.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,198 shares of the retailer’s stock after acquiring an additional 2,402 shares during the period. Larson Financial Group LLC’s holdings in Costco Wholesale were worth $11,381,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of COST. Hurley Capital LLC lifted its holdings in shares of Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares during the period. Entrust Financial LLC acquired a new stake in shares of Costco Wholesale during the fourth quarter worth $31,000. Joseph Group Capital Management acquired a new stake in shares of Costco Wholesale during the fourth quarter worth $33,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Costco Wholesale during the third quarter worth $34,000. Finally, Collier Financial acquired a new stake in shares of Costco Wholesale during the third quarter worth $35,000. 68.48% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

COST has been the subject of several recent research reports. TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a report on Friday, March 6th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $1,192.00 price target on shares of Costco Wholesale in a report on Tuesday, May 12th. DA Davidson reaffirmed a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a report on Friday, April 10th. Daiwa Securities Group increased their price target on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a report on Tuesday, March 10th. Finally, The Goldman Sachs Group decreased their price target on Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating for the company in a report on Friday, March 6th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,047.27.

Costco Wholesale Price Performance

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

Costco Wholesale (NASDAQ:COST) last released its earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter last year, the company earned $4.02 earnings per share. Costco Wholesale’s quarterly revenue was up 9.2% compared to the same quarter last year. As a group, analysts predict that Costco Wholesale Corporation will post 20.31 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were issued a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a 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 dividend payout ratio is 30.58%.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was 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 owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.10% of the company’s stock.

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 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.