Hyperion Asset Management Ltd Has $64.54 Million Stake in Costco Wholesale Corporation $COST

Hyperion Asset Management Ltd lifted its position in Costco Wholesale Corporation (NASDAQ:COST) by 5.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 74,847 shares of the retailer’s stock after purchasing an additional 4,123 shares during the quarter. Costco Wholesale accounts for 1.8% of Hyperion Asset Management Ltd’s portfolio, making the stock its 16th largest position. Hyperion Asset Management Ltd’s holdings in Costco Wholesale were worth $64,544,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Hurley Capital LLC grew its position in Costco Wholesale by 120.0% in the third 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 bought a new stake in Costco Wholesale in the fourth quarter valued at $31,000. Joseph Group Capital Management bought a new stake in Costco Wholesale in the fourth quarter valued at $33,000. Imprint Wealth LLC bought a new stake in Costco Wholesale in the third quarter valued at $36,000. Finally, Redmont Wealth Advisors LLC bought a new stake in Costco Wholesale in the third quarter valued at $40,000. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale News Summary

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

• Positive Sentiment: Analysts and market commentary pointed to Costco’s rising traffic, strong comparable sales, and gas-related member engagement as evidence that its value proposition continues to drive repeat visits and support growth. Article Title
• Positive Sentiment: Costco was included in a list of earnings-acceleration stocks, with commentary noting rising EPS growth trends that can precede stronger share performance. Article Title
• Positive Sentiment: A separate article argued that Costco remains a durable long-term “buy and hold” business because of its loyal customer base and membership-driven model. Article Title
• Neutral Sentiment: Several lifestyle pieces mentioned Costco shopping habits and product preferences, but these articles are not likely to materially affect the stock. Article Title
• Neutral Sentiment: Commentary comparing Costco with Walmart and asking whether the stock can break $1,100 by 2027 mainly reflects valuation debate rather than a clear near-term catalyst. Article Title
• Negative Sentiment: One market note said Costco fell alongside other retail stocks even as lower gas prices and a broader oil-related relief theme were discussed, suggesting some short-term weakness may be driven by sector rotation rather than fundamentals. Article Title

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on COST shares. Jefferies Financial Group reiterated a “buy” rating and issued a $1,050.00 price target on shares of Costco Wholesale in a research report on Thursday, March 5th. Sanford C. Bernstein upped their price target on Costco Wholesale from $1,192.00 to $1,194.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. Weiss Ratings upgraded Costco Wholesale from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday, June 4th. Daiwa Securities Group upped their price target on Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a research report on Tuesday, March 10th. Finally, BMO Capital Markets upped their price target on Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,060.41.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $965.59 on Thursday. The business’s 50-day simple moving average is $1,003.00 and its 200 day simple moving average is $968.87. The stock has a market cap of $428.22 billion, a price-to-earnings ratio of 48.57, a P/E/G ratio of 4.78 and a beta of 0.88. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17.

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

Costco Wholesale Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were issued a $1.47 dividend. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, May 1st. Costco Wholesale’s dividend payout ratio (DPR) is 29.58%.

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.