Compound Planning Inc. Buys 2,031 Shares of Costco Wholesale Corporation $COST

Compound Planning Inc. boosted its stake in Costco Wholesale Corporation (NASDAQ:COST) by 20.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 11,763 shares of the retailer’s stock after buying an additional 2,031 shares during the period. Compound Planning Inc.’s holdings in Costco Wholesale were worth $11,721,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. World Investment Advisors grew its holdings in shares of Costco Wholesale by 8.4% in the 4th quarter. World Investment Advisors now owns 20,081 shares of the retailer’s stock worth $15,835,000 after purchasing an additional 1,560 shares during the last quarter. Teacher Retirement System of Texas lifted its holdings 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 valued at $121,098,000 after purchasing an additional 27,625 shares during the last quarter. Curtis Advisory Group LLC lifted its holdings in Costco Wholesale by 56.7% during the 4th quarter. Curtis Advisory Group LLC now owns 4,535 shares of the retailer’s stock valued at $3,911,000 after purchasing an additional 1,641 shares during the last quarter. Perryman Financial Advisory Inc. AD acquired a new position in Costco Wholesale in the fourth quarter valued at about $9,300,000. Finally, Oak Ridge Investments LLC boosted its position in Costco Wholesale by 7.3% in the fourth quarter. Oak Ridge Investments LLC now owns 22,117 shares of the retailer’s stock valued at $19,072,000 after buying an additional 1,496 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco is expanding its warehouse footprint with several planned new locations across multiple states, including a first store in some markets, which could support membership growth, sales, and regional market share. Costco plans several new stores in multiple states: Here’s where
• Positive Sentiment: Analysts continue to view Costco favorably, with consensus ratings still at “Moderate Buy,” reinforcing confidence in the company’s defensive business model and long-term earnings power. Costco Wholesale Corporation (NASDAQ:COST) Receives Consensus Recommendation of “Moderate Buy” from Analysts
• Positive Sentiment: Costco’s early Executive Membership success in China and continued warehouse expansion there could improve fee income and customer loyalty, creating a new growth catalyst outside the U.S. Why China Could Become Costco’s Next Membership Catalyst
• Positive Sentiment: New product launches and retailer exclusives from brands like Laifen and Jackery show Costco remains an attractive distribution channel, supporting traffic and merchandising momentum. Is Costco Wholesale (COST) Undervalued As New Product Launches Test Its Premium Valuation?
• Neutral Sentiment: Commentary focused on Costco’s high dividend growth and durable earnings model adds to the bullish long-term case, but it does not appear to be a new catalyst on its own. Will Costco (COST) be Able to Continue High Dividend Growth?
• Neutral Sentiment: Reports about a new standalone gas station and local tax revenue from store openings highlight business expansion, but they are more incremental than transformative for the stock. Costco Officially Launched Standalone Gas Stations. Don’t Count on This Fueling Another Leg Higher in COST Stock. Costco could bring millions in new tax revenue to Clarksville, leaders say
• Negative Sentiment: Investor concern remains around Costco’s premium valuation, with recent commentary questioning whether the stock is still undervalued after its strong run. Is Costco Wholesale (COST) Undervalued As New Product Launches Test Its Premium Valuation?
• Negative Sentiment: Legal headlines noting multiple lawsuits this year may add some overhang, even if the direct financial impact is still unclear. Costco had 3 lawsuits filed against it this year: See why

Insiders Place Their Bets

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the company’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the transaction, the director directly owned 4,779 shares in the company, valued at approximately $4,575,653.55. This represents a 15.62% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on COST shares. DA Davidson reaffirmed a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a report on Thursday, June 4th. HC Wainwright reissued a “buy” rating on shares of Costco Wholesale in a report on Monday, June 1st. TD Cowen restated a “buy” rating and set a $1,175.00 price target on shares of Costco Wholesale in a research report on Wednesday, June 3rd. Roth Capital raised their price target on Costco Wholesale from $769.00 to $781.00 and gave the company a “sell” rating in a report on Friday, May 29th. Finally, Oppenheimer lifted their price objective on Costco Wholesale from $1,100.00 to $1,160.00 and gave the company an “outperform” rating in a research report on Tuesday, May 19th. Twenty-two analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,059.07.

Costco Wholesale Stock Down 0.1%

NASDAQ:COST opened at $926.06 on Friday. The stock’s fifty day moving average price is $968.19 and its two-hundred day moving average price is $980.24. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The company has a market cap of $410.69 billion, a price-to-earnings ratio of 46.58, a P/E/G ratio of 4.48 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing analysts’ consensus estimates 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 previous year, the business posted $4.28 earnings per share. On average, analysts anticipate that Costco Wholesale Corporation will post 20.42 EPS for the current year.

Costco Wholesale Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Friday, July 24th will be given a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date is Friday, July 24th. Costco Wholesale’s dividend payout ratio (DPR) is presently 29.58%.

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.