Pursuit Wealth Management LLC Takes Position in Costco Wholesale Corporation $COST

Pursuit Wealth Management LLC purchased a new stake in Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 617 shares of the retailer’s stock, valued at approximately $532,000.

Other large investors have also recently bought and sold shares of the company. Nicholson Wealth Management Group LLC grew its position in Costco Wholesale by 6.2% during the 4th quarter. Nicholson Wealth Management Group LLC now owns 2,220 shares of the retailer’s stock worth $1,914,000 after purchasing an additional 129 shares during the last quarter. Greenwood Capital Associates LLC increased its stake in Costco Wholesale by 20.6% in the fourth quarter. Greenwood Capital Associates LLC now owns 387 shares of the retailer’s stock valued at $334,000 after purchasing an additional 66 shares during the period. Trinity Legacy Partners LLC raised its holdings in shares of Costco Wholesale by 1.7% in the fourth quarter. Trinity Legacy Partners LLC now owns 6,870 shares of the retailer’s stock valued at $5,924,000 after buying an additional 112 shares during the last quarter. Cornerstone Wealth Group LLC raised its holdings in shares of Costco Wholesale by 3.0% in the fourth quarter. Cornerstone Wealth Group LLC now owns 6,247 shares of the retailer’s stock valued at $5,387,000 after buying an additional 183 shares during the last quarter. Finally, CWM LLC boosted its stake in shares of Costco Wholesale by 1.4% during the fourth quarter. CWM LLC now owns 71,705 shares of the retailer’s stock worth $61,834,000 after buying an additional 1,023 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Buying and Selling at Costco Wholesale

In other news, 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 value of $838,321.00. Following the completion of the transaction, the executive vice president owned 4,228 shares in the company, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction 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 $6,139,485.42. This trade represents a 10.66% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.10% of the stock is currently owned by insiders.

Costco Wholesale Stock Performance

NASDAQ COST opened at $987.21 on Friday. The stock has a market capitalization of $437.98 billion, a price-to-earnings ratio of 51.34, a PEG ratio of 4.85 and a beta of 0.99. The business’s 50 day moving average is $995.77 and its two-hundred day moving average is $944.13. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,067.08. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. During the same period last year, the firm earned $4.02 EPS. The company’s quarterly revenue was up 9.2% compared to the same quarter last year. Research analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be issued a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Friday, May 1st. Costco Wholesale’s dividend payout ratio is 27.04%.

Analyst Ratings Changes

A number of research firms recently issued reports on COST. UBS Group set a $1,175.00 price target on Costco Wholesale in a report on Friday, March 6th. Mizuho increased their price objective on Costco Wholesale from $1,065.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Thursday. Raymond James Financial lifted their target price on Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Deutsche Bank Aktiengesellschaft boosted their target price on Costco Wholesale from $1,103.00 to $1,104.00 and gave the company a “buy” rating in a report on Thursday, April 9th. Finally, TD Cowen restated a “buy” rating on shares of Costco Wholesale in a research note 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 stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,044.30.

Key Headlines Impacting Costco Wholesale

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

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.