Coquina Private Wealth LLC Buys Shares of 1,500 Costco Wholesale Corporation $COST

Coquina Private Wealth LLC purchased a new position in Costco Wholesale Corporation (NASDAQ:COST) in the fourth quarter, Holdings Channel.com reports. The firm purchased 1,500 shares of the retailer’s stock, valued at approximately $1,293,000. Costco Wholesale comprises 1.0% of Coquina Private Wealth LLC’s investment portfolio, making the stock its 21st largest position.

Other hedge funds have also recently made changes to their positions in the company. Hurley Capital LLC lifted its holdings in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after buying an additional 18 shares during the period. Abich Financial Wealth Management LLC bought a new stake in shares of Costco Wholesale in the third quarter worth $34,000. Collier Financial purchased a new stake in Costco Wholesale during the third quarter valued at $35,000. AXS Investments LLC purchased a new stake in Costco Wholesale during the third quarter valued at $36,000. Finally, Imprint Wealth LLC bought a new position in Costco Wholesale in the third quarter valued at about $36,000. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale News Summary

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

• Positive Sentiment: Board raised the quarterly cash dividend to $1.47 (annualized $5.88), signaling confidence in cash flow and making the stock more attractive to income-focused investors. Costco (COST) Approves Quarterly Dividend Increase Amid Robust Sales Growth
• Positive Sentiment: Coverage highlights that the September 2024 membership fee hike is now fully flowing into 2026 results, helping margin expansion and supporting recent EPS beats — a direct earnings tailwind. Costco Wholesale Corporation (COST): One of the Best Safe Stocks for Beginner Investors
• Positive Sentiment: Company continues to open new warehouses, plus a Costco Business Center and fuel station win that should boost regional sales and commercial accounts over time. Expansion supports long-term same-store growth and membership value. Costco aims for dozens more warehouses in coming years: Here’s when the newest open
• Neutral Sentiment: Multiple commentary pieces debate valuation: some say near-$1,000 price is justified by cash generation and resilience, others warn the stock looks expensive — this debate can mute buying momentum. Is Costco’s Stock Too Expensive Now?
• Neutral Sentiment: Market-note pieces pointing to recent intraday moves and the stock’s position relative to its all-time high are creating short-term trading interest but not new fundamental news. Costco (COST) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: Sam’s Club launched initiatives touted as reasons some members might switch, renewing concerns about competitive pressure on membership growth and price-driven traffic. Sam’s Club just gave members a reason to ditch Costco
• Negative Sentiment: Rivals such as BJ’s are expanding into new markets (e.g., Texas), adding localized competition that could pressure price or fuel margins in certain regions. New BJ’s locations Texas: Club rivaling Costco, Sam’s expands to Texas

Insider Buying and Selling at Costco Wholesale

In related news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction on 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 transaction, the executive vice president owned 6,121 shares in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have issued reports on COST. Weiss Ratings raised Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, March 17th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $1,155.00 price objective on shares of Costco Wholesale in a research note on Monday, February 9th. UBS Group set a $1,175.00 price objective on shares of Costco Wholesale in a report on Friday, March 6th. Mizuho boosted their target price on shares of Costco Wholesale from $1,065.00 to $1,100.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Finally, Evercore set a $1,100.00 price target on shares of Costco Wholesale in a research report on Monday, March 2nd. Twenty-two 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, Costco Wholesale currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,045.97.

Costco Wholesale Trading Down 0.3%

Shares of NASDAQ:COST opened at $1,011.15 on Friday. The stock has a 50 day moving average of $997.12 and a 200 day moving average of $948.04. The company has a market cap of $448.60 billion, a PE ratio of 52.58, a price-to-earnings-growth ratio of 5.00 and a beta of 0.99. 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 Corporation has a 12-month low of $844.06 and a 12-month high of $1,067.08.

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

Costco Wholesale Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be given a dividend of $1.47 per share. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Friday, May 1st. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s payout ratio is 30.58%.

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.