Stonebridge Financial Group LLC MO Makes New $490,000 Investment in Costco Wholesale Corporation $COST

Stonebridge Financial Group LLC MO acquired a new stake in Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 568 shares of the retailer’s stock, valued at approximately $490,000.

Several other hedge funds also recently modified their holdings of the stock. Optima Capital LLC grew its holdings in shares of Costco Wholesale by 0.9% in the 3rd quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock valued at $1,104,000 after acquiring an additional 11 shares in the last quarter. Gratus Wealth Advisors LLC grew its holdings in shares of Costco Wholesale by 0.8% in the 3rd quarter. Gratus Wealth Advisors LLC now owns 1,399 shares of the retailer’s stock valued at $1,295,000 after acquiring an additional 11 shares in the last quarter. Cascade Investment Group Inc. grew its holdings in shares of Costco Wholesale by 1.0% in the 3rd quarter. Cascade Investment Group Inc. now owns 1,151 shares of the retailer’s stock valued at $1,065,000 after acquiring an additional 11 shares in the last quarter. Brown Wealth Management LLC grew its holdings in shares of Costco Wholesale by 3.7% in the 3rd quarter. Brown Wealth Management LLC now owns 305 shares of the retailer’s stock valued at $282,000 after acquiring an additional 11 shares in the last quarter. Finally, Caliber Wealth Management LLC KS grew its holdings in shares of Costco Wholesale by 1.7% in the 3rd quarter. Caliber Wealth Management LLC KS now owns 655 shares of the retailer’s stock valued at $606,000 after acquiring an additional 11 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale News Summary

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

• Positive Sentiment: Costco posted strong April sales trends, with reports citing 11.6% comparable sales growth, 13% net sales growth, and an 18.8% rise in digitally enabled comps, reinforcing confidence in the company’s membership-driven model and e-commerce expansion.
• Positive Sentiment: TD Cowen issued a bullish view after visiting Costco’s headquarters, suggesting the retailer still has room to grow and that the stock’s recent strength may be supported by fundamentals rather than just market momentum. Article Title
• Positive Sentiment: Several pieces pointed to Costco as a defensive, high-quality retailer with durable demand and strong customer loyalty, which may be attracting investors looking for stability amid broader consumer uncertainty.
• Neutral Sentiment: Some coverage framed Costco as a “hold” or questioned whether the stock’s valuation is already rich, implying that much of the good news may already be priced in. Article Title
• Neutral Sentiment: Other articles discussed long-term growth themes such as digital perks, food court changes, and broader consumer-staples positioning, but these were more informational than immediate stock catalysts.
• Negative Sentiment: Valuation remains a concern, with multiple articles noting that Costco trades at a premium and may warrant patience if growth slows or margins come under pressure.
• Negative Sentiment: Some commentary suggested Costco has underperformed the broader market over the past year, which could temper enthusiasm despite its strong operating performance. Article Title

Costco Wholesale Trading Up 2.2%

Shares of NASDAQ:COST opened at $1,021.88 on Wednesday. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The company has a market capitalization of $453.36 billion, a P/E ratio of 53.14, a price-to-earnings-growth ratio of 4.92 and a beta of 0.92. The company has a 50-day simple moving average of $998.78 and a 200 day simple moving average of $952.99. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The business had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same period last year, the business posted $4.02 EPS. Costco Wholesale’s revenue was up 9.2% on a year-over-year basis. Sell-side analysts forecast that Costco Wholesale Corporation will post 20.32 earnings per share for the current year.

Costco Wholesale Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be paid a $1.47 dividend. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date is Friday, May 1st. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is 30.58%.

Wall Street Analysts Forecast Growth

COST has been the subject of several analyst reports. Wells Fargo & Company raised their price objective on Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a report on Thursday, April 9th. BMO Capital Markets raised their price objective on Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a report on Friday, March 6th. UBS Group set a $1,175.00 price objective on Costco Wholesale in a report on Friday, March 6th. Robert W. Baird set a $1,100.00 price objective on Costco Wholesale in a report on Thursday, February 5th. Finally, Rothschild & Co Redburn raised their price objective on Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a report on Tuesday, February 17th. Twenty-two equities 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. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $1,047.27.

Insider Transactions at Costco Wholesale

In related news, 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 value of $732,204.60. Following the completion of the sale, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.10% of the company’s stock.

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.