528 Shares in Costco Wholesale Corporation $COST Bought by JMG Financial Group Ltd.

JMG Financial Group Ltd. bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 528 shares of the retailer’s stock, valued at approximately $455,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of COST. Florida Financial Advisors LLC boosted its position in shares of Costco Wholesale by 14.0% during the 4th quarter. Florida Financial Advisors LLC now owns 1,278 shares of the retailer’s stock worth $1,099,000 after acquiring an additional 157 shares in the last quarter. Lcnb Corp acquired a new position in shares of Costco Wholesale during the 4th quarter worth about $235,000. Clear Harbor Asset Management LLC boosted its position in shares of Costco Wholesale by 11.0% during the 4th quarter. Clear Harbor Asset Management LLC now owns 2,593 shares of the retailer’s stock worth $2,236,000 after acquiring an additional 257 shares in the last quarter. Elm Partners Management LLC boosted its position in shares of Costco Wholesale by 11.1% during the 4th quarter. Elm Partners Management LLC now owns 1,154 shares of the retailer’s stock worth $995,000 after acquiring an additional 115 shares in the last quarter. Finally, Hazlett Burt & Watson Inc. boosted its position in shares of Costco Wholesale by 3.4% during the 4th quarter. Hazlett Burt & Watson Inc. now owns 2,295 shares of the retailer’s stock worth $1,986,000 after acquiring an additional 75 shares in the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was 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 of the company’s stock, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.10% of the company’s stock.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $956.32 on Monday. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The company has a market capitalization of $424.27 billion, a P/E ratio of 48.10, a PEG ratio of 4.70 and a beta of 0.88. The stock has a 50-day simple moving average of $1,007.80 and a 200-day simple moving average of $962.81.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, meeting the consensus estimate of $4.93. Costco Wholesale had a return on equity of 28.72% and a net margin of 3.01%.The business had revenue of $70.53 billion during the quarter, compared to the consensus estimate of $70.53 billion. During the same period in the previous year, the business earned $4.28 EPS. Equities research analysts expect that Costco Wholesale Corporation will post 20.36 earnings per share for the current year.

Costco Wholesale Increases Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on COST shares. JPMorgan Chase & Co. upped their price objective on Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Telsey Advisory Group upped their price objective on Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an “outperform” rating in a research report on Thursday, April 9th. Raymond James Financial upped their price objective on Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a research report on Friday, March 6th. Finally, Weiss Ratings raised Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, March 17th. Twenty-one analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $1,056.32.

Key Costco Wholesale News

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

• Positive Sentiment: Costco posted strong third-quarter results, with revenue of $70.53 billion topping estimates and same-store sales rising 9.8%, showing that members are still spending on essentials and value-focused purchases.
• Positive Sentiment: Gasoline sales were a standout, with Costco’s gas stations setting all-time or record volume levels as drivers sought lower-priced fuel amid elevated energy costs. Article Title
• Positive Sentiment: Digital growth and membership strength continued to support results, helping offset margin pressure and reinforcing Costco’s value-driven model.
• Positive Sentiment: Several Wall Street firms raised price targets or reiterated bullish ratings, including Bank of America, Goldman Sachs, Bernstein, BTIG, and Morgan Stanley, signaling confidence in Costco’s long-term fundamentals.
• Neutral Sentiment: DA Davidson reaffirmed a neutral rating with a $1,000 target, suggesting modest upside but not a strong catalyst for a re-rating.
• Neutral Sentiment: Costco said it will return U.S. tariff refunds to members “in some form,” which may help customer loyalty but does not yet provide a clear financial boost.
• Negative Sentiment: EPS of $4.93 missed consensus by a small margin, and investors appear focused on the earnings shortfall more than the sales beat.
• Negative Sentiment: Margin pressure from higher costs and a premium valuation have prompted some traders to sell after the report, limiting enthusiasm despite the strong top-line performance.

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.