Koenig Investment Advisory LLC Invests $895,000 in Costco Wholesale Corporation $COST

Koenig Investment Advisory LLC bought a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 4th quarter, according to its most recent filing with the SEC. The fund bought 1,038 shares of the retailer’s stock, valued at approximately $895,000. Costco Wholesale makes up 0.7% of Koenig Investment Advisory LLC’s portfolio, making the stock its 21st largest position.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Mcguire Capital Advisors Inc. bought a new position in Costco Wholesale during the fourth quarter worth about $28,000. Hurley Capital LLC grew its stake in shares of Costco Wholesale by 120.0% in the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after purchasing an additional 18 shares during the period. Entrust Financial LLC bought a new stake in shares of Costco Wholesale in the 4th quarter valued at approximately $31,000. Joseph Group Capital Management bought a new stake in shares of Costco Wholesale in the 4th quarter valued at approximately $33,000. Finally, Imprint Wealth LLC acquired a new position in shares of Costco Wholesale in the 3rd quarter worth approximately $36,000. Institutional investors own 68.48% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on COST shares. Wells Fargo & Company raised their target price on Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 9th. The Goldman Sachs Group upped their target price on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a report on Friday, May 29th. DA Davidson reiterated a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research report on Thursday, June 4th. Oppenheimer lifted their price target on shares of Costco Wholesale from $1,100.00 to $1,160.00 and gave the company an “outperform” rating in a report on Tuesday, May 19th. Finally, Truist Financial upped their price objective on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. 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. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $1,061.45.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $951.45 on Friday. 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 firm has a market cap of $421.95 billion, a P/E ratio of 47.86, a P/E/G ratio of 4.61 and a beta of 0.88. The business’s fifty day moving average is $1,000.19 and its two-hundred day moving average is $969.01. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.The business had revenue of $70.53 billion for the quarter, compared to the consensus estimate of $70.12 billion. During the same quarter in the previous year, the company posted $4.28 EPS. Equities research analysts forecast that Costco Wholesale Corporation will post 20.38 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were issued a dividend of $1.47 per share. The ex-dividend date of this dividend was Friday, May 1st. 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. Costco Wholesale’s payout ratio is currently 29.58%.

Costco Wholesale News Summary

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

• Positive Sentiment: Costco’s latest operating update showed strong momentum, with comparable sales up 9.8%, membership fees rising 10.7%, and digitally enabled sales jumping 21.5%, reinforcing the company’s durable growth story. Prediction: Costco Will Trade At This Price in 2027
• Positive Sentiment: Analysts and commentators continue to highlight Costco’s competitive advantages, loyal membership base, and ongoing technology investments to improve the shopping experience and ease customer pain points like parking. Costco tackles major frustration for members
• Positive Sentiment: Several recent articles frame the stock weakness as a possible buying opportunity, pointing to Costco’s resilient business model and long-term compounding potential. Why Weakness in Dividend-Paying Costco Stock Is a Strong Buying Opportunity
• Neutral Sentiment: Fresh media coverage around Costco products, store hours, and local development approvals is supportive of brand visibility, but these items are unlikely to materially move the stock on their own. Is Costco open on Juneteenth?
• Negative Sentiment: Investor sentiment remains cautious because Costco’s premium valuation is being questioned amid macro uncertainty and sticky inflation, with one recent note saying growth may not fully justify the stock’s price. Should You Buy Costco Stock for the Long Haul? Here’s the Honest Answer.
• Negative Sentiment: Analyst disagreement is also weighing on the shares, with one report noting Costco fell after Citi and Bernstein issued conflicting views on the big-box retailer. Costco Stock (COST) Drops as Analysts Can’t Agree on the Big-Box Retailer

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.