Lombard Odier Asset Management Switzerland SA Cuts Stake in Costco Wholesale Corporation $COST

Lombard Odier Asset Management Switzerland SA lowered its position in Costco Wholesale Corporation (NASDAQ:COST) by 39.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,240 shares of the retailer’s stock after selling 12,452 shares during the quarter. Costco Wholesale makes up approximately 0.7% of Lombard Odier Asset Management Switzerland SA’s portfolio, making the stock its 23rd biggest position. Lombard Odier Asset Management Switzerland SA’s holdings in Costco Wholesale were worth $16,591,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Maryland State Retirement & Pension System boosted its stake in shares of Costco Wholesale by 0.5% in the 4th quarter. Maryland State Retirement & Pension System now owns 22,231 shares of the retailer’s stock valued at $19,171,000 after purchasing an additional 120 shares in the last quarter. Crawford Investment Counsel Inc. boosted its stake in shares of Costco Wholesale by 10.8% in the 4th quarter. Crawford Investment Counsel Inc. now owns 3,344 shares of the retailer’s stock valued at $2,884,000 after purchasing an additional 327 shares in the last quarter. Unio Capital LLC boosted its stake in shares of Costco Wholesale by 42.4% in the 4th quarter. Unio Capital LLC now owns 56,973 shares of the retailer’s stock valued at $49,130,000 after purchasing an additional 16,974 shares in the last quarter. Kemnay Advisory Services Inc. purchased a new stake in shares of Costco Wholesale in the 4th quarter valued at $204,000. Finally, Arthur M. Cohen & Associates LLC boosted its stake in shares of Costco Wholesale by 2.3% in the 4th quarter. Arthur M. Cohen & Associates LLC now owns 16,277 shares of the retailer’s stock valued at $14,038,000 after purchasing an additional 368 shares in the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Costco Wholesale Trading Up 0.7%

Shares of COST opened at $986.68 on Wednesday. The stock has a market capitalization of $437.57 billion, a P/E ratio of 49.63, a PEG ratio of 4.74 and a beta of 0.88. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. The firm has a fifty day simple moving average of $1,004.06 and a two-hundred day simple moving average of $968.46. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 earnings per share 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 during the quarter, compared to analysts’ expectations of $70.12 billion. During the same quarter last year, the business posted $4.28 EPS. On average, research analysts anticipate that Costco Wholesale Corporation will post 20.38 EPS for the current year.

Costco Wholesale Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were issued a $1.47 dividend. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is 29.58%.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Zacks highlighted Costco’s growing traffic, stronger comparable sales, and gas-driven member engagement, reinforcing that its value proposition is still attracting shoppers. Costco’s Growing Traffic Shows the Power of Its Value Strategy
• Positive Sentiment: Another Zacks note said Costco screens well for earnings acceleration, pointing to rising EPS growth trends that can support further upside in the shares. Costco & 2 Earnings Acceleration Stocks to Watch for Solid Upside
• Positive Sentiment: Yahoo Finance and other commentary emphasized Costco’s record gasoline sales, e-commerce growth, wellness offerings, and ongoing store expansion, all of which reinforce the company’s long-term growth story. Costco Leans On Gasoline, E Commerce And Wellness To Deepen Member Value
• Positive Sentiment: Several articles framed Costco as a top long-term growth name and suggested the stock still has room to run if membership strength and comparable sales remain solid. Why Costco (COST) is a Top Growth Stock for the Long-Term
• Neutral Sentiment: Costco remains a heavily watched stock, with investor attention amplified by bullish price-target speculation and debate over whether the company can break above $1,100 over time. Can Costco Stock Break $1,100 by 2027?
• Negative Sentiment: Despite the constructive outlook, one market note said Costco was among retailers that fell even as lower oil prices could have helped consumers, showing the stock can still be pressured by broader rotation or lack of immediate catalyst. It Wasn’t a Strait of Hormuz Relief Rally, After All

Analyst Ratings Changes

Several equities research analysts recently weighed in on COST shares. Raymond James Financial increased their target price on Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Telsey Advisory Group increased their target price on Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an “outperform” rating in a report on Thursday, April 9th. The Goldman Sachs Group increased their target price on Costco Wholesale from $1,088.00 to $1,159.00 and gave the company a “buy” rating in a report on Friday, May 29th. Evercore set a $1,100.00 target price on Costco Wholesale in a report on Monday, March 2nd. Finally, Citigroup restated a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,060.41.

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.