Farrow Financial Inc. Has $1.61 Million Position in Costco Wholesale Corporation $COST

Farrow Financial Inc. reduced its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 23.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,862 shares of the retailer’s stock after selling 565 shares during the period. Farrow Financial Inc.’s holdings in Costco Wholesale were worth $1,606,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the company. Lorne Steinberg Wealth Management Inc. lifted its holdings in Costco Wholesale by 3.1% during the 4th quarter. Lorne Steinberg Wealth Management Inc. now owns 470 shares of the retailer’s stock worth $405,000 after purchasing an additional 14 shares during the last quarter. Bayforest Capital Ltd raised its holdings in Costco Wholesale by 194.0% in the 4th quarter. Bayforest Capital Ltd now owns 535 shares of the retailer’s stock valued at $461,000 after acquiring an additional 353 shares in the last quarter. TFR Capital LLC. raised its holdings in Costco Wholesale by 5.3% in the 4th quarter. TFR Capital LLC. now owns 6,338 shares of the retailer’s stock valued at $5,466,000 after acquiring an additional 318 shares in the last quarter. Sterling Investment Counsel LLC raised its holdings in Costco Wholesale by 126.5% in the 4th quarter. Sterling Investment Counsel LLC now owns 1,980 shares of the retailer’s stock valued at $1,768,000 after acquiring an additional 1,106 shares in the last quarter. Finally, Traphagen Investment Advisors LLC raised its holdings in Costco Wholesale by 1.4% in the 4th quarter. Traphagen Investment Advisors LLC now owns 1,834 shares of the retailer’s stock valued at $1,582,000 after acquiring an additional 25 shares in the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Costco Wholesale 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 transaction of $732,204.60. Following the completion of the transaction, the executive vice president 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the business’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. The trade was a 16.74% decrease in their position. The SEC filing for this sale provides additional information. 0.10% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

COST has been the subject of several analyst reports. Mizuho lifted their price objective on Costco Wholesale from $1,065.00 to $1,100.00 and gave the company an “outperform” rating in a report on Thursday. Citigroup reaffirmed a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. Rothschild & Co Redburn lifted 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. Raymond James Financial lifted their price objective 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. Finally, Bank of America initiated coverage on Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price objective for the company. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,045.97.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $999.89 on Friday. 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 Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08. The stock has a market capitalization of $443.60 billion, a P/E ratio of 52.00, a price-to-earnings-growth ratio of 4.86 and a beta of 0.99. The stock has a fifty day moving average of $995.74 and a 200-day moving average of $944.84.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. The firm had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.02 earnings per share. On average, sell-side analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

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

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco raised its quarterly dividend ~13% to $1.47 (payable May 15; record May 1), a sign of strong cash flow and management confidence that lifted investor sentiment. Costco Raises Its Dividend
• Positive Sentiment: Major banks bumped price targets — JPMorgan raised its PT to $1,110 and Mizuho to $1,100 while keeping bullish ratings, signaling analyst conviction in upside vs. current levels. JPMorgan Adjusts PT Mizuho Adjusts PT
• Positive Sentiment: Operational and sales momentum: Costco reported strong March net sales and recent quarterly results that beat expectations, reinforcing growth and margin resilience. Analysts cite that momentum as part of the bull case alongside the dividend move. Bull Case for Costco
• Positive Sentiment: Product exclusives and in-warehouse surprises — Costco continues to roll out exclusive large-format items and even popular fast-food products that drive foot traffic and impulse buys. These merchandising wins help differentiate membership value. Costco Adds Fast-Food Product Exclusive Aussie Product
• Neutral Sentiment: Checkout and store tech improvements (automated pay stations, AI pricing/markdowns) aim to speed throughput and reduce perishables waste; these are positive long-term but will take time to scale. Automated Pay Stations Grocers Use AI
• Neutral Sentiment: Competitive dynamics: Sam’s Club and BJ’s are making localized gains and Sam’s Club fee moves could reshape pricing among warehouse clubs; this could benefit Costco if it retains perceived value, but it’s an evolving factor. Competitors Gaining Traction Sam’s Club Fees
• Negative Sentiment: Fuel sales are elevated (adds revenue/traffic), but analysts warn there’s a caveat around margins and sensitivity to gas price swings; persistent high fuel/traffic volatility could dampen same-store trends. Gas Sales Catch

About Costco Wholesale

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.