Michael Brady & Co. LLC Invests $1.20 Million in Costco Wholesale Corporation $COST

Michael Brady & Co. LLC purchased a new position in Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 1,396 shares of the retailer’s stock, valued at approximately $1,204,000. Costco Wholesale makes up 1.2% of Michael Brady & Co. LLC’s investment portfolio, making the stock its 13th biggest holding.

Several other institutional investors and hedge funds also recently modified their holdings of COST. Brighton Jones LLC grew its stake in shares of Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after buying an additional 130 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after buying an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. boosted its stake in Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Costco Wholesale by 2.2% during the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after buying an additional 182 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco announced a ~13% raise to its quarterly dividend (to $1.47), a direct cash-return boost that typically supports the share price and appeals to income-focused investors. Costco quietly bumps its quarterly dividend by 13%
• Positive Sentiment: Management is accelerating physical expansion plans (new club openings/market entries), which supports revenue growth and longer-term member additions. Expansion news tends to be viewed favorably for growth visibility. Costco ramps up expansion plans
• Positive Sentiment: Costco’s digital investments (app growth, personalization, faster-checkout pilots) are lifting digitally-enabled comparable sales (reported strong growth), which supports margin and same-store sales momentum. Costco’s Digital Investments Drive Sales Growth: What Comes Next?
• Positive Sentiment: An analyst price target was raised to $1,110, providing an optimistic valuation reference that can lend support to the stock. Costco Wholesale (NASDAQ:COST) Price Target Raised to $1,110.00
• Neutral Sentiment: Explainers about how Costco membership pricing and in-club pricing mechanics work may influence consumer behavior but are unlikely to move the stock materially on their own. Why The Listed Price Of A Costco Membership Isn’t Always What You Pay
• Neutral Sentiment: Small institutional trimming: a SEC filing shows a very modest sale (617 shares) by a small holder — immaterial to consensus positioning. Baskin Financial Services Inc. Sells 617 Shares of Costco Wholesale Corporation $COST
• Neutral Sentiment: Retail competition updates (Walmart remodels, Dollar General dynamics, Target strength) create a mixed competitive backdrop—important context but not a direct negative to Costco’s near-term momentum. Walmart Expands and Modernizes Stores to Support Omnichannel Growth
• Negative Sentiment: Several analysts and commentary pieces argue Costco’s growth and compounding returns are largely priced in, noting the stock trades at a premium and offering limited upside — a valuation headwind that can cap near-term gains. Costco: When Compounding Is Already Priced In
• Negative Sentiment: Market commentary questioning whether COST is overvalued at current levels (articles asking “still a buy?”) may pressure sentiment among valuation-sensitive investors. Costco at $1,000: Still a Buy or Time to Wait?

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Wells Fargo & Company raised their target price on Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a research note on Thursday, April 9th. Citigroup reaffirmed a “neutral” rating on shares of Costco Wholesale in a research note on Friday, February 20th. BMO Capital Markets raised their target price on Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Telsey Advisory Group raised their target price on Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an “outperform” rating in a research note on Thursday, April 9th. Finally, Robert W. Baird set a $1,100.00 target price on Costco Wholesale in a research note on Thursday, February 5th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Costco Wholesale currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,045.97.

Costco Wholesale Trading Down 0.2%

Shares of NASDAQ COST opened at $997.84 on Tuesday. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08. The company has a market cap of $442.69 billion, a price-to-earnings ratio of 51.89, a P/E/G ratio of 4.93 and a beta of 0.99. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The business has a fifty day simple moving average of $995.75 and a 200-day simple moving average of $945.60.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same period in the prior year, the business posted $4.02 earnings per share. Costco Wholesale’s revenue was up 9.2% compared to the same quarter last year. Sell-side analysts predict that Costco Wholesale Corporation will post 20.31 EPS for the current year.

Costco Wholesale Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be issued a dividend of $1.47 per share. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, May 1st. Costco Wholesale’s dividend payout ratio (DPR) is currently 27.04%.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the company’s stock in a transaction on 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 sale, the executive vice president directly owned 6,121 shares of the company’s stock, valued at $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the sale, the executive vice president directly owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.10% of the company’s stock.

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.