2,076 Shares in Costco Wholesale Corporation $COST Bought by Evergreen Wealth Partners LLC

Evergreen Wealth Partners LLC purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 2,076 shares of the retailer’s stock, valued at approximately $1,790,000. Costco Wholesale accounts for approximately 1.5% of Evergreen Wealth Partners LLC’s investment portfolio, making the stock its 17th biggest position.

Several other hedge funds have also recently modified their holdings of COST. Hurley Capital LLC lifted its holdings in shares of Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares during the period. Joseph Group Capital Management acquired a new stake in shares of Costco Wholesale during the fourth quarter worth $33,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Costco Wholesale during the third quarter worth $34,000. Collier Financial acquired a new stake in shares of Costco Wholesale during the third quarter worth $35,000. Finally, AXS Investments LLC acquired a new stake in shares of Costco Wholesale during the third quarter worth $36,000. 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 firm’s stock in a transaction on 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 transaction, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.10% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts have commented on the company. Sanford C. Bernstein reissued an “outperform” rating and issued a $1,192.00 target price on shares of Costco Wholesale in a report on Tuesday. 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 report on Thursday, April 9th. Bank of America assumed coverage on Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 target price for the company. Weiss Ratings raised Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Finally, Mizuho raised their target price on Costco Wholesale from $1,065.00 to $1,100.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued 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 price target of $1,047.27.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco opened a long-awaited warehouse in New Braunfels, Texas, adding to its store base and reinforcing investor confidence in continued unit growth and market expansion. Long-awaited Costco Wholesale now open in New Braunfels
• Positive Sentiment: Another report confirmed the New Braunfels store is now open for business, underscoring Costco’s ongoing rollout of new locations that can support membership and revenue growth. Costco Wholesale now open for business in New Braunfels
• Positive Sentiment: Analysts and market commentary continue to favor Costco’s membership-driven model, saying it benefits from resilient grocery demand and supports steady growth even in a volatile retail backdrop. WMT or COST: Which Retail Giant Looks More Attractive Now?
• Positive Sentiment: Costco’s purchase of a 55-acre property in Florida suggests the company is still investing in significant long-term store growth, which investors typically view as a sign of confidence in future demand. Costco Just Signed Off on a Massive Retail Real Estate Deal in Florida. Here’s What Investors Need to Know About Costco’s Store Growth Goals.
• Neutral Sentiment: Articles debating whether Costco is still a good buy after its multi-year rally mostly reinforce that the stock remains a quality business but is expensive, making the reaction more about valuation than any new fundamental change. Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Multi Year Rally
• Neutral Sentiment: Coverage on Costco’s food court chicken tender launch is generating consumer buzz, but the main takeaway is mixed, with some concerns about whether it replaces a favorite item rather than clearly boosting the investment outlook. Costco food court chicken tender launch sparks concerns over item replacement
• Negative Sentiment: Some recent commentary flags Costco’s premium valuation and argues the stock may be difficult to justify at current levels, which can temper enthusiasm despite strong fundamentals. Costco: Strong Fundamentals Meet Growth Premium – A Hold Entering FQ3’26
• Negative Sentiment: Another Seeking Alpha piece argues there is a reason to sell Costco beyond valuation, adding to the cautious tone around the stock’s elevated price level. Costco: Another Reason To Sell (Besides The Valuation)

Costco Wholesale Price Performance

Costco Wholesale stock opened at $1,048.95 on Friday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08. 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 business has a fifty day moving average of $1,000.90 and a two-hundred day moving average of $955.06. The company has a market cap of $465.37 billion, a P/E ratio of 54.55, a price-to-earnings-growth ratio of 5.16 and a beta of 0.92.

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

Costco Wholesale Increases Dividend

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

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.