Box Hill Private Wealth LLC Makes New Investment in Costco Wholesale Corporation $COST

Box Hill Private Wealth LLC purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) during the fourth quarter, Holdings Channel reports. The fund purchased 943 shares of the retailer’s stock, valued at approximately $814,000. Costco Wholesale accounts for approximately 0.8% of Box Hill Private Wealth LLC’s portfolio, making the stock its 28th biggest holding.

Other large investors also recently added to or reduced their stakes in the company. FORA Capital LLC acquired a new position in Costco Wholesale during the third quarter worth $2,781,000. World Investment Advisors lifted its stake in Costco Wholesale by 8.4% during the fourth quarter. World Investment Advisors now owns 20,081 shares of the retailer’s stock worth $15,835,000 after purchasing an additional 1,560 shares in the last quarter. Teacher Retirement System of Texas raised its stake in shares of Costco Wholesale by 24.5% in the fourth quarter. Teacher Retirement System of Texas now owns 140,429 shares of the retailer’s stock valued at $121,098,000 after acquiring an additional 27,625 shares in the last quarter. Curtis Advisory Group LLC raised its stake in shares of Costco Wholesale by 56.7% in the fourth quarter. Curtis Advisory Group LLC now owns 4,535 shares of the retailer’s stock valued at $3,911,000 after acquiring an additional 1,641 shares in the last quarter. Finally, Mariner LLC raised its stake in shares of Costco Wholesale by 1.5% in the third quarter. Mariner LLC now owns 399,894 shares of the retailer’s stock valued at $370,140,000 after acquiring an additional 5,937 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Analysts are highlighting Costco’s AI and digital investments as a driver of faster sales growth, especially through stronger e-commerce traffic and app personalization that could support long-term revenue gains.
• Positive Sentiment: Several articles frame Costco as a “recession-proof” dividend stock and a long-term hold, pointing to its membership model, steady cash generation, and history of dividend increases as reasons investors continue to favor the shares.
• Positive Sentiment: Pre-earnings coverage suggests Wall Street expects another solid quarter, and options traders are pricing in a meaningful move around the report, which often keeps the stock active ahead of results.
• Positive Sentiment: Commentary from Jim Cramer remains upbeat on Costco, reinforcing investor confidence in the retailer’s durable business model and consistent execution.
• Neutral Sentiment: Holiday-related coverage about Memorial Day store hours and shopping deals is mainly informational, but it keeps Costco in the consumer spotlight heading into a busy retail period.
• Neutral Sentiment: Lifestyle stories about Costco products and shopping behavior are not likely to move the stock materially, though they underscore the company’s strong brand engagement and customer interest.

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $1,028.24 on Tuesday. 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 fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. The firm has a market capitalization of $456.18 billion, a PE ratio of 53.47, a price-to-earnings-growth ratio of 5.06 and a beta of 0.92. The stock’s 50-day simple moving average is $1,008.37 and its 200-day simple moving average is $960.97.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping 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 for the quarter, compared to analyst estimates of $68.96 billion. During the same quarter last year, the company earned $4.02 EPS. The business’s quarterly revenue was up 9.2% on a year-over-year basis. As a group, equities research analysts forecast that Costco Wholesale Corporation will post 20.33 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

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

Insider Buying and Selling at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the firm’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 sale, the executive vice president owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on COST. Robert W. Baird set a $1,100.00 price objective on Costco Wholesale in a research note on Thursday, February 5th. BMO Capital Markets increased their price objective 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. Oppenheimer increased their price objective on Costco Wholesale from $1,100.00 to $1,160.00 and gave the company an “outperform” rating in a research note on Tuesday, May 19th. Truist Financial increased their price objective on Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a research note on Friday, March 6th. Finally, Gordon Haskett increased their price objective on Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. Twenty-two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,052.60.

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.