Savant Capital LLC Sells 5,108 Shares of Costco Wholesale Corporation $COST

Savant Capital LLC trimmed its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 29.7% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 12,075 shares of the retailer’s stock after selling 5,108 shares during the quarter. Savant Capital LLC’s holdings in Costco Wholesale were worth $10,413,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of COST. FORA Capital LLC purchased a new position in Costco Wholesale in the third quarter worth about $2,781,000. World Investment Advisors boosted its position in Costco Wholesale by 8.4% in 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 during 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 worth $121,098,000 after buying an additional 27,625 shares during the period. 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 worth $3,911,000 after buying an additional 1,641 shares during the period. 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 worth $370,140,000 after buying an additional 5,937 shares during the period. 68.48% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the company’s stock in a transaction that occurred 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 directly owned 6,121 shares in the company, valued at $6,139,485.42. This represents a 10.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.10% of the stock is owned by insiders.

Costco Wholesale Trading Down 3.9%

Shares of NASDAQ:COST opened at $956.32 on Friday. The stock has a 50 day moving average of $1,007.80 and a 200 day moving average of $962.48. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The company has a market cap of $424.27 billion, a PE ratio of 49.73, a price-to-earnings-growth ratio of 4.90 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing the consensus estimate of $4.98 by ($0.05). Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business had revenue of $70.53 billion during the quarter, compared to the consensus estimate of $69.68 billion. During the same quarter in the previous year, the company earned $4.28 earnings per share. As a group, equities research analysts expect that Costco Wholesale Corporation will post 20.33 EPS for the current year.

Costco Wholesale Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on COST shares. JPMorgan Chase & Co. boosted their price objective on Costco Wholesale from $1,060.00 to $1,110.00 and gave the company an “overweight” rating in a research note on Friday, April 17th. Mizuho boosted their price objective on Costco Wholesale from $1,065.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Thursday, April 16th. Truist Financial boosted their price objective on Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a research note on Friday. UBS Group boosted their price objective on Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. Finally, Gordon Haskett boosted their price objective on Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. Twenty-one research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $1,056.32.

More Costco Wholesale News

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

• Positive Sentiment: Costco posted strong third-quarter results, with revenue of $70.53 billion topping estimates and same-store sales rising 9.8%, showing that members are still spending on essentials and value-focused purchases.
• Positive Sentiment: Gasoline sales were a standout, with Costco’s gas stations setting all-time or record volume levels as drivers sought lower-priced fuel amid elevated energy costs. Article Title
• Positive Sentiment: Digital growth and membership strength continued to support results, helping offset margin pressure and reinforcing Costco’s value-driven model.
• Positive Sentiment: Several Wall Street firms raised price targets or reiterated bullish ratings, including Bank of America, Goldman Sachs, Bernstein, BTIG, and Morgan Stanley, signaling confidence in Costco’s long-term fundamentals.
• Neutral Sentiment: DA Davidson reaffirmed a neutral rating with a $1,000 target, suggesting modest upside but not a strong catalyst for a re-rating.
• Neutral Sentiment: Costco said it will return U.S. tariff refunds to members “in some form,” which may help customer loyalty but does not yet provide a clear financial boost.
• Negative Sentiment: EPS of $4.93 missed consensus by a small margin, and investors appear focused on the earnings shortfall more than the sales beat.
• Negative Sentiment: Margin pressure from higher costs and a premium valuation have prompted some traders to sell after the report, limiting enthusiasm despite the strong top-line performance.

Costco Wholesale Company 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.