Costco Wholesale Corporation $COST Shares Acquired by Nicolet Advisory Services LLC

Nicolet Advisory Services LLC increased its position in Costco Wholesale Corporation (NASDAQ:COST) by 22.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,429 shares of the retailer’s stock after buying an additional 812 shares during the quarter. Nicolet Advisory Services LLC’s holdings in Costco Wholesale were worth $4,177,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in COST. Hurley Capital LLC raised its holdings in shares of Costco Wholesale by 120.0% in the 3rd 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. Entrust Financial LLC acquired a new position in shares of Costco Wholesale during the fourth quarter worth about $31,000. Abich Financial Wealth Management LLC purchased a new stake in shares of Costco Wholesale during the 3rd quarter valued at about $34,000. Joseph Group Capital Management acquired a new stake in Costco Wholesale in the fourth quarter valued at approximately $33,000. Finally, Imprint Wealth LLC acquired a new position in shares of Costco Wholesale during the third quarter worth $36,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale News Summary

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

• Positive Sentiment: Erste Group Bank lifted its FY2026 and FY2027 earnings forecasts for Costco, signaling expectations for stronger profitability ahead.
• Positive Sentiment: Commentary in 24/7 Wall St. emphasized Costco’s membership-fee model as a resilient source of recurring revenue that can support long-term earnings growth.
• Positive Sentiment: Barchart coverage noted Costco as one of the retail names rewarding shareholders with a higher dividend, reinforcing the company’s capital-return appeal.
• Neutral Sentiment: Coverage that Costco offers shopping without a membership in limited cases is mainly informational and not likely to materially affect the stock.
• Neutral Sentiment: The Iowa court decision involving a former Costco manager appears to be a legal headline with limited direct impact on the company’s overall financial outlook.
• Negative Sentiment: Bloomberg reported rising plastic input costs may lead to higher prices for consumer goods later this year, which could add inflation pressure to Costco’s retail environment and potentially squeeze margins or demand.

Costco Wholesale Stock Performance

NASDAQ:COST opened at $982.35 on Monday. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. The company has a market cap of $435.65 billion, a PE ratio of 49.41, a P/E/G ratio of 4.76 and a beta of 0.88. The business’s 50 day moving average is $1,005.34 and its two-hundred day moving average is $967.31.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.94 by ($0.01). The firm had revenue of $70.53 billion for the quarter, compared to analyst estimates of $70.12 billion. Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. During the same period in the prior year, the company posted $4.28 earnings per share. On average, analysts predict that Costco Wholesale Corporation will post 20.38 EPS for the current year.

Costco Wholesale Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were issued a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Friday, May 1st. Costco Wholesale’s dividend payout ratio is currently 29.58%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on COST shares. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Costco Wholesale from $1,104.00 to $1,106.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Sanford C. Bernstein increased their price target on Costco Wholesale from $1,192.00 to $1,194.00 and gave the company an “outperform” rating in a report on Friday, May 29th. Raymond James Financial raised their price objective on Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Bank of America upped their target price on Costco Wholesale from $1,185.00 to $1,200.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Finally, Daiwa Securities Group increased their target price on Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a research note on Tuesday, March 10th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus price target of $1,060.41.

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.