Costco Wholesale Corporation $COST Holdings Trimmed by Faithward Advisors LLC

Faithward Advisors LLC lowered its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 63.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,705 shares of the retailer’s stock after selling 2,898 shares during the quarter. Faithward Advisors LLC’s holdings in Costco Wholesale were worth $1,471,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of COST. Hurley Capital LLC boosted its stake in Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after buying an additional 18 shares in the last quarter. Entrust Financial LLC bought a new position in Costco Wholesale during the fourth quarter valued at about $31,000. Joseph Group Capital Management bought a new position in Costco Wholesale during the fourth quarter valued at about $33,000. Abich Financial Wealth Management LLC bought a new position in Costco Wholesale during the third quarter valued at about $34,000. Finally, Imprint Wealth LLC bought a new position in Costco Wholesale during the third quarter valued at about $36,000. Institutional investors own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. Mizuho set a $1,100.00 target price on Costco Wholesale in a research note on Monday, June 1st. The Goldman Sachs Group increased their price target on Costco Wholesale from $1,088.00 to $1,159.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Truist Financial increased their price target on Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a research report on Friday, May 29th. Deutsche Bank Aktiengesellschaft increased their price target on Costco Wholesale from $1,104.00 to $1,106.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Finally, JPMorgan Chase & Co. increased their price target on Costco Wholesale from $1,060.00 to $1,110.00 and gave the company an “overweight” rating in a research report on Friday, April 17th. Twenty-two 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. According to MarketBeat.com, Costco Wholesale presently has an average rating of “Moderate Buy” and an average price target of $1,060.41.

Costco Wholesale Trading Down 0.3%

NASDAQ:COST opened at $979.45 on Tuesday. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,096.50. The firm has a market capitalization of $434.37 billion, a price-to-earnings ratio of 49.27, a price-to-earnings-growth ratio of 4.76 and a beta of 0.88. The stock has a fifty day simple moving average of $1,004.63 and a 200 day simple moving average of $967.91.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The company had revenue of $70.53 billion during the quarter, compared to analyst estimates of $70.12 billion. During the same quarter last year, the business earned $4.28 EPS. Sell-side analysts forecast that Costco Wholesale Corporation will post 20.38 earnings per share for the current year.

Costco Wholesale Increases Dividend

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

Costco Wholesale News Summary

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

• Positive Sentiment: Analysts and market commentators highlighted Costco’s strong membership model, record gasoline sales, and expanding e-commerce and wellness offerings as signs that the company continues to deepen customer loyalty and drive higher spending. Costco Leans On Gasoline, E Commerce And Wellness To Deepen Member Value
• Positive Sentiment: Several pieces argued that Costco still looks like a premium growth story, with steady comparable sales, strong cash generation, and digital sales gaining more credit from investors. Can Costco Stock Break $1,100 by 2027?
• Positive Sentiment: Zacks described Costco as a top long-term growth stock, reinforcing the view that its scale, membership strength, and recurring demand make it attractive to growth-oriented investors. Why Costco (COST) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Coverage of Costco’s Pensacola warehouse opening underscored the company’s continued expansion and dominance in the warehouse-club market, which supports the bull case for future revenue growth. Costco’s dominance shows why its Pensacola debut matters
• Neutral Sentiment: Other articles mostly repeated the same positive thesis—trending stock status, digital sales outpacing the core business, and strong investor interest—without adding major new company-specific catalysts. Costco Wholesale Corporation (COST) Shows How Digitally Enabled Sales Are Outrunning Its Core Business
• Negative Sentiment: One broader retail article focused on Walmart’s slowing core U.S. business, which could keep investors cautious about the retail sector even as Costco continues to stand out. The Number That Could Test Walmart Stock

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.