Triglav Investments D.O.O. Buys New Holdings in Costco Wholesale Corporation $COST

Triglav Investments D.O.O. bought a new stake in Costco Wholesale Corporation (NASDAQ:COST) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,900 shares of the retailer’s stock, valued at approximately $1,638,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Hurley Capital LLC increased its position in Costco Wholesale by 120.0% in the 3rd 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 stake in Costco Wholesale during the 4th quarter worth approximately $31,000. Abich Financial Wealth Management LLC bought a new stake in Costco Wholesale during the 3rd quarter worth approximately $34,000. Collier Financial bought a new stake in Costco Wholesale during the 3rd quarter worth approximately $35,000. Finally, Joseph Group Capital Management bought a new stake in Costco Wholesale during the 4th quarter worth approximately $33,000. 68.48% of the stock is owned by institutional investors.

Key Headlines Impacting Costco Wholesale

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 Price Performance

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

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

Costco Wholesale Increases Dividend

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

Insider Buying and Selling

In related 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 transaction, the executive vice president owned 6,121 shares in the company, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have commented on the company. Jefferies Financial Group reissued a “buy” rating and set a $1,050.00 price objective on shares of Costco Wholesale in a report on Thursday, March 5th. Daiwa Securities Group boosted their price objective on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a report on Tuesday, March 10th. JPMorgan Chase & Co. boosted their price objective on Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a report on Friday, April 17th. Robert W. Baird set a $1,100.00 price objective on Costco Wholesale in a report on Thursday, February 5th. Finally, The Goldman Sachs Group boosted their price objective on Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a report on Friday. Twenty-one investment 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’s stock. According to data from MarketBeat.com, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus target price of $1,056.32.

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.