Vise Technologies Inc. Has $14.08 Million Holdings in Costco Wholesale Corporation $COST

Vise Technologies Inc. boosted its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 76.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,329 shares of the retailer’s stock after buying an additional 7,072 shares during the quarter. Vise Technologies Inc.’s holdings in Costco Wholesale were worth $14,081,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. FORA Capital LLC bought a new position in shares of Costco Wholesale during the third quarter worth about $2,781,000. World Investment Advisors raised its position in shares of 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 acquiring an additional 1,560 shares during the last quarter. Teacher Retirement System of Texas raised its position in shares of Costco Wholesale by 24.5% during the fourth quarter. Teacher Retirement System of Texas now owns 140,429 shares of the retailer’s stock worth $121,098,000 after acquiring an additional 27,625 shares during the last quarter. Curtis Advisory Group LLC raised its position in shares of Costco Wholesale by 56.7% during the fourth quarter. Curtis Advisory Group LLC now owns 4,535 shares of the retailer’s stock worth $3,911,000 after acquiring an additional 1,641 shares during the last quarter. Finally, Mariner LLC raised its position in shares of Costco Wholesale by 1.5% during the third quarter. Mariner LLC now owns 399,894 shares of the retailer’s stock worth $370,140,000 after acquiring an additional 5,937 shares during the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have recently issued reports on COST. TD Cowen restated a “buy” rating and set a $1,175.00 price objective on shares of Costco Wholesale in a research report on Wednesday. Citigroup restated a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. Sanford C. Bernstein lifted their target price on Costco Wholesale from $1,192.00 to $1,194.00 and gave the stock an “outperform” rating in a report on Friday, May 29th. Raymond James Financial lifted their target price on Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Finally, HC Wainwright reiterated a “buy” rating on shares of Costco Wholesale in a report on Monday. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $1,060.41.

Insider Activity at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the business’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 transaction of $732,204.60. Following the completion of the sale, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. 0.10% of the stock is currently owned by corporate insiders.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: May sales rose 14.5% year over year to $24.01 billion, with strong comparable sales, digital momentum, and membership growth supporting the bull case for Costco Wholesale Corporation (COST).
• Positive Sentiment: Analysts reiterated bullish ratings and higher price targets, signaling confidence that Costco’s traffic, fuel strategy, and membership model can keep driving earnings growth. Article Title
• Neutral Sentiment: Commentary around AI, international expansion, and faster same-day delivery points to longer-term growth opportunities, but these are more forward-looking than immediate stock drivers.
• Negative Sentiment: Costco’s premium valuation remains a concern, and some investors worry that sharing tariff refunds with customers could weigh on margins despite strong top-line growth. Article Title

Costco Wholesale Trading Up 1.1%

Shares of COST stock opened at $972.59 on Friday. The company has a market cap of $431.49 billion, a P/E ratio of 48.92, a PEG ratio of 4.66 and a beta of 0.88. The stock has a 50 day simple moving average of $1,006.77 and a two-hundred day simple moving average of $963.93. 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.

Costco Wholesale (NASDAQ:COST) last issued its 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). The business had revenue of $70.53 billion during the quarter, compared to the consensus estimate of $70.12 billion. Costco Wholesale had a return on equity of 28.72% and a net margin of 3.01%.During the same quarter in the previous year, the firm posted $4.28 earnings per share. Research analysts forecast that Costco Wholesale Corporation will post 20.38 earnings per share for the current year.

Costco Wholesale Increases Dividend

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

About Costco Wholesale

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.