Stenger Family Office LLC Buys 1,096 Shares of Costco Wholesale Corporation $COST

Stenger Family Office LLC lifted its position in Costco Wholesale Corporation (NASDAQ:COST) by 15.5% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,165 shares of the retailer’s stock after purchasing an additional 1,096 shares during the period. Costco Wholesale accounts for about 1.5% of Stenger Family Office LLC’s investment portfolio, making the stock its 16th biggest position. Stenger Family Office LLC’s holdings in Costco Wholesale were worth $7,041,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Mcguire Capital Advisors Inc. bought a new stake in Costco Wholesale during the 4th quarter valued at $28,000. Hurley Capital LLC increased its stake in shares of 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 during the period. Entrust Financial LLC purchased a new position in shares of Costco Wholesale during the fourth quarter valued at $31,000. Joseph Group Capital Management purchased a new position in shares of Costco Wholesale during the fourth quarter valued at $33,000. Finally, Imprint Wealth LLC bought a new stake in shares of Costco Wholesale in the third quarter valued at about $36,000. Institutional investors own 68.48% of the company’s stock.

More Costco Wholesale News

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

• Positive Sentiment: Costco’s latest operating update showed strong momentum, with comparable sales up 9.8%, membership fees rising 10.7%, and digitally enabled sales jumping 21.5%, reinforcing the company’s durable growth story. Prediction: Costco Will Trade At This Price in 2027
• Positive Sentiment: Analysts and commentators continue to highlight Costco’s competitive advantages, loyal membership base, and ongoing technology investments to improve the shopping experience and ease customer pain points like parking. Costco tackles major frustration for members
• Positive Sentiment: Several recent articles frame the stock weakness as a possible buying opportunity, pointing to Costco’s resilient business model and long-term compounding potential. Why Weakness in Dividend-Paying Costco Stock Is a Strong Buying Opportunity
• Neutral Sentiment: Fresh media coverage around Costco products, store hours, and local development approvals is supportive of brand visibility, but these items are unlikely to materially move the stock on their own. Is Costco open on Juneteenth?
• Negative Sentiment: Investor sentiment remains cautious because Costco’s premium valuation is being questioned amid macro uncertainty and sticky inflation, with one recent note saying growth may not fully justify the stock’s price. Should You Buy Costco Stock for the Long Haul? Here’s the Honest Answer.
• Negative Sentiment: Analyst disagreement is also weighing on the shares, with one report noting Costco fell after Citi and Bernstein issued conflicting views on the big-box retailer. Costco Stock (COST) Drops as Analysts Can’t Agree on the Big-Box Retailer

Costco Wholesale Price Performance

COST opened at $951.45 on Friday. The firm has a market capitalization of $421.95 billion, a PE ratio of 47.86, a price-to-earnings-growth ratio of 4.61 and a beta of 0.88. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61. The business’s 50-day moving average is $1,000.19 and its two-hundred day moving average is $969.01. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The firm had revenue of $70.53 billion for the quarter, compared to analysts’ expectations of $70.12 billion. During the same period in the previous year, the company posted $4.28 earnings per share. Research analysts anticipate that Costco Wholesale Corporation will post 20.38 earnings per share for the current fiscal 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 dividend of $1.47 per share. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is presently 29.58%.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. HC Wainwright reaffirmed a “buy” rating on shares of Costco Wholesale in a research note on Monday, June 1st. Raymond James Financial boosted their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a research report on Monday, June 1st. Weiss Ratings upgraded shares of Costco Wholesale from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, June 4th. Finally, TD Cowen reissued a “buy” rating and set a $1,175.00 price objective on shares of Costco Wholesale in a report on Wednesday, June 3rd. Twenty-two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,061.45.

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.