Robertson Stephens Wealth Management LLC Grows Position in Costco Wholesale Corporation $COST

Robertson Stephens Wealth Management LLC grew its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 2.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,689 shares of the retailer’s stock after buying an additional 505 shares during the period. Robertson Stephens Wealth Management LLC’s holdings in Costco Wholesale were worth $16,117,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Hurley Capital LLC increased its position 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. Abich Financial Wealth Management LLC bought a new stake in shares of Costco Wholesale during the third quarter valued at about $34,000. Collier Financial bought a new position in shares of Costco Wholesale in the third quarter worth approximately $35,000. Joseph Group Capital Management bought a new position in shares of Costco Wholesale in the fourth quarter worth approximately $33,000. Finally, AXS Investments LLC bought a new position in shares of Costco Wholesale in the third quarter worth approximately $36,000. 68.48% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts recently weighed in on the stock. JPMorgan Chase & Co. upped their price objective on shares of Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. BMO Capital Markets upped their price objective on shares of Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Mizuho upped their price objective on shares of Costco Wholesale from $1,065.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Thursday, April 16th. Robert W. Baird set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Thursday, February 5th. Finally, TD Cowen restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, March 6th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,045.97.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the 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 of the company’s stock, 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 SEC, which can be accessed through this hyperlink. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Down 0.3%

Shares of NASDAQ COST opened at $1,011.70 on Friday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The firm’s 50 day simple moving average is $996.93 and its two-hundred day simple moving average is $949.91. The stock has a market capitalization of $448.84 billion, a P/E ratio of 52.61, a PEG ratio of 5.00 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The business had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. During the same period last year, the business earned $4.02 earnings per share. The business’s quarterly revenue was up 9.2% on a year-over-year basis. As a group, analysts expect that Costco Wholesale Corporation will post 20.32 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be paid 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 boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Friday, May 1st. Costco Wholesale’s payout ratio is currently 27.04%.

More Costco Wholesale News

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

• Positive Sentiment: Amy’s Kitchen will roll select frozen meals into more than 150 Costco warehouses across key U.S. markets, expanding fresh/organic assortment and potentially boosting food sales and member engagement. Amy’s Kitchen Lands Costco Distribution in Three Major Markets, Bringing Organic Frozen Meals to Millions of Members
• Positive Sentiment: Costco is hiring ahead of a new Guilderland, NY warehouse opening — a sign of continued unit growth that supports revenue and membership expansion over time. Costco begins hiring as opening of Guilderland warehouse nears
• Positive Sentiment: Analyst/market pieces highlight Costco’s strong membership metrics and ability to convert members to higher-fee Executive tiers, supporting recurring revenue and margins. This ongoing narrative underpins bullish views despite macro uncertainty. Better Buy: Walmart or Costco Stock
• Positive Sentiment: Costco received recognition in TIME’s influential companies coverage, reinforcing brand strength that supports long-term customer loyalty and pricing power. Costco Wholesale
• Neutral Sentiment: Retail-focused stories on seasonal merchandise and promotions (patio furniture roundups, a Dyson sale) reflect normal merchandising and traffic drivers but are routine and unlikely to move fundamentals by themselves. 9 Costco Patio Dining Furniture Sets To Look For In 2026
• Neutral Sentiment: Costco quietly changed elements of its long-standing $1.50 hot dog combo (product tweaks, price intact), a brand-story item that signals attention to costs but keeps the iconic price point. Costco changed the hot dog combo after 40 years. Is it still $1.50? Here’s what to know
• Negative Sentiment: Several pieces question whether COST’s strong YTD performance and premium valuation leave ample upside from current levels, highlighting its high P/E and recent run — a valuation headwind that can pressure the stock if growth expectations slip. Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Year To Date Run?

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.