Ebert Capital Management Inc. Makes New $3.96 Million Investment in Costco Wholesale Corporation $COST

Ebert Capital Management Inc. acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 4,209 shares of the retailer’s stock, valued at approximately $3,958,000. Costco Wholesale makes up 3.7% of Ebert Capital Management Inc.’s holdings, making the stock its 8th biggest holding.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Hurley Capital LLC raised its position in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after acquiring an additional 18 shares during the last quarter. Joseph Group Capital Management bought a new stake in shares of Costco Wholesale during the 4th quarter valued at $33,000. Abich Financial Wealth Management LLC bought a new stake in shares of Costco Wholesale during the 3rd quarter valued at $34,000. Collier Financial bought a new stake in shares of Costco Wholesale during the 3rd quarter valued at $35,000. Finally, AXS Investments LLC bought a new stake in shares of Costco Wholesale during the 3rd quarter valued at $36,000. Institutional investors own 68.48% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on the stock. BMO Capital Markets upped their target price on shares of Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. DA Davidson reiterated a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research report on Friday, April 10th. Jefferies Financial Group reiterated a “buy” rating and set a $1,050.00 target price on shares of Costco Wholesale in a research report on Thursday, March 5th. Mizuho upped their target price on shares of Costco Wholesale from $1,065.00 to $1,100.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. Finally, Weiss Ratings upgraded shares of Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, March 17th. Twenty-two investment 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’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,046.03.

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $1,008.79 on Friday. The firm has a market cap of $447.55 billion, a PE ratio of 52.46, a PEG ratio of 4.97 and a beta of 0.92. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,067.08. The company has a fifty day moving average price of $998.03 and a 200 day moving average price of $951.50.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. The firm had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same period in the prior year, the business earned $4.02 EPS. Research analysts predict that Costco Wholesale Corporation will post 20.32 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be paid a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Friday, May 1st. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio (DPR) is currently 30.58%.

Insiders Place Their Bets

In related news, EVP Claudine Adamo sold 730 shares of the company’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following the completion of the transaction, the executive vice president directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their position. The sale 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.

Costco Wholesale News Roundup

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

• Positive Sentiment: April net sales rose 13% and comparable sales remained strong, signaling resilient demand and solid momentum for Costco’s core business. Costco Wholesale Corporation Reports April Sales Results
• Positive Sentiment: Bank of America reiterated a Buy rating after the sales update, pointing to Costco’s steady comparable sales trend despite macro uncertainty. Costco April sales top expectations despite Easter shift, macroeconomic uncertainty
• Positive Sentiment: Deutsche Bank raised its price target and kept a Buy rating, adding to bullish sentiment around the stock. Deutsche Bank adjusts Costco Wholesale PT
• Positive Sentiment: Market chatter around a possible special dividend later this year may be attracting income-focused investors to COST. Is Costco Preparing Another Special Dividend This Year?
• Neutral Sentiment: Costco is also in the news for store expansion plans in California and Florida, which is constructive long term but not an immediate stock catalyst. Costco plots major California expansion as it announces new store openings
• Neutral Sentiment: Several lifestyle and product roundups highlight Costco’s strong brand and value perception, but these are unlikely to move the stock much on their own.
• Negative Sentiment: A lawsuit over Costco’s tariff-refund pricing strategy could create legal and margin uncertainty, though the longer-term financial impact is still unclear. Costco’s Going to Court Because It Wants to Give You Tariff Refunds

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.