Costco Wholesale Corporation $COST Holdings Raised by IPG Investment Advisors LLC

IPG Investment Advisors LLC grew its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 31.9% in the 4th quarter, HoldingsChannel reports. The firm owned 3,944 shares of the retailer’s stock after acquiring an additional 953 shares during the quarter. IPG Investment Advisors LLC’s holdings in Costco Wholesale were worth $3,401,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of COST. Brighton Jones LLC lifted its holdings in shares of Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after purchasing an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares during the last quarter. Sivia Capital Partners LLC raised its position in Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after buying an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. raised its position in Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares during the period. Finally, Schnieders Capital Management LLC. raised its position in Costco Wholesale by 2.2% during the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after buying an additional 182 shares during the period. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Stock Performance

Shares of COST stock opened at $1,003.69 on Thursday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. The stock’s 50-day moving average is $1,008.29 and its two-hundred day moving average is $962.02. The firm has a market cap of $445.29 billion, a P/E ratio of 52.19, a PEG ratio of 4.93 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. During the same period in the prior year, the firm posted $4.02 EPS. The business’s revenue was up 9.2% compared to the same quarter last year. Analysts predict that Costco Wholesale Corporation will post 20.33 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were given a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Friday, May 1st. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s payout ratio is currently 30.58%.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the company’s stock in a transaction dated 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 directly owned 6,121 shares of the company’s stock, valued at $6,139,485.42. This represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.10% of the stock is currently owned by insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: Analysts and media coverage remain constructive, with multiple firms reiterating bullish views and price targets implying upside if Costco delivers another solid quarter. Analyst Reaffirms Buy on Costco, Sees Attractive Upside with Unchanged $1,185 Price Target
• Positive Sentiment: Pre-earnings commentary highlights strong monthly sales, membership growth, e-commerce gains, and higher gas prices potentially boosting traffic and top-line momentum. Costco Heads into Earnings with Monthly Sales Already Doing the Heavy Lifting
• Positive Sentiment: Some analysts are calling Costco a top defensive consumer stock, reinforcing its reputation as a steady performer in uncertain markets. Bernstein Calls Costco (COST) a Top Defensive Consumer Stock
• Neutral Sentiment: Multiple previews note that investors are largely waiting for Thursday’s earnings report to reset expectations, with the stock seen as capable of moving sharply depending on guidance and margin commentary. Here’s How Much Costco Stock Is Expected to Move After Earnings Q3 FY2026
• Neutral Sentiment: There was also a separate headline about an optical-services scheduling issue and a grapevine pest concern involving Costco-sold plants, but these appear limited in scope and are less likely to affect the broader investment thesis. Costco optical customers face frustration trying to schedule eye exams
• Negative Sentiment: Pre-earnings caution and valuation pressure are weighing on the shares, with some market watchers saying it may be prudent to wait for results rather than chase the stock now. Costco Q3 Preview: Stock Could Hit $1,200 Or Fall To $960, Market Expert Says ‘Prudent To Wait This One Out’
• Negative Sentiment: A federal jury verdict in a disability discrimination case raised legal and compliance concerns, creating a modest overhang ahead of earnings. Costco Discrimination Verdict Puts Legal And Compliance Risks In Focus

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Truist Financial upped their price target on Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a research report on Friday, March 6th. Citigroup reissued a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. Bank of America assumed coverage on Costco Wholesale in a research report on Friday, February 27th. They set a “buy” rating and a $1,185.00 price target on the stock. UBS Group upped their price target on Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a research report on Wednesday, May 20th. Finally, Robert W. Baird set a $1,100.00 price target on Costco Wholesale in a research report on Thursday, February 5th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Costco Wholesale has an average rating of “Moderate Buy” and a consensus price target of $1,052.60.

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.