UniSuper Management Pty Ltd Buys 572 Shares of Costco Wholesale Corporation $COST

UniSuper Management Pty Ltd grew its stake in shares of Costco Wholesale Corporation (NASDAQ:COSTFree Report) by 1.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 31,019 shares of the retailer’s stock after buying an additional 572 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Costco Wholesale were worth $26,749,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of COST. Brighton Jones LLC grew its stake 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 worth $18,165,000 after buying an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after purchasing an additional 130 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after purchasing an additional 165 shares during the last quarter. Pinnacle Wealth Planning Services Inc. grew its stake in shares of Costco Wholesale by 1.1% in the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after purchasing an additional 23 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Costco Wholesale by 2.2% in the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after purchasing an additional 182 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Performance

Shares of COST opened at $975.69 on Friday. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $432.70 billion, a P/E ratio of 49.08, a price-to-earnings-growth ratio of 4.76 and a beta of 0.88. The firm’s fifty day simple moving average is $1,005.62 and its two-hundred day simple moving average is $966.63. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50.

Costco Wholesale (NASDAQ:COSTGet Free Report) last issued its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). The firm had revenue of $70.53 billion for the quarter, compared to the consensus estimate of $70.12 billion. Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. During the same period last year, the company posted $4.28 EPS. As a group, analysts predict that Costco Wholesale Corporation will post 20.38 EPS for the current year.

Costco Wholesale Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were given a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Friday, May 1st. Costco Wholesale’s payout ratio is currently 29.58%.

Analyst Upgrades and Downgrades

COST has been the topic of several analyst reports. Mizuho set a $1,100.00 price objective on shares of Costco Wholesale in a research note on Monday, June 1st. Jefferies Financial Group reissued a “buy” rating and issued a $1,050.00 price objective on shares of Costco Wholesale in a research note on Thursday, March 5th. Wells Fargo & Company boosted their price objective on shares of Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 9th. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a research note on Monday, June 1st. Finally, Raymond James Financial boosted their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Twenty-two analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,060.41.

Read Our Latest Stock Report on Costco Wholesale

Key Stories Impacting Costco Wholesale

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

  • Positive Sentiment: Analysts at Erste Group Bank raised their earnings estimates for Costco, lifting FY2026 EPS to $20.49 and FY2027 EPS to $22.61, slightly above prior forecasts and reinforcing confidence in Costco’s long-term earnings power.
  • Positive Sentiment: Jim Cramer said he thinks investors should “buy some here,” adding another public bullish call on Costco and keeping the stock in focus as a defensive long-term holding.
  • Positive Sentiment: Multiple commentary pieces highlighted Costco’s membership-fee model as a durable, recurring-revenue engine, which continues to appeal to investors looking for steady compounding and defensive growth.
  • Positive Sentiment: Costco’s CEO is set to receive a leadership honor for advancing women in corporate governance, adding a modest ESG/governance positive for institutional investors.
  • Neutral Sentiment: Articles noted that Costco allows some shopping without a membership in the U.S., a consumer-facing detail that may support traffic but is not likely to materially change fundamentals on its own. Confirmed: Costco Reveals the Only Way to Shop Without a Membership Anywhere in the United States
  • Neutral Sentiment: Costco is fighting a lawsuit over claims that its $5 rotisserie chicken is falsely advertised as having “no preservatives,” which creates headline risk but has not yet been shown to affect operations. Costco fires back over lawsuit tied to iconic product as shoppers claim false advertising
  • Negative Sentiment: Commentary comparing Costco with Dollar Tree suggested tighter consumer budgets could increase competition on value, which may pressure pricing power at the margin if shoppers trade down.

Costco Wholesale Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Costco Wholesale (NASDAQ:COST)

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