Robinswood Financial LLC Makes New $1.66 Million Investment in Costco Wholesale Corporation $COST

Robinswood Financial LLC bought a new position in Costco Wholesale Corporation (NASDAQ:COST) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 1,668 shares of the retailer’s stock, valued at approximately $1,662,000. Costco Wholesale accounts for approximately 2.1% of Robinswood Financial LLC’s holdings, making the stock its 10th biggest position.

Several other institutional investors have also made changes to their positions in COST. Vanguard Group Inc. boosted its stake in Costco Wholesale by 0.4% in the 4th quarter. Vanguard Group Inc. now owns 43,620,717 shares of the retailer’s stock worth $37,615,889,000 after purchasing an additional 165,349 shares during the period. Geode Capital Management LLC raised its stake in Costco Wholesale by 0.3% during the 4th quarter. Geode Capital Management LLC now owns 10,388,519 shares of the retailer’s stock valued at $8,919,573,000 after purchasing an additional 26,690 shares during the period. Morgan Stanley lifted its holdings in shares of Costco Wholesale by 1.1% in the fourth quarter. Morgan Stanley now owns 9,523,423 shares of the retailer’s stock valued at $8,212,433,000 after purchasing an additional 107,775 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of Costco Wholesale by 11.5% in the first quarter. Bank of America Corp DE now owns 7,515,031 shares of the retailer’s stock valued at $7,488,203,000 after purchasing an additional 773,651 shares in the last quarter. Finally, Diamant Asset Management Inc. boosted its position in shares of Costco Wholesale by 99,278.0% in the first quarter. Diamant Asset Management Inc. now owns 6,726,899 shares of the retailer’s stock worth $672,690,000 after buying an additional 6,720,130 shares during the period. 68.48% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on COST shares. Deutsche Bank Aktiengesellschaft lifted their price target on Costco Wholesale from $1,104.00 to $1,106.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Citigroup assumed coverage on Costco Wholesale in a research note on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 target price on the stock. Roth Capital upped their target price on Costco Wholesale from $769.00 to $781.00 and gave the company a “sell” rating in a report on Friday, May 29th. Telsey Advisory Group upped their target price on Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an “outperform” rating in a report on Thursday, April 9th. Finally, Mizuho set a $1,100.00 price target on shares of Costco Wholesale in a research report on Monday, June 1st. Twenty-two research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $1,059.07.

More Costco Wholesale News

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

• Positive Sentiment: Analysts and financial publications continue to highlight Costco’s strong momentum, durable membership model, consistent profit growth and long-term shareholder returns. One analysis suggests the retailer could eventually pursue trillion-dollar-company status if it sustains warehouse expansion, membership growth and operating execution. Why Costco Is a Strong Momentum Stock
• Positive Sentiment: Costco’s reported experiment with expanding or changing gasoline sales could create another source of traffic, member engagement and revenue over time, although the financial impact remains uncertain. Costco Gasoline Sales Experiment
• Positive Sentiment: New product partnerships and continued customer interest—including expanded beverage distribution and popular food offerings—reinforce Costco’s ability to attract shoppers and support sales, though these developments are not expected to materially change near-term earnings. Coco5 Costco Partnership

Costco Wholesale Stock Performance

Costco Wholesale stock opened at $951.89 on Monday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50. The company’s fifty day moving average price is $955.42 and its two-hundred day moving average price is $982.38. 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 company has a market capitalization of $422.14 billion, a price-to-earnings ratio of 47.88, a PEG ratio of 4.60 and a beta of 0.87.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.The company had revenue of $70.53 billion during the quarter, compared to analyst estimates of $70.12 billion. During the same quarter last year, the firm posted $4.28 earnings per share. On average, analysts forecast that Costco Wholesale Corporation will post 20.42 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Friday, July 24th will be issued a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Friday, July 24th. Costco Wholesale’s dividend payout ratio (DPR) is 29.58%.

Insider Buying and Selling

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the completion of the transaction, the director owned 4,779 shares of the company’s stock, valued at $4,575,653.55. The trade was a 15.62% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.10% of the stock is owned by company insiders.

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.