Evexia Wealth LLC Purchases 1,379 Shares of Costco Wholesale Corporation $COST

Evexia Wealth LLC lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 14.0% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 11,258 shares of the retailer’s stock after purchasing an additional 1,379 shares during the quarter. Costco Wholesale accounts for about 3.2% of Evexia Wealth LLC’s investment portfolio, making the stock its 13th biggest holding. Evexia Wealth LLC’s holdings in Costco Wholesale were worth $10,533,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also modified their holdings of the company. LFA Lugano Financial Advisors SA bought a new stake in Costco Wholesale in the 2nd quarter valued at approximately $31,000. Hurley Capital LLC grew its stake in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after acquiring an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC bought a new position in shares of Costco Wholesale during the 3rd quarter worth approximately $34,000. Collier Financial acquired a new stake in shares of Costco Wholesale in the third quarter valued at approximately $35,000. Finally, AXS Investments LLC acquired a new stake in shares of Costco Wholesale in the third quarter valued at approximately $36,000. 68.48% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts recently commented on the stock. Telsey Advisory Group increased their target price on shares of Costco Wholesale from $1,100.00 to $1,125.00 and gave the stock an “outperform” rating in a report on Friday. Rothschild & Co Redburn lifted their price target on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a research note on Tuesday, February 17th. Gordon Haskett boosted their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. BMO Capital Markets increased 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 note on Friday. Finally, Daiwa Securities Group decreased their price objective on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a report on Tuesday, December 16th. Twenty-two equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,035.35.

Key Costco Wholesale News

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

• Positive Sentiment: Q2 double‑beat — Costco reported revenue of ~$69.6B and GAAP EPS of $4.58, with comp‑store strength and membership fee growth that underpin near‑term sales momentum. This is the main catalyst supporting the rally. Costco Wholesale beats quarterly comparable sales estimates
• Positive Sentiment: Analyst upgrades and higher price targets — several brokers (notably a large Street high by BMO cited in coverage) raised targets and reiterated outperform/overweight views, adding upward pressure. Costco Stock Scores New Street‑High Price Target
• Positive Sentiment: Capital returns & balance‑sheet strength — commentary and notes on buybacks, a rising cash pile and the “special dividend” thesis are attracting income/return‑focused investors and support further upside. Costco Wholesale: Buy Now, Get Paid Later as Cash and Returns Build
• Positive Sentiment: Digital and membership momentum — online sales growth (~22.6%) and rising membership income are cited on the call as durable drivers of mix and margins, supporting investor confidence. Costco Digital Innovations Fuel 22.6% Online Growth
• Neutral Sentiment: Mixed analyst moves — while many raised targets, a few (e.g., Goldman) trimmed targets even as they kept buy calls; that creates a mix of conviction levels among institutional holders. Goldman Sachs adjusts price target on Costco
• Neutral Sentiment: Muted market reaction — despite the beat, some headlines note a tepid price move (and some pre‑market weakness) as investors weigh valuation metrics versus growth. That can lead to intraday volatility. Costco Stock Exhibits Muted Reaction Amid Double‑Beat Earnings Report
• Negative Sentiment: Valuation concerns and “red flags” narrative — some outlets argue the stock is expensive (high P/E, PEG) and list risks that could cap upside; those narratives are pressuring more value‑sensitive investors. Is Costco Too Expensive? 3 Red Flags That Could Send Shares Sliding

Insider Buying and Selling

In other news, EVP Russell D. Miller sold 1,500 shares of Costco Wholesale stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the transaction, the executive vice president directly owned 8,240 shares in the company, valued at approximately $7,550,476.80. The trade was a 15.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Teresa A. Jones sold 850 shares of the business’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares in the company, valued at $4,169,907.28. The trade was a 16.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 6,915 shares of company stock valued at $6,317,097. Insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Up 1.6%

Costco Wholesale stock opened at $998.10 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. The company’s 50-day moving average is $961.64 and its 200-day moving average is $936.05. The firm has a market capitalization of $443.03 billion, a PE ratio of 51.90, a P/E/G ratio of 4.70 and a beta of 1.01. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 29.37%. The business had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same period last year, the business posted $4.02 EPS. Costco Wholesale’s revenue was up 9.2% on a year-over-year basis. Sell-side analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.85%.

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.