Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Purchases 576 Shares of Costco Wholesale Corporation $COST

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna increased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 49.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,740 shares of the retailer’s stock after acquiring an additional 576 shares during the period. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s holdings in Costco Wholesale were worth $1,500,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. SouthState Bank Corp increased its holdings in Costco Wholesale by 0.6% during the 4th quarter. SouthState Bank Corp now owns 25,890 shares of the retailer’s stock worth $22,326,000 after acquiring an additional 149 shares during the period. Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD grew its stake in Costco Wholesale by 23.5% in the 4th quarter. Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD now owns 25,991 shares of the retailer’s stock worth $22,413,000 after buying an additional 4,953 shares in the last quarter. Capital World Investors grew its stake in Costco Wholesale by 2.0% in the 4th quarter. Capital World Investors now owns 3,937,286 shares of the retailer’s stock worth $3,395,301,000 after buying an additional 77,650 shares in the last quarter. Capital International Sarl grew its stake in Costco Wholesale by 0.6% in the 4th quarter. Capital International Sarl now owns 64,735 shares of the retailer’s stock worth $55,824,000 after buying an additional 394 shares in the last quarter. Finally, Capital International Ltd. CA grew its stake in Costco Wholesale by 0.6% in the 4th quarter. Capital International Ltd. CA now owns 39,799 shares of the retailer’s stock worth $34,320,000 after buying an additional 230 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on COST. Sanford C. Bernstein boosted their price target on shares of Costco Wholesale from $1,192.00 to $1,194.00 and gave the stock an “outperform” rating in a research note on Friday, May 29th. Roth Mkm boosted their price target on shares of Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a research note on Friday, May 29th. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a research note on Monday, June 1st. Bank of America boosted their price target on shares of Costco Wholesale from $1,185.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Finally, TD Cowen reissued a “buy” rating and issued a $1,175.00 price target on shares of Costco Wholesale in a research note on Wednesday. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $1,060.41.

Costco Wholesale Price Performance

Shares of Costco Wholesale stock opened at $971.87 on Friday. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The stock has a market capitalization of $431.00 billion, a price-to-earnings ratio of 48.89, a price-to-earnings-growth ratio of 4.71 and a beta of 0.88. The company has a fifty day moving average of $1,006.71 and a 200-day moving average of $963.99. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.59 and a current ratio of 1.07.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The business had revenue of $70.53 billion during the quarter, compared to analysts’ expectations of $70.12 billion. During the same period last year, the company posted $4.28 EPS. Equities research analysts expect that Costco Wholesale Corporation will post 20.38 EPS for the current year.

Costco Wholesale Increases Dividend

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

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco posted another strong month, with May net sales up 14.5% year over year to $24.01 billion and comparable sales still running at a healthy pace, reinforcing the view that traffic and spending trends remain solid. Costco Wholesale Corporation Reports May Sales Results
• Positive Sentiment: Analysts continued to point to Costco’s defensive fundamentals, strong U.S. comparable sales, fuel-driven traffic, and growing digital business as reasons for optimism on the stock. Costco Stock (COST) Keeps Wall Street Split despite Accelerating Sales
• Positive Sentiment: Costco’s ability to hold up during the broader market sell-off underscored its reputation as a defensive retailer, which may have helped support investor interest. Why Costco Stock Held Steady During Friday’s Market Sell-Off
• Neutral Sentiment: Several articles framed Costco as a high-quality long-term compounder, but also emphasized that its premium valuation leaves less room for error if growth slows. Costco stock price shocks market despite major blowout quarter
• Neutral Sentiment: Costco’s valuation remains a debate point on Wall Street, with some analysts maintaining Buy ratings and high price targets while others argue the stock already reflects much of the good news. Costco: Robust Comps and Reaccelerating Digital Sales Support Buy Rating, Price Target Reaffirmed at $1275
• Negative Sentiment: One recent note argued that Costco’s strong quarter was not enough to offset valuation worries, suggesting investors may be hesitant to pay up after the recent sales-driven rally. Costco’s Strong Quarter Still Leaves Investors with a Valuation Problem

Insider Activity

In other 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 sale, the executive vice president 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. Company insiders own 0.10% of the company’s stock.

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.