UniSuper Management Pty Ltd Has $26.75 Million Stock Position in 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 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 31,019 shares of the retailer’s stock after purchasing an additional 572 shares during the period. UniSuper Management Pty Ltd’s holdings in Costco Wholesale were worth $26,749,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in COST. Brighton Jones LLC raised 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 period. Revolve Wealth Partners LLC raised 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 period. Sivia Capital Partners LLC raised its holdings in shares of 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 purchasing an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. raised its holdings in shares of 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 purchasing an additional 23 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in shares of 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 purchasing an additional 182 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Trading Down 0.8%

COST opened at $975.69 on Friday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. The firm has a market capitalization of $432.70 billion, a PE ratio of 49.08, a P/E/G ratio of 4.76 and a beta of 0.88. The company’s 50-day moving average is $1,005.62 and its 200 day moving average is $966.63.

Costco Wholesale (NASDAQ:COSTGet Free Report) last issued 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 return on equity of 28.04% and a net margin of 3.01%.The firm had revenue of $70.53 billion during the quarter, compared to the consensus estimate of $70.12 billion. During the same period in the previous year, the company posted $4.28 earnings per share. As a group, research analysts predict that Costco Wholesale Corporation will post 20.38 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently disclosed 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 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, May 1st. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s payout ratio is currently 29.58%.

Costco Wholesale News Summary

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.

Analysts Set New Price Targets

Several brokerages have recently weighed in on COST. Wells Fargo & Company upped their price objective on shares of Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a report on Thursday, April 9th. Deutsche Bank Aktiengesellschaft upped their target price on shares of Costco Wholesale from $1,104.00 to $1,106.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. DA Davidson restated a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a report on Thursday, June 4th. Citigroup restated a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. Finally, Mizuho set a $1,100.00 target price on shares of Costco Wholesale in a report on Monday, June 1st. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and a consensus price target of $1,060.41.

View Our Latest Report on COST

About Costco Wholesale

(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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