Madison Wealth Partners Inc Has $1.82 Million Stock Holdings in Costco Wholesale Corporation $COST

Madison Wealth Partners Inc boosted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 69.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,109 shares of the retailer’s stock after buying an additional 864 shares during the period. Madison Wealth Partners Inc’s holdings in Costco Wholesale were worth $1,819,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Hilltop Partners LLC raised its holdings in Costco Wholesale by 41.6% during the fourth quarter. Hilltop Partners LLC now owns 2,819 shares of the retailer’s stock worth $2,431,000 after buying an additional 828 shares during the last quarter. Eurizon SLJ Capital Ltd acquired a new position in Costco Wholesale during the fourth quarter worth $618,000. Eurizon Capital SGR S.p.A. acquired a new position in Costco Wholesale during the fourth quarter worth $48,687,000. Triglav Investments D.O.O. acquired a new position in Costco Wholesale during the fourth quarter worth $1,638,000. Finally, Zhang Financial LLC raised its holdings in Costco Wholesale by 8.2% during the fourth quarter. Zhang Financial LLC now owns 1,654 shares of the retailer’s stock worth $1,427,000 after buying an additional 126 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

COST has been the topic of several research reports. TD Cowen restated a “buy” rating on shares of Costco Wholesale in a report on Friday, March 6th. Citigroup reiterated a “neutral” rating on shares of Costco Wholesale in a research note on Friday, February 20th. Raymond James Financial upped their target price 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. Daiwa Securities Group upped their target price on shares of Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 10th. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $1,050.00 target price on shares of Costco Wholesale in a research note on Thursday, March 5th. Twenty-one 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. According to MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and an average target price of $1,056.32.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Costco posted strong third-quarter results, with revenue of $70.53 billion topping estimates and same-store sales rising 9.8%, showing that members are still spending on essentials and value-focused purchases.
• Positive Sentiment: Gasoline sales were a standout, with Costco’s gas stations setting all-time or record volume levels as drivers sought lower-priced fuel amid elevated energy costs. Article Title
• Positive Sentiment: Digital growth and membership strength continued to support results, helping offset margin pressure and reinforcing Costco’s value-driven model.
• Positive Sentiment: Several Wall Street firms raised price targets or reiterated bullish ratings, including Bank of America, Goldman Sachs, Bernstein, BTIG, and Morgan Stanley, signaling confidence in Costco’s long-term fundamentals.
• Neutral Sentiment: DA Davidson reaffirmed a neutral rating with a $1,000 target, suggesting modest upside but not a strong catalyst for a re-rating.
• Neutral Sentiment: Costco said it will return U.S. tariff refunds to members “in some form,” which may help customer loyalty but does not yet provide a clear financial boost.
• Negative Sentiment: EPS of $4.93 missed consensus by a small margin, and investors appear focused on the earnings shortfall more than the sales beat.
• Negative Sentiment: Margin pressure from higher costs and a premium valuation have prompted some traders to sell after the report, limiting enthusiasm despite the strong top-line performance.

Costco Wholesale Stock Performance

NASDAQ COST opened at $956.32 on Friday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The firm has a market cap of $424.27 billion, a price-to-earnings ratio of 49.73, a PEG ratio of 4.90 and a beta of 0.92. The company has a fifty day moving average price of $1,007.80 and a 200-day moving average price of $962.48.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing the consensus estimate of $4.98 by ($0.05). The company had revenue of $70.53 billion for the quarter, compared to the consensus estimate of $69.68 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. During the same quarter in the previous year, the company posted $4.28 EPS. As a group, equities research analysts predict that Costco Wholesale Corporation will post 20.33 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were given a dividend of $1.47 per share. The ex-dividend date was Friday, May 1st. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is currently 30.58%.

Insiders Place Their Bets

In related news, EVP Claudine Adamo sold 730 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the completion of the transaction, the executive vice president owned 6,121 shares in the company, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.10% of the company’s stock.

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.