Permanent Capital Management LP acquired a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 944 shares of the retailer’s stock, valued at approximately $874,000.
A number of other institutional investors and hedge funds have also made changes to their positions in COST. Brighton Jones LLC grew its stake in Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after buying an additional 2,172 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Costco Wholesale by 13.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after acquiring an additional 130 shares in the last quarter. Saudi Central Bank acquired a new position in shares of Costco Wholesale during the 1st quarter valued at $166,000. Calton & Associates Inc. acquired a new stake in Costco Wholesale in the 1st quarter valued at $558,000. Finally, Retirement Planning Co of New England Inc. acquired a new stake in Costco Wholesale in the 1st quarter valued at $225,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.
Costco Wholesale Stock Performance
Shares of COST opened at $873.35 on Monday. The firm has a market cap of $387.65 billion, a price-to-earnings ratio of 46.78, a PEG ratio of 5.23 and a beta of 1.00. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The business’s 50 day moving average is $902.38 and its two-hundred day moving average is $938.67. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,078.23.
Costco Wholesale (NASDAQ:COST – Get Free Report) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The business had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The business’s revenue was up 8.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.04 earnings per share. Analysts forecast that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.
Costco Wholesale Dividend Announcement
The business also recently announced a quarterly dividend, which was paid on Friday, November 14th. Stockholders of record on Friday, October 31st were paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Friday, October 31st. Costco Wholesale’s dividend payout ratio is 27.85%.
Insider Transactions at Costco Wholesale
In other Costco Wholesale news, EVP Claudine Adamo sold 2,700 shares of the stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $935.68, for a total transaction of $2,526,336.00. Following the transaction, the executive vice president owned 6,851 shares of the company’s stock, valued at $6,410,343.68. This trade represents a 28.27% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP William Richard Wilcox sold 2,400 shares of Costco Wholesale stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $930.13, for a total value of $2,232,312.00. Following the completion of the transaction, the executive vice president owned 2,000 shares of the company’s stock, valued at approximately $1,860,260. The trade was a 54.55% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 6,339 shares of company stock valued at $5,916,642. Insiders own 0.10% of the company’s stock.
Trending Headlines about Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Northcoast Research upgraded COST from Neutral to Buy and set a $1,100 price target (roughly +26% upside from recent levels), a near-term catalyst for bullish flows. Northcoast Upgrade
- Positive Sentiment: Yahoo Finance reports Costco “breaks 3 records” — a headline that reinforces momentum around membership, sales and comps (positively read by investors even before full detail disclosure). Costco breaks 3 records
- Positive Sentiment: Forbes published a piece outlining specific catalysts and execution paths that could drive a rally in COST — a constructive analyst/strategy view that supports more optimistic positioning. How Costco Stock Can Rally
- Positive Sentiment: The Motley Fool (and syndicated repeat) published bullish commentary framing COST as a long-term wealth-builder, reinforcing investor confidence in the membership model and repeat purchase economics. Is Costco Stock a Multimillionaire Maker?
- Neutral Sentiment: Zacks compares Target vs. Costco on upside potential — this frames COST as resilient (membership/digital momentum) but highlights peer execution differences investors are weighing. Target vs. Costco
- Neutral Sentiment: MarketBeat flagged COST as among household names showing rare oversold signals into year-end — a technical setup that can attract short-term buying if momentum stabilizes. Oversold Signals
- Neutral Sentiment: Zacks noted increased investor attention on COST (summary pieces that raise visibility but don’t change fundamentals). Investor Attention
- Neutral Sentiment: Consumer/operational items — a regional product feature (MSN), holiday hours/closures and a planned one-day shutdown article — are interest items for customers but unlikely to move fundamentals materially. Regional Costco Find Holiday Closure
Wall Street Analyst Weigh In
Several brokerages have recently weighed in on COST. Truist Financial decreased their target price on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Cowen reissued a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Evercore ISI decreased their price target on Costco Wholesale from $1,060.00 to $1,025.00 and set an “outperform” rating for the company in a report on Friday, September 26th. Jefferies Financial Group reiterated a “buy” rating on shares of Costco Wholesale in a research note on Thursday, October 9th. Finally, Hovde Group assumed coverage on shares of Costco Wholesale in a research report on Tuesday, November 18th. They set a “market perform” rating and a $16.00 target price on the stock. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $992.08.
Check Out Our Latest Stock Report on COST
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.
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