Pathfinder Wealth Consulting Inc. Purchases Shares of 583 Costco Wholesale Corporation $COST

Pathfinder Wealth Consulting Inc. purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 583 shares of the retailer’s stock, valued at approximately $503,000.

Several other hedge funds have also recently added to or reduced their stakes in the company. Brown Wealth Management LLC lifted its stake in Costco Wholesale by 3.7% during the third quarter. Brown Wealth Management LLC now owns 305 shares of the retailer’s stock worth $282,000 after purchasing an additional 11 shares during the last quarter. Caliber Wealth Management LLC KS lifted its stake in Costco Wholesale by 1.7% during the third quarter. Caliber Wealth Management LLC KS now owns 655 shares of the retailer’s stock worth $606,000 after purchasing an additional 11 shares during the last quarter. Somerset Group LLC lifted its stake in Costco Wholesale by 0.3% during the third quarter. Somerset Group LLC now owns 4,220 shares of the retailer’s stock worth $3,906,000 after purchasing an additional 11 shares during the last quarter. Hughes Financial Services LLC lifted its stake in Costco Wholesale by 4.3% during the third quarter. Hughes Financial Services LLC now owns 268 shares of the retailer’s stock worth $245,000 after purchasing an additional 11 shares during the last quarter. Finally, Bank & Trust Co lifted its stake in Costco Wholesale by 18.3% during the fourth quarter. Bank & Trust Co now owns 71 shares of the retailer’s stock worth $61,000 after purchasing an additional 11 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Analyst Ratings Changes

Several brokerages have issued reports on COST. Weiss Ratings raised Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, March 17th. Citigroup restated a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. DA Davidson restated a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a research report on Friday, April 10th. The Goldman Sachs Group cut their price target on shares of Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating for the company in a research report on Friday, March 6th. Finally, UBS Group upped their price target on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a research report on Wednesday. Twenty-two analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,052.60.

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco remains a top momentum and growth name, with multiple recent pieces highlighting strong long-term performance and continued investor interest as the shares trade near record levels. Why Costco (COST) is a Top Momentum Stock for the Long-Term
• Positive Sentiment: Speculation about a possible stock split has intensified after Costco broke back above the $1,000 share-price milestone, which can boost sentiment by making the stock seem more accessible to retail investors. Costco Stock Split Rumors Explode as COST Smashes $1,000 Milestone Again
• Positive Sentiment: Analysts and market coverage continue to point to Costco’s solid operating momentum and long-term return profile, reinforcing the view that the business is executing well even after a big run-up. A Look At Costco Wholesale (COST) Valuation As Shares Trade Near Recent Highs
• Neutral Sentiment: Costco is expanding its footprint, including rezoning and land purchase activity for new locations, which supports long-term growth but is not likely to move the stock much on its own. New details emerge in proposed north Macon Costco project
• Neutral Sentiment: Costco is also seeing incremental membership-related promotion and seasonal deal coverage, which may help traffic but appears too small to materially affect the share price near term. This Costco deal cuts the price of membership to $45 – here’s how to get it
• Negative Sentiment: Near-term pressure is coming from valuation concerns: several articles note that Costco’s stock is already priced for strong execution, leaving little room for disappointment after the recent rally. Costco Q3 Earnings Preview: Great Business With Limited Upside
• Negative Sentiment: Costco also traded lower in sympathy with Walmart after Walmart’s earnings and guidance disappointed investors, sparking broader concern about the consumer-retail backdrop. Costco Stock Dips After Walmart’s Q1 Report: What’s Going On?
• Negative Sentiment: Costco is facing headlines around tariff refunds and a tax dispute in Japan, adding some legal and regulatory noise, though these issues do not appear to be the main driver of today’s move. Costco suit highlights gaps in $166B tariff refund process

Costco Wholesale Stock Performance

NASDAQ COST opened at $1,028.24 on Friday. The company has a 50-day simple moving average of $1,007.87 and a two-hundred day simple moving average of $960.13. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The firm has a market cap of $456.18 billion, a price-to-earnings ratio of 53.47, a PEG ratio of 5.06 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.55 by $0.03. The business had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company’s revenue was up 9.2% on a year-over-year basis. During the same period in the prior year, the business posted $4.02 earnings per share. On average, equities analysts forecast that Costco Wholesale Corporation will post 20.33 EPS for the current year.

Costco Wholesale Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were paid a dividend of $1.47 per share. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. 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. Costco Wholesale’s payout ratio is currently 30.58%.

Insider Activity at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the company’s 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 directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Company 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.