Kingsview Wealth Management LLC Boosts Holdings in Costco Wholesale Corporation $COST

Kingsview Wealth Management LLC boosted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 9.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 66,282 shares of the retailer’s stock after purchasing an additional 5,546 shares during the period. Costco Wholesale makes up 0.8% of Kingsview Wealth Management LLC’s investment portfolio, making the stock its 21st largest holding. Kingsview Wealth Management LLC’s holdings in Costco Wholesale were worth $57,158,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Hurley Capital LLC grew its position in Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares during the last quarter. Entrust Financial LLC purchased a new position in Costco Wholesale during the 4th quarter worth $31,000. Abich Financial Wealth Management LLC purchased a new position in Costco Wholesale during the 3rd quarter worth $34,000. Collier Financial purchased a new position in Costco Wholesale during the 3rd quarter worth $35,000. Finally, Joseph Group Capital Management purchased a new position in Costco Wholesale during the 4th quarter worth $33,000. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Stock Up 0.1%

COST stock opened at $1,003.69 on Thursday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50. The stock has a market capitalization of $445.29 billion, a PE ratio of 52.19, a price-to-earnings-growth ratio of 4.93 and a beta of 0.92. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The company has a fifty day moving average of $1,008.29 and a 200-day moving average of $962.02.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, topping the consensus estimate of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. During the same quarter last year, the business earned $4.02 EPS. The business’s revenue was up 9.2% on a year-over-year basis. As a group, analysts expect that Costco Wholesale Corporation will post 20.33 EPS for the current year.

Costco Wholesale Increases Dividend

The company also recently announced 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 boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is 30.58%.

Insider Activity at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the firm’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 in the company, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company 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: Analysts and media coverage remain constructive, with multiple firms reiterating bullish views and price targets implying upside if Costco delivers another solid quarter. Analyst Reaffirms Buy on Costco, Sees Attractive Upside with Unchanged $1,185 Price Target
• Positive Sentiment: Pre-earnings commentary highlights strong monthly sales, membership growth, e-commerce gains, and higher gas prices potentially boosting traffic and top-line momentum. Costco Heads into Earnings with Monthly Sales Already Doing the Heavy Lifting
• Positive Sentiment: Some analysts are calling Costco a top defensive consumer stock, reinforcing its reputation as a steady performer in uncertain markets. Bernstein Calls Costco (COST) a Top Defensive Consumer Stock
• Neutral Sentiment: Multiple previews note that investors are largely waiting for Thursday’s earnings report to reset expectations, with the stock seen as capable of moving sharply depending on guidance and margin commentary. Here’s How Much Costco Stock Is Expected to Move After Earnings Q3 FY2026
• Neutral Sentiment: There was also a separate headline about an optical-services scheduling issue and a grapevine pest concern involving Costco-sold plants, but these appear limited in scope and are less likely to affect the broader investment thesis. Costco optical customers face frustration trying to schedule eye exams
• Negative Sentiment: Pre-earnings caution and valuation pressure are weighing on the shares, with some market watchers saying it may be prudent to wait for results rather than chase the stock now. Costco Q3 Preview: Stock Could Hit $1,200 Or Fall To $960, Market Expert Says ‘Prudent To Wait This One Out’
• Negative Sentiment: A federal jury verdict in a disability discrimination case raised legal and compliance concerns, creating a modest overhang ahead of earnings. Costco Discrimination Verdict Puts Legal And Compliance Risks In Focus

Analyst Upgrades and Downgrades

COST has been the topic of several research reports. Oppenheimer raised their price objective on shares of Costco Wholesale from $1,100.00 to $1,160.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 19th. UBS Group raised their price objective on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Bank of America initiated coverage on shares of Costco Wholesale in a research report on Friday, February 27th. They set a “buy” rating and a $1,185.00 price objective on the stock. Weiss Ratings raised shares of Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Tuesday, March 17th. Finally, Evercore set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Monday, March 2nd. Twenty-two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,052.60.

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.