Baer Investment Advisory LLC Purchases Shares of 2,282 Costco Wholesale Corporation $COST

Baer Investment Advisory LLC acquired a new position in Costco Wholesale Corporation (NASDAQ:COST) during the 1st quarter, Holdings Channel.com reports. The institutional investor acquired 2,282 shares of the retailer’s stock, valued at approximately $2,274,000.

A number of other large investors have also recently made changes to their positions in COST. Brighton Jones LLC increased its position in Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in 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 last quarter. Sivia Capital Partners LLC lifted its position in 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 last quarter. Pinnacle Wealth Planning Services Inc. lifted its position in 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 last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Costco Wholesale by 2.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after buying an additional 182 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Costco is expanding its footprint with several new warehouse openings and planned locations across the U.S., which could support membership growth and future revenue. Costco to Open New Stores Across the U.S.: Full List of Locations
• Positive Sentiment: New store approvals in California and other regions suggest Costco’s growth runway remains intact, even if some local residents are pushing back. New Costco approved in California, but some locals say location is ‘unnecessary’
• Positive Sentiment: Costco began alcohol sales at a Pennsylvania store, another example of incremental in-store offerings that can increase traffic and basket size. Costco Wholesale begins alcohol sales at Pennsylvania store
• Neutral Sentiment: Articles on a possible special dividend and a potential stock split are mostly speculative; they may interest shareholders, but they do not appear to be the main near-term driver of the stock. Will Costco Pay a Special Dividend in 2026? Here’s What History Says.
• Neutral Sentiment: Analysts and commentators continue to debate Costco’s valuation, noting strong long-term returns but also that the stock looks expensive on earnings, which can cap upside. Costco (COST) Stock Looks Strong On Returns But Expensive On Earnings
• Negative Sentiment: One recent analysis said Costco’s growth engine may be losing momentum as lower fuel prices could reduce a key traffic driver and create execution risk for the stock. Costco’s secret growth engine may be running out of gas
• Negative Sentiment: Another report highlighted that Costco has underperformed the broader market over the past three months, reflecting investor concern about its premium valuation. Why Costco Stock (COST) Underperformed the S&P 500 Over the Past 3 Months

Insider Transactions at Costco Wholesale

In other news, Director Kenneth D. Denman sold 885 shares of Costco Wholesale stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $957.45, for a total value of $847,343.25. Following the transaction, the director directly owned 4,779 shares in the company, valued at approximately $4,575,653.55. This trade represents a 15.62% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Price Performance

Shares of Costco Wholesale stock opened at $951.67 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. The stock has a market cap of $422.05 billion, a price-to-earnings ratio of 47.87, a PEG ratio of 4.61 and a beta of 0.88. The firm’s 50-day moving average is $990.38 and its two-hundred day moving average is $972.57. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last released 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). The business had revenue of $70.53 billion for the quarter, compared to the consensus estimate of $70.12 billion. Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. During the same quarter in the prior year, the business posted $4.28 earnings per share. As a group, research analysts expect that Costco Wholesale Corporation will post 20.38 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were given a dividend of $1.47 per share. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Friday, May 1st. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s payout ratio is 29.58%.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the stock. Mizuho set a $1,100.00 target price on shares of Costco Wholesale in a research report on Monday, June 1st. BTIG Research reiterated a “buy” rating and issued a $1,125.00 price target on shares of Costco Wholesale in a research report on Friday, May 29th. Citigroup started coverage on Costco Wholesale in a research note on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 price objective on the stock. DA Davidson restated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research report on Thursday, June 4th. Finally, Roth Mkm upped their price objective on Costco Wholesale from $769.00 to $781.00 and gave the company a “sell” rating in a research report on Friday, May 29th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Costco Wholesale has an average rating of “Moderate Buy” and an average target price of $1,061.45.

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.