May Hill Capital LLC Has $1.64 Million Stock Position in Costco Wholesale Corporation $COST

May Hill Capital LLC grew its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 84.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,896 shares of the retailer’s stock after buying an additional 869 shares during the quarter. May Hill Capital LLC’s holdings in Costco Wholesale were worth $1,635,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in COST. Graney & King LLC grew its position in shares of Costco Wholesale by 6.8% during the 2nd quarter. Graney & King LLC now owns 173 shares of the retailer’s stock valued at $171,000 after acquiring an additional 11 shares during the period. Seneschal Advisors LLC lifted its stake in shares of Costco Wholesale by 0.4% during the 2nd quarter. Seneschal Advisors LLC now owns 3,142 shares of the retailer’s stock valued at $3,110,000 after buying an additional 11 shares in the last quarter. Cascade Investment Group Inc. lifted its stake in shares of Costco Wholesale by 1.0% during the 3rd quarter. Cascade Investment Group Inc. now owns 1,151 shares of the retailer’s stock valued at $1,065,000 after buying an additional 11 shares in the last quarter. Brown Wealth Management LLC lifted its stake in shares of Costco Wholesale by 3.7% during the 3rd quarter. Brown Wealth Management LLC now owns 305 shares of the retailer’s stock valued at $282,000 after buying an additional 11 shares in the last quarter. Finally, Caliber Wealth Management LLC KS raised its holdings in Costco Wholesale by 1.7% during the 3rd quarter. Caliber Wealth Management LLC KS now owns 655 shares of the retailer’s stock valued at $606,000 after acquiring an additional 11 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on COST. Evercore set a $1,100.00 target price on shares of Costco Wholesale in a report on Monday, March 2nd. Wells Fargo & Company raised their price target on Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a report on Thursday, April 9th. BTIG Research reaffirmed a “buy” rating and issued a $1,115.00 price target on shares of Costco Wholesale in a report on Thursday, March 5th. Deutsche Bank Aktiengesellschaft raised their price target on Costco Wholesale from $1,104.00 to $1,106.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Finally, Bank of America assumed coverage on Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price target for the company. Twenty-two investment 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. Based on data from MarketBeat.com, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus target price of $1,047.27.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco opened a long-awaited warehouse in New Braunfels, Texas, adding to its store base and reinforcing investor confidence in continued unit growth and market expansion. Long-awaited Costco Wholesale now open in New Braunfels
• Positive Sentiment: Another report confirmed the New Braunfels store is now open for business, underscoring Costco’s ongoing rollout of new locations that can support membership and revenue growth. Costco Wholesale now open for business in New Braunfels
• Positive Sentiment: Analysts and market commentary continue to favor Costco’s membership-driven model, saying it benefits from resilient grocery demand and supports steady growth even in a volatile retail backdrop. WMT or COST: Which Retail Giant Looks More Attractive Now?
• Positive Sentiment: Costco’s purchase of a 55-acre property in Florida suggests the company is still investing in significant long-term store growth, which investors typically view as a sign of confidence in future demand. Costco Just Signed Off on a Massive Retail Real Estate Deal in Florida. Here’s What Investors Need to Know About Costco’s Store Growth Goals.
• Neutral Sentiment: Articles debating whether Costco is still a good buy after its multi-year rally mostly reinforce that the stock remains a quality business but is expensive, making the reaction more about valuation than any new fundamental change. Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Multi Year Rally
• Neutral Sentiment: Coverage on Costco’s food court chicken tender launch is generating consumer buzz, but the main takeaway is mixed, with some concerns about whether it replaces a favorite item rather than clearly boosting the investment outlook. Costco food court chicken tender launch sparks concerns over item replacement
• Negative Sentiment: Some recent commentary flags Costco’s premium valuation and argues the stock may be difficult to justify at current levels, which can temper enthusiasm despite strong fundamentals. Costco: Strong Fundamentals Meet Growth Premium – A Hold Entering FQ3’26
• Negative Sentiment: Another Seeking Alpha piece argues there is a reason to sell Costco beyond valuation, adding to the cautious tone around the stock’s elevated price level. Costco: Another Reason To Sell (Besides The Valuation)

Insider Buying and Selling

In related news, EVP Claudine Adamo sold 730 shares of Costco Wholesale 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 transaction, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. This trade represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.10% of the stock is currently owned by insiders.

Costco Wholesale Stock Performance

Costco Wholesale stock opened at $1,048.95 on Friday. The firm’s fifty day moving average price is $1,000.90 and its 200-day moving average price is $955.06. 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 stock has a market cap of $465.37 billion, a P/E ratio of 54.55, a price-to-earnings-growth ratio of 5.16 and a beta of 0.92. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, beating the consensus estimate of $4.55 by $0.03. The firm had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The business’s quarterly revenue was up 9.2% on a year-over-year basis. During the same quarter last year, the company posted $4.02 EPS. On average, equities research analysts expect that Costco Wholesale Corporation will post 20.31 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were given a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Friday, May 1st. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio is 30.58%.

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.