Vanguard Personalized Indexing Management LLC Has $59.67 Million Holdings in Costco Wholesale Corporation $COST

Vanguard Personalized Indexing Management LLC cut its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 3.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 69,197 shares of the retailer’s stock after selling 2,166 shares during the period. Costco Wholesale comprises approximately 0.6% of Vanguard Personalized Indexing Management LLC’s investment portfolio, making the stock its 20th biggest holding. Vanguard Personalized Indexing Management LLC’s holdings in Costco Wholesale were worth $59,671,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Hurley Capital LLC raised its holdings in shares of Costco Wholesale by 120.0% in the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after purchasing an additional 18 shares during the last quarter. Entrust Financial LLC acquired a new stake in shares of Costco Wholesale in the fourth quarter valued at approximately $31,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Costco Wholesale in the third quarter valued at approximately $34,000. Joseph Group Capital Management acquired a new stake in shares of Costco Wholesale in the fourth quarter valued at approximately $33,000. Finally, Imprint Wealth LLC acquired a new stake in shares of Costco Wholesale in the third quarter valued at approximately $36,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

COST has been the topic of a number of recent analyst reports. Bank of America boosted their target price on shares of Costco Wholesale from $1,185.00 to $1,200.00 and gave the stock a “buy” rating in a report on Friday, May 29th. HC Wainwright restated a “buy” rating on shares of Costco Wholesale in a report on Monday, June 1st. Citigroup restated a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. Evercore set a $1,100.00 target price on shares of Costco Wholesale in a report on Monday, March 2nd. Finally, DA Davidson restated a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a report on Thursday, June 4th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $1,060.41.

Key Costco Wholesale News

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

• Positive Sentiment: Costco’s record gasoline sales are supporting member traffic and loyalty, while elevated fuel prices and value-seeking shoppers may help drive in-store and ancillary spending. Costco Leans On Gasoline, E Commerce And Wellness To Deepen Member Value
• Positive Sentiment: Analysts and market commentators continue to highlight Costco as a long-term growth story, pointing to accelerating comparable sales, strong cash generation, and growing credit for its digital business. Why Costco (COST) is a Top Growth Stock for the Long-Term
• Positive Sentiment: Coverage also notes that digitally enabled sales are outpacing the core warehouse business, reinforcing the view that Costco’s online and omnichannel strategy is becoming a more important growth engine. Costco Wholesale Corporation (COST) Shows How Digitally Enabled Sales Are Outrunning Its Core Business
• Neutral Sentiment: Recent articles suggesting Costco could approach $1,100 by 2027 may support a bullish valuation narrative, but they are largely speculative and depend on continued execution. Can Costco Stock Break $1,100 by 2027?
• Negative Sentiment: Despite strong sales trends, some investors remain cautious about Costco’s premium valuation, and recent commentary notes that the stock has seen volatility as the market reassesses how much growth is already priced in. Costco Wholesale (COST) Stock Valuation After Strong May Sales And Growing Digital And Gas Volumes

Costco Wholesale Price Performance

NASDAQ:COST opened at $979.45 on Tuesday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50. The company has a market cap of $434.37 billion, a P/E ratio of 49.27, a P/E/G ratio of 4.76 and a beta of 0.88. The firm’s fifty day moving average price is $1,004.63 and its two-hundred day moving average price is $967.91. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The company had revenue of $70.53 billion during the quarter, compared to analyst estimates of $70.12 billion. During the same quarter in the prior year, the firm earned $4.28 earnings per share. Equities analysts expect that Costco Wholesale Corporation will post 20.38 earnings per share for the current year.

Costco Wholesale Increases Dividend

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

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.