Kampmann Melissa S. Invests $1.28 Million in Costco Wholesale Corporation $COST

Kampmann Melissa S. acquired a new stake in Costco Wholesale Corporation (NASDAQ:COST) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,480 shares of the retailer’s stock, valued at approximately $1,276,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of COST. Silver Oak Securities Incorporated lifted its stake in Costco Wholesale by 49.3% in the third quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock worth $3,499,000 after acquiring an additional 1,248 shares during the last quarter. Permanent Capital Management LP acquired a new position in Costco Wholesale during the 3rd quarter worth approximately $874,000. Exchange Traded Concepts LLC increased its position in shares of Costco Wholesale by 43.6% in the 3rd quarter. Exchange Traded Concepts LLC now owns 23,444 shares of the retailer’s stock valued at $21,700,000 after purchasing an additional 7,116 shares during the last quarter. FORA Capital LLC acquired a new stake in shares of Costco Wholesale in the 3rd quarter valued at $2,781,000. Finally, Curtis Advisory Group LLC raised its holdings in shares of Costco Wholesale by 56.7% in the 4th quarter. Curtis Advisory Group LLC now owns 4,535 shares of the retailer’s stock valued at $3,911,000 after purchasing an additional 1,641 shares in the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, EVP Teresa A. Jones sold 850 shares of the stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction of $838,321.00. Following the completion of the sale, the executive vice president owned 4,228 shares in the company, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total value of $732,204.60. Following the transaction, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their position. The SEC filing for this sale provides additional information. 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: Board raises quarterly dividend to $1.47 (annualized $5.88), signaling strong cash flow and executive confidence; ex-dividend/record dates set and investors reacted favorably. Costco announces dividend increase
• Positive Sentiment: Mizuho raised its price target to $1,100 and maintained an Outperform rating, giving an upside view that supports buying interest. Mizuho increases price target
• Positive Sentiment: Telsey Advisory Group and Wells Fargo have also lifted targets or reiterated positive views, underscoring steady execution and supporting momentum in the stock. Telsey and Wells Fargo raise targets
• Positive Sentiment: Company expansion and product moves — a new store format planned for the west side of a major metroplex and exclusive product rollouts (e.g., Aussie Miracle Curls jumbo pack) highlight growth and differentiated merchandising. New store format for Metroplex
• Neutral Sentiment: Analysts and checks show Costco “selling a lot of gas,” which boosts transaction counts and basket sizes — but commentary notes a “catch” (durability/price sensitivity of gas-driven traffic) that makes the benefit uneven. Gas sales boost but with caveat
• Neutral Sentiment: Coverage pieces note Costco’s Japan expansion and membership model as durable long-term positives, but these are longer-horizon drivers rather than immediate catalysts. Japan growth story
• Negative Sentiment: Local competition — reports that Sam’s Club and BJ’s are gaining traction in some markets — could pressure share gains in contested trade areas and is a watch item for market-share risk. Competitors gaining traction

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $987.21 on Friday. The stock has a market cap of $437.98 billion, a P/E ratio of 51.34, a P/E/G ratio of 4.85 and a beta of 0.99. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The stock has a 50 day moving average of $995.77 and a two-hundred day moving average of $944.13. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. The business had revenue of $69.60 billion for 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 for the quarter was up 9.2% compared to the same quarter last year. During the same period last year, the firm posted $4.02 earnings per share. On average, research analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be given a dividend of $1.47 per share. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, May 1st. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s payout ratio is 27.04%.

Analyst Ratings Changes

A number of equities analysts recently commented on COST shares. DA Davidson reiterated a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research note on Friday, April 10th. UBS Group set a $1,175.00 price target on Costco Wholesale in a research note on Friday, March 6th. Evercore set a $1,100.00 price target on Costco Wholesale in a report on Monday, March 2nd. Deutsche Bank Aktiengesellschaft upped their price objective on Costco Wholesale from $1,103.00 to $1,104.00 and gave the stock a “buy” rating in a research report on Thursday, April 9th. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $1,050.00 price objective on shares of Costco Wholesale in a report on Thursday, March 5th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Costco Wholesale currently has a consensus rating of “Moderate Buy” and an average price target of $1,044.30.

Costco Wholesale Company 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.