Entropy Technologies LP raised its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 158.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 15,798 shares of the retailer’s stock after acquiring an additional 9,688 shares during the quarter. Costco Wholesale comprises 0.7% of Entropy Technologies LP’s portfolio, making the stock its 25th largest position. Entropy Technologies LP’s holdings in Costco Wholesale were worth $13,623,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Lbmc Investment Advisors LLC boosted its stake in Costco Wholesale by 0.5% in the fourth quarter. Lbmc Investment Advisors LLC now owns 2,041 shares of the retailer’s stock valued at $1,760,000 after acquiring an additional 10 shares during the last quarter. Somerset Group LLC boosted its stake in Costco Wholesale by 0.3% in the third quarter. Somerset Group LLC now owns 4,220 shares of the retailer’s stock valued at $3,906,000 after acquiring an additional 11 shares during the last quarter. Hughes Financial Services LLC boosted its stake in Costco Wholesale by 4.3% in the third quarter. Hughes Financial Services LLC now owns 268 shares of the retailer’s stock valued at $245,000 after acquiring an additional 11 shares during the last quarter. Bank & Trust Co boosted its stake in Costco Wholesale by 18.3% in the fourth quarter. Bank & Trust Co now owns 71 shares of the retailer’s stock valued at $61,000 after acquiring an additional 11 shares during the last quarter. Finally, LongView Wealth Management boosted its stake in Costco Wholesale by 1.1% in the fourth quarter. LongView Wealth Management now owns 1,025 shares of the retailer’s stock valued at $966,000 after acquiring an additional 11 shares during the last quarter. 68.48% of the stock is owned by institutional investors.
Analyst Upgrades and Downgrades
A number of equities analysts have issued reports on COST shares. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Costco Wholesale from $1,104.00 to $1,106.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Oppenheimer increased their target price on shares of Costco Wholesale from $1,100.00 to $1,160.00 and gave the stock an “outperform” rating in a report on Tuesday, May 19th. Telsey Advisory Group increased their target price on shares of Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an “outperform” rating in a report on Thursday, April 9th. UBS Group increased their target price on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a “buy” rating in a report on Wednesday, May 20th. Finally, BTIG Research reiterated a “buy” rating and issued a $1,125.00 target price on shares of Costco Wholesale in a report on Friday, May 29th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,060.41.
Key Stories Impacting Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Erste Group Bank lifted its FY2026 and FY2027 earnings forecasts for Costco, signaling expectations for stronger profitability ahead.
- Positive Sentiment: Commentary in 24/7 Wall St. emphasized Costco’s membership-fee model as a resilient source of recurring revenue that can support long-term earnings growth.
- Positive Sentiment: Barchart coverage noted Costco as one of the retail names rewarding shareholders with a higher dividend, reinforcing the company’s capital-return appeal.
- Neutral Sentiment: Coverage that Costco offers shopping without a membership in limited cases is mainly informational and not likely to materially affect the stock.
- Neutral Sentiment: The Iowa court decision involving a former Costco manager appears to be a legal headline with limited direct impact on the company’s overall financial outlook.
- Negative Sentiment: Bloomberg reported rising plastic input costs may lead to higher prices for consumer goods later this year, which could add inflation pressure to Costco’s retail environment and potentially squeeze margins or demand.
Costco Wholesale Trading Up 0.7%
COST opened at $982.35 on Friday. The firm’s fifty day moving average is $1,005.34 and its two-hundred day moving average is $966.74. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The firm has a market cap of $435.65 billion, a PE ratio of 49.41, a price-to-earnings-growth ratio of 4.76 and a beta of 0.88. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50.
Costco Wholesale (NASDAQ:COST – Get Free Report) last posted its earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing the consensus estimate of $4.94 by ($0.01). The firm had revenue of $70.53 billion during the quarter, compared to analyst estimates of $70.12 billion. Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.During the same quarter last year, the business posted $4.28 earnings per share. Equities research analysts anticipate that Costco Wholesale Corporation will post 20.38 EPS for the current year.
Costco Wholesale Increases Dividend
The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were given a $1.47 dividend. The ex-dividend date of this dividend was Friday, May 1st. This represents a $5.88 annualized dividend and a yield of 0.6%. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s 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.
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