Nicolet Advisory Services LLC lifted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 22.4% during the fourth quarter, Holdings Channel reports. The firm owned 4,429 shares of the retailer’s stock after buying an additional 812 shares during the period. Nicolet Advisory Services LLC’s holdings in Costco Wholesale were worth $4,177,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds have also made changes to their positions in the stock. Hurley Capital LLC grew its stake in Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after buying an additional 18 shares during the last quarter. Entrust Financial LLC bought a new stake in Costco Wholesale in the fourth quarter valued at $31,000. Abich Financial Wealth Management LLC bought a new position in shares of Costco Wholesale during the third quarter worth about $34,000. Joseph Group Capital Management acquired a new stake in shares of Costco Wholesale in the 4th quarter worth about $33,000. Finally, Imprint Wealth LLC bought a new stake in Costco Wholesale in the 3rd quarter valued at about $36,000. Institutional investors own 68.48% of the company’s stock.
Costco Wholesale Stock Performance
Shares of NASDAQ COST opened at $982.35 on Monday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The firm has a market cap of $435.65 billion, a P/E ratio of 49.41, a PEG ratio of 4.76 and a beta of 0.88. The stock has a fifty day moving average price of $1,005.34 and a two-hundred day moving average price of $967.31. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07.
Costco Wholesale Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were issued a dividend of $1.47 per share. The ex-dividend date of this dividend was Friday, May 1st. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s dividend payout ratio is presently 29.58%.
Key Costco Wholesale News
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.
Analysts Set New Price Targets
Several equities research analysts have commented on COST shares. Roth Mkm raised their price target on shares of Costco Wholesale from $769.00 to $781.00 and gave the company a “sell” rating in a research note on Friday, May 29th. Raymond James Financial increased their price objective on Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. BTIG Research restated a “buy” rating and issued a $1,125.00 target price on shares of Costco Wholesale in a research report on Friday, May 29th. Bank of America boosted their price target on Costco Wholesale from $1,185.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Finally, The Goldman Sachs Group raised their price target on Costco Wholesale from $1,088.00 to $1,159.00 and gave the company a “buy” rating in a 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 issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $1,060.41.
Check Out Our Latest Report on Costco Wholesale
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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Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).
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