Farrow Financial Inc. Has $1.61 Million Position in Costco Wholesale Corporation $COST

Farrow Financial Inc. lessened its position in Costco Wholesale Corporation (NASDAQ:COST) by 23.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,862 shares of the retailer’s stock after selling 565 shares during the quarter. Farrow Financial Inc.’s holdings in Costco Wholesale were worth $1,606,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Hurley Capital LLC increased its holdings in Costco Wholesale by 120.0% in the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new position in Costco Wholesale in the 3rd quarter worth about $34,000. Collier Financial acquired a new position in Costco Wholesale in the 3rd quarter worth about $35,000. AXS Investments LLC acquired a new position in Costco Wholesale in the 3rd quarter worth about $36,000. Finally, Imprint Wealth LLC acquired a new position in Costco Wholesale in the 3rd quarter worth about $36,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Activity

In related news, EVP Claudine Adamo sold 730 shares of the company’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the sale, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. This represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction dated Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the sale, the executive vice president owned 4,228 shares in the company, valued at approximately $4,169,907.28. The trade was a 16.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Trading Up 1.3%

NASDAQ COST opened at $999.89 on Friday. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08. The business’s 50-day moving average price is $995.74 and its two-hundred day moving average price is $944.84. The firm has a market capitalization of $443.60 billion, a PE ratio of 52.00, a price-to-earnings-growth ratio of 4.86 and a beta of 0.99. 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 released its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate 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%. Costco Wholesale’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.02 earnings per share. On average, analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Increases Dividend

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

Key Costco Wholesale News

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

• Positive Sentiment: Costco raised its quarterly dividend ~13% to $1.47 (payable May 15; record May 1), a sign of strong cash flow and management confidence that lifted investor sentiment. Costco Raises Its Dividend
• Positive Sentiment: Major banks bumped price targets — JPMorgan raised its PT to $1,110 and Mizuho to $1,100 while keeping bullish ratings, signaling analyst conviction in upside vs. current levels. JPMorgan Adjusts PT Mizuho Adjusts PT
• Positive Sentiment: Operational and sales momentum: Costco reported strong March net sales and recent quarterly results that beat expectations, reinforcing growth and margin resilience. Analysts cite that momentum as part of the bull case alongside the dividend move. Bull Case for Costco
• Positive Sentiment: Product exclusives and in-warehouse surprises — Costco continues to roll out exclusive large-format items and even popular fast-food products that drive foot traffic and impulse buys. These merchandising wins help differentiate membership value. Costco Adds Fast-Food Product Exclusive Aussie Product
• Neutral Sentiment: Checkout and store tech improvements (automated pay stations, AI pricing/markdowns) aim to speed throughput and reduce perishables waste; these are positive long-term but will take time to scale. Automated Pay Stations Grocers Use AI
• Neutral Sentiment: Competitive dynamics: Sam’s Club and BJ’s are making localized gains and Sam’s Club fee moves could reshape pricing among warehouse clubs; this could benefit Costco if it retains perceived value, but it’s an evolving factor. Competitors Gaining Traction Sam’s Club Fees
• Negative Sentiment: Fuel sales are elevated (adds revenue/traffic), but analysts warn there’s a caveat around margins and sensitivity to gas price swings; persistent high fuel/traffic volatility could dampen same-store trends. Gas Sales Catch

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on COST. Weiss Ratings raised Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Northcoast Research set a $1,100.00 target price on Costco Wholesale and gave the stock a “buy” rating in a report on Wednesday, December 24th. Daiwa Securities Group upped their target price on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a report on Tuesday, March 10th. Jefferies Financial Group reiterated a “buy” rating and issued a $1,050.00 price target on shares of Costco Wholesale in a research report on Thursday, March 5th. Finally, Wells Fargo & Company upped their price target on Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a research report on Thursday, April 9th. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,045.97.

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.