Roundview Capital LLC Purchases 645 Shares of Costco Wholesale Corporation $COST

Roundview Capital LLC grew its position in Costco Wholesale Corporation (NASDAQ:COST) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,029 shares of the retailer’s stock after purchasing an additional 645 shares during the quarter. Costco Wholesale makes up approximately 1.0% of Roundview Capital LLC’s portfolio, making the stock its 22nd largest holding. Roundview Capital LLC’s holdings in Costco Wholesale were worth $15,547,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Hurley Capital LLC increased its position in Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after acquiring an additional 18 shares during the period. Entrust Financial LLC bought a new position in Costco Wholesale during the fourth quarter worth $31,000. Joseph Group Capital Management bought a new position in Costco Wholesale during the fourth quarter worth $33,000. Abich Financial Wealth Management LLC bought a new position in Costco Wholesale during the third quarter worth $34,000. Finally, Collier Financial bought a new position in Costco Wholesale during the third quarter worth $35,000. Institutional investors own 68.48% of the company’s stock.

Insider Activity at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following the sale, the executive vice president owned 6,121 shares in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Down 2.5%

COST opened at $1,002.93 on Wednesday. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The firm’s fifty day moving average price is $1,008.26 and its two-hundred day moving average price is $961.45. The company has a market capitalization of $444.95 billion, a P/E ratio of 52.15, a P/E/G ratio of 5.06 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter in the previous year, the company earned $4.02 EPS. The firm’s revenue for the quarter was up 9.2% compared to the same quarter last year. On average, analysts anticipate that Costco Wholesale Corporation will post 20.33 EPS for the current year.

Costco Wholesale Increases Dividend

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

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Bank of America reiterated a Buy rating and kept its $1,185 price target, reinforcing the view that Costco (COST) still has upside if it delivers another solid quarter. Article Title
• Positive Sentiment: Analysts and options traders expect a meaningful post-earnings move, highlighting how much attention Costco is drawing heading into results. Article Title
• Positive Sentiment: Recent coverage points to strong membership growth, digital gains, and AI-driven personalization as drivers of continued sales momentum for Costco. Article Title
• Neutral Sentiment: Multiple previews say Costco is well positioned for earnings, but its premium valuation may limit enthusiasm unless the company beats expectations convincingly. Article Title
• Negative Sentiment: A federal jury ruled against Costco in a disability discrimination case, adding a legal and compliance overhang and potential extra costs from attorneys’ fees. Article Title
• Negative Sentiment: One article noted the shares are slipping ahead of earnings, reflecting investor caution and valuation concerns rather than a major operational setback. Article Title

Analysts Set New Price Targets

A number of equities analysts recently issued reports on COST shares. BMO Capital Markets boosted their target price on shares of Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Daiwa Securities Group boosted their target price on shares of Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 10th. Gordon Haskett boosted their target price on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Oppenheimer boosted 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 research report on Tuesday, May 19th. Finally, Bank of America assumed coverage on shares of Costco Wholesale in a research report on Friday, February 27th. They set a “buy” rating and a $1,185.00 target price on the stock. 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,052.60.

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.