V Square Quantitative Management LLC Invests $2.05 Million in Costco Wholesale Corporation $COST

V Square Quantitative Management LLC acquired a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 2,382 shares of the retailer’s stock, valued at approximately $2,054,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in COST. Hurley Capital LLC lifted its holdings in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after buying an additional 18 shares during the period. Abich Financial Wealth Management LLC purchased a new stake in Costco Wholesale during the third quarter valued at $34,000. Collier Financial bought a new position in Costco Wholesale in the third quarter valued at about $35,000. AXS Investments LLC bought a new position in Costco Wholesale in the third quarter valued at about $36,000. Finally, Imprint Wealth LLC purchased a new position in Costco Wholesale in the third quarter worth about $36,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on COST shares. Robert W. Baird set a $1,100.00 price target on shares of Costco Wholesale in a research report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on shares of Costco Wholesale in a research note on Thursday, January 8th. Mizuho upped their price objective on Costco Wholesale from $1,000.00 to $1,065.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 3rd. Roth Mkm reissued a “sell” rating on shares of Costco Wholesale in a report on Wednesday, February 4th. Finally, Gordon Haskett upped their price target on Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,039.13.

More Costco Wholesale News

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

• Positive Sentiment: March sales beat expectations — net sales rose 11.3% year‑over‑year to $28.41 billion and e‑commerce growth topped 20%, which underpins near‑term revenue momentum and drove the stock higher. Costco Posts Strong March Sales Despite Fewer Shopping Days
• Positive Sentiment: Private‑label expansion — Costco is testing Kirkland energy drinks (positioned below national brands), which can protect margins and supplier bargaining leverage if scaled. This supports longer‑term gross‑margin resilience. Costco Tests Kirkland Energy Drinks And Supplier Power With Celsius Lookalike
• Positive Sentiment: Store and service expansion — new store opening plans (e.g., New Braunfels) and moves like a stand‑alone gas station indicate continued physical growth opportunities and membership‑driven sales. Costco sets opening date for New Braunfels store. Here’s everything we know.
• Neutral Sentiment: Company remarks/transcript — Costco released pre‑recorded sales/trading statement remarks that provide management color on trends; useful for guidance but did not change outlook materially. Costco Wholesale Corporation (COST) Pre Recorded Sales/ Trading Statement Call Prepared Remarks Transcript
• Negative Sentiment: Valuation remains a headwind — commentators note Costco is trading at a premium (analysts citing ~48x earnings and background P/E near mid‑50s), which may limit upside and keeps some analysts on the sidelines. Costco (COST) Shares Climb 2% Following Strong March Sales Performance
• Negative Sentiment: Analyst caution — Truist and others have maintained neutral/hold views despite the sales beat, highlighting upside is limited without multiple expansion or faster margin improvement. Costco Stock (COST) Pops on ‘Solid’ March Sales, But Truist Sticks with Hold — Here’s Why
• Negative Sentiment: Macro/regional market risk — broader market futures softened on geopolitical headlines (which can pressure retail stocks intraday), damping some of the rally. Stock Market Today: S&P 500 Futures Drop As Iran Flags Ceasefire Violation, Trump Says Arms ‘Will Remain In Place’—Arrive AI, Costco In Focus

Costco Wholesale Stock Up 1.7%

COST opened at $1,030.27 on Thursday. The stock has a market cap of $457.08 billion, a price-to-earnings ratio of 53.58, a price-to-earnings-growth ratio of 5.01 and a beta of 0.99. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The firm’s fifty day moving average is $992.75 and its 200 day moving average is $941.87. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. The business had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period last year, the firm earned $4.02 earnings per share. On average, sell-side analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were paid a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s dividend payout ratio is presently 27.04%.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the completion of the transaction, the executive vice president directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Teresa A. Jones sold 850 shares of the business’s stock in a transaction on Wednesday, January 21st. The stock was 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. The trade was a 16.74% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 5,038 shares of company stock worth $4,790,896. Insiders own 0.10% of the company’s stock.

About Costco Wholesale

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.