Sage Advisors LLC Purchases 68 Shares of Costco Wholesale Corporation (NASDAQ:COST)

02 Jul 2025, 08:04 by Jessica Moore · The Cerbat Gem

Sage Advisors LLC raised its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 4.6% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 1,532 shares of the retailer’s stock after purchasing an additional 68 shares during the period. Costco Wholesale accounts for 1.0% of Sage Advisors LLC’s holdings, making the stock its 17th biggest position. Sage Advisors LLC’s holdings in Costco Wholesale were worth $1,449,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Investment Management Corp VA ADV purchased a new stake in shares of Costco Wholesale during the fourth quarter valued at approximately $25,000. Synergy Investment Management LLC bought a new position in Costco Wholesale in the 4th quarter valued at $31,000. NewSquare Capital LLC increased its position in shares of Costco Wholesale by 250.0% during the 4th quarter. NewSquare Capital LLC now owns 35 shares of the retailer’s stock valued at $32,000 after purchasing an additional 25 shares during the last quarter. Clear Investment Research LLC raised its stake in shares of Costco Wholesale by 22.2% during the 4th quarter. Clear Investment Research LLC now owns 55 shares of the retailer’s stock worth $51,000 after purchasing an additional 10 shares during the period. Finally, Aspect Partners LLC boosted its holdings in shares of Costco Wholesale by 24.4% in the 1st quarter. Aspect Partners LLC now owns 56 shares of the retailer’s stock worth $53,000 after buying an additional 11 shares during the last quarter. Institutional investors own 68.48% of the company’s stock.

Analysts Set New Price Targets

COST has been the subject of several research reports. JPMorgan Chase & Co. increased their price target on shares of Costco Wholesale from $1,065.00 to $1,070.00 and gave the company an “overweight” rating in a research report on Friday, March 7th. Robert W. Baird increased their target price on shares of Costco Wholesale from $1,075.00 to $1,125.00 and gave the company an “outperform” rating in a research report on Friday, March 7th. Loop Capital lowered their price target on shares of Costco Wholesale from $1,115.00 to $1,110.00 and set a “buy” rating on the stock in a report on Thursday, May 29th. Barclays upped their price objective on Costco Wholesale from $940.00 to $980.00 and gave the company an “equal weight” rating in a research note on Monday, March 10th. Finally, Cowen reissued a “buy” rating on shares of Costco Wholesale in a research report on Friday, March 7th. Nine research analysts have rated the stock with a hold rating and twenty-one have assigned a buy rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,034.79.

Check Out Our Latest Analysis on COST

Insiders Place Their Bets

In other news, EVP Pierre Riel sold 2,000 shares of the business’s stock in a transaction dated Friday, June 6th. The stock was sold at an average price of $1,014.15, for a total transaction of $2,028,300.00. Following the completion of the transaction, the executive vice president owned 8,210 shares of the company’s stock, valued at approximately $8,326,171.50. The trade was a 19.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP James C. Klauer sold 4,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 17th. The shares were sold at an average price of $981.07, for a total transaction of $3,924,280.00. Following the completion of the sale, the executive vice president directly owned 43,994 shares in the company, valued at $43,161,193.58. This represents a 8.33% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 9,547 shares of company stock valued at $9,496,950 in the last ninety days. Corporate insiders own 0.18% of the company’s stock.

Costco Wholesale Price Performance

COST stock opened at $985.96 on Wednesday. The firm has a 50 day moving average of $1,004.67 and a 200-day moving average of $981.09. The firm has a market capitalization of $437.25 billion, a P/E ratio of 55.93, a price-to-earnings-growth ratio of 5.85 and a beta of 0.97. Costco Wholesale Corporation has a 12 month low of $793.00 and a 12 month high of $1,078.24. The company has a current ratio of 1.02, a quick ratio of 0.52 and a debt-to-equity ratio of 0.21.

Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its quarterly earnings results on Thursday, May 29th. The retailer reported $4.28 EPS for the quarter, beating the consensus estimate of $4.24 by $0.04. The firm had revenue of $63.21 billion during the quarter, compared to the consensus estimate of $62.93 billion. Costco Wholesale had a net margin of 2.92% and a return on equity of 30.48%. The business’s quarterly revenue was up 8.0% compared to the same quarter last year. During the same period last year, the firm earned $3.78 EPS. As a group, sell-side analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 16th. Investors of record on Friday, May 2nd were paid a dividend of $1.30 per share. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.16. The ex-dividend date of this dividend was Friday, May 2nd. This represents a $5.20 annualized dividend and a yield of 0.53%. Costco Wholesale’s dividend payout ratio (DPR) is currently 29.50%.

Costco Wholesale Company Profile

(Free Report)