Richard P Slaughter Associates Inc Lowers Position in Costco Wholesale Corporation $COST

2026-03-26 07:12:43 ET

Richard P Slaughter Associates Inc lessened its stake in shares of Costco Wholesale Corporation ( NASDAQ:COST – Free Report ) by 52.5% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 516 shares of the retailer’s stock after selling 570 shares during the period. Richard P Slaughter Associates Inc’s holdings in Costco Wholesale were worth $445,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of COST. Hurley Capital LLC lifted its position 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 in the last quarter. Abich Financial Wealth Management LLC bought a new position in shares of Costco Wholesale during the 3rd quarter valued at approximately $34,000. Collier Financial purchased a new stake in Costco Wholesale in the 3rd quarter worth approximately $35,000. AXS Investments LLC bought a new stake in Costco Wholesale during the 3rd quarter worth approximately $36,000. Finally, Imprint Wealth LLC bought a new stake in Costco Wholesale during the 3rd quarter worth approximately $36,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Costco’s new Kirkland energy drink is being positioned as a value private?label offering that should drive incremental sales and hurt branded competitors — this is seen by markets as a low?cost growth lever for Costco. Why Costco’s cheap new Kirkland energy drink won’t crush Celsius
• Positive Sentiment: Coverage highlights strong member response to the Kirkland energy drink and frames the launch as another example of Costco using its private label to expand assortments and margins — a near?term positive for top?line and gross?margin outlooks. Costco’s new energy drink delights fans, rattles competition
• Positive Sentiment: Multiple outlets note that Costco’s product expansion is putting pressure on smaller branded peers (e.g., Celsius), which markets interpreted as confirmation that Costco can capture share in higher?growth categories. Celsius Stock Jolted After Costco Offers Energy-Drink Brand for Less
• Neutral Sentiment: Analyst coverage remains broadly positive: consensus price target implies material upside, but reports flag rising concerns about membership growth and valuation — a mixed signal for future returns. Analysts Bullish on Costco Wholesale (COST) Despite Increasing Concerns Regarding Membership Growth Trends and Valuation
• Positive Sentiment: Analyses on Costco’s gas?pricing strategy emphasize it as a membership retention/acquisition tool that stabilizes traffic and revenue — supportive for recurring revenue and same?store trends. Here’s Why Costco’s Gas Pricing Strategy Is Good News for Shareholders
• Negative Sentiment: Separate pieces call out valuation worries and include Costco on lists of overvalued names — a reminder that the stock’s premium multiple leaves it vulnerable to sentiment shifts if membership or comp trends slow. 5 Most Overvalued Companies According to the Media
• Neutral Sentiment: Regulatory/legal flow: Bloomberg Law flags Costco as a target in consumer tariff?refund actions — keep an eye on potential filings, though no immediate financial impact has been reported. FedEx, Costco, UPS Are Main Targets for Consumer Tariff Refunds

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction that occurred 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 transaction, the executive vice president owned 4,228 shares in the company, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link . Also, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total value of $732,204.60. Following the completion of the sale, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure . In the last ninety days, insiders sold 7,645 shares of company stock valued at $7,049,302. 0.10% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the stock. Raymond James Financial upped their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Mizuho raised their price objective on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Daiwa Securities Group lifted their target price on shares of Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a research note on Tuesday, March 10th. Rothschild & Co Redburn upped their target price on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a report on Tuesday, February 17th. Finally, The Goldman Sachs Group cut their price target on Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,039.13.

View Our Latest Report on COST

Costco Wholesale Trading Up 0.1%

Costco Wholesale stock opened at $974.86 on Thursday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08. The firm’s 50 day moving average price is $985.83 and its 200-day moving average price is $938.89. 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 stock has a market cap of $432.50 billion, a P/E ratio of 50.69, a PEG ratio of 4.81 and a beta of 1.01.

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

Costco Wholesale Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given a dividend of $1.30 per share. The ex-dividend date was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.04%.

Costco Wholesale Profile

( Free Report )

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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