Costco Wholesale Ownership
| COST Stock | USD 722.90 3.43 0.47% |
Shares in Circulation | First Issued 1985-06-30 | Previous Quarter 444.4 M | Current Value 444.8 M | Avarage Shares Outstanding 396.1 M | Quarterly Volatility 103 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Costco |
Costco Stock Ownership Analysis
About 72.0% of the company shares are held by institutions such as insurance companies. The company recorded earning per share (EPS) of 15.25. Costco Wholesale Corp last dividend was issued on the 25th of April 2024. The entity had 2:1 split on the 14th of January 2000. Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Korea, Australia, Spain, France, Iceland, China, and Taiwan. Costco Wholesale Corporation was founded in 1976 and is based in Issaquah, Washington. Costco Wholesale operates under Discount Stores classification in the United States and is traded on NASDAQ Exchange. It employs 304000 people. For more info on Costco Wholesale Corp please contact Craig Jelinek at 425 313 8100 or go to https://www.costco.com.Besides selling stocks to institutional investors, Costco Wholesale also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Costco Wholesale's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Costco Wholesale's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Costco Wholesale Quarterly Liabilities And Stockholders Equity |
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Costco Wholesale Insider Trades History
Less than 1% of Costco Wholesale Corp are currently held by insiders. Unlike Costco Wholesale's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Costco Wholesale's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Costco Wholesale's insider trades
Costco Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Costco Wholesale is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Costco Wholesale Corp backward and forwards among themselves. Costco Wholesale's institutional investor refers to the entity that pools money to purchase Costco Wholesale's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Alliancebernstein L.p. | 2023-12-31 | 4.4 M | Jpmorgan Chase & Co | 2023-12-31 | 4.4 M | Royal Bank Of Canada | 2023-12-31 | 4.3 M | Nuveen Asset Management, Llc | 2023-12-31 | 3.9 M | Capital World Investors | 2023-12-31 | 3.5 M | Legal & General Group Plc | 2023-12-31 | 3.5 M | Jennison Associates Llc | 2023-12-31 | 3.4 M | Wells Fargo & Co | 2023-12-31 | 3.3 M | Ubs Group Ag | 2023-12-31 | 2.9 M | Vanguard Group Inc | 2023-12-31 | 40.4 M | Blackrock Inc | 2023-12-31 | 30.6 M |
Costco Wholesale Outstanding Bonds
Costco Wholesale issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Costco Wholesale Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Costco bonds can be classified according to their maturity, which is the date when Costco Wholesale Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| COSTCO WHOLESALE P Corp BondUS22160KAL98 | View | |
| COSTCO WHOLESALE P Corp BondUS22160KAM71 | View | |
| COSTCO WHOLESALE PORATION Corp BondUS22160KAN54 | View | |
| COSTCO WHOLESALE PORATION Corp BondUS22160KAP03 | View | |
| COSTCO WHOLESALE PORATION Corp BondUS22160KAQ85 | View |
Costco Wholesale Corporate Filings
F4 | 18th of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 10th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 1st of March 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
| 22nd of February 2024 Other Reports | ViewVerify |
Pair Trading with Costco Wholesale
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Costco Wholesale position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Costco Wholesale will appreciate offsetting losses from the drop in the long position's value.Moving against Costco Stock
| 0.45 | VDKB | Vodka Brands Corp | PairCorr |
The ability to find closely correlated positions to Costco Wholesale could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Costco Wholesale when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Costco Wholesale - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Costco Wholesale Corp to buy it.
The correlation of Costco Wholesale is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Costco Wholesale moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Costco Wholesale Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Costco Wholesale can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Costco Wholesale Corp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Complementary Tools for Costco Stock analysis
When running Costco Wholesale's price analysis, check to measure Costco Wholesale's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Costco Wholesale is operating at the current time. Most of Costco Wholesale's value examination focuses on studying past and present price action to predict the probability of Costco Wholesale's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Costco Wholesale's price. Additionally, you may evaluate how the addition of Costco Wholesale to your portfolios can decrease your overall portfolio volatility.
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Is Costco Wholesale's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Costco Wholesale. If investors know Costco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Costco Wholesale listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.188 | Dividend Share 4.08 | Earnings Share 15.25 | Revenue Per Share 560.607 | Quarterly Revenue Growth 0.057 |
The market value of Costco Wholesale Corp is measured differently than its book value, which is the value of Costco that is recorded on the company's balance sheet. Investors also form their own opinion of Costco Wholesale's value that differs from its market value or its book value, called intrinsic value, which is Costco Wholesale's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Costco Wholesale's market value can be influenced by many factors that don't directly affect Costco Wholesale's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Costco Wholesale's value and its price as these two are different measures arrived at by different means. Investors typically determine if Costco Wholesale is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Costco Wholesale's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.