Stevens Capital Management LP Buys 878 Shares of Costco Wholesale Corporation $COST

Stevens Capital Management LP raised its stake in Costco Wholesale Corporation (NASDAQ:COST) by 17.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,861 shares of the retailer’s stock after acquiring an additional 878 shares during the period. Costco Wholesale makes up about 1.8% of Stevens Capital Management LP’s portfolio, making the stock its 12th biggest holding. Stevens Capital Management LP’s holdings in Costco Wholesale were worth $5,054,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently modified their holdings of the company. Hurley Capital LLC raised its stake in Costco Wholesale by 120.0% in the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after purchasing an additional 18 shares in the last quarter. Joseph Group Capital Management bought a new stake in shares of Costco Wholesale during the 4th quarter worth approximately $33,000. Abich Financial Wealth Management LLC acquired a new stake in shares of Costco Wholesale during the 3rd quarter worth approximately $34,000. Collier Financial bought a new position in Costco Wholesale in the third quarter valued at approximately $35,000. Finally, AXS Investments LLC acquired a new position in Costco Wholesale during the third quarter valued at approximately $36,000. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Trading Up 0.4%

Shares of NASDAQ COST opened at $1,016.42 on Wednesday. The firm has a 50 day moving average price of $997.55 and a two-hundred day moving average price of $950.47. The stock has a market cap of $450.93 billion, a P/E ratio of 52.86, a price-to-earnings-growth ratio of 4.99 and a beta of 0.92. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping the consensus estimate of $4.55 by $0.03. The company had revenue of $69.60 billion for 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 revenue for the quarter was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.02 earnings per share. As a group, equities analysts forecast that Costco Wholesale Corporation will post 20.32 EPS for the current year.

Costco Wholesale Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be given a $1.47 dividend. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date is Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio is presently 30.58%.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the stock in a transaction dated 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 owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.10% of the company’s stock.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Construction is set to begin on Costco’s first Milwaukee County warehouse after a land deal closed, signaling incremental store growth and membership reach in a new local market. Construction starts soon on Costco’s first Milwaukee County store after land deal
• Positive Sentiment: Costco opened a Camarillo gas station ahead of a planned warehouse, accelerating fuel sales and customer acquisition in that trade area. Fuel operations typically boost basket size and traffic. Costco opens Camarillo gas station ahead of warehouse construction
• Positive Sentiment: Analysts note Costco’s strong balance sheet (large liquid assets, low debt) and plans for roughly 28 new warehouses, while membership fees rose ~13.6%—a direct revenue lever and evidence of pricing/power. Why Costco’s Financial Strength Could Outpace Retail Challenges
• Positive Sentiment: Foot-traffic data show Costco stores are materially busier over several years (visits +18% vs. 2019), supporting same-store sales resilience versus flatter traffic at Walmart/Target. It’s not in your head: Costco has gotten more crowded
• Positive Sentiment: New brand additions—Korea’s Medicube skincare entering US retail via Costco (and Walmart)—expand product mix and could attract higher-margin beauty/skincare sales. Korea’s Medicube skincare to hit Walmart, Costco in US expansion
• Neutral Sentiment: Roundups of new groceries hitting shelves highlight ongoing product refreshes that support traffic but are routine for Costco’s model. The Best New Costco Groceries Hitting Shelves This Month
• Neutral Sentiment: Costco tweaked its long-running $1.50 hot dog combo; a small operational/PR note that could affect customer sentiment but has limited financial impact. Costco just changed its famous $1.50 hot dog combo. Here’s what’s new
• Neutral Sentiment: Industry pieces comparing big-box performance (Walmart, Target, Costco) provide context that Target has led YTD gains—useful for relative-valuation and allocation decisions but not company-specific news. Which Big-Box Store Chain Has Dominated 2026: Walmart, Target, or Costco?
• Neutral Sentiment: Comparative analyst pieces (Costco vs. Walmart) reassess trade-offs—useful for long-term positioning but not catalytic near-term. Costco vs. Walmart: What’s the Better Consumer Staples Buy Right Now?
• Negative Sentiment: Valuation cautions: some analysts say COST’s strong fundamentals are already priced in (high P/E), making it harder to justify new purchases at current levels—this can limit near-term upside. Costco (COST) Is Hard Not to Love. Buying It Right Now Is Harder

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on COST shares. Bank of America started coverage on Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 target price on the stock. Wells Fargo & Company lifted their target price on Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a research report on Thursday, April 9th. Raymond James Financial raised their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Oppenheimer upped their price objective on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Finally, DA Davidson restated a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research report on Friday, April 10th. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Costco Wholesale has an average rating of “Moderate Buy” and a consensus price target of $1,045.97.

Costco Wholesale 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.