Costco Wholesale Corporation $COST Shares Acquired by PFG Advisors

PFG Advisors lifted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 7.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,062 shares of the retailer’s stock after purchasing an additional 1,456 shares during the period. Costco Wholesale makes up about 0.8% of PFG Advisors’ holdings, making the stock its 21st biggest position. PFG Advisors’ holdings in Costco Wholesale were worth $18,570,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Brighton Jones LLC raised its holdings in Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after buying an additional 2,172 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after buying an additional 130 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after buying an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. increased its position in shares of Costco Wholesale by 1.1% in the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after acquiring an additional 23 shares in the last quarter. Finally, United Bank increased its position in shares of Costco Wholesale by 4.2% in the second quarter. United Bank now owns 5,846 shares of the retailer’s stock worth $5,787,000 after acquiring an additional 235 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

COST has been the subject of several research analyst reports. Daiwa Securities Group reduced their price target on shares of Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a research report on Tuesday, December 16th. UBS Group set a $1,175.00 price objective on shares of Costco Wholesale in a research report on Friday. Truist Financial boosted their target price on shares of Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft set a $1,044.00 target price on Costco Wholesale in a report on Thursday, January 8th. Finally, DA Davidson reaffirmed a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research report on Friday. Twenty-two investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,035.35.

Costco Wholesale News Roundup

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

• Positive Sentiment: Q2 double?beat — Costco reported revenue of ~$69.6B and GAAP EPS of $4.58, with comp?store strength and membership fee growth that underpin near?term sales momentum. This is the main catalyst supporting the rally. Costco Wholesale beats quarterly comparable sales estimates
• Positive Sentiment: Analyst upgrades and higher price targets — several brokers (notably a large Street high by BMO cited in coverage) raised targets and reiterated outperform/overweight views, adding upward pressure. Costco Stock Scores New Street?High Price Target
• Positive Sentiment: Capital returns & balance?sheet strength — commentary and notes on buybacks, a rising cash pile and the “special dividend” thesis are attracting income/return?focused investors and support further upside. Costco Wholesale: Buy Now, Get Paid Later as Cash and Returns Build
• Positive Sentiment: Digital and membership momentum — online sales growth (~22.6%) and rising membership income are cited on the call as durable drivers of mix and margins, supporting investor confidence. Costco Digital Innovations Fuel 22.6% Online Growth
• Neutral Sentiment: Mixed analyst moves — while many raised targets, a few (e.g., Goldman) trimmed targets even as they kept buy calls; that creates a mix of conviction levels among institutional holders. Goldman Sachs adjusts price target on Costco
• Neutral Sentiment: Muted market reaction — despite the beat, some headlines note a tepid price move (and some pre?market weakness) as investors weigh valuation metrics versus growth. That can lead to intraday volatility. Costco Stock Exhibits Muted Reaction Amid Double?Beat Earnings Report
• Negative Sentiment: Valuation concerns and “red flags” narrative — some outlets argue the stock is expensive (high P/E, PEG) and list risks that could cap upside; those narratives are pressuring more value?sensitive investors. Is Costco Too Expensive? 3 Red Flags That Could Send Shares Sliding

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the transaction, the executive vice president owned 8,240 shares in the company, valued at $7,550,476.80. The trade was a 15.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Susan L. Decker sold 458 shares of the company’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the completion of the transaction, the director directly owned 8,532 shares in the company, valued at approximately $8,148,060. The trade was a 5.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 6,915 shares of company stock valued at $6,317,097 in the last quarter. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of COST opened at $998.10 on Monday. The company’s 50 day moving average price is $961.64 and its 200 day moving average price is $935.32. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08. The company has a market capitalization of $443.03 billion, a PE ratio of 51.90, a PEG ratio of 4.76 and a beta of 1.00. 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 released its quarterly earnings data 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 firm had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.02 EPS. Research analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were paid a $1.30 dividend. The ex-dividend date of this dividend 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 is 27.04%.

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.