Sandro Wealth Management LLC acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 2,632 shares of the retailer’s stock, valued at approximately $2,269,000. Costco Wholesale accounts for 1.9% of Sandro Wealth Management LLC’s investment portfolio, making the stock its 14th biggest position.
Other institutional investors also recently bought and sold shares of the company. Hurley Capital LLC increased its holdings in Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares during the period. Joseph Group Capital Management purchased a new position in Costco Wholesale during the 4th quarter worth $33,000. Abich Financial Wealth Management LLC purchased a new position in Costco Wholesale during the 3rd quarter worth $34,000. Collier Financial purchased a new position in Costco Wholesale during the 3rd quarter worth $35,000. Finally, AXS Investments LLC purchased a new position in Costco Wholesale during the 3rd quarter worth $36,000. 68.48% of the stock is currently owned by hedge funds and other institutional investors.
Costco Wholesale Stock Down 0.3%
Shares of NASDAQ COST opened at $1,011.70 on Friday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $448.84 billion, a PE ratio of 52.61, a price-to-earnings-growth ratio of 5.00 and a beta of 0.92. The stock’s fifty day simple moving average is $996.93 and its two-hundred day simple moving average is $949.91. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,067.08.
Costco Wholesale Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be given a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, May 1st. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s payout ratio is 27.04%.
Wall Street Analysts Forecast Growth
Several research analysts have commented on the company. Gordon Haskett raised their price objective on Costco Wholesale from $1,000.00 to $1,100.00 in a report on Tuesday, February 3rd. Oppenheimer raised their price objective on Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a report on Thursday, February 5th. Raymond James Financial raised their price objective on Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Telsey Advisory Group increased their target price on Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an “outperform” rating in a research report on Thursday, April 9th. Finally, Deutsche Bank Aktiengesellschaft increased their target price on Costco Wholesale from $1,103.00 to $1,104.00 and gave the company a “buy” rating in a research report on Thursday, April 9th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,045.97.
Read Our Latest Research Report on Costco Wholesale
Insider Buying and Selling at Costco Wholesale
In other news, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction 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 owned 6,121 shares of the company’s stock, valued at $6,139,485.42. This trade represents a 10.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.10% of the stock is owned by insiders.
Trending Headlines about Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Amy’s Kitchen will roll select frozen meals into more than 150 Costco warehouses across key U.S. markets, expanding fresh/organic assortment and potentially boosting food sales and member engagement. Amy’s Kitchen Lands Costco Distribution in Three Major Markets, Bringing Organic Frozen Meals to Millions of Members
- Positive Sentiment: Costco is hiring ahead of a new Guilderland, NY warehouse opening — a sign of continued unit growth that supports revenue and membership expansion over time. Costco begins hiring as opening of Guilderland warehouse nears
- Positive Sentiment: Analyst/market pieces highlight Costco’s strong membership metrics and ability to convert members to higher-fee Executive tiers, supporting recurring revenue and margins. This ongoing narrative underpins bullish views despite macro uncertainty. Better Buy: Walmart or Costco Stock
- Positive Sentiment: Costco received recognition in TIME’s influential companies coverage, reinforcing brand strength that supports long-term customer loyalty and pricing power. Costco Wholesale
- Neutral Sentiment: Retail-focused stories on seasonal merchandise and promotions (patio furniture roundups, a Dyson sale) reflect normal merchandising and traffic drivers but are routine and unlikely to move fundamentals by themselves. 9 Costco Patio Dining Furniture Sets To Look For In 2026
- Neutral Sentiment: Costco quietly changed elements of its long-standing $1.50 hot dog combo (product tweaks, price intact), a brand-story item that signals attention to costs but keeps the iconic price point. Costco changed the hot dog combo after 40 years. Is it still $1.50? Here’s what to know
- Negative Sentiment: Several pieces question whether COST’s strong YTD performance and premium valuation leave ample upside from current levels, highlighting its high P/E and recent run — a valuation headwind that can pressure the stock if growth expectations slip. Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Year To Date Run?
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.
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