Sun Financial Inc Buys New Shares in Costco Wholesale Corporation $COST

Sun Financial Inc purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) in the fourth quarter, Holdings Channel reports. The firm purchased 1,975 shares of the retailer’s stock, valued at approximately $1,703,000. Costco Wholesale accounts for approximately 0.9% of Sun Financial Inc’s holdings, making the stock its 25th largest holding.

A number of other hedge funds and other institutional investors have also bought and sold shares of COST. Assenagon Asset Management S.A. increased its stake in Costco Wholesale by 1,586.8% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock valued at $980,857,000 after purchasing an additional 1,070,005 shares in the last quarter. Amundi increased its stake in Costco Wholesale by 45.0% during the 3rd quarter. Amundi now owns 3,176,606 shares of the retailer’s stock valued at $2,893,697,000 after purchasing an additional 986,182 shares in the last quarter. Voloridge Investment Management LLC increased its stake in Costco Wholesale by 112.2% during the 3rd quarter. Voloridge Investment Management LLC now owns 477,425 shares of the retailer’s stock valued at $441,919,000 after purchasing an additional 252,453 shares in the last quarter. PFA Pension Forsikringsaktieselskab bought a new stake in Costco Wholesale during the 4th quarter valued at $213,362,000. Finally, Worldquant Millennium Advisors LLC increased its stake in Costco Wholesale by 638.7% during the 2nd quarter. Worldquant Millennium Advisors LLC now owns 227,310 shares of the retailer’s stock valued at $225,023,000 after purchasing an additional 196,537 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Insider Activity

In other news, EVP Claudine Adamo sold 730 shares of the stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following the sale, the executive vice president directly 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 can be accessed through the SEC website. Insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on the stock. DA Davidson restated a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a research note on Friday, April 10th. BMO Capital Markets boosted their price target on shares of Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Costco Wholesale from $1,103.00 to $1,104.00 and gave the company a “buy” rating in a research note on Thursday, April 9th. Evercore set a $1,100.00 price target on shares of Costco Wholesale in a research note on Monday, March 2nd. Finally, Jefferies Financial Group restated a “buy” rating and set a $1,050.00 price target on shares of Costco Wholesale in a research note on Thursday, March 5th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,045.97.

Costco Wholesale Price Performance

NASDAQ COST opened at $1,011.70 on Monday. 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 cap of $448.84 billion, a PE ratio of 52.61, a price-to-earnings-growth ratio of 4.98 and a beta of 0.92. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The firm’s 50-day simple moving average is $996.93 and its two-hundred day simple moving average is $950.04.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The firm had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same period in the prior year, the firm posted $4.02 earnings per share. The company’s revenue for the quarter was up 9.2% on a year-over-year basis. Research analysts predict that Costco Wholesale Corporation will post 20.32 earnings per share for the current year.

Costco Wholesale Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be issued a $1.47 dividend. 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. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s payout ratio is currently 30.58%.

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?

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.