FORA Capital LLC Purchases New Holdings in Costco Wholesale Corporation $COST

FORA Capital LLC acquired a new position in Costco Wholesale Corporation (NASDAQ:COST) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 3,004 shares of the retailer’s stock, valued at approximately $2,781,000.

A number of other hedge funds have also recently bought and sold shares of COST. Soundwatch Capital LLC raised its position in shares of Costco Wholesale by 635.7% during the second quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock worth $25,000 after acquiring an additional 2,206 shares during the last quarter. Hurley Capital LLC lifted its stake in shares of Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after acquiring an additional 18 shares during the period. Abich Financial Wealth Management LLC bought a new position in Costco Wholesale in the third quarter valued at about $34,000. Collier Financial acquired a new stake in Costco Wholesale in the third quarter worth about $35,000. Finally, AXS Investments LLC acquired a new stake in Costco Wholesale in the third quarter worth about $36,000. 68.48% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the transaction, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Javier Polit sold 2,049 shares of the business’s stock in a transaction dated Monday, December 29th. The shares were sold at an average price of $867.21, for a total value of $1,776,913.29. Following the completion of the transaction, the executive vice president directly owned 10,748 shares of the company’s stock, valued at approximately $9,320,773.08. The trade was a 16.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 7,645 shares of company stock worth $7,049,302 over the last ninety days. Insiders own 0.10% of the company’s stock.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $1,008.43 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 firm has a market capitalization of $447.61 billion, a P/E ratio of 52.44, a PEG ratio of 5.07 and a beta of 1.01. The business has a 50-day moving average of $975.52 and a 200-day moving average of $937.17. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08.

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, topping the consensus estimate of $4.55 by $0.03. The business 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%. Costco Wholesale’s quarterly revenue was up 9.2% compared to the same quarter last year. During the same quarter last year, the firm earned $4.02 EPS. On average, equities analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is currently 27.04%.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on COST. Daiwa Securities Group upped their target price on shares of Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a research report on Tuesday. Gordon Haskett lifted their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Raymond James Financial boosted their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on shares of Costco Wholesale in a research note on Thursday, January 8th. Finally, UBS Group set a $1,175.00 target price on shares of Costco Wholesale in a report on Friday, March 6th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

More Costco Wholesale News

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

• Positive Sentiment: Q2 beat and membership strength: Costco reported stronger-than-expected FQ2 results (revenue and EPS beats) and management highlighted membership growth and traffic as key drivers, underpinning confidence in recurring fee income and sales momentum. Costco Reports $68.24B FQ2 Sales
• Positive Sentiment: Membership mix and premium sign‑ups: Executive membership growth (near 40M members, +~9%) supports higher-margin recurring fee income and may sustain revenue per member. This is a structural tailwind for margins and cash flow. Is a $130 Costco executive membership the new VIP status?
• Positive Sentiment: In‑warehouse innovation and product drops: Expanded in‑warehouse experiences, curated product drops (e.g., fashion/brand collaborations) and new assortments (including third‑party brands like Hiboy e‑bikes) are helping traffic and impulse sales. Costco Expands In‑Warehouse Experiences Hiboy C1 E‑Bike Lands at Costco
• Neutral Sentiment: Digital growth and traffic resilience: Management says digital sales and e‑commerce expansion remain contributors to growth, but macro headwinds (e.g., energy-driven pressure on discretionary budgets) add uncertainty to near‑term sales cadence. Costco Says Shoppers Are Still Spending Rising gas prices could offset tax refunds
• Neutral Sentiment: Insider sale: An EVP disclosed a sale of ~730 shares; the size is immaterial relative to Costco’s market cap and does not signal a clear change in insider confidence. Executive Form 4
• Negative Sentiment: Tariff‑refund lawsuits create legal overhang: Multiple proposed class‑action suits allege Costco must pass along refunds to customers after the Supreme Court struck down certain Trump‑era tariffs; plaintiffs seek substantial recoveries and class status, introducing potential liability, administrative burden and PR risk until resolved. Reuters: Costco customers sue
• Negative Sentiment: Complex legal landscape: Coverage notes the situation is “messy” — Costco has also pursued government action to recover tariff amounts, but parallel suits against the company could keep volatility and headline risk elevated until legal outcomes and any government refunds are clarified. Barron’s: Tariff refunds are getting messy

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.