811 Shares in Costco Wholesale Corporation $COST Bought by Financial Planning Hawaii Inc.

Financial Planning Hawaii Inc. acquired a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 811 shares of the retailer’s stock, valued at approximately $699,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in COST. Silver Oak Securities Incorporated boosted its holdings in shares of Costco Wholesale by 49.3% in the 3rd quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock worth $3,499,000 after purchasing an additional 1,248 shares in the last quarter. Permanent Capital Management LP purchased a new position in shares of Costco Wholesale during the 3rd quarter valued at about $874,000. Exchange Traded Concepts LLC lifted its position in Costco Wholesale by 43.6% in the 3rd quarter. Exchange Traded Concepts LLC now owns 23,444 shares of the retailer’s stock worth $21,700,000 after buying an additional 7,116 shares during the last quarter. FORA Capital LLC bought a new stake in Costco Wholesale in the 3rd quarter worth approximately $2,781,000. Finally, Lombard Odier Asset Management Switzerland SA boosted its stake in Costco Wholesale by 8.9% in the second quarter. Lombard Odier Asset Management Switzerland SA now owns 18,132 shares of the retailer’s stock worth $17,950,000 after buying an additional 1,480 shares in the last quarter. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Costco Wholesale Stock Performance

NASDAQ:COST opened at $996.58 on Tuesday. 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 Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The firm has a market cap of $442.13 billion, a PE ratio of 51.82, a price-to-earnings-growth ratio of 4.86 and a beta of 1.00. The business has a 50 day moving average price of $987.35 and a 200-day moving average price of $939.08.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Thursday, March 5th. The retailer reported $4.58 EPS 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 the consensus estimate of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The firm’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same period in the previous year, the firm earned $4.02 earnings per share. Equities research analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research analysts have commented on COST shares. JPMorgan Chase & Co. increased their price target on shares of Costco Wholesale from $1,050.00 to $1,060.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. Rothschild & Co Redburn upped their price objective on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a research note on Tuesday, February 17th. Citigroup reaffirmed a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. Mizuho lifted their target price on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 3rd. Finally, Evercore set a $1,100.00 price target on shares of Costco Wholesale in a research note on Monday, March 2nd. Twenty-two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company 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: Faster checkout tests could boost throughput and member satisfaction — Costco is rolling out automated pay stations and a new checkout technology that cuts payment times to ~8–10 seconds, which can raise store capacity and lower labor friction. Costco’s new checkout technology cuts payment time down to 8 seconds
• Positive Sentiment: Private‑label Kirkland energy drinks launch — Costco introduced Kirkland sparkling energy drinks at lower price points, a move that can lift category sales, margin mix and pressuring branded rivals (which has already moved peer stocks). Costco Kirkland Energy Drinks Spark Competition And Raise Valuation Questions
• Positive Sentiment: Aggressive warehouse expansion planned — Management plans ~28 new warehouses in FY26 and intends to add ~30+ annually, supporting membership growth, same-store traffic and long-term revenue capacity. Costco’s Warehouse Expansion Plans Signal Long-Term Growth Engine
• Positive Sentiment: Canada business‑centre expansion supports B2B growth — Rolling out Business Centres across Canada broadens wholesale/B2B exposure, which can improve order size and commercial membership traction. Costco Expands Business Centres Across Canada
• Neutral Sentiment: Positive chart/analyst attention — IBD named Costco a Stock of the Day and some articles highlight long-term investor appeal; this technical/coverage spotlight can attract momentum flows but doesn’t change fundamentals overnight. Costco, IBD’s Stock Of The Day, Rallies This Year As Markets Fall
• Neutral Sentiment: Consumer tip articles on saving at the pump — Coverage on how members save on gas at Costco is informational and supports the value proposition, but is unlikely to move fundamentals immediately. Saving on gas at Costco and Sam’s Club in Phoenix is easy. Here’s how
• Negative Sentiment: Lawsuit alleging price increases then tariff refunds — A suit claims Costco raised prices and sought tariff refunds from the government; litigation risk could bring reputational, regulatory and potential financial costs if it escalates. Costco sued over claims it raised prices, then sought tariff refunds from government
• Negative Sentiment: Rising gas prices and broader consumer pressure — Higher pump prices and worries about consumer spending are cited as recession risks; while Costco benefits from gas sales, sustained higher gas could dent discretionary spending and membership renewal behavior over time. Higher gas prices could spell recession risks to some US consumers
• Negative Sentiment: Competitive pressure from large peers — Analysts note Walmart’s e‑commerce and omnichannel scale could pressure Costco’s growth/market share in some categories, an important competitive consideration for margin and long‑term share gains. The Zacks Analyst Blog Walmart and Costco

Insider Activity

In other news, Director Susan L. Decker sold 458 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the sale, the director directly owned 8,532 shares in the company, valued at approximately $8,148,060. This represents a 5.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction dated Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the sale, the executive vice president directly owned 4,228 shares in the company, valued at $4,169,907.28. The trade was a 16.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 5,038 shares of company stock valued at $4,790,896. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale Company 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.