Alchemi Wealth LLC Makes New $741,000 Investment in Costco Wholesale Corporation $COST

Alchemi Wealth LLC bought a new position in Costco Wholesale Corporation (NASDAQ:COST) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 858 shares of the retailer’s stock, valued at approximately $741,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of COST. Norges Bank bought a new position in shares of Costco Wholesale during the 4th quarter worth $5,195,415,000. Cardano Risk Management B.V. boosted its holdings in Costco Wholesale by 907.1% in the fourth quarter. Cardano Risk Management B.V. now owns 1,785,080 shares of the retailer’s stock worth $1,539,346,000 after acquiring an additional 1,607,833 shares in the last quarter. Assenagon Asset Management S.A. boosted its holdings in Costco Wholesale by 1,586.8% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock worth $980,857,000 after acquiring an additional 1,070,005 shares in the last quarter. Amundi boosted its holdings in Costco Wholesale by 45.0% in the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock worth $2,893,697,000 after acquiring an additional 986,182 shares in the last quarter. Finally, Vestor Capital LLC raised its stake in shares of Costco Wholesale by 20,936.6% in the fourth quarter. Vestor Capital LLC now owns 970,840 shares of the retailer’s stock worth $837,194,000 after purchasing an additional 966,225 shares during the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on COST shares. Truist Financial raised their price objective on Costco Wholesale from $977.00 to $1,011.00 and gave the stock a “hold” rating in a research note on Friday, May 29th. BTIG Research restated a “buy” rating and issued a $1,125.00 price objective on shares of Costco Wholesale in a research report on Friday, May 29th. Wells Fargo & Company boosted their price target on Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 9th. Daiwa Securities Group boosted their price target on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 10th. Finally, Oppenheimer boosted their price objective on Costco Wholesale from $1,100.00 to $1,160.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 19th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Costco Wholesale presently has an average rating of “Moderate Buy” and an average target price of $1,060.41.

Costco Wholesale Price Performance

COST stock opened at $982.35 on Friday. The business’s fifty day moving average price is $1,005.34 and its 200 day moving average price is $966.74. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The company has a market capitalization of $435.65 billion, a PE ratio of 49.41, a P/E/G ratio of 4.73 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.The company had revenue of $70.53 billion for the quarter, compared to analysts’ expectations of $70.12 billion. During the same quarter last year, the company earned $4.28 EPS. On average, sell-side analysts anticipate that Costco Wholesale Corporation will post 20.38 EPS for the current year.

Costco Wholesale Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were issued 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 was Friday, May 1st. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio (DPR) is currently 29.58%.

Key Costco Wholesale News

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

• Positive Sentiment: Erste Group Bank lifted its FY2026 and FY2027 earnings forecasts for Costco, signaling expectations for stronger profitability ahead.
• Positive Sentiment: Commentary in 24/7 Wall St. emphasized Costco’s membership-fee model as a resilient source of recurring revenue that can support long-term earnings growth.
• Positive Sentiment: Barchart coverage noted Costco as one of the retail names rewarding shareholders with a higher dividend, reinforcing the company’s capital-return appeal.
• Neutral Sentiment: Coverage that Costco offers shopping without a membership in limited cases is mainly informational and not likely to materially affect the stock.
• Neutral Sentiment: The Iowa court decision involving a former Costco manager appears to be a legal headline with limited direct impact on the company’s overall financial outlook.
• Negative Sentiment: Bloomberg reported rising plastic input costs may lead to higher prices for consumer goods later this year, which could add inflation pressure to Costco’s retail environment and potentially squeeze margins or demand.

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.