Costco Wholesale Corporation $COST Shares Sold by FSA Advisors Inc.

FSA Advisors Inc. reduced its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 98.7% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 246 shares of the retailer’s stock after selling 18,954 shares during the quarter. FSA Advisors Inc.’s holdings in Costco Wholesale were worth $245,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the company. Brighton Jones LLC raised its holdings in shares of Costco Wholesale by 12.3% in the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after buying an additional 130 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after buying an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. lifted its position in shares of Costco Wholesale by 1.1% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after acquiring an additional 23 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in shares of Costco Wholesale by 2.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after acquiring an additional 182 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Costco Wholesale Trading Down 0.5%

NASDAQ:COST opened at $940.87 on Friday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. The stock’s 50-day moving average is $975.73 and its two-hundred day moving average is $977.54. The stock has a market cap of $417.26 billion, a PE ratio of 47.33, a price-to-earnings-growth ratio of 4.56 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). The company had revenue of $70.53 billion during the quarter, compared to analysts’ expectations of $70.12 billion. Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.During the same period last year, the company earned $4.28 earnings per share. As a group, equities research analysts forecast that Costco Wholesale Corporation will post 20.39 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Friday, July 24th will be paid a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date is Friday, July 24th. Costco Wholesale’s dividend payout ratio is currently 29.58%.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the completion of the sale, the director owned 4,779 shares in the company, valued at $4,575,653.55. This represents a 15.62% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.10% of the stock is currently owned by insiders.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Erste Group Bank raised its FY2026 EPS estimate for Costco to $20.52 from $20.49, slightly above the Street consensus of $20.38, suggesting analysts still see modest earnings upside. Earnings forecast boost article
• Positive Sentiment: Costco remains a favorite dividend name, with its next ex-dividend date set for July 24, which may attract income-focused investors ahead of the payout. Dividend article
• Neutral Sentiment: A profile of a longtime Costco cashier who became a millionaire highlights the company’s employee retention and compensation culture, but it is unlikely to materially affect near-term fundamentals. Employee profile article
• Neutral Sentiment: Several local news items about new warehouses, gas stations, and remodels point to ongoing store expansion and reinvestment, but they are not major stock-moving catalysts by themselves.
• Negative Sentiment: MarketBeat said Costco’s June sales showed cooling comparable sales and weak international results, keeping the stock in “neutral” territory despite its premium valuation. Cooling comp sales article
• Negative Sentiment: Additional commentary from Zacks and Yahoo Finance argued Costco shares still look expensive after a strong multi-year run, reinforcing valuation concerns that can weigh on the stock. Valuation debate article

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. Weiss Ratings lowered Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 23rd. Roth Capital boosted their price objective on Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a report on Friday, May 29th. BTIG Research reiterated a “buy” rating and issued a $1,125.00 target price on shares of Costco Wholesale in a report on Friday, May 29th. UBS Group lifted their target price on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Finally, Truist Financial upped their price target on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a research report on Friday, May 29th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $1,059.07.

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.