Avanza Fonder AB Invests $807,000 in Costco Wholesale Corporation $COST

Posted by Defense World Staff on Mar 26th, 2026

Avanza Fonder AB purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 936 shares of the retailer’s stock, valued at approximately $807,000.

Other large investors also recently bought and sold shares of the company. Hurley Capital LLC grew its position in Costco Wholesale by 120.0% in the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares during the period. Abich Financial Wealth Management LLC bought a new position in shares of Costco Wholesale during the 3rd quarter valued at $34,000. Collier Financial bought a new position in shares of Costco Wholesale during the 3rd quarter valued at $35,000. AXS Investments LLC purchased a new position in shares of Costco Wholesale in the 3rd quarter worth $36,000. Finally, Imprint Wealth LLC purchased a new position in shares of Costco Wholesale in the 3rd quarter worth $36,000. 68.48% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Costco Wholesale news, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the completion of the transaction, the executive vice president directly owned 44,837 shares in the company, valued at $42,101,943. This represents a 3.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Susan L. Decker sold 458 shares of the stock in a transaction on Friday, January 16th. The stock was 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 of the company’s stock, valued at approximately $8,148,060. This trade represents a 5.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 7,645 shares of company stock worth $7,049,302 in the last ninety days. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Price Performance

Shares of Costco Wholesale stock opened at $974.86 on Thursday. The stock has a market cap of $432.50 billion, a P/E ratio of 50.69, a P/E/G ratio of 4.81 and a beta of 1.01. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The stock’s fifty day moving average is $985.83 and its 200 day moving average is $938.89. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08.

Costco Wholesale (NASDAQ:COST – Get Free Report) last released its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.55 by $0.03. The business had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.Costco Wholesale’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.02 earnings per share. Sell-side analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the company. Daiwa Securities Group upped their price objective on Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a research report on Tuesday, March 10th. JPMorgan Chase & Co. raised their target price on Costco Wholesale from $1,050.00 to $1,060.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. Weiss Ratings upgraded Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday, March 17th. Truist Financial upped their price target on shares of Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a research report on Friday, March 6th. Finally, Robert W. Baird set a $1,100.00 price objective on shares of Costco Wholesale in a research note on Thursday, February 5th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

Check Out Our Latest Stock Report on Costco Wholesale

Key Costco Wholesale News

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

Positive Sentiment: Costco’s new Kirkland energy drink is being positioned as a value private‑label offering that should drive incremental sales and hurt branded competitors — this is seen by markets as a low‑cost growth lever for Costco. Why Costco’s cheap new Kirkland energy drink won’t crush Celsius
Positive Sentiment: Coverage highlights strong member response to the Kirkland energy drink and frames the launch as another example of Costco using its private label to expand assortments and margins — a near‑term positive for top‑line and gross‑margin outlooks. Costco’s new energy drink delights fans, rattles competition
Positive Sentiment: Multiple outlets note that Costco’s product expansion is putting pressure on smaller branded peers (e.g., Celsius), which markets interpreted as confirmation that Costco can capture share in higher‑growth categories. Celsius Stock Jolted After Costco Offers Energy-Drink Brand for Less
Neutral Sentiment: Analyst coverage remains broadly positive: consensus price target implies material upside, but reports flag rising concerns about membership growth and valuation — a mixed signal for future returns. Analysts Bullish on Costco Wholesale (COST) Despite Increasing Concerns Regarding Membership Growth Trends and Valuation
Positive Sentiment: Analyses on Costco’s gas‑pricing strategy emphasize it as a membership retention/acquisition tool that stabilizes traffic and revenue — supportive for recurring revenue and same‑store trends. Here’s Why Costco’s Gas Pricing Strategy Is Good News for Shareholders
Negative Sentiment: Separate pieces call out valuation worries and include Costco on lists of overvalued names — a reminder that the stock’s premium multiple leaves it vulnerable to sentiment shifts if membership or comp trends slow. 5 Most Overvalued Companies According to the Media
Neutral Sentiment: Regulatory/legal flow: Bloomberg Law flags Costco as a target in consumer tariff‑refund actions — keep an eye on potential filings, though no immediate financial impact has been reported. FedEx, Costco, UPS Are Main Targets for Consumer Tariff Refunds

About Costco Wholesale

(Free Report)

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.