Costco Wholesale Corporation $COST Shares Acquired by Fjell Capital LLC

Fjell Capital LLC lifted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 21.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,060 shares of the retailer’s stock after purchasing an additional 532 shares during the period. Costco Wholesale comprises about 2.0% of Fjell Capital LLC’s investment portfolio, making the stock its 16th biggest holding. Fjell Capital LLC’s holdings in Costco Wholesale were worth $2,639,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Schaper Benz & Wise Investment Counsel Inc. WI increased its holdings in Costco Wholesale by 19.3% in the fourth quarter. Schaper Benz & Wise Investment Counsel Inc. WI now owns 4,713 shares of the retailer’s stock valued at $4,064,000 after buying an additional 762 shares during the last quarter. Bath Savings Trust Co lifted its holdings in Costco Wholesale by 12.3% during the 4th quarter. Bath Savings Trust Co now owns 24,202 shares of the retailer’s stock worth $20,870,000 after buying an additional 2,646 shares during the last quarter. Eastover Investment Advisors LLC lifted its holdings in Costco Wholesale by 13.0% during the 4th quarter. Eastover Investment Advisors LLC now owns 7,831 shares of the retailer’s stock worth $6,753,000 after buying an additional 901 shares during the last quarter. Wealth Management Partners LLC grew its position in shares of Costco Wholesale by 1.9% in the 4th quarter. Wealth Management Partners LLC now owns 3,091 shares of the retailer’s stock worth $2,665,000 after acquiring an additional 57 shares in the last quarter. Finally, Heritage Family Offices LLP grew its position in shares of Costco Wholesale by 36.7% in the 4th quarter. Heritage Family Offices LLP now owns 313 shares of the retailer’s stock worth $270,000 after acquiring an additional 84 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, EVP James C. Klauer sold 1,500 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the transaction, the executive vice president directly owned 44,837 shares of the company’s stock, valued at $42,101,943. The trade was a 3.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the transaction, the executive vice president owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 7,645 shares of company stock valued at $7,049,302. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

COST has been the topic of several research reports. Oppenheimer upped their price target on Costco Wholesale from $1,050.00 to $1,100.00 and gave the company an “outperform” rating in a research report on Thursday, February 5th. Weiss Ratings raised shares of Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Raymond James Financial boosted their target price on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. The Goldman Sachs Group dropped their target price on shares of Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Finally, Citigroup restated a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. Twenty-two 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, the company currently 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: 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

Costco Wholesale Trading Up 0.1%

Shares of NASDAQ COST opened at $974.86 on Thursday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,067.08. The company has a market cap of $432.50 billion, a price-to-earnings ratio of 50.69, a price-to-earnings-growth ratio of 4.81 and a beta of 1.01. 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 stock’s 50 day simple moving average is $985.83 and its 200 day simple moving average is $938.89.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The firm had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same period in the prior year, the business earned $4.02 EPS. The firm’s revenue was up 9.2% on a year-over-year basis. Equities research analysts expect 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. The ex-dividend date was Friday, January 30th. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio is currently 27.04%.

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.