Costco Wholesale Corporation $COST Shares Sold by FSM Wealth Advisors LLC

FSM Wealth Advisors LLC decreased its position in Costco Wholesale Corporation (NASDAQ:COST) by 27.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,839 shares of the retailer’s stock after selling 710 shares during the period. FSM Wealth Advisors LLC’s holdings in Costco Wholesale were worth $1,586,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Hurley Capital LLC increased its holdings in Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after acquiring an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC purchased a new stake in shares of Costco Wholesale in the third quarter valued at about $34,000. Collier Financial acquired a new stake in shares of Costco Wholesale in the third quarter valued at approximately $35,000. AXS Investments LLC purchased a new position in shares of Costco Wholesale during the 3rd quarter worth approximately $36,000. Finally, Imprint Wealth LLC acquired a new position in shares of Costco Wholesale during the 3rd quarter worth approximately $36,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Insider Activity

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the sale, the executive vice president directly owned 6,121 shares of the company’s stock, valued at $6,139,485.42. The trade was a 10.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Susan L. Decker sold 458 shares of the stock in a transaction that occurred 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 $8,148,060. This trade represents a 5.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 3,538 shares of company stock valued at $3,416,416. 0.10% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of research firms have recently weighed in on COST. BMO Capital Markets boosted their price target on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a research note on Friday, March 6th. DA Davidson reaffirmed a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a research report on Friday. JPMorgan Chase & Co. upped their price target on shares of 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. Finally, Robert W. Baird set a $1,100.00 price target on Costco Wholesale in a research note on Thursday, February 5th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,043.13.

Costco Wholesale News Roundup

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

• Positive Sentiment: March sales beat and traffic strength — Costco reported March net sales up ~11.3% to $28.41B with strong comps and digital growth, reinforcing momentum in membership, transactions and fuel-driven traffic. This is the main fundamental bullish catalyst supporting higher estimates for revenue and same-store sales. Article Title
• Positive Sentiment: Broker upgrades / price-target raises — Deutsche Bank, Telsey and Wells Fargo raised price targets (Deutsche to $1,104; Telsey to $1,135; Wells Fargo to $1,000), providing analyst support that can underpin upside in the shares. Article Title
• Positive Sentiment: High-profile media/catalyst mentions — Jim Cramer highlighted two operational catalysts (e.g., fuel pricing and other retailer advantages), and viral consumer interest in Costco’s one-ounce gold bars and popular product finds is boosting brand visibility and short-term revenue upside. Article Title
• Neutral Sentiment: DA Davidson reiterates Neutral at $1,000 — the firm reaffirmed a neutral view with a target essentially in line with the stock’s level, suggesting limited near-term upside from that shop. Article Title
• Neutral Sentiment: Media and retail write-ups continue to praise Costco’s long-term thesis — several outlets (The Motley Fool, Zacks, Yahoo lifestyle pieces) published favorable takes on Costco’s moat and product wins; these support sentiment but are longer‑term confirmation rather than immediate catalysts. Article Title
• Neutral Sentiment: Short-interest data shows no meaningful build — reported short interest was effectively zero in the latest snapshot, so short-covering or squeeze dynamics are not a near-term driver. (likely data/formatting artifact)
• Negative Sentiment: Valuation concerns — several analysts and commentary (e.g., Seeking Alpha, some sell-side notes) argue Costco’s premium multiple (~50x) is hard to justify, which can cap upside and prompt profit-taking after the sales beat. Article Title
• Negative Sentiment: Macro / headline-driven risk — broader market weakness (S&P futures reacting to geopolitical headlines) likely weighed on retail and large-cap retailers today and may have triggered sector-wide selling pressure that offset Costco’s positive sales print. Article Title

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $998.47 on Monday. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The firm’s 50-day moving average price is $995.50 and its two-hundred day moving average price is $942.86. The stock has a market capitalization of $442.97 billion, a P/E ratio of 51.92, a P/E/G ratio of 4.92 and a beta of 0.99.

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

Costco Wholesale Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were given a $1.30 dividend. 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 dividend payout ratio (DPR) is 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.