Anchyra Partners LLC Acquires New Shares in Costco Wholesale Corporation $COST

Anchyra Partners LLC bought a new position in Costco Wholesale Corporation (NASDAQ:COST) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 983 shares of the retailer’s stock, valued at approximately $848,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of COST. Hurley Capital LLC increased its holdings 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 buying an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC purchased a new position in shares of Costco Wholesale during the third quarter valued at approximately $34,000. Collier Financial purchased a new position in shares of Costco Wholesale during the third quarter valued at approximately $35,000. AXS Investments LLC bought a new position in Costco Wholesale during the third quarter valued at approximately $36,000. Finally, Imprint Wealth LLC bought a new position in Costco Wholesale during the third quarter valued at approximately $36,000. 68.48% of the stock is owned by institutional investors.

Costco Wholesale Stock Performance

Shares of COST stock opened at $1,011.15 on Monday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The company has a market cap of $448.60 billion, a price-to-earnings ratio of 52.58, a PEG ratio of 4.98 and a beta of 0.99. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08. The firm has a fifty day moving average price of $997.12 and a 200-day moving average price of $948.27.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Wednesday, March 11th. 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 company had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. During the same period last year, the firm earned $4.02 EPS. Costco Wholesale’s revenue for the quarter was up 9.2% compared to the same quarter last year. As a group, equities analysts predict that Costco Wholesale Corporation will post 20.31 earnings per share for the current year.

Costco Wholesale Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be issued a dividend of $1.47 per share. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Friday, May 1st. Costco Wholesale’s payout ratio is 27.04%.

Wall Street Analysts Forecast Growth

A number of research firms have commented on COST. Daiwa Securities Group lifted their target price on shares of Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 10th. Weiss Ratings raised Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Evercore set a $1,100.00 price target on Costco Wholesale in a research note on Monday, March 2nd. Truist Financial lifted their price objective on Costco Wholesale from $926.00 to $977.00 and gave the stock a “hold” rating in a report on Friday, March 6th. Finally, Roth Mkm reissued a “sell” rating on shares of Costco Wholesale in a report on Wednesday, February 4th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Costco Wholesale has an average rating of “Moderate Buy” and an average price target of $1,045.97.

Insider Transactions at Costco Wholesale

In related news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total value of $732,204.60. Following the transaction, the executive vice president directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.10% of the company’s stock.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Board raised the quarterly cash dividend to $1.47 (annualized $5.88), signaling confidence in cash flow and making the stock more attractive to income-focused investors. Costco (COST) Approves Quarterly Dividend Increase Amid Robust Sales Growth
• Positive Sentiment: Coverage highlights that the September 2024 membership fee hike is now fully flowing into 2026 results, helping margin expansion and supporting recent EPS beats — a direct earnings tailwind. Costco Wholesale Corporation (COST): One of the Best Safe Stocks for Beginner Investors
• Positive Sentiment: Company continues to open new warehouses, plus a Costco Business Center and fuel station win that should boost regional sales and commercial accounts over time. Expansion supports long-term same-store growth and membership value. Costco aims for dozens more warehouses in coming years: Here’s when the newest open
• Neutral Sentiment: Multiple commentary pieces debate valuation: some say near-$1,000 price is justified by cash generation and resilience, others warn the stock looks expensive — this debate can mute buying momentum. Is Costco’s Stock Too Expensive Now?
• Neutral Sentiment: Market-note pieces pointing to recent intraday moves and the stock’s position relative to its all-time high are creating short-term trading interest but not new fundamental news. Costco (COST) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: Sam’s Club launched initiatives touted as reasons some members might switch, renewing concerns about competitive pressure on membership growth and price-driven traffic. Sam’s Club just gave members a reason to ditch Costco
• Negative Sentiment: Rivals such as BJ’s are expanding into new markets (e.g., Texas), adding localized competition that could pressure price or fuel margins in certain regions. New BJ’s locations Texas: Club rivaling Costco, Sam’s expands to Texas

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.