Costco Wholesale Corporation $COST Holdings Raised by One Degree Advisors Inc

One Degree Advisors Inc lifted its stake in Costco Wholesale Corporation (NASDAQ:COST) by 28.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,143 shares of the retailer’s stock after purchasing an additional 703 shares during the quarter. Costco Wholesale accounts for about 0.7% of One Degree Advisors Inc’s investment portfolio, making the stock its 26th largest holding. One Degree Advisors Inc’s holdings in Costco Wholesale were worth $2,710,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Hurley Capital LLC lifted its position in shares of Costco Wholesale by 120.0% in 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. Entrust Financial LLC purchased a new position in Costco Wholesale during the 4th quarter worth approximately $31,000. Joseph Group Capital Management purchased a new position in Costco Wholesale during the 4th quarter worth approximately $33,000. Abich Financial Wealth Management LLC acquired a new stake in Costco Wholesale during the 3rd quarter valued at $34,000. Finally, Collier Financial acquired a new stake in Costco Wholesale during the 3rd quarter valued at $35,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Costco Wholesale News Roundup

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

• Positive Sentiment: Analysts remain constructive on Costco heading into its Q3 update, with UBS raising its price target and reiterating a buy rating, citing expectations for another solid quarter and continued membership-driven resilience.
• Positive Sentiment: Several reports highlighted Costco’s strong 2026 run, including fresh all-time highs, continued expansion, and investor interest in the stock as a high-quality defensive retailer with steady renewal trends.
• Neutral Sentiment: Upcoming holiday trading hours and broader market comments are not company-specific, but they keep Costco in a generally supportive market backdrop as the Nasdaq and S&P 500 remain near record levels. Stock Market To Close For Memorial Day. Here Are Wall Street’s Holiday Hours.
• Neutral Sentiment: Costco remains a focal point for traders ahead of earnings, with preview pieces suggesting expectations are already elevated and that the company may need only steady results, not a blowout, to support the stock. Costco Q3 Earnings Preview: Great Business With Limited Upside
• Negative Sentiment: Costco is falling largely in sympathy with Walmart after Walmart’s earnings and guidance disappointed investors, raising concerns that consumer spending is more pressured than expected and dragging on other big-box retailers. Costco Stock Dips After Walmart’s Q1 Report: What’s Going On?
• Negative Sentiment: Broader articles also point to Costco’s rich valuation and high expectations ahead of earnings, which could limit upside if the company merely meets forecasts rather than significantly beats them.

Wall Street Analyst Weigh In

Several analysts have recently commented on COST shares. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $1,192.00 target price on shares of Costco Wholesale in a research report on Tuesday, May 12th. Daiwa Securities Group increased their price objective on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 10th. BMO Capital Markets raised their price objective on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Gordon Haskett upped their target price on Costco Wholesale from $1,000.00 to $1,100.00 in a report on Tuesday, February 3rd. Finally, Truist Financial raised their price target on shares of Costco Wholesale from $926.00 to $977.00 and gave the stock a “hold” rating in a report on Friday, March 6th. 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.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,052.60.

Costco Wholesale Price Performance

COST opened at $1,050.45 on Friday. The stock has a market cap of $466.04 billion, a price-to-earnings ratio of 54.63, a PEG ratio of 5.28 and a beta of 0.92. The stock has a fifty day moving average price of $1,007.14 and a 200 day moving average price of $959.65. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, beating 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 business had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. During the same quarter in the prior year, the firm posted $4.02 EPS. The firm’s revenue for the quarter was up 9.2% on a year-over-year basis. Analysts forecast that Costco Wholesale Corporation will post 20.33 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were given a $1.47 dividend. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend was Friday, May 1st. Costco Wholesale’s payout ratio is 30.58%.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Claudine Adamo sold 730 shares of the company’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 completion of the sale, the executive vice president directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.10% of the company’s stock.

Costco Wholesale 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.