New Age Alpha Advisors LLC Has $4.71 Million Stock Position in Costco Wholesale Corporation $COST

New Age Alpha Advisors LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 342.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,464 shares of the retailer’s stock after buying an additional 4,230 shares during the quarter. New Age Alpha Advisors LLC’s holdings in Costco Wholesale were worth $4,712,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in COST. Brighton Jones LLC grew its holdings in shares of Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after buying an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in shares of Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after purchasing an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. lifted its position in shares of Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after purchasing an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of Costco Wholesale by 2.2% during the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after purchasing an additional 182 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 news, EVP Claudine Adamo sold 730 shares of the stock in a transaction that occurred 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 transaction, the executive vice president directly owned 6,121 shares of the company’s stock, valued at $6,139,485.42. This represents a 10.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.10% of the stock is owned by corporate insiders.

Key Costco Wholesale News

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

• Positive Sentiment: Analysts are highlighting Costco’s AI and digital investments as a driver of faster sales growth, especially through stronger e-commerce traffic and app personalization that could support long-term revenue gains.
• Positive Sentiment: Several articles frame Costco as a “recession-proof” dividend stock and a long-term hold, pointing to its membership model, steady cash generation, and history of dividend increases as reasons investors continue to favor the shares.
• Positive Sentiment: Pre-earnings coverage suggests Wall Street expects another solid quarter, and options traders are pricing in a meaningful move around the report, which often keeps the stock active ahead of results.
• Positive Sentiment: Commentary from Jim Cramer remains upbeat on Costco, reinforcing investor confidence in the retailer’s durable business model and consistent execution.
• Neutral Sentiment: Holiday-related coverage about Memorial Day store hours and shopping deals is mainly informational, but it keeps Costco in the consumer spotlight heading into a busy retail period.
• Neutral Sentiment: Lifestyle stories about Costco products and shopping behavior are not likely to move the stock materially, though they underscore the company’s strong brand engagement and customer interest.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Bank of America assumed coverage on shares of Costco Wholesale in a research report on Friday, February 27th. They set a “buy” rating and a $1,185.00 price target on the stock. The Goldman Sachs Group dropped their price target on shares of Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. Roth Mkm reissued a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. BTIG Research reissued a “buy” rating and set a $1,115.00 price target on shares of Costco Wholesale in a research report on Thursday, March 5th. Finally, Gordon Haskett raised their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,052.60.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $1,028.24 on Tuesday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The firm has a 50 day moving average price of $1,008.37 and a 200-day moving average price of $960.97. The company has a market capitalization of $456.18 billion, a P/E ratio of 53.47, a P/E/G ratio of 5.06 and a beta of 0.92. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. 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 firm earned $4.02 EPS. The company’s revenue was up 9.2% compared to the same quarter last year. As a group, equities analysts predict that Costco Wholesale Corporation will post 20.33 EPS for the current year.

Costco Wholesale Increases Dividend

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

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.