Concurrent Investment Advisors LLC Acquires 2,935 Shares of Costco Wholesale Corporation $COST

Concurrent Investment Advisors LLC raised its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 16.0% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 21,255 shares of the retailer’s stock after acquiring an additional 2,935 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Costco Wholesale were worth $18,329,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also made changes to their positions in COST. Hurley Capital LLC lifted its holdings in shares of 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 during the period. Abich Financial Wealth Management LLC purchased a new stake in shares of Costco Wholesale in the 3rd quarter worth $34,000. Collier Financial purchased a new stake in shares of Costco Wholesale in the 3rd quarter worth $35,000. AXS Investments LLC purchased a new stake in shares of Costco Wholesale in the 3rd quarter worth $36,000. Finally, Imprint Wealth LLC purchased a new stake in shares of Costco Wholesale in the 3rd quarter worth $36,000. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

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

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 stock was 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 in the company, valued at $6,139,485.42. This represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. 0.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

COST has been the subject of several research reports. Weiss Ratings upgraded Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Daiwa Securities Group upped their target price on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a report on Tuesday, March 10th. Mizuho upped their target price on Costco Wholesale from $1,065.00 to $1,100.00 and gave the stock an “outperform” rating in a report on Thursday, April 16th. Robert W. Baird set a $1,100.00 target price on Costco Wholesale in a report on Thursday, February 5th. Finally, BMO Capital Markets upped their target price 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. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,045.97.

Costco Wholesale Trading Down 0.3%

Shares of NASDAQ COST opened at $1,011.15 on Friday. 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 stock has a market capitalization of $448.60 billion, a P/E ratio of 52.58, a price-to-earnings-growth ratio of 5.00 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 business has a fifty day moving average price of $997.12 and a 200 day moving average price of $947.81.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. The firm had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The firm’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period in the prior year, the business posted $4.02 EPS. Equities research analysts expect that Costco Wholesale Corporation will post 20.31 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be paid a dividend of $1.47 per share. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date is Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is currently 30.58%.

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.