FSA Advisors Inc. Acquires 18,973 Shares of Costco Wholesale Corporation $COST

FSA Advisors Inc. lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 8,358.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 19,200 shares of the retailer’s stock after acquiring an additional 18,973 shares during the period. Costco Wholesale accounts for about 2.9% of FSA Advisors Inc.’s investment portfolio, making the stock its 10th largest holding. FSA Advisors Inc.’s holdings in Costco Wholesale were worth $16,557,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. Pasadena Private Wealth LLC boosted its holdings in shares of Costco Wholesale by 0.8% during the third quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock worth $1,299,000 after purchasing an additional 11 shares during the last quarter. Tandem Investment Partners LLC boosted its holdings in shares of Costco Wholesale by 1.1% during the third quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock worth $916,000 after purchasing an additional 11 shares during the last quarter. Optima Capital LLC boosted its holdings in shares of Costco Wholesale by 0.9% during the third quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock worth $1,104,000 after purchasing an additional 11 shares during the last quarter. Gratus Wealth Advisors LLC boosted its holdings in shares of Costco Wholesale by 0.8% during the third quarter. Gratus Wealth Advisors LLC now owns 1,399 shares of the retailer’s stock worth $1,295,000 after purchasing an additional 11 shares during the last quarter. Finally, Cascade Investment Group Inc. boosted its holdings in shares of Costco Wholesale by 1.0% during the third quarter. Cascade Investment Group Inc. now owns 1,151 shares of the retailer’s stock worth $1,065,000 after purchasing an additional 11 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Amy’s Kitchen will roll select frozen meals into more than 150 Costco warehouses across key U.S. markets, expanding fresh/organic assortment and potentially boosting food sales and member engagement. Amy’s Kitchen Lands Costco Distribution in Three Major Markets, Bringing Organic Frozen Meals to Millions of Members
• Positive Sentiment: Costco is hiring ahead of a new Guilderland, NY warehouse opening — a sign of continued unit growth that supports revenue and membership expansion over time. Costco begins hiring as opening of Guilderland warehouse nears
• Positive Sentiment: Analyst/market pieces highlight Costco’s strong membership metrics and ability to convert members to higher-fee Executive tiers, supporting recurring revenue and margins. This ongoing narrative underpins bullish views despite macro uncertainty. Better Buy: Walmart or Costco Stock
• Positive Sentiment: Costco received recognition in TIME’s influential companies coverage, reinforcing brand strength that supports long-term customer loyalty and pricing power. Costco Wholesale
• Neutral Sentiment: Retail-focused stories on seasonal merchandise and promotions (patio furniture roundups, a Dyson sale) reflect normal merchandising and traffic drivers but are routine and unlikely to move fundamentals by themselves. 9 Costco Patio Dining Furniture Sets To Look For In 2026
• Neutral Sentiment: Costco quietly changed elements of its long-standing $1.50 hot dog combo (product tweaks, price intact), a brand-story item that signals attention to costs but keeps the iconic price point. Costco changed the hot dog combo after 40 years. Is it still $1.50? Here’s what to know
• Negative Sentiment: Several pieces question whether COST’s strong YTD performance and premium valuation leave ample upside from current levels, highlighting its high P/E and recent run — a valuation headwind that can pressure the stock if growth expectations slip. Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Year To Date Run?

Costco Wholesale Stock Performance

Shares of COST opened at $1,011.70 on Monday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $448.84 billion, a P/E ratio of 52.61, a price-to-earnings-growth ratio of 4.98 and a beta of 0.92. The stock’s fifty day simple moving average is $996.93 and its 200 day simple moving average is $950.04. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping the consensus estimate of $4.55 by $0.03. The business had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period last year, the company posted $4.02 EPS. On average, equities research analysts forecast that Costco Wholesale Corporation will post 20.32 earnings per share for the current year.

Costco Wholesale Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be given a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.6%. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Friday, May 1st. Costco Wholesale’s dividend payout ratio is 30.58%.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction dated 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 $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

COST has been the topic of several analyst reports. Sanford C. Bernstein restated an “outperform” rating and set a $1,155.00 price objective on shares of Costco Wholesale in a report on Monday, February 9th. Weiss Ratings upgraded Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Wells Fargo & Company increased their target price on Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 9th. Robert W. Baird set a $1,100.00 target price on Costco Wholesale in a research report on Thursday, February 5th. Finally, The Goldman Sachs Group cut their target price on 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. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,045.97.

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.