San Luis Wealth Advisors LLC Increases Position in Costco Wholesale Corporation $COST

San Luis Wealth Advisors LLC increased its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 127.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 1,366 shares of the retailer’s stock after buying an additional 765 shares during the period. San Luis Wealth Advisors LLC’s holdings in Costco Wholesale were worth $1,265,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the business. Brighton Jones LLC raised its stake in shares of Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares during the period. Revolve Wealth Partners LLC increased its holdings in Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after buying an additional 130 shares during the last quarter. Sivia Capital Partners LLC raised its position in Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after acquiring an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. grew its position in shares of Costco Wholesale by 1.1% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after acquiring an additional 23 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in shares of Costco Wholesale by 2.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after acquiring an additional 182 shares during the period. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $996.16 on Wednesday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The stock has a market cap of $441.95 billion, a PE ratio of 51.80, a price-to-earnings-growth ratio of 5.06 and a beta of 1.01. The stock has a fifty day moving average of $980.18 and a 200-day moving average of $937.82.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, March 5th. 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 return on equity of 28.57% and a net margin of 2.99%.The business had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. During the same quarter in the previous year, the firm earned $4.02 EPS. The company’s quarterly revenue was up 9.2% compared to the same quarter last year. Equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were paid a $1.30 dividend. The ex-dividend date was Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s dividend payout ratio is currently 27.04%.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Management says shoppers remain willing to spend at Costco and its fuel business is resilient; commentary that Costco moderates gas margin changes supports steady traffic and membership value, a bullish signal for near-term same-store sales. Why Costco Stock Is Up 16% in 2026
• Positive Sentiment: Kirkland Signature continues to expand (new products from wings to salmon and ongoing brand-strength coverage), reinforcing private-label margins and member loyalty — a structural moat that supports higher-margin sales over time. Costco adds new Kirkland Signature products
• Positive Sentiment: New checkout technology pilots could speed throughput and reduce labor/friction costs if rolled out broadly, improving store economics and customer experience. Costco’s New Checkout Tech
• Neutral Sentiment: Costco is pursuing local expansion talks (Asheville, NC), which could support long-term growth but have limited immediate earnings impact. Is Asheville Costco still possible?
• Negative Sentiment: Costco has issued recalls and public warnings for prepared meatloaf/meal kits over potential Salmonella contamination in multiple states; recalls can drive short-term costs, refunds, regulatory scrutiny and pressure foot traffic for affected categories. Costco recalls popular heat-and-serve meal sold at NC stores
• Negative Sentiment: Broad media and health-department alerts (Hawaii, multiple states) amplified the recall story, increasing reputational risk and the chance of localized sales softness in deli/ready-to-eat categories. Costco warns shoppers after salmonella contamination

Analysts Set New Price Targets

Several equities analysts recently commented on the company. JPMorgan Chase & Co. upped their price objective on Costco Wholesale from $1,050.00 to $1,060.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Bank of America began coverage on Costco Wholesale in a research note on Friday, February 27th. They set a “buy” rating and a $1,185.00 price target for the company. Telsey Advisory Group lifted their price objective on Costco Wholesale from $1,100.00 to $1,125.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Raymond James Financial boosted their price objective on Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Finally, BMO Capital Markets increased their target price on shares of 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. Twenty-two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $1,039.13.

Insider Transactions at Costco Wholesale

In other news, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the transaction, the executive vice president directly owned 8,240 shares in the company, valued at $7,550,476.80. The trade was a 15.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the transaction, the executive vice president directly owned 44,837 shares in the company, valued at approximately $42,101,943. The trade was a 3.24% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 7,645 shares of company stock worth $7,049,302. 0.10% of the stock is owned by corporate insiders.

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.