Peak Financial Advisors LLC Decreases Holdings in Costco Wholesale Corporation $COST

Peak Financial Advisors LLC decreased its stake in Costco Wholesale Corporation (NASDAQ:COST) by 44.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,273 shares of the retailer’s stock after selling 2,594 shares during the quarter. Costco Wholesale makes up 1.3% of Peak Financial Advisors LLC’s holdings, making the stock its 16th biggest position. Peak Financial Advisors LLC’s holdings in Costco Wholesale were worth $2,823,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of the stock. Hurley Capital LLC boosted its holdings in 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 last quarter. Abich Financial Wealth Management LLC purchased a new stake in Costco Wholesale during the 3rd quarter worth approximately $34,000. Collier Financial acquired a new position in shares of Costco Wholesale during the third quarter valued at approximately $35,000. AXS Investments LLC acquired a new position in shares of Costco Wholesale during the third quarter valued at approximately $36,000. Finally, Imprint Wealth LLC purchased a new position in shares of Costco Wholesale in the third quarter valued at approximately $36,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on COST. Robert W. Baird set a $1,100.00 price target on Costco Wholesale in a research note on Thursday, February 5th. Truist Financial raised their price objective on Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a report on Friday, March 6th. Northcoast Research set a $1,100.00 target price on shares of Costco Wholesale and gave the stock a “buy” rating in a research note on Wednesday, December 24th. BMO Capital Markets upped 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 report on Friday, March 6th. Finally, HSBC reduced their target price on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Costco Wholesale presently has an average rating of “Moderate Buy” and an average price target of $1,039.13.

Insider Activity

In other Costco Wholesale news, Director Susan L. Decker sold 458 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $955.00, for a total value of $437,390.00. Following the transaction, the director directly owned 8,532 shares in the company, valued at $8,148,060. The trade was a 5.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction that occurred 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 sale, the executive vice president 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 disclosure for this sale is available in the SEC filing. Insiders sold 7,645 shares of company stock valued at $7,049,302 in the last quarter. Insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of Costco Wholesale stock opened at $979.65 on Friday. The business’s 50 day moving average price is $986.29 and its 200 day moving average price is $939.17. The company has a market cap of $434.62 billion, a price-to-earnings ratio of 50.94, a PEG ratio of 4.81 and a beta of 1.01. 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 one year low of $844.06 and a one year high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. During the same period in the prior year, the business earned $4.02 EPS. The firm’s quarterly revenue was up 9.2% on a year-over-year basis. On average, research analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

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

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Costco is testing standalone gas stations, a move that could deepen its membership moat by turning fuel into a traffic and retention tool, supporting long‑term comps and membership revenue. Costco Is Launching Standalone Gas Stations. Why the Heck Does Wall Street Care?
• Positive Sentiment: Rising gas prices are likely to benefit Costco because its low pump pricing drives membership signups/renewals and consistent store traffic — making fuel a strategic advantage rather than a profit center. Will Rising Gas Prices Send Costco’s Stock Higher?
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts (FY2026 → $20.43; FY2027 → $22.47), signaling stronger-than-expected profit momentum versus consensus — a direct bullish catalyst for earnings expectations. Erste Group Raises Estimates
• Positive Sentiment: New Kirkland‑branded energy drinks are drawing strong member interest and are pressuring rivals (e.g., Celsius), showing Costco can use private‑label launches to win share and margin—a tailwind for sales and membership value. Why Costco’s cheap new Kirkland energy drink won’t crush Celsius
• Positive Sentiment: Local expansion: Costco secured a Polaris site in Columbus, adding capacity in a growth market and signaling continued store footprint growth that supports membership gains over time. Costco Grabs Polaris Plot For Bigger Columbus Footprint
• Neutral Sentiment: Analysts remain broadly bullish with a consensus price target near $1,100, but the coverage notes increasing concerns around membership-growth trends and the stock’s valuation — mixed signals for near‑term momentum. Analysts Bullish on Costco Despite Concerns
• Neutral Sentiment: Product/competition coverage (press and ETFs): commentary about the COSW covered‑call ETF and media pieces on Costco deals/products may influence sentiment but don’t alter fundamentals. COSW Sells Away Costco’s Upside
• Neutral Sentiment: Regulatory/consumer refund watch: FedEx, Costco and UPS are named as targets for consumer tariff refund programs — could produce one‑time benefits but uncertain impact. FedEx, Costco, UPS Are Main Targets for Consumer Tariff Refunds
• Negative Sentiment: Valuation risk: COST trades at a premium multiple (PE ~51, PEG ~4.8) — strong execution is already priced in, so any slowdown in membership growth or comp traffic could pressure the stock despite positive operational news. Analysts Flag Membership & Valuation Risks

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.