861 Shares in Costco Wholesale Corporation $COST Acquired by Northwest Wealth Advisors LLC

Posted by Stephan Jacobs on May 22nd, 2026

Northwest Wealth Advisors LLC purchased a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 861 shares of the retailer’s stock, valued at approximately $742,000.

A number of other institutional investors have also made changes to their positions in the business. FORA Capital LLC acquired a new stake in Costco Wholesale in the third quarter valued at $2,781,000. World Investment Advisors increased its stake in shares of Costco Wholesale by 8.4% during the 4th quarter. World Investment Advisors now owns 20,081 shares of the retailer’s stock worth $15,835,000 after purchasing an additional 1,560 shares during the last quarter. Teacher Retirement System of Texas lifted its stake in Costco Wholesale by 24.5% in the 4th quarter. Teacher Retirement System of Texas now owns 140,429 shares of the retailer’s stock valued at $121,098,000 after purchasing an additional 27,625 shares during the last quarter. Curtis Advisory Group LLC lifted its stake in Costco Wholesale by 56.7% in the 4th quarter. Curtis Advisory Group LLC now owns 4,535 shares of the retailer’s stock valued at $3,911,000 after purchasing an additional 1,641 shares during the last quarter. Finally, Mariner LLC grew its holdings in Costco Wholesale by 1.5% during the third quarter. Mariner LLC now owns 399,894 shares of the retailer’s stock worth $370,140,000 after purchasing an additional 5,937 shares during the period. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Trading Down 2.2%

Shares of Costco Wholesale stock opened at $1,050.45 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The firm has a 50-day moving average of $1,007.14 and a 200-day moving average of $959.65. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The stock has a market cap of $466.04 billion, a PE ratio of 54.63, a PEG ratio of 5.28 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST – Get Free Report) last released its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, topping analysts’ consensus estimates 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 net margin of 2.99% and a return on equity of 28.57%. Costco Wholesale’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same period last year, the firm earned $4.02 earnings per share. As a group, sell-side analysts forecast that Costco Wholesale Corporation will post 20.33 EPS for the current year.

Costco Wholesale Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were issued a dividend of $1.47 per share. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. 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%. Costco Wholesale’s payout ratio is currently 30.58%.

Analyst Ratings Changes

Several research firms have issued reports on COST. Wells Fargo & Company upped their price objective on Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a research note on Thursday, April 9th. Gordon Haskett raised their price target on Costco Wholesale from $1,000.00 to $1,100.00 in a report on Tuesday, February 3rd. UBS Group upped their price objective on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a report on Wednesday. Jefferies Financial Group restated a “buy” rating and set a $1,050.00 target price on shares of Costco Wholesale in a research note on Thursday, March 5th. Finally, BTIG Research reiterated a “buy” rating and issued a $1,115.00 price target on shares of Costco Wholesale in a research note on Thursday, March 5th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Costco Wholesale currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,052.60.

View Our Latest Stock Report on COST

Insider Activity

In other Costco Wholesale 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale News Roundup

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

Positive Sentiment: UBS raised its price target on Costco to $1,275 and reiterated a buy rating, signaling confidence in the company’s growth and earnings power. UBS adjusts price target on Costco Wholesale to $1,275 from $1,205, maintains buy rating
Positive Sentiment: Analysts continue to back Costco ahead of its fiscal Q3 report, saying the company is likely to deliver strong results despite macro pressures. Costco Expected to Deliver Strong Q3 Results Despite Macro Pressures, UBS Says
Positive Sentiment: Recent articles highlight continued momentum in Costco’s stock, including record highs and renewed split speculation, reflecting strong investor enthusiasm. Costco Stock Tops $1,000 as Split Speculation Builds
Neutral Sentiment: Costco is expanding its real estate footprint, with new land purchases and rezoning efforts tied to potential warehouse openings in Upstate New York and Central Georgia, which could support future growth but are unlikely to move the stock today. Costco buys $15.6 million in more Upstate NY land from Pyramid
Neutral Sentiment: Some articles were largely consumer-interest pieces, including Costco’s new dessert, ethnic grocery selection, and the company’s membership/value proposition; these add to brand visibility but are not major stock drivers. Costco pays new members to join with rare offer
Negative Sentiment: The main pressure point is valuation: with Costco already near record territory, some investors worry there is limited upside unless upcoming earnings clearly exceed lofty expectations. Costco Q3 Preview: Shares Are A Hold As Expectations Run High
Negative Sentiment: Headlines about a tax dispute in Japan and broader retail competition, including Kroger’s planned price cuts, add a small amount of near-term noise and margin pressure concerns. Costco hit with 1.5 billion yen tab for undeclared consumption tax

Costco Wholesale Company Profile

(Free Report)

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.