Hudson Value Partners LLC Has $6.41 Million Holdings in Costco Wholesale Corporation $COST

Hudson Value Partners LLC lessened its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 9.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 7,407 shares of the retailer’s stock after selling 805 shares during the quarter. Costco Wholesale accounts for approximately 1.9% of Hudson Value Partners LLC’s investment portfolio, making the stock its 17th largest holding. Hudson Value Partners LLC’s holdings in Costco Wholesale were worth $6,408,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Hurley Capital LLC boosted its stake in Costco Wholesale by 120.0% in the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after buying an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new stake in Costco Wholesale in the 3rd quarter valued at $34,000. Collier Financial acquired a new stake in Costco Wholesale in the 3rd quarter valued at $35,000. AXS Investments LLC acquired a new stake in Costco Wholesale in the 3rd quarter valued at $36,000. Finally, Imprint Wealth LLC acquired a new stake in Costco Wholesale in the 3rd quarter valued at $36,000. 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: Company-wide expansion: Costco is targeting roughly 30 new warehouses per year to relieve overcrowding, expand member reach and drive long?term sales growth. This accelerates capital deployment but supports higher unit volumes and membership growth. Costco plans major growth push, targeting 30 new locations annually
• Positive Sentiment: Local expansion example: A new Costco is planned for northeast Edmonton, underlining the company’s ongoing footprint growth in key markets and steady membership acquisition in Canada. A new Costco location is in the works for northeast Edmonton
• Positive Sentiment: Dividend boost: Costco raised its quarterly dividend by ~13%, signaling strong free cash flow and management confidence—this can attract income?oriented investors and provide support to the stock’s valuation. As Costco Raises Its Dividend More Than 13%, Should You Buy, Sell, or Hold COST Stock?
• Positive Sentiment: Digital sales momentum: Costco’s digital investments are lifting sales and digitally enabled comps are rising, driven by app growth, personalization and faster?checkout pilots—supporting higher same?store sales and lower friction for members. Costco’s Digital Investments Drive Sales Growth: What Comes Next?
• Positive Sentiment: Analyst sentiment: At least one outlet reports a raised price target (to $1,110), which can bolster investor sentiment and serve as a bullish reference point for momentum traders. Costco Wholesale (NASDAQ:COST) Price Target Raised to $1,110.00
• Neutral Sentiment: Valuation perspective: Some analysts note that Costco’s steady compounding growth is well priced into the stock, signaling limited upside unless growth accelerates or margins expand. This is a reminder to weigh valuation vs. growth. Costco: When Compounding Is Already Priced In
• Neutral Sentiment: Competitive context: Retail peers (Walmart, Target, Dollar General) are also investing in stores and omnichannel, which could influence market share dynamics—monitor execution and margin impacts across the sector. Walmart Expands and Modernizes Stores to Support Omnichannel Growth

Costco Wholesale Trading Up 0.8%

Shares of COST opened at $1,005.81 on Wednesday. The stock has a fifty day moving average price of $996.44 and a two-hundred day moving average price of $946.24. 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 52-week low of $844.06 and a 52-week high of $1,067.08. The company has a market cap of $446.23 billion, a price-to-earnings ratio of 52.30, a PEG ratio of 4.92 and a beta of 0.99.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings data on Wednesday, March 11th. 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 firm had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter in the previous year, the company posted $4.02 EPS. The business’s revenue for the quarter was up 9.2% compared to the same quarter last year. Analysts predict that Costco Wholesale Corporation will post 20.31 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The firm 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%. The ex-dividend date is Friday, May 1st. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio is presently 30.58%.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction on 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 completion of the transaction, the executive vice president owned 6,121 shares in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently commented on COST. Bank of America began coverage on Costco Wholesale in a research note on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price target on the stock. Jefferies Financial Group reaffirmed a “buy” rating and issued a $1,050.00 price target on shares of Costco Wholesale in a research note on Thursday, March 5th. UBS Group set a $1,175.00 price target on Costco Wholesale in a research note on Friday, March 6th. Rothschild & Co Redburn boosted their price target on Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a research note on Tuesday, February 17th. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on Costco Wholesale from $1,103.00 to $1,104.00 and gave the company a “buy” rating in a research note on Thursday, April 9th. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,045.97.

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.