One Degree Advisors Inc Purchases 703 Shares of Costco Wholesale Corporation $COST

One Degree Advisors Inc raised its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 28.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,143 shares of the retailer’s stock after buying an additional 703 shares during the quarter. Costco Wholesale accounts for approximately 0.7% of One Degree Advisors Inc’s holdings, making the stock its 26th biggest holding. One Degree Advisors Inc’s holdings in Costco Wholesale were worth $2,710,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Assenagon Asset Management S.A. increased its stake in Costco Wholesale by 1,586.8% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock valued at $980,857,000 after acquiring an additional 1,070,005 shares during the period. Amundi lifted its stake in Costco Wholesale by 45.0% during the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock worth $2,893,697,000 after purchasing an additional 986,182 shares during the period. Northwestern Mutual Wealth Management Co. boosted its holdings in Costco Wholesale by 182.4% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 536,059 shares of the retailer’s stock valued at $462,265,000 after purchasing an additional 346,208 shares in the last quarter. Voloridge Investment Management LLC grew its stake in shares of Costco Wholesale by 112.2% in the 3rd quarter. Voloridge Investment Management LLC now owns 477,425 shares of the retailer’s stock valued at $441,919,000 after purchasing an additional 252,453 shares during the period. Finally, PFA Pension Forsikringsaktieselskab bought a new stake in shares of Costco Wholesale in the 4th quarter valued at approximately $213,362,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Activity

In related news, EVP Claudine Adamo sold 730 shares of the company’s stock in a transaction dated Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the transaction, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. This represents a 10.66% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: Analysts remain constructive on Costco heading into its Q3 update, with UBS raising its price target and reiterating a buy rating, citing expectations for another solid quarter and continued membership-driven resilience.
• Positive Sentiment: Several reports highlighted Costco’s strong 2026 run, including fresh all-time highs, continued expansion, and investor interest in the stock as a high-quality defensive retailer with steady renewal trends.
• Neutral Sentiment: Upcoming holiday trading hours and broader market comments are not company-specific, but they keep Costco in a generally supportive market backdrop as the Nasdaq and S&P 500 remain near record levels. Stock Market To Close For Memorial Day. Here Are Wall Street’s Holiday Hours.
• Neutral Sentiment: Costco remains a focal point for traders ahead of earnings, with preview pieces suggesting expectations are already elevated and that the company may need only steady results, not a blowout, to support the stock. Costco Q3 Earnings Preview: Great Business With Limited Upside
• Negative Sentiment: Costco is falling largely in sympathy with Walmart after Walmart’s earnings and guidance disappointed investors, raising concerns that consumer spending is more pressured than expected and dragging on other big-box retailers. Costco Stock Dips After Walmart’s Q1 Report: What’s Going On?
• Negative Sentiment: Broader articles also point to Costco’s rich valuation and high expectations ahead of earnings, which could limit upside if the company merely meets forecasts rather than significantly beats them.

Analyst Ratings Changes

Several research firms recently commented on COST. Bank of America began coverage on Costco Wholesale in a research report on Friday, February 27th. They set a “buy” rating and a $1,185.00 target price for the company. Mizuho increased their price objective on Costco Wholesale from $1,065.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Thursday, April 16th. JPMorgan Chase & Co. increased their price objective on Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a research note on Friday, April 17th. Robert W. Baird set a $1,100.00 price objective on Costco Wholesale in a report on Thursday, February 5th. Finally, The Goldman Sachs Group lowered their target price on shares of Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating on the stock in a 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 given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,052.60.

Costco Wholesale Stock Down 2.2%

Shares of COST opened at $1,050.45 on Friday. The company has a market capitalization of $466.04 billion, a P/E ratio of 54.63, a PEG ratio of 5.28 and a beta of 0.92. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50. The business’s 50 day simple moving average is $1,007.14 and its 200-day simple moving average is $959.65. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. The firm had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business’s revenue was up 9.2% on a year-over-year basis. During the same period last year, the firm posted $4.02 EPS. As a group, sell-side analysts predict that Costco Wholesale Corporation will post 20.33 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were paid a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. Costco Wholesale’s dividend payout ratio is 30.58%.

Costco Wholesale Company 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.