PFA Pension Forsikringsaktieselskab Makes New $213.36 Million Investment in Costco Wholesale Corporation $COST

PFA Pension Forsikringsaktieselskab bought a new position in Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 246,476 shares of the retailer’s stock, valued at approximately $213,362,000. Costco Wholesale makes up about 0.6% of PFA Pension Forsikringsaktieselskab’s portfolio, making the stock its 23rd largest holding.

Several other large investors also recently added to or reduced their stakes in the business. Horizon Investments LLC grew its position in Costco Wholesale by 52.8% in the fourth quarter. Horizon Investments LLC now owns 27,895 shares of the retailer’s stock worth $24,055,000 after acquiring an additional 9,645 shares in the last quarter. Robertson Stephens Wealth Management LLC grew its position in Costco Wholesale by 2.8% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 18,689 shares of the retailer’s stock worth $16,117,000 after acquiring an additional 505 shares in the last quarter. Summit Place Financial Advisors LLC grew its position in Costco Wholesale by 16.4% in the fourth quarter. Summit Place Financial Advisors LLC now owns 3,038 shares of the retailer’s stock worth $2,620,000 after acquiring an additional 428 shares in the last quarter. Integrity Wealth Solutions LLC grew its position in Costco Wholesale by 6.2% in the fourth quarter. Integrity Wealth Solutions LLC now owns 412 shares of the retailer’s stock worth $355,000 after acquiring an additional 24 shares in the last quarter. Finally, Chapman Financial Group LLC grew its position in Costco Wholesale by 7.5% in the fourth quarter. Chapman Financial Group LLC now owns 1,424 shares of the retailer’s stock worth $1,228,000 after acquiring an additional 99 shares in the last quarter. 68.48% of the stock is owned by institutional investors.

Costco Wholesale Price Performance

NASDAQ COST opened at $1,011.70 on Friday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The company has a fifty day simple moving average of $996.93 and a 200 day simple moving average of $949.91. The company has a market cap of $448.84 billion, a P/E ratio of 52.61, a P/E/G ratio of 5.00 and a beta of 0.92. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last issued 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. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The firm had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. During the same period in the prior year, the firm earned $4.02 EPS. The business’s revenue was up 9.2% on a year-over-year basis. On average, sell-side analysts predict that Costco Wholesale Corporation will post 20.32 EPS for the current year.

Costco Wholesale Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be issued a $1.47 dividend. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s payout ratio is currently 27.04%.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following the completion of the sale, the executive vice president directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: Amy’s Kitchen will roll select frozen meals into more than 150 Costco warehouses across key U.S. markets, expanding fresh/organic assortment and potentially boosting food sales and member engagement. Amy’s Kitchen Lands Costco Distribution in Three Major Markets, Bringing Organic Frozen Meals to Millions of Members
• Positive Sentiment: Costco is hiring ahead of a new Guilderland, NY warehouse opening — a sign of continued unit growth that supports revenue and membership expansion over time. Costco begins hiring as opening of Guilderland warehouse nears
• Positive Sentiment: Analyst/market pieces highlight Costco’s strong membership metrics and ability to convert members to higher-fee Executive tiers, supporting recurring revenue and margins. This ongoing narrative underpins bullish views despite macro uncertainty. Better Buy: Walmart or Costco Stock
• Positive Sentiment: Costco received recognition in TIME’s influential companies coverage, reinforcing brand strength that supports long-term customer loyalty and pricing power. Costco Wholesale
• Neutral Sentiment: Retail-focused stories on seasonal merchandise and promotions (patio furniture roundups, a Dyson sale) reflect normal merchandising and traffic drivers but are routine and unlikely to move fundamentals by themselves. 9 Costco Patio Dining Furniture Sets To Look For In 2026
• Neutral Sentiment: Costco quietly changed elements of its long-standing $1.50 hot dog combo (product tweaks, price intact), a brand-story item that signals attention to costs but keeps the iconic price point. Costco changed the hot dog combo after 40 years. Is it still $1.50? Here’s what to know
• Negative Sentiment: Several pieces question whether COST’s strong YTD performance and premium valuation leave ample upside from current levels, highlighting its high P/E and recent run — a valuation headwind that can pressure the stock if growth expectations slip. Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Year To Date Run?

Wall Street Analysts Forecast Growth

Several analysts have commented on COST shares. The Goldman Sachs Group decreased their target price on shares of Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating for the company in a research report on Friday, March 6th. Robert W. Baird set a $1,100.00 target price on shares of Costco Wholesale in a research report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Costco Wholesale from $1,103.00 to $1,104.00 and gave the stock a “buy” rating in a report on Thursday, April 9th. Weiss Ratings raised shares of Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Finally, UBS Group set a $1,175.00 price objective on shares of Costco Wholesale in a report on Friday, March 6th. 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. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,045.97.

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.