Costco Wholesale Corporation $COST is FSA Advisors Inc.'s 10th Largest Position

Key Points

• FSA Advisors boosted its stake in Costco by 8,358.1% in Q4, buying 18,973 shares to hold 19,200 shares worth $16.56 million, making Costco its 10th-largest position (2.9% of the portfolio).
• Several other large institutions (Assenagon, Amundi, Voloridge, PFA, WorldQuant) also added sizeable positions, leaving about 68.48% of Costco stock owned by hedge funds and other institutional investors.
• Costco shares trade near $1,011.70 with a market cap of $448.8B and a P/E of 52.6; the company beat quarter estimates (revenue +9.2%), raised the quarterly dividend to $1.47 (annual $5.88, 0.6% yield), and carries a consensus "Moderate Buy" target of $1,045.97.

FSA Advisors Inc. lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 8,358.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,200 shares of the retailer's stock after buying an additional 18,973 shares during the period. Costco Wholesale comprises 2.9% of FSA Advisors Inc.'s investment portfolio, making the stock its 10th biggest holding. FSA Advisors Inc.'s holdings in Costco Wholesale were worth $16,557,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Assenagon Asset Management S.A. grew its holdings in shares of Costco Wholesale by 1,586.8% in the 4th quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer's stock worth $980,857,000 after acquiring an additional 1,070,005 shares during the period. Amundi grew its holdings in shares of Costco Wholesale by 45.0% in the 3rd quarter. Amundi now owns 3,176,606 shares of the retailer's stock worth $2,893,697,000 after acquiring an additional 986,182 shares during the period. Voloridge Investment Management LLC grew its holdings 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 worth $441,919,000 after acquiring an additional 252,453 shares during the period. PFA Pension Forsikringsaktieselskab acquired a new stake in shares of Costco Wholesale in the 4th quarter worth approximately $213,362,000. Finally, Worldquant Millennium Advisors LLC grew its holdings in shares of Costco Wholesale by 638.7% in the 2nd quarter. Worldquant Millennium Advisors LLC now owns 227,310 shares of the retailer's stock worth $225,023,000 after acquiring an additional 196,537 shares during the period. 68.48% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Costco Wholesale

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 Analyst Weigh In

COST has been the topic of a number of research reports. The Goldman Sachs Group lowered their price target on 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. Daiwa Securities Group upped their price target on Costco Wholesale from $917.00 to $975.00 and gave the stock a "neutral" rating in a report on Tuesday, March 10th. Sanford C. Bernstein restated an "outperform" rating and issued a $1,155.00 price target on shares of Costco Wholesale in a report on Monday, February 9th. UBS Group set a $1,175.00 price target on Costco Wholesale in a report on Friday, March 6th. Finally, Oppenheimer upped their price target on Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an "outperform" rating in a report on Thursday, February 5th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $1,045.97.

Costco Wholesale Price Performance

Shares of NASDAQ:COST opened at $1,011.70 on Monday. The business's fifty day moving average price is $996.93 and its two-hundred day moving average price is $950.04. The stock has a market cap of $448.84 billion, a PE ratio of 52.61, a price-to-earnings-growth ratio of 4.98 and a beta of 0.92. 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 - Get Free Report) last announced its earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, beating analysts' consensus estimates of $4.55 by $0.03. The firm had revenue of $69.60 billion for 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%.Costco Wholesale's quarterly revenue was up 9.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.02 EPS. On average, analysts forecast that Costco Wholesale Corporation will post 20.32 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be 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 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 30.58%.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the 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 sale, the executive vice president owned 6,121 shares in the company, valued at approximately $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 can be accessed through this link. Company insiders own 0.10% of the company's stock.

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.

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