New Age Alpha Advisors LLC Acquires 4,230 Shares of Costco Wholesale Corporation $COST

Key Points

• New Age Alpha Advisors LLC boosted its Costco stake by 342.8% in the fourth quarter, buying 4,230 additional shares and ending with 5,464 shares valued at about $4.7 million.
• Costco’s latest quarterly results came in ahead of expectations, with EPS of $4.58 and revenue of $69.6 billion, while sales rose 9.2% year over year.
• The company also raised its dividend to $1.47 per share from $1.30, and analysts currently maintain a Moderate Buy consensus with an average price target of $1,052.60.

New Age Alpha Advisors LLC lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 342.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,464 shares of the retailer's stock after buying an additional 4,230 shares during the quarter. New Age Alpha Advisors LLC's holdings in Costco Wholesale were worth $4,712,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the company. Allen Capital Group LLC increased its position in shares of Costco Wholesale by 79.9% during the fourth quarter. Allen Capital Group LLC now owns 1,144 shares of the retailer's stock worth $987,000 after buying an additional 508 shares during the period. Hantz Financial Services Inc. increased its position in shares of Costco Wholesale by 2.3% during the fourth quarter. Hantz Financial Services Inc. now owns 5,465 shares of the retailer's stock worth $4,713,000 after buying an additional 125 shares during the period. Wealthquest Corp acquired a new stake in shares of Costco Wholesale during the fourth quarter worth $274,000. Lathrop Investment Management Co. increased its position in shares of Costco Wholesale by 6.8% during the fourth quarter. Lathrop Investment Management Co. now owns 410 shares of the retailer's stock worth $354,000 after buying an additional 26 shares during the period. Finally, William Blair Investment Management LLC increased its position in shares of Costco Wholesale by 1.8% during the fourth quarter. William Blair Investment Management LLC now owns 328,468 shares of the retailer's stock worth $283,251,000 after buying an additional 5,728 shares during the period. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. DA Davidson reiterated a "neutral" rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research report on Friday, April 10th. Citigroup reiterated a "neutral" rating on shares of Costco Wholesale in a research report on Friday, February 20th. Roth Mkm reiterated a "sell" rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. Wells Fargo & Company raised their price target on shares of Costco Wholesale from $950.00 to $1,000.00 and gave the stock an "equal weight" rating in a report on Thursday, April 9th. Finally, Weiss Ratings upgraded shares of Costco Wholesale from a "hold (c+)" rating to a "buy (b-)" rating in a report on Tuesday, March 17th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $1,052.60.

Costco Wholesale News Summary

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

• Positive Sentiment: Analysts are highlighting Costco’s AI and digital investments as a driver of faster sales growth, especially through stronger e-commerce traffic and app personalization that could support long-term revenue gains.
• Positive Sentiment: Several articles frame Costco as a “recession-proof” dividend stock and a long-term hold, pointing to its membership model, steady cash generation, and history of dividend increases as reasons investors continue to favor the shares.
• Positive Sentiment: Pre-earnings coverage suggests Wall Street expects another solid quarter, and options traders are pricing in a meaningful move around the report, which often keeps the stock active ahead of results.
• Positive Sentiment: Commentary from Jim Cramer remains upbeat on Costco, reinforcing investor confidence in the retailer’s durable business model and consistent execution.
• Neutral Sentiment: Holiday-related coverage about Memorial Day store hours and shopping deals is mainly informational, but it keeps Costco in the consumer spotlight heading into a busy retail period.
• Neutral Sentiment: Lifestyle stories about Costco products and shopping behavior are not likely to move the stock materially, though they underscore the company’s strong brand engagement and customer interest.

Insider Activity

In other news, EVP Claudine Adamo sold 730 shares of Costco Wholesale 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 completion of the transaction, the executive vice president directly owned 6,121 shares in the company, valued at $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale Stock Performance

NASDAQ:COST opened at $1,028.24 on Tuesday. 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 stock has a market capitalization of $456.18 billion, a price-to-earnings ratio of 53.47, a PEG ratio of 5.06 and a beta of 0.92. The firm has a fifty day simple moving average of $1,008.37 and a two-hundred day simple moving average of $960.97. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50.

Costco Wholesale (NASDAQ:COST - Get Free Report) last posted 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 during the quarter, compared to analysts' expectations of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The business's quarterly revenue was up 9.2% on a year-over-year basis. During the same period last year, the company posted $4.02 earnings per share. Analysts expect that Costco Wholesale Corporation will post 20.33 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were issued a $1.47 dividend. The ex-dividend date was Friday, May 1st. This is a positive change from Costco Wholesale's previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale's dividend payout ratio is 30.58%.

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.

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