PFA Pension Forsikringsaktieselskab Buys New Shares in Costco Wholesale Corporation $COST

Key Points

• PFA Pension Forsikringsaktieselskab bought 246,476 shares of Costco (NASDAQ:COST) in Q4 — about $213.4 million — making Costco 0.6% of its portfolio and its 23rd largest holding (PFA owns ~0.06% of Costco).
• Costco beat Q results with $4.58 EPS (vs. $4.55 est.) and revenue of $69.6 billion (up 9.2% YoY), and raised its quarterly dividend to $1.47 ($5.88 annualized, ~0.6% yield).
• The stock carries a premium valuation (PE ~52.6), but analyst consensus is a Moderate Buy with a target price around $1,046 (22 Buys, 11 Holds, 1 Sell).

PFA Pension Forsikringsaktieselskab bought a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 246,476 shares of the retailer's stock, valued at approximately $213,362,000. Costco Wholesale comprises 0.6% of PFA Pension Forsikringsaktieselskab's investment portfolio, making the stock its 23rd largest position. PFA Pension Forsikringsaktieselskab owned approximately 0.06% of Costco Wholesale at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Brighton Jones LLC raised its holdings in shares of Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer's stock valued at $18,165,000 after acquiring an additional 2,172 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer's stock valued at $1,029,000 after acquiring an additional 130 shares during the period. Sivia Capital Partners LLC raised its holdings in shares of Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer's stock valued at $3,814,000 after acquiring an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. raised its holdings in shares of Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer's stock valued at $2,089,000 after acquiring an additional 23 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Costco Wholesale by 2.2% during the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer's stock valued at $8,416,000 after acquiring an additional 182 shares during the period. 68.48% of the stock is owned by institutional investors and hedge funds.

Costco Wholesale Stock Down 0.3%

Costco Wholesale stock opened at $1,011.70 on Friday. The firm has a market cap of $448.84 billion, a PE ratio of 52.61, a P/E/G ratio of 5.00 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. The firm's 50 day moving average price is $996.93 and its two-hundred day moving average price is $949.91. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08.

Costco Wholesale (NASDAQ:COST - Get Free Report) last released its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, beating the consensus estimate of $4.55 by $0.03. The firm had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company's revenue for the quarter was up 9.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.02 EPS. On average, research analysts predict that Costco Wholesale Corporation will post 20.32 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

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

Analyst Upgrades and Downgrades

COST has been the topic of a number of recent analyst reports. Citigroup restated a "neutral" rating on shares of Costco Wholesale in a report on Friday, February 20th. JPMorgan Chase & Co. boosted their price target on shares of Costco Wholesale from $1,060.00 to $1,110.00 and gave the company an "overweight" rating in a report on Friday, April 17th. UBS Group set a $1,175.00 price target on shares of Costco Wholesale in a report on Friday, March 6th. Truist Financial boosted their price target on shares of Costco Wholesale from $926.00 to $977.00 and gave the company a "hold" rating in a report on Friday, March 6th. Finally, Mizuho boosted their price target on shares of Costco Wholesale from $1,065.00 to $1,100.00 and gave the company an "outperform" rating in a report on Thursday, April 16th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, Costco Wholesale currently has a consensus rating of "Moderate Buy" and a consensus target price of $1,045.97.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the company's stock in a transaction that occurred 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 transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.10% of the company's stock.

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?

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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