PKO Investment Management Joint Stock Co Grows Stock Holdings in Costco Wholesale Corporation $COST

PKO Investment Management Joint Stock Co boosted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 22.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,011 shares of the retailer’s stock after purchasing an additional 3,511 shares during the period. Costco Wholesale comprises 1.3% of PKO Investment Management Joint Stock Co’s portfolio, making the stock its 16th largest holding. PKO Investment Management Joint Stock Co’s holdings in Costco Wholesale were worth $16,394,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Pasadena Private Wealth LLC lifted its holdings in shares of Costco Wholesale by 0.8% during the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock valued at $1,299,000 after buying an additional 11 shares during the period. Tandem Investment Partners LLC grew its holdings in shares of Costco Wholesale by 1.1% in the third quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock worth $916,000 after acquiring an additional 11 shares during the period. Optima Capital LLC increased its position in Costco Wholesale by 0.9% during the third quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock valued at $1,104,000 after acquiring an additional 11 shares during the last quarter. Gratus Wealth Advisors LLC increased its position in Costco Wholesale by 0.8% during the third quarter. Gratus Wealth Advisors LLC now owns 1,399 shares of the retailer’s stock valued at $1,295,000 after acquiring an additional 11 shares during the last quarter. Finally, Cascade Investment Group Inc. lifted its holdings in Costco Wholesale by 1.0% in the third quarter. Cascade Investment Group Inc. now owns 1,151 shares of the retailer’s stock valued at $1,065,000 after acquiring an additional 11 shares during the period. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on the company. TD Cowen reissued a “buy” rating on shares of Costco Wholesale in a research report on Friday, March 6th. The Goldman Sachs Group lowered their price objective on shares of Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating on the stock in a research note on Friday, March 6th. BTIG Research reissued a “buy” rating and issued a $1,115.00 price objective on shares of Costco Wholesale in a report on Thursday, March 5th. Wells Fargo & Company boosted their target price on shares of Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a research report on Thursday, April 9th. Finally, Bank of America started coverage on shares of Costco Wholesale in a report on Friday, February 27th. They set a “buy” rating and a $1,185.00 target price for the company. Twenty-two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Costco Wholesale currently has an average rating of “Moderate Buy” and an average price target of $1,045.97.

Costco Wholesale Stock Performance

Shares of COST opened at $1,011.70 on Friday. The business has a 50-day simple moving average of $996.93 and a two-hundred day simple moving average of $950.01. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08. The stock has a market cap of $448.84 billion, a price-to-earnings ratio of 52.61, a PEG ratio of 4.99 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data 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 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%.The business’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period in the previous year, the firm earned $4.02 EPS. On average, analysts expect that Costco Wholesale Corporation will post 20.32 EPS for the current year.

Costco Wholesale Increases Dividend

The company 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 dividend of $1.47 per share. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, May 1st. Costco Wholesale’s payout ratio is presently 27.04%.

Key Costco Wholesale News

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?

Insider Buying and Selling at Costco Wholesale

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 completion of the transaction, the executive vice president directly owned 6,121 shares in the company, valued at $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.10% of the stock is currently owned by insiders.

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.