Costco Wholesale Corporation $COST Shares Bought by FourThought Financial Partners LLC

21 May 2026, 08:11 by Doug Wharley · The Cerbat Gem

FourThought Financial Partners LLC boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,847 shares of the retailer’s stock after buying an additional 727 shares during the quarter. Costco Wholesale makes up 1.0% of FourThought Financial Partners LLC’s holdings, making the stock its 29th biggest position. FourThought Financial Partners LLC’s holdings in Costco Wholesale were worth $11,941,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in COST. Assenagon Asset Management S.A. grew its position in Costco Wholesale by 1,586.8% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock valued at $980,857,000 after buying an additional 1,070,005 shares during the period. Amundi grew its position in Costco Wholesale by 45.0% during the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock valued at $2,893,697,000 after buying an additional 986,182 shares during the period. Northwestern Mutual Wealth Management Co. grew its position in Costco Wholesale by 182.4% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 536,059 shares of the retailer’s stock valued at $462,265,000 after buying an additional 346,208 shares during the period. Voloridge Investment Management LLC grew its position in Costco Wholesale by 112.2% during the third quarter. Voloridge Investment Management LLC now owns 477,425 shares of the retailer’s stock valued at $441,919,000 after buying an additional 252,453 shares during the period. Finally, PFA Pension Forsikringsaktieselskab purchased a new position in Costco Wholesale during the fourth quarter valued at $213,362,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Performance

COST opened at $1,074.01 on Thursday. The firm has a market capitalization of $476.48 billion, a PE ratio of 55.85, a PEG ratio of 5.38 and a beta of 0.92. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The firm’s 50-day moving average price is $1,006.08 and its 200 day moving average price is $958.67. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18.

Costco Wholesale (NASDAQ:COST – Get Free Report) last posted its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping analysts’ consensus estimates 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%. Costco Wholesale’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period in the previous year, the business posted $4.02 earnings per share. As a group, sell-side analysts expect that Costco Wholesale Corporation will post 20.33 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were issued a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.5%. The ex-dividend date was Friday, May 1st. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio (DPR) is presently 30.58%.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on COST shares. UBS Group increased their price objective on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a report on Wednesday. Raymond James Financial increased their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Rothschild & Co Redburn increased their price objective on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a report on Tuesday, February 17th. BMO Capital Markets increased their price objective on shares of Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a report on Friday, March 6th. 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. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,052.60.

Check Out Our Latest Report on Costco Wholesale

Costco Wholesale News Summary

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

Positive Sentiment: UBS raised its price target on Costco to $1,275 from $1,205 and reiterated a buy rating, reinforcing the view that the stock still has upside after its strong rally. Benzinga: Costco Wholesale had its price target raised by UBS Group AG from $1,205.00 to $1,275.00
Positive Sentiment: Higher gas prices may be driving more traffic to Costco’s warehouse clubs as shoppers seek discounted fuel, which could support membership visits and sales. Benzinga: Higher Gas Prices Have Consumers Visiting Costco, Sam’s Club More
Positive Sentiment: Analysts remain upbeat ahead of Q3, with UBS and other commentators saying Costco should post another strong update despite macro pressures, helped by stable renewal rates and resilient demand. Yahoo Finance: Costco Expected to Deliver Strong Q3 Results Despite Macro Pressures, UBS Says

Insiders Place Their Bets

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction dated 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 directly owned 6,121 shares in the company, valued at $6,139,485.42. The trade was a 10.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.10% of the stock is owned by insiders.

About Costco Wholesale

(Free Report)

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.