Hudson Value Partners LLC Has $6.41 Million Position in Costco Wholesale Corporation $COST

22 Apr 2026, 11:26 by Danessa Lincoln · The Markets Daily

Hudson Value Partners LLC reduced its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 9.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 7,407 shares of the retailer’s stock after selling 805 shares during the quarter. Costco Wholesale makes up 1.9% of Hudson Value Partners LLC’s investment portfolio, making the stock its 17th largest holding. Hudson Value Partners LLC’s holdings in Costco Wholesale were worth $6,408,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in COST. Brighton Jones LLC lifted its holdings in Costco Wholesale by 12.3% in the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after purchasing an additional 130 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after purchasing an additional 165 shares during the last quarter. Pinnacle Wealth Planning Services Inc. lifted its holdings in Costco Wholesale by 1.1% in the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after purchasing an additional 23 shares during the last quarter. Finally, Schnieders Capital Management LLC. increased its position in Costco Wholesale by 2.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after buying an additional 182 shares during the period. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction that occurred 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 of the company’s stock, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

COST has been the topic of several recent analyst reports. Wells Fargo & Company lifted their price target on Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 9th. The Goldman Sachs Group dropped their price target on Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. JPMorgan Chase & Co. lifted their price target on Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a research report on Friday, April 17th. Deutsche Bank Aktiengesellschaft lifted their price target on Costco Wholesale from $1,103.00 to $1,104.00 and gave the stock a “buy” rating in a research report on Thursday, April 9th. Finally, Rothschild & Co Redburn lifted their price target on Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a research report on Tuesday, February 17th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $1,045.97.

Get Our Latest Stock Report on Costco Wholesale

Key Headlines Impacting Costco Wholesale

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

Positive Sentiment: Company-wide expansion: Costco is targeting roughly 30 new warehouses per year to relieve overcrowding, expand member reach and drive long‑term sales growth. This accelerates capital deployment but supports higher unit volumes and membership growth. Costco plans major growth push, targeting 30 new locations annually
Positive Sentiment: Local expansion example: A new Costco is planned for northeast Edmonton, underlining the company’s ongoing footprint growth in key markets and steady membership acquisition in Canada. A new Costco location is in the works for northeast Edmonton
Positive Sentiment: Dividend boost: Costco raised its quarterly dividend by ~13%, signaling strong free cash flow and management confidence—this can attract income‑oriented investors and provide support to the stock’s valuation. As Costco Raises Its Dividend More Than 13%, Should You Buy, Sell, or Hold COST Stock?
Positive Sentiment: Digital sales momentum: Costco’s digital investments are lifting sales and digitally enabled comps are rising, driven by app growth, personalization and faster‑checkout pilots—supporting higher same‑store sales and lower friction for members. Costco’s Digital Investments Drive Sales Growth: What Comes Next?
Positive Sentiment: Analyst sentiment: At least one outlet reports a raised price target (to $1,110), which can bolster investor sentiment and serve as a bullish reference point for momentum traders. Costco Wholesale (NASDAQ:COST) Price Target Raised to $1,110.00
Neutral Sentiment: Valuation perspective: Some analysts note that Costco’s steady compounding growth is well priced into the stock, signaling limited upside unless growth accelerates or margins expand. This is a reminder to weigh valuation vs. growth. Costco: When Compounding Is Already Priced In
Neutral Sentiment: Competitive context: Retail peers (Walmart, Target, Dollar General) are also investing in stores and omnichannel, which could influence market share dynamics—monitor execution and margin impacts across the sector. Walmart Expands and Modernizes Stores to Support Omnichannel Growth

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $1,005.81 on Wednesday. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08. The company has a market cap of $446.23 billion, a P/E ratio of 52.30, a P/E/G ratio of 4.92 and a beta of 0.99. The business’s 50 day moving average is $996.44 and its two-hundred day moving average is $946.24. 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 (NASDAQ:COST – Get Free Report) last announced its quarterly earnings data on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, topping the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. During the same quarter last year, the firm earned $4.02 EPS. Costco Wholesale’s revenue for the quarter was up 9.2% compared to the same quarter last year. On average, equities analysts expect that Costco Wholesale Corporation will post 20.31 EPS for the current year.

Costco Wholesale Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be issued a dividend of $1.47 per share. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, May 1st. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s payout ratio is 30.58%.

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.