Focus Partners Advisor Solutions LLC Sells 3,022 Shares of Costco Wholesale Corporation $COST

10 Jun 2026, 05:59 by Scott Moore · The Cerbat Gem

Focus Partners Advisor Solutions LLC trimmed its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 38.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,829 shares of the retailer’s stock after selling 3,022 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in Costco Wholesale were worth $4,164,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Hurley Capital LLC raised its stake in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares during the period. Entrust Financial LLC bought a new stake in Costco Wholesale in the 4th quarter valued at about $31,000. Joseph Group Capital Management bought a new stake in Costco Wholesale in the 4th quarter valued at about $33,000. Abich Financial Wealth Management LLC bought a new stake in Costco Wholesale in the 3rd quarter valued at about $34,000. Finally, Imprint Wealth LLC bought a new stake in Costco Wholesale in the 3rd quarter valued at about $36,000. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Trading Down 0.6%

Shares of COST opened at $968.59 on Wednesday. The business’s 50-day moving average price is $1,006.30 and its 200-day moving average price is $965.46. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The stock has a market cap of $429.55 billion, a PE ratio of 48.72, a P/E/G ratio of 4.72 and a beta of 0.88. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17.

Costco Wholesale (NASDAQ:COST – Get Free Report) last issued its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.The business had revenue of $70.53 billion for the quarter, compared to analysts’ expectations of $70.12 billion. During the same period in the previous year, the firm posted $4.28 EPS. On average, equities analysts forecast that Costco Wholesale Corporation will post 20.38 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were issued a dividend of $1.47 per share. The ex-dividend date of this dividend was Friday, May 1st. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. Costco Wholesale’s payout ratio is presently 29.58%.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on COST shares. Sanford C. Bernstein boosted their price objective on Costco Wholesale from $1,192.00 to $1,194.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. Truist Financial boosted their price objective on Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a research note on Friday, May 29th. Weiss Ratings upgraded Costco Wholesale from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, June 4th. Raymond James Financial boosted their price objective on Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Finally, BTIG Research restated a “buy” rating and issued a $1,125.00 price objective on shares of Costco Wholesale in a research note on Friday, May 29th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $1,060.41.

View Our Latest Research Report on COST

Trending Headlines about Costco Wholesale

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

Positive Sentiment: Costco reported record demand for gasoline, which reinforces traffic and engagement at its warehouses and supports the company’s value proposition. Costco sees record demand for gas since Middle East war
Positive Sentiment: Its digital sales jumped more than 21%, signaling continued momentum in e-commerce and omnichannel growth. Costco’s Digital Sales Jumped 21% and Gas Volumes Hit a Record. So Why Did COST Stock Drop 5%?
Positive Sentiment: Costco also lowered prices on select Kirkland Signature products, a move that could strengthen member loyalty and help drive traffic as shoppers look for value. Costco lowers prices on four private-label products across food, home goods and sports equipment aisles
Neutral Sentiment: Short-interest data appears unreliable in the filing shown, so it does not provide a clear read on sentiment.
Negative Sentiment: Despite the strong operational updates, investors appeared to focus on valuation and near-term stock weakness, with commentary noting the shares have been falling in recent weeks. Should You Buy Costco Wholesale Stock While It’s Below $1,000?

Costco Wholesale Company Profile

(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.