Bokf Na Lowers Position in Costco Wholesale Corporation $COST

Bokf Na cut its position in Costco Wholesale Corporation (NASDAQ:COST) by 11.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 26,593 shares of the retailer’s stock after selling 3,344 shares during the period. Bokf Na’s holdings in Costco Wholesale were worth $22,932,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Hurley Capital LLC increased its stake in shares of Costco Wholesale by 120.0% in the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares in the last quarter. Joseph Group Capital Management bought a new stake in Costco Wholesale during the fourth quarter valued at about $33,000. Abich Financial Wealth Management LLC bought a new stake in Costco Wholesale during the third quarter valued at about $34,000. Collier Financial bought a new stake in Costco Wholesale during the third quarter valued at about $35,000. Finally, AXS Investments LLC bought a new stake in Costco Wholesale during the third quarter valued at about $36,000. 68.48% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on COST. TD Cowen reissued a “buy” rating on shares of Costco Wholesale in a report on Friday, March 6th. Bank of America began coverage on Costco Wholesale in a report on Friday, February 27th. They set a “buy” rating and a $1,185.00 price target on the stock. Daiwa Securities Group raised their price target on Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a report on Tuesday, March 10th. Raymond James Financial raised their price target on Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Finally, BMO Capital Markets lifted their target price on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Twenty-two equities 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 stock. Based on data from MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus price target of $1,045.97.

Insider Buying and Selling

In related news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction dated Monday, March 9th. The stock was 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 owned 6,121 shares in the company, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Trading Up 0.4%

Shares of COST stock opened at $1,016.42 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 current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The stock’s 50-day moving average price is $997.55 and its 200-day moving average price is $950.47. The stock has a market capitalization of $450.93 billion, a price-to-earnings ratio of 52.86, a price-to-earnings-growth ratio of 4.99 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) 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 firm had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. During the same period in the previous year, the firm posted $4.02 earnings per share. The business’s revenue was up 9.2% compared to the same quarter last year. Equities 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 declared a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be given a $1.47 dividend. 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 is Friday, May 1st. Costco Wholesale’s dividend payout ratio (DPR) is 30.58%.

More Costco Wholesale News

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

• Positive Sentiment: Construction is set to begin on Costco’s first Milwaukee County warehouse after a land deal closed, signaling incremental store growth and membership reach in a new local market. Construction starts soon on Costco’s first Milwaukee County store after land deal
• Positive Sentiment: Costco opened a Camarillo gas station ahead of a planned warehouse, accelerating fuel sales and customer acquisition in that trade area. Fuel operations typically boost basket size and traffic. Costco opens Camarillo gas station ahead of warehouse construction
• Positive Sentiment: Analysts note Costco’s strong balance sheet (large liquid assets, low debt) and plans for roughly 28 new warehouses, while membership fees rose ~13.6%—a direct revenue lever and evidence of pricing/power. Why Costco’s Financial Strength Could Outpace Retail Challenges
• Positive Sentiment: Foot-traffic data show Costco stores are materially busier over several years (visits +18% vs. 2019), supporting same-store sales resilience versus flatter traffic at Walmart/Target. It’s not in your head: Costco has gotten more crowded
• Positive Sentiment: New brand additions—Korea’s Medicube skincare entering US retail via Costco (and Walmart)—expand product mix and could attract higher-margin beauty/skincare sales. Korea’s Medicube skincare to hit Walmart, Costco in US expansion
• Neutral Sentiment: Roundups of new groceries hitting shelves highlight ongoing product refreshes that support traffic but are routine for Costco’s model. The Best New Costco Groceries Hitting Shelves This Month
• Neutral Sentiment: Costco tweaked its long-running $1.50 hot dog combo; a small operational/PR note that could affect customer sentiment but has limited financial impact. Costco just changed its famous $1.50 hot dog combo. Here’s what’s new
• Neutral Sentiment: Industry pieces comparing big-box performance (Walmart, Target, Costco) provide context that Target has led YTD gains—useful for relative-valuation and allocation decisions but not company-specific news. Which Big-Box Store Chain Has Dominated 2026: Walmart, Target, or Costco?
• Neutral Sentiment: Comparative analyst pieces (Costco vs. Walmart) reassess trade-offs—useful for long-term positioning but not catalytic near-term. Costco vs. Walmart: What’s the Better Consumer Staples Buy Right Now?
• Negative Sentiment: Valuation cautions: some analysts say COST’s strong fundamentals are already priced in (high P/E), making it harder to justify new purchases at current levels—this can limit near-term upside. Costco (COST) Is Hard Not to Love. Buying It Right Now Is Harder

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.