Cornerstone Wealth Management LLC Purchases 925 Shares of Costco Wholesale Corporation $COST

Posted by Joseph Casey on May 15th, 2026

Cornerstone Wealth Management LLC grew its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 18.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 5,888 shares of the retailer’s stock after purchasing an additional 925 shares during the period. Cornerstone Wealth Management LLC’s holdings in Costco Wholesale were worth $5,078,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Granite Bay Wealth Management LLC increased its stake in shares of Costco Wholesale by 6.2% in the fourth quarter. Granite Bay Wealth Management LLC now owns 448 shares of the retailer’s stock valued at $386,000 after buying an additional 26 shares during the period. Flavin Financial Services Inc. boosted its position in Costco Wholesale by 10.9% during the 4th quarter. Flavin Financial Services Inc. now owns 1,806 shares of the retailer’s stock worth $1,558,000 after buying an additional 177 shares during the period. Simmons Bank grew its holdings in Costco Wholesale by 1.1% during the 4th quarter. Simmons Bank now owns 12,470 shares of the retailer’s stock worth $10,753,000 after acquiring an additional 132 shares during the last quarter. Bank Julius Baer & Co. Ltd Zurich grew its holdings in Costco Wholesale by 32.7% during the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 505,645 shares of the retailer’s stock worth $436,237,000 after acquiring an additional 124,551 shares during the last quarter. Finally, E Fund Management Hong Kong Co. Ltd. increased its position in Costco Wholesale by 371.6% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 1,792 shares of the retailer’s stock valued at $1,545,000 after acquiring an additional 1,412 shares during the period. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Trading Up 0.8%

COST opened at $1,041.25 on Friday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The company has a fifty day moving average of $1,000.06 and a 200-day moving average of $954.40. The stock has a market cap of $461.95 billion, a PE ratio of 54.15, a price-to-earnings-growth ratio of 5.09 and a beta of 0.92. 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 issued its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 EPS for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The business had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. During the same quarter in the prior year, the firm posted $4.02 earnings per share. The business’s quarterly revenue was up 9.2% compared to the same quarter last year. On average, sell-side analysts predict that Costco Wholesale Corporation will post 20.32 EPS for the current year.

Costco Wholesale Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Friday, May 1st will be paid 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 30.58%.

Insiders Place Their Bets

In other Costco Wholesale 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 value of $732,204.60. Following the completion of the sale, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.10% of the company’s stock.

More Costco Wholesale News

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

Positive Sentiment: Costco acquired a 55-acre site in Fort Myers, Florida, signaling room for a major new warehouse or related retail development and supporting its expansion strategy. Costco Acquires 55-Acre Site in Fort Myers, Marking One of Southwest Florida’s Largest and Highest-Value Land Sales
Positive Sentiment: New commentary highlighted Costco’s strong membership economics, noting 82.1 million paid memberships and an 89.7% global renewal rate, which suggests resilient recurring revenue even as inflation pressures households. Inflation Just Hit 3.8% and Nine Out of Ten Costco Members Re-Up Every Year. Here Is Why That Math Matters.
Positive Sentiment: Additional bullish coverage emphasized Costco’s durable business model and continued store-growth potential, reinforcing investor confidence in the company’s long-term earnings power. Costco Just Signed Off on a Massive Retail Real Estate Deal in Florida. Here’s What Investors Need to Know About Costco’s Store Growth Goals.
Neutral Sentiment: One analyst note argued Costco remains a strong company but is still trading at a premium valuation, which may temper enthusiasm even with solid fundamentals. Costco: Strong Fundamentals Meet Growth Premium – A Hold Entering FQ3’26
Negative Sentiment: Another Seeking Alpha piece raised a bearish view on Costco, suggesting valuation remains a reason to sell despite the company’s operational strength. Costco: Another Reason To Sell (Besides The Valuation)

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the stock. Evercore set a $1,100.00 price target on shares of Costco Wholesale in a research note on Monday, March 2nd. Jefferies Financial Group restated a “buy” rating and issued a $1,050.00 price objective on shares of Costco Wholesale in a report on Thursday, March 5th. The Goldman Sachs Group lowered their target price on Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating for the company in a research report on Friday, March 6th. Gordon Haskett lifted their target price on Costco Wholesale from $1,000.00 to $1,100.00 in a report on Tuesday, February 3rd. Finally, Raymond James Financial upped their price target on Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Twenty-two investment 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. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $1,047.27.

View Our Latest Analysis on COST

Costco Wholesale 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.

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.