JSF Financial LLC Cuts Stock Position in Costco Wholesale Corporation $COST

Posted by James Quigley on May 10th, 2026

JSF Financial LLC lessened its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 56.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,043 shares of the retailer’s stock after selling 2,622 shares during the quarter. JSF Financial LLC’s holdings in Costco Wholesale were worth $1,762,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of COST. Vanguard Group Inc. raised its position in Costco Wholesale by 0.4% in the fourth quarter. Vanguard Group Inc. now owns 43,620,717 shares of the retailer’s stock worth $37,615,889,000 after acquiring an additional 165,349 shares in the last quarter. Amundi raised its position in Costco Wholesale by 45.0% in the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock worth $2,893,697,000 after acquiring an additional 986,182 shares in the last quarter. Fisher Asset Management LLC raised its position in Costco Wholesale by 1.1% in the third quarter. Fisher Asset Management LLC now owns 3,145,241 shares of the retailer’s stock worth $2,911,331,000 after acquiring an additional 34,826 shares in the last quarter. American Century Companies Inc. raised its position in Costco Wholesale by 8.5% in the third quarter. American Century Companies Inc. now owns 1,619,703 shares of the retailer’s stock worth $1,499,246,000 after acquiring an additional 127,495 shares in the last quarter. Finally, Principal Financial Group Inc. raised its position in Costco Wholesale by 0.7% in the third quarter. Principal Financial Group Inc. now owns 1,210,837 shares of the retailer’s stock worth $1,120,787,000 after acquiring an additional 8,259 shares in the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Costco Wholesale Trading Down 0.3%

NASDAQ:COST opened at $1,008.79 on Friday. The company has a market capitalization of $447.55 billion, a PE ratio of 52.46, a price-to-earnings-growth ratio of 4.97 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 Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The stock has a fifty day simple moving average of $998.03 and a 200-day simple moving average of $951.50.

Costco Wholesale (NASDAQ:COST – Get Free Report) last released its quarterly 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. The business had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business’s revenue was up 9.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.02 EPS. On average, equities research analysts expect that Costco Wholesale Corporation will post 20.32 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

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

Analyst Ratings Changes

Several research firms have issued reports on COST. Telsey Advisory Group increased their price objective on Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an “outperform” rating in a research report on Thursday, April 9th. UBS Group set a $1,175.00 price objective on Costco Wholesale in a research report on Friday, March 6th. BTIG Research reiterated a “buy” rating and issued a $1,115.00 price objective on shares of Costco Wholesale in a research report on Thursday, March 5th. BMO Capital Markets increased their price objective on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Finally, Evercore set a $1,100.00 price objective on Costco Wholesale in a research report on Monday, March 2nd. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Costco Wholesale has a consensus rating of “Moderate Buy” and an average target price of $1,046.03.

Get Our Latest Research Report on COST

Insider Activity

In other news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction 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 completion of the transaction, the executive vice president owned 6,121 shares of the company’s stock, valued at $6,139,485.42. The trade was a 10.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 0.10% of the stock is owned by company insiders.

Costco Wholesale News Summary

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

Positive Sentiment: April net sales rose 13% and comparable sales remained strong, signaling resilient demand and solid momentum for Costco’s core business. Costco Wholesale Corporation Reports April Sales Results
Positive Sentiment: Bank of America reiterated a Buy rating after the sales update, pointing to Costco’s steady comparable sales trend despite macro uncertainty. Costco April sales top expectations despite Easter shift, macroeconomic uncertainty
Positive Sentiment: Deutsche Bank raised its price target and kept a Buy rating, adding to bullish sentiment around the stock. Deutsche Bank adjusts Costco Wholesale PT
Positive Sentiment: Market chatter around a possible special dividend later this year may be attracting income-focused investors to COST. Is Costco Preparing Another Special Dividend This Year?
Neutral Sentiment: Costco is also in the news for store expansion plans in California and Florida, which is constructive long term but not an immediate stock catalyst. Costco plots major California expansion as it announces new store openings
Neutral Sentiment: Several lifestyle and product roundups highlight Costco’s strong brand and value perception, but these are unlikely to move the stock much on their own.
Negative Sentiment: A lawsuit over Costco’s tariff-refund pricing strategy could create legal and margin uncertainty, though the longer-term financial impact is still unclear. Costco’s Going to Court Because It Wants to Give You Tariff Refunds

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.

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.