Warner Group LLC Acquires 544 Shares of Costco Wholesale Corporation $COST

Warner Group LLC lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 100.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,088 shares of the retailer’s stock after buying an additional 544 shares during the quarter. Warner Group LLC’s holdings in Costco Wholesale were worth $1,018,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of Costco Wholesale during the fourth quarter worth $27,000. Lifetime Wealth Management P.C. bought a new position in shares of Costco Wholesale in the fourth quarter worth $28,000. Mcguire Capital Advisors Inc. purchased a new position in shares of Costco Wholesale in the fourth quarter valued at $28,000. Entrust Financial LLC purchased a new position in shares of Costco Wholesale in the fourth quarter valued at $31,000. Finally, Joseph Group Capital Management bought a new stake in shares of Costco Wholesale during the 4th quarter valued at $33,000. 68.48% of the stock is owned by institutional investors.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the completion of the transaction, the director owned 4,779 shares of the company’s stock, valued at $4,575,653.55. The trade was a 15.62% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.10% of the stock is currently owned by insiders.

Costco Wholesale Price Performance

Shares of NASDAQ COST opened at $961.85 on Friday. The stock’s 50-day simple moving average is $949.99 and its two-hundred day simple moving average is $981.44. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The firm has a market capitalization of $426.56 billion, a P/E ratio of 48.38, a P/E/G ratio of 4.52 and a beta of 0.87. 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) last issued its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The business had revenue of $70.53 billion for the quarter, compared to the consensus estimate of $70.12 billion. During the same quarter last year, the business posted $4.28 EPS. As a group, equities analysts anticipate that Costco Wholesale Corporation will post 20.42 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were paid a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Friday, July 24th. Costco Wholesale’s dividend payout ratio (DPR) is currently 29.58%.

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. HC Wainwright reissued a “buy” rating on shares of Costco Wholesale in a report on Monday, June 1st. Bank of America lifted their target price on Costco Wholesale from $1,185.00 to $1,200.00 and gave the company a “buy” rating in a report on Friday, May 29th. Truist Financial upped their price target on Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a research report on Friday, May 29th. JPMorgan Chase & Co. lowered their price target on shares of Costco Wholesale from $1,110.00 to $1,100.00 and set an “overweight” rating on the stock in a report on Thursday, July 9th. Finally, Citigroup began coverage on shares of Costco Wholesale in a research report on Thursday, June 18th. They issued a “neutral” rating and a $1,020.00 price objective for the company. 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 company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,059.53.

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco outperformed the broader market in the latest session, reflecting continued investor interest in its membership-based warehouse model and ability to attract value-conscious consumers. Costco Outpaces Stock Market Gains
• Positive Sentiment: Analysts remain moderately optimistic about Costco’s long-term prospects, while separate retail coverage identified Costco as one of several chains positioned for a potential earnings beat because of resilient demand, value offerings and digital growth. Wall Street Analysts on Costco Retail Stocks Poised for an Earnings Beat
• Positive Sentiment: Costco is expanding its assortment and customer appeal: BrightFarms’ locally grown salad greens are entering Atlanta-area warehouses, a reusable tote set is rolling out in West Coast stores and online, and Kirkland Signature chocolate chips have returned after a two-year absence. These launches may support traffic, customer loyalty and private-label engagement, although their direct financial impact is likely modest. BrightFarms Salad Greens at Costco Costco Reusable Tote Launch Kirkland Chocolate Chips Return
• Neutral Sentiment: Plans for seven new Costco locations in 2026 reinforce the company’s unit-growth strategy, but the stores will require time and investment before contributing materially to earnings. New Costco Locations in 2026
• Negative Sentiment: Costco’s premium valuation remains a risk for investors: the shares trade at a high earnings multiple, leaving less room for disappointment despite the favorable outlook. The latest reported quarter also narrowly missed the consensus EPS estimate, although revenue exceeded expectations.

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.