Focused Wealth Management Inc increased its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 372.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,262 shares of the retailer’s stock after buying an additional 995 shares during the period. Focused Wealth Management Inc’s holdings in Costco Wholesale were worth $1,258,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in COST. Brighton Jones LLC increased its position in shares of Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after acquiring an additional 2,172 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Costco Wholesale by 13.1% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after purchasing an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. grew its stake in Costco Wholesale by 1.1% in the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after purchasing an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Costco Wholesale by 2.2% in the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after purchasing an additional 182 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.
Costco Wholesale Stock Down 2.0%
Costco Wholesale stock opened at $942.24 on Friday. The business has a fifty day moving average of $996.71 and a two-hundred day moving average of $970.66. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. The firm has a market cap of $417.86 billion, a P/E ratio of 47.40, a P/E/G ratio of 4.65 and a beta of 0.88. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50.
Costco Wholesale Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were issued a $1.47 dividend. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Friday, May 1st. Costco Wholesale’s dividend payout ratio is presently 29.58%.
Analysts Set New Price Targets
A number of equities research analysts have weighed in on the company. HC Wainwright reaffirmed a “buy” rating on shares of Costco Wholesale in a research report on Monday, June 1st. Jefferies Financial Group reissued a “buy” rating and set a $1,050.00 price target on shares of Costco Wholesale in a research report on Thursday, March 5th. Sanford C. Bernstein raised their price target 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. BMO Capital Markets lifted their price objective on Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Finally, DA Davidson reaffirmed a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, June 4th. 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 MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,061.45.
Read Our Latest Stock Analysis on Costco Wholesale
Costco Wholesale News Summary
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Several bullish articles highlighted Costco’s resilient membership model, strong sales growth, high renewal rates, and ongoing global expansion, reinforcing the view that the business remains fundamentally solid. Costco Just Posted 12% Sales Growth and 92% Membership Renewals, and the Stock Fell Anyway. Is This the Buy-the-Dip Moment?
- Positive Sentiment: Analysts and commentary pieces suggested Costco may have further upside, with some citing a path back toward $1,000 per share and broader appeal as a defensive retailer in volatile markets. Costco Stock Price Prediction: A Path to $1,000 and Double-Digit Upside
- Positive Sentiment: Coverage around Costco’s cash generation raised the possibility of another special dividend later in 2026, which could be an additional catalyst for income-focused investors. Costco’s Cash Pile Is Building. Is a Special Dividend Coming in the Second Half of 2026?
- Neutral Sentiment: Costco was also mentioned in store-opening and local expansion stories, which point to continued growth but do not appear to be major immediate stock catalysts. Costco is opening 2 new locations this week. See where
- Neutral Sentiment: A director, Kenneth D. Denman, sold 885 shares in a disclosed SEC filing. The sale was relatively small versus his remaining stake, but insider selling can still weigh on sentiment. SEC filing for Kenneth D. Denman transaction
- Neutral Sentiment: Short-interest data showed no meaningful short position in the shares, so this report does not suggest a major bearish thesis.
- Negative Sentiment: Broader market commentary noted Costco’s stock has been under pressure recently despite solid fundamentals, suggesting valuation concerns and profit-taking may be limiting near-term upside. Costco Just Posted 12% Sales Growth and 92% Membership Renewals, and the Stock Fell Anyway. Is This the Buy-the-Dip Moment?
Insider Buying and Selling
In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the completion of the sale, the director directly owned 4,779 shares of the company’s stock, valued at approximately $4,575,653.55. This represents a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.10% of the company’s stock.
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.
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