Sei Investments Co. Acquires 51,339 Shares of Costco Wholesale Corporation $COST

Sei Investments Co. lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 29.9% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 223,003 shares of the retailer’s stock after buying an additional 51,339 shares during the period. Sei Investments Co. owned about 0.05% of Costco Wholesale worth $222,212,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of COST. Vanguard Group Inc. grew 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 valued at $37,615,889,000 after acquiring an additional 165,349 shares during the last quarter. Geode Capital Management LLC raised its stake in Costco Wholesale by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 10,388,519 shares of the retailer’s stock worth $8,919,573,000 after acquiring an additional 26,690 shares in the last quarter. Morgan Stanley lifted its holdings in shares of Costco Wholesale by 1.1% in the fourth quarter. Morgan Stanley now owns 9,523,423 shares of the retailer’s stock worth $8,212,433,000 after acquiring an additional 107,775 shares during the last quarter. Diamant Asset Management Inc. lifted its holdings in shares of Costco Wholesale by 99,278.0% in the first quarter. Diamant Asset Management Inc. now owns 6,726,899 shares of the retailer’s stock worth $672,690,000 after acquiring an additional 6,720,130 shares during the last quarter. Finally, Corient Private Wealth LLC boosted its stake in shares of Costco Wholesale by 838.9% in the 4th quarter. Corient Private Wealth LLC now owns 6,125,405 shares of the retailer’s stock valued at $5,282,182,000 after purchasing an additional 5,472,968 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities research analysts recently issued reports on COST shares. Citigroup initiated coverage on shares of Costco Wholesale in a report on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 price target on the stock. JPMorgan Chase & Co. dropped their price objective on shares of Costco Wholesale from $1,110.00 to $1,100.00 and set an “overweight” rating for the company in a research note on Thursday, July 9th. Bank of America raised their target price on shares of Costco Wholesale from $1,185.00 to $1,200.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Wells Fargo & Company boosted their target price on shares of Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 9th. Finally, Truist Financial upped their price target on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the stock a “hold” rating in a report on Friday, May 29th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,059.07.

Costco Wholesale Stock Performance

Costco Wholesale stock opened at $927.31 on Thursday. The business has a 50 day moving average of $970.49 and a 200-day moving average of $979.74. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61. The company has a market capitalization of $411.24 billion, a P/E ratio of 46.65, a P/E/G ratio of 4.49 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.The business had revenue of $70.53 billion for the quarter, compared to analyst estimates of $70.12 billion. During the same quarter in the prior year, the business earned $4.28 earnings per share. On average, equities research analysts predict that Costco Wholesale Corporation will post 20.42 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Stockholders of record on Friday, July 24th will be paid a dividend of $1.47 per share. The ex-dividend date of this dividend is Friday, July 24th. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is presently 29.58%.

Insider Activity

In other news, Director Kenneth D. Denman sold 885 shares of Costco Wholesale stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the transaction, the director owned 4,779 shares in the company, valued at approximately $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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: Analysts and commentators continue to highlight Costco’s durable earnings growth, strong membership model, and long-term upside potential, with some articles arguing the stock could eventually move toward much higher valuations. Article Title
• Positive Sentiment: Costco expanded its business footprint by launching its first standalone members-only gas station in Mission Viejo, California, which reinforces its growth strategy beyond traditional warehouse sites. Article Title
• Positive Sentiment: Recent coverage also points to continued store expansion, including reports that more Costco locations are coming in 2026, while local officials say a new store could bring meaningful tax revenue to Clarksville. Article Title
• Positive Sentiment: Costco is also broadening its value proposition through new services and products, including expanded pharmacy/prescription offerings and the addition of Laifen hair dryers in select U.S. stores, which may help drive traffic and membership retention. Article Title
• Neutral Sentiment: Several articles were broadly positive on Costco’s brand and long-term investment case, including a Zacks analyst roundup and bullish “trillion club” projections, but they did not appear to include new company-specific catalysts for today’s trading. Article Title
• Neutral Sentiment: Some commentary noted Costco members are paying more for memberships because added perks are viewed as worth the cost, which supports the business model but is not an immediate catalyst. Article Title
• Negative Sentiment: One article highlighted that Costco has faced three lawsuits this year, which could add legal and reputational overhang even if the cases are not yet financially material. Article Title
• Negative Sentiment: Some investor commentary remains cautious on valuation, noting that Costco already trades at a premium and that another warehouse competitor may offer better upside, which can temper enthusiasm for the shares. Article Title

About Costco Wholesale

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.