Costco Wholesale Corporation $COST Shares Sold by Worldly Partners Management LLC

Worldly Partners Management LLC decreased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 13.2% in the second quarter, Holdings Channel reports. The firm owned 43,268 shares of the retailer’s stock after selling 6,606 shares during the quarter. Costco Wholesale comprises about 33.1% of Worldly Partners Management LLC’s portfolio, making the stock its 2nd biggest holding. Worldly Partners Management LLC’s holdings in Costco Wholesale were worth $40,476,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in COST. Brighton Jones LLC lifted its position in shares of Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after buying an additional 2,172 shares during the period. Revolve Wealth Partners LLC grew its position in 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 acquiring an additional 130 shares during the period. Sivia Capital Partners LLC raised its stake in Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after acquiring an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. raised its stake in Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after acquiring an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Costco Wholesale by 2.2% during the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after acquiring an additional 182 shares during the period. Institutional investors own 68.48% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on COST shares. TD Cowen restated a “buy” rating and issued a $1,175.00 target price on shares of Costco Wholesale in a research note on Wednesday, June 3rd. Freedom Broker upgraded shares of Costco Wholesale from a “hold” rating to a “buy” rating and set a $1,030.00 target price for the company in a research report on Tuesday, September 8th. 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 for the company. Sanford C. Bernstein set a $1,144.00 price target on shares of Costco Wholesale in a research report on Friday, September 4th. Finally, Bank of America upped their price objective on shares of Costco Wholesale from $1,185.00 to $1,200.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Twenty-two analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,056.03.

Costco Wholesale Price Performance

NASDAQ:COST opened at $904.77 on Monday. The company has a market cap of $401.25 billion, a price-to-earnings ratio of 45.51, a P/E/G ratio of 3.77 and a beta of 0.86. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The stock’s fifty day moving average price is $940.09 and its two-hundred day moving average price is $974.42. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50.

Costco Wholesale Dividend Announcement

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

Insider Transactions at Costco Wholesale

In related news, Director Kenneth Denman sold 885 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $957.45, for a total value of $847,343.25. Following the transaction, the director owned 4,779 shares in the company, valued at $4,575,653.55. This trade represents a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale News Summary

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

• Positive Sentiment: Costco’s recent August and fourth-quarter fiscal 2026 sales results supported an analyst upgrade from “hold” to “buy,” accompanied by a $1,030 price target. The data were viewed as evidence of resilient consumer demand and improving visibility into retail trends. Analyst upgrade following sales reports
• Positive Sentiment: Several analysts maintain substantially higher targets, including targets of $1,100 to $1,200, arguing that Costco’s membership model, recurring sales, and execution could support further valuation upside. Costco price prediction
• Positive Sentiment: Coverage highlights Costco’s ability to compete with Walmart and Amazon, while planned warehouse openings—including a reported $42 million Texas development and additional U.S. and Canadian locations—could expand its membership and sales base. Costco competition and growth
• Positive Sentiment: An Accenture survey suggests consumers may begin holiday shopping unusually early and spend more than in 2025, a potentially favorable backdrop for Costco’s seasonal merchandise and grocery sales. Holiday shopping outlook
• Neutral Sentiment: Brokerage coverage remains favorable overall, with Costco carrying an average “Moderate Buy” rating, but the stock’s elevated valuation means continued earnings and sales growth may be required to justify further gains. Costco brokerage rating
• Neutral Sentiment: New warehouse projects and relocations should support long-term expansion, although local traffic concerns around one planned location could delay or complicate development. Lee’s Summit Costco development
• Negative Sentiment: Costco shares have closed lower for eight consecutive sessions, raising concerns about a technical or valuation-driven correction despite strong operating results.
• Negative Sentiment: Recent insider activity consisted of two sales and no purchases, while reports that Costco is rationing motor oil point to potential product-availability and supply-chain pressures.

Costco Wholesale Profile

Costco Wholesale Corporation operates membership-based warehouse clubs that offer a broad selection of merchandise at generally competitive prices. Its product range includes groceries, fresh foods, apparel, appliances, electronics, furniture, jewelry, hardware, and seasonal goods, along with private-label products sold under the Kirkland Signature brand.

The company also provides a variety of ancillary services, including gasoline stations, pharmacies, optical centers, hearing-aid centers, food courts, tire centers, and travel services.