Urban Wealth Management LLC Has $2.26 Million Holdings in Costco Wholesale Corporation $COST

Urban Wealth Management LLC increased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 30.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,264 shares of the retailer’s stock after acquiring an additional 531 shares during the period. Costco Wholesale comprises about 2.3% of Urban Wealth Management LLC’s investment portfolio, making the stock its 10th biggest position. Urban Wealth Management LLC’s holdings in Costco Wholesale were worth $2,256,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in Costco Wholesale during the fourth quarter worth about $27,000. Lifetime Wealth Management P.C. acquired a new stake in Costco Wholesale during the fourth quarter valued at approximately $28,000. Mcguire Capital Advisors Inc. bought a new stake in shares of Costco Wholesale in the 4th quarter valued at approximately $28,000. Entrust Financial LLC bought a new stake in shares of Costco Wholesale in the 4th quarter valued at approximately $31,000. Finally, Joseph Group Capital Management acquired a new position in shares of Costco Wholesale in the 4th quarter worth approximately $33,000. Institutional investors own 68.48% of the company’s stock.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco is expanding its ancillary business with the opening of its first standalone gas station in Mission Viejo, California, which reinforces the company’s ability to deepen member engagement and support traffic beyond warehouse sales. Costco’s first standalone gas station opens in Southern California
• Positive Sentiment: Coverage highlighting Costco’s cash generation and the possibility of a special dividend later in 2026 is likely supporting investor optimism, since such payouts can be a meaningful catalyst for shareholder returns. Costco’s Cash Pile Is Building. Is a Special Dividend Coming in the Second Half of 2026?
• Positive Sentiment: Investor interest is rising, with Costco showing up as a heavily searched stock on Zacks, suggesting traders are actively reassessing the name amid recent news flow. Investors Heavily Search Costco Wholesale Corporation (COST): Here is What You Need to Know
• Neutral Sentiment: Several articles continued to highlight Costco’s strong brand, membership model, and popular product assortments, but these were mostly commentary pieces rather than fresh catalysts. The rise of Costco: An iconic American brand with a fanatic following
• Neutral Sentiment: A director sale of 885 shares by Kenneth Denman was disclosed, but the transaction was relatively small versus his remaining holdings, so the signal is limited even if it adds some caution to sentiment. SEC filing for Kenneth D. Denman transaction
• Negative Sentiment: Insider selling can still weigh on shares near term, especially when investors are already focused on valuation and whether Costco’s growth premium is getting stretched. Insider Selling: Costco Wholesale (NASDAQ:COST) Director Sells 885 Shares of Stock

Analyst Ratings Changes

Several equities analysts recently commented on the company. Truist Financial raised their target price on Costco Wholesale from $977.00 to $1,011.00 and gave the stock a “hold” rating in a research report on Friday, May 29th. JPMorgan Chase & Co. increased their price objective on Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a research note on Friday, April 17th. TD Cowen reissued a “buy” rating and set a $1,175.00 price objective on shares of Costco Wholesale in a report on Wednesday, June 3rd. Sanford C. Bernstein boosted their target price on shares of 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. Finally, The Goldman Sachs Group upped their target price on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a report on Friday, May 29th. 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. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,061.45.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the stock in a transaction on 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 directly owned 4,779 shares in the company, valued at approximately $4,575,653.55. This trade represents a 15.62% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Trading Up 1.1%

COST opened at $952.54 on Friday. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,096.50. The stock has a market capitalization of $422.43 billion, a PE ratio of 47.91, a PEG ratio of 4.56 and a beta of 0.88. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17. The firm has a 50-day moving average price of $996.07 and a two-hundred day moving average price of $970.54.

Costco Wholesale (NASDAQ:COST) last announced its 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 return on equity of 28.04% and a net margin of 3.01%.The company had revenue of $70.53 billion for the quarter, compared to analyst estimates of $70.12 billion. During the same quarter in the previous year, the company posted $4.28 earnings per share. As a group, equities analysts anticipate that Costco Wholesale Corporation will post 20.38 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were issued a dividend of $1.47 per share. The ex-dividend date of this dividend was Friday, May 1st. This represents a $5.88 annualized dividend and a yield of 0.6%. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio (DPR) is currently 29.58%.

Costco Wholesale 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.