1,191 Shares in Costco Wholesale Corporation $COST Acquired by Foundry Financial LLC

Foundry Financial LLC purchased a new stake in Costco Wholesale Corporation (NASDAQ:COST) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 1,191 shares of the retailer’s stock, valued at approximately $1,187,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Palisade Asset Management LLC raised its stake in shares of Costco Wholesale by 1.4% in the 4th quarter. Palisade Asset Management LLC now owns 702 shares of the retailer’s stock valued at $605,000 after acquiring an additional 10 shares during the period. Graybill Wealth Management LTD. boosted its position in Costco Wholesale by 0.3% during the 4th quarter. Graybill Wealth Management LTD. now owns 3,194 shares of the retailer’s stock worth $2,754,000 after purchasing an additional 10 shares during the period. Wealth Effects LLC boosted its position in Costco Wholesale by 1.2% during the 1st quarter. Wealth Effects LLC now owns 874 shares of the retailer’s stock worth $871,000 after purchasing an additional 10 shares during the period. Lbmc Investment Advisors LLC increased its holdings in Costco Wholesale by 0.5% in the 4th quarter. Lbmc Investment Advisors LLC now owns 2,041 shares of the retailer’s stock valued at $1,760,000 after purchasing an additional 10 shares in the last quarter. Finally, Hughes Financial Services LLC increased its holdings in Costco Wholesale by 4.3% in the 3rd quarter. Hughes Financial Services LLC now owns 268 shares of the retailer’s stock valued at $245,000 after purchasing an additional 11 shares in the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the company’s stock in a transaction that occurred 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 of the company’s stock, valued at $4,575,653.55. This represents a 15.62% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale Stock Performance

Costco Wholesale stock opened at $952.54 on Monday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month 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 $422.43 billion, a price-to-earnings ratio of 47.91, a price-to-earnings-growth ratio of 4.61 and a beta of 0.88. The firm’s fifty day moving average price is $996.07 and its 200 day moving average price is $971.12.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 earnings per share 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 firm had revenue of $70.53 billion during the quarter, compared to analysts’ expectations of $70.12 billion. During the same period in the previous year, the company earned $4.28 earnings per share. On average, research analysts forecast that Costco Wholesale Corporation will post 20.38 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were paid a dividend of $1.47 per share. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s payout ratio is 29.58%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on COST. DA Davidson restated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, June 4th. Evercore set a $1,100.00 target price on Costco Wholesale in a research note on Monday, March 2nd. JPMorgan Chase & Co. raised their target price on Costco Wholesale from $1,060.00 to $1,110.00 and gave the company an “overweight” rating in a report on Friday, April 17th. Wells Fargo & Company boosted their price target on Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 9th. Finally, Jefferies Financial Group restated a “buy” rating and issued a $1,050.00 price target on shares of Costco Wholesale in a report on Thursday, March 5th. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,061.45.

More Costco Wholesale News

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

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.