Premier Path Wealth Partners LLC Has $4.46 Million Stake in Costco Wholesale Corporation $COST

Premier Path Wealth Partners LLC increased its position in Costco Wholesale Corporation (NASDAQ:COST) by 24.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,481 shares of the retailer’s stock after buying an additional 879 shares during the period. Premier Path Wealth Partners LLC’s holdings in Costco Wholesale were worth $4,465,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Granite Harbor Advisors Inc. lifted its stake in Costco Wholesale by 6.2% in the first quarter. Granite Harbor Advisors Inc. now owns 665 shares of the retailer’s stock valued at $663,000 after acquiring an additional 39 shares during the last quarter. Caliber Wealth Management LLC KS increased its stake in shares of Costco Wholesale by 7.5% during the 1st quarter. Caliber Wealth Management LLC KS now owns 719 shares of the retailer’s stock worth $717,000 after purchasing an additional 50 shares during the last quarter. Asset Planning Inc increased its stake in shares of Costco Wholesale by 0.5% during the 1st quarter. Asset Planning Inc now owns 7,415 shares of the retailer’s stock worth $7,389,000 after purchasing an additional 37 shares during the last quarter. Mayflower Financial Advisors LLC raised its holdings in shares of Costco Wholesale by 2.3% during the 1st quarter. Mayflower Financial Advisors LLC now owns 2,010 shares of the retailer’s stock valued at $2,003,000 after purchasing an additional 46 shares in the last quarter. Finally, 626 Financial LLC raised its holdings in shares of Costco Wholesale by 26.7% during the 1st quarter. 626 Financial LLC now owns 474 shares of the retailer’s stock valued at $472,000 after purchasing an additional 100 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Down 1.2%

Shares of COST stock opened at $935.47 on Wednesday. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50. The firm has a market cap of $414.86 billion, a PE ratio of 47.06, a price-to-earnings-growth ratio of 4.59 and a beta of 0.88. The stock has a 50 day moving average of $993.97 and a 200-day moving average of $971.96. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17.

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 the consensus estimate of $4.94 by ($0.01). The business had revenue of $70.53 billion during the quarter, compared to the consensus estimate of $70.12 billion. Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. During the same period in the prior year, the company posted $4.28 earnings per share. On average, equities analysts predict that Costco Wholesale Corporation will post 20.38 EPS for the current year.

Costco Wholesale Increases Dividend

The business also recently declared 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. The ex-dividend date of this dividend 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 currently 29.58%.

More Costco Wholesale News

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

• Positive Sentiment: Analysts highlighted Costco’s executive membership growth as a key earnings driver, saying richer fee income and a better sales mix could unlock more profit, with a China expansion opportunity adding longer-term upside. Costco’s Executive Penetration Could Unlock More Earnings
• Positive Sentiment: Several articles pointed to Costco’s strong post-earnings setup versus peers, noting robust revenue growth, sticky membership cash flow, and a resilient value proposition as households remain squeezed by inflation. Costco vs. Target: One Retailer Is A Much Stronger Buy In 2026
• Positive Sentiment: Costco is using AI to improve online search and product listings, and early results suggest digital traffic has roughly tripled, with strong conversion rates that could support e-commerce growth. Costco (COST) Is Using AI To Triple Digital Traffic And Lift Conversions
• Positive Sentiment: Costco was also named a top retail pick by Bernstein and described as a better buy than some peers because of its membership model and consistent execution. Costco Stock (COST) Crowned Top Retail Pick for the Rest of 2026 — Here’s Why
• Neutral Sentiment: Additional coverage discussed Costco’s ability to benefit from inflation and geopolitical supply pressures, but also warned that the stock’s valuation is already rich versus expected growth. Costco: Hormuz And Inflation Provide Momentum But Be Mindful Of The Valuation
• Negative Sentiment: Bearish commentary argued Costco’s slower growth profile may not justify its high earnings multiple, which is likely contributing to selling pressure. Costco Stock: Future 10 Percent And Decelerating Growth Rate Not Worth 50x Earnings
• Negative Sentiment: Another article was explicitly titled “More Pain To Come,” reinforcing concerns that investors may be rotating away from Costco despite its operational strengths. Costco Stock: More Pain To Come

Insiders Place Their Bets

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the firm’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the sale, the director directly owned 4,779 shares in the company, valued at $4,575,653.55. This trade represents a 15.62% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.10% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

COST has been the subject of several analyst reports. Jefferies Financial Group reaffirmed a “buy” rating and issued a $1,050.00 price objective on shares of Costco Wholesale in a research note on Thursday, March 5th. TD Cowen reissued a “buy” rating and set a $1,175.00 target price on shares of Costco Wholesale in a research report on Wednesday, June 3rd. 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. The Goldman Sachs Group upped their price target on Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Finally, HC Wainwright reissued a “buy” rating on shares of Costco Wholesale in a report on Monday, June 1st. Twenty-two equities research 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. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,061.45.

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.