Warner Group LLC Boosts Stock Position in Costco Wholesale Corporation $COST

Warner Group LLC grew its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 100.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,088 shares of the retailer’s stock after purchasing an additional 544 shares during the quarter. Warner Group LLC’s holdings in Costco Wholesale were worth $1,018,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in Costco Wholesale in the fourth quarter worth approximately $27,000. Lifetime Wealth Management P.C. purchased a new position in shares of Costco Wholesale during the fourth quarter worth approximately $28,000. Mcguire Capital Advisors Inc. purchased a new position in shares of Costco Wholesale during the fourth quarter worth approximately $28,000. Entrust Financial LLC bought a new stake in shares of Costco Wholesale in the 4th quarter worth approximately $31,000. Finally, Joseph Group Capital Management bought a new stake in shares of Costco Wholesale in the 4th quarter worth approximately $33,000. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Stock Up 1.3%

Shares of NASDAQ COST opened at $961.85 on Friday. The firm’s fifty day moving average is $949.99 and its 200 day moving average is $981.44. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. The company has a market cap of $426.56 billion, a price-to-earnings ratio of 48.38, a PEG ratio of 4.52 and a beta of 0.87.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results 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 firm had revenue of $70.53 billion for the quarter, compared to analysts’ expectations 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 previous year, the company earned $4.28 EPS. On average, equities research analysts expect that Costco Wholesale Corporation will post 20.42 earnings per share for the current year.

Costco Wholesale Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were paid a $1.47 dividend. The ex-dividend date of this dividend was 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%.

Analyst Ratings Changes

Several equities analysts recently commented on COST shares. Weiss Ratings lowered shares of Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. BTIG Research reissued a “buy” rating and issued a $1,125.00 price target on shares of Costco Wholesale in a research note on Friday, May 29th. Mizuho set a $1,100.00 price target on shares of Costco Wholesale in a research report on Monday, June 1st. Truist Financial raised their price objective on Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a research note on Friday, May 29th. Finally, The Goldman Sachs Group lifted their price objective on 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 investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,059.53.

More Costco Wholesale News

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

• Positive Sentiment: Costco outperformed the broader market in the latest session, reflecting continued investor interest in its membership-based warehouse model and ability to attract value-conscious consumers. Costco Outpaces Stock Market Gains
• Positive Sentiment: Analysts remain moderately optimistic about Costco’s long-term prospects, while separate retail coverage identified Costco as one of several chains positioned for a potential earnings beat because of resilient demand, value offerings and digital growth. Wall Street Analysts on Costco Retail Stocks Poised for an Earnings Beat
• Positive Sentiment: Costco is expanding its assortment and customer appeal: BrightFarms’ locally grown salad greens are entering Atlanta-area warehouses, a reusable tote set is rolling out in West Coast stores and online, and Kirkland Signature chocolate chips have returned after a two-year absence. These launches may support traffic, customer loyalty and private-label engagement, although their direct financial impact is likely modest. BrightFarms Salad Greens at Costco Costco Reusable Tote Launch Kirkland Chocolate Chips Return
• Neutral Sentiment: Plans for seven new Costco locations in 2026 reinforce the company’s unit-growth strategy, but the stores will require time and investment before contributing materially to earnings. New Costco Locations in 2026
• Negative Sentiment: Costco’s premium valuation remains a risk for investors: the shares trade at a high earnings multiple, leaving less room for disappointment despite the favorable outlook. The latest reported quarter also narrowly missed the consensus EPS estimate, although revenue exceeded expectations.

Insider Transactions at Costco Wholesale

In related news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction dated Tuesday, June 23rd. The stock was 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 $4,575,653.55. The trade was a 15.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale Company 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.