Costco Wholesale Corporation $COST Shares Purchased by University of Texas Texas AM Investment Management Co.

University of Texas Texas AM Investment Management Co. boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 40.3% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,170 shares of the retailer’s stock after buying an additional 2,922 shares during the quarter. Costco Wholesale makes up 1.1% of University of Texas Texas AM Investment Management Co.’s holdings, making the stock its 14th biggest position. University of Texas Texas AM Investment Management Co.’s holdings in Costco Wholesale were worth $9,514,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in COST. Meyer Handelman Co. boosted its stake in shares of Costco Wholesale by 1.0% during the 2nd quarter. Meyer Handelman Co. now owns 1,655 shares of the retailer’s stock worth $1,549,000 after acquiring an additional 17 shares in the last quarter. One Day In July LLC grew its position in shares of Costco Wholesale by 4.0% during the 2nd quarter. One Day In July LLC now owns 1,220 shares of the retailer’s stock valued at $1,141,000 after acquiring an additional 47 shares during the period. BIP Wealth LLC increased its stake in shares of Costco Wholesale by 28.8% in the 2nd quarter. BIP Wealth LLC now owns 3,644 shares of the retailer’s stock valued at $3,409,000 after purchasing an additional 815 shares in the last quarter. Elyxium Wealth LLC increased its stake in shares of Costco Wholesale by 7.7% in the 2nd quarter. Elyxium Wealth LLC now owns 3,769 shares of the retailer’s stock valued at $3,526,000 after purchasing an additional 271 shares in the last quarter. Finally, Summit Global Investments raised its holdings in Costco Wholesale by 4.3% in the 2nd quarter. Summit Global Investments now owns 12,461 shares of the retailer’s stock worth $11,657,000 after purchasing an additional 510 shares during the period. Hedge funds and other institutional investors own 68.48% of the company’s stock.

More Costco Wholesale News

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

• Positive Sentiment: Medicare expansion creates a new growth opportunity. Costco is partnering with SCAN Group to offer Costco-branded Medicare Advantage and supplemental plans in select states. The initiative targets Costco’s large senior-member base and gives the company exposure to the approximately $600 billion Medicare market without requiring it to become a traditional insurer. Costco to Offer Medicare Plans for Older Adults
• Positive Sentiment: Costco raised its dividend by 13.1%. The increase reinforces the company’s strong cash-generation profile and may improve its appeal to income-oriented investors, although the stock’s high valuation limits its current dividend yield. Costco Just Upped Its Dividend
• Positive Sentiment: Additional monetization opportunities could support long-term growth. Analysts and commentators point to Costco’s retail-media business, AI-powered search capabilities and pharmacy operations as emerging growth engines alongside membership renewals, warehouse expansion and Kirkland Signature products. Costco Is Quietly Building Its Next Big Growth Engine
• Neutral Sentiment: Costco’s relative resilience compared with Walmart highlights its value proposition. Walmart reported weaker U.S. traffic and comparable-sales growth, while Costco was less affected, suggesting its membership model and perceived value may be helping it navigate consumer affordability pressures. Walmart Drops on Slow Same-Store Sales Growth
• Neutral Sentiment: A potential stock split is speculative. Costco shares have appreciated substantially since the prior 2-for-1 split 26 years ago. A future split could improve accessibility and trading liquidity, but it would not change the company’s underlying value or fundamentals. Costco Stock Split Analysis
• Negative Sentiment: Valuation and modest earnings pressure remain risks. Costco trades at a lofty earnings multiple, while its latest quarterly EPS narrowly missed estimates despite revenue exceeding expectations. That premium leaves less room for disappointment if membership growth, margins or consumer spending weaken.
• Negative Sentiment: The Medicare initiative will require execution. Entering a regulated, competitive insurance market could diversify revenue, but the pilot’s limited geographic rollout and potential healthcare-related complexity mean meaningful financial benefits may take time to develop. Costco Enters the Medicare Insurance Market

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and set a $1,120.00 price target on shares of Costco Wholesale in a research report on Thursday, August 6th. Guggenheim restated a “neutral” rating on shares of Costco Wholesale in a research report on Monday, June 1st. UBS Group upped their target price on Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a “buy” rating in a research note on Wednesday, May 20th. Sanford C. Bernstein increased their target price on Costco Wholesale from $1,192.00 to $1,194.00 and gave the company an “outperform” rating in a research report on Friday, May 29th. Finally, The Goldman Sachs Group lifted their price target on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the company a “buy” rating in a research note on Friday, May 29th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $1,059.53.

Costco Wholesale Trading Up 1.5%

COST stock opened at $947.74 on Friday. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The stock has a market cap of $420.30 billion, a price-to-earnings ratio of 47.67, a PEG ratio of 4.51 and a beta of 0.87. The business’s 50-day moving average is $947.14 and its 200 day moving average is $980.95.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.The firm had revenue of $70.53 billion for the quarter, compared to analysts’ expectations of $70.12 billion. During the same quarter last year, the firm posted $4.28 earnings per share. On average, sell-side analysts anticipate that Costco Wholesale Corporation will post 20.42 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were given 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 was Friday, July 24th. Costco Wholesale’s payout ratio is presently 29.58%.

Insider Activity at Costco Wholesale

In related news, Director Kenneth D. Denman sold 885 shares of the business’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 transaction of $847,343.25. Following the completion of the sale, the director directly owned 4,779 shares in the company, valued at approximately $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.10% of the company’s stock.

About Costco Wholesale

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.