Focused Wealth Management Inc increased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 372.7% during the 1st quarter, Holdings Channel reports. The institutional investor owned 1,262 shares of the retailer’s stock after purchasing an additional 995 shares during the period. Focused Wealth Management Inc’s holdings in Costco Wholesale were worth $1,258,000 as of its most recent SEC filing.
Other hedge funds also recently added to or reduced their stakes in the company. Lbmc Investment Advisors LLC raised its position in shares of 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 during the last quarter. Graybill Wealth Management LTD. grew 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 last quarter. Palisade Asset Management LLC grew its position in Costco Wholesale by 1.4% during the 4th quarter. Palisade Asset Management LLC now owns 702 shares of the retailer’s stock worth $605,000 after purchasing an additional 10 shares during the last quarter. Graney & King LLC increased its stake in Costco Wholesale by 6.8% during the 2nd quarter. Graney & King LLC now owns 173 shares of the retailer’s stock valued at $171,000 after purchasing an additional 11 shares in the last quarter. Finally, Seneschal Advisors LLC raised its holdings in shares of Costco Wholesale by 0.4% in the second quarter. Seneschal Advisors LLC now owns 3,142 shares of the retailer’s stock worth $3,110,000 after buying an additional 11 shares during the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.
Insider Buying and Selling at Costco Wholesale
In other 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 value of $847,343.25. Following the completion of the transaction, the director owned 4,779 shares of the company’s stock, valued at $4,575,653.55. The trade was a 15.62% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 0.10% of the company’s stock.
Wall Street Analysts Forecast Growth
Read Our Latest Research Report on COST
More Costco Wholesale News
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Several bullish articles highlighted Costco’s resilient membership model, strong sales growth, high renewal rates, and ongoing global expansion, reinforcing the view that the business remains fundamentally solid. Costco Just Posted 12% Sales Growth and 92% Membership Renewals, and the Stock Fell Anyway. Is This the Buy-the-Dip Moment?
- Positive Sentiment: Analysts and commentary pieces suggested Costco may have further upside, with some citing a path back toward $1,000 per share and broader appeal as a defensive retailer in volatile markets. Costco Stock Price Prediction: A Path to $1,000 and Double-Digit Upside
- Positive Sentiment: Coverage around Costco’s cash generation raised the possibility of another special dividend later in 2026, which could be an additional catalyst for income-focused investors. Costco’s Cash Pile Is Building. Is a Special Dividend Coming in the Second Half of 2026?
- Neutral Sentiment: Costco was also mentioned in store-opening and local expansion stories, which point to continued growth but do not appear to be major immediate stock catalysts. Costco is opening 2 new locations this week. See where
- Neutral Sentiment: A director, Kenneth D. Denman, sold 885 shares in a disclosed SEC filing. The sale was relatively small versus his remaining stake, but insider selling can still weigh on sentiment. SEC filing for Kenneth D. Denman transaction
- Neutral Sentiment: Short-interest data showed no meaningful short position in the shares, so this report does not suggest a major bearish thesis.
- Negative Sentiment: Broader market commentary noted Costco’s stock has been under pressure recently despite solid fundamentals, suggesting valuation concerns and profit-taking may be limiting near-term upside. Costco Just Posted 12% Sales Growth and 92% Membership Renewals, and the Stock Fell Anyway. Is This the Buy-the-Dip Moment?
Costco Wholesale Stock Down 2.0%
NASDAQ:COST opened at $942.24 on Friday. The firm has a market capitalization of $417.86 billion, a P/E ratio of 47.40, a PEG ratio of 4.65 and a beta of 0.88. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,096.50. The company’s fifty day moving average price is $996.71 and its 200-day moving average price is $970.66. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61.
Costco Wholesale (NASDAQ:COST – Get Free Report) last posted 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). The business had revenue of $70.53 billion for the quarter, compared to analyst estimates of $70.12 billion. Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. During the same quarter in the prior year, the firm earned $4.28 earnings per share. As a group, equities research analysts anticipate that Costco Wholesale Corporation will post 20.38 EPS for the current year.
Costco Wholesale Increases Dividend
The business 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 represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Friday, May 1st. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio (DPR) is 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.
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Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).
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