IPG Investment Advisors LLC Decreases Stake in Costco Wholesale Corporation $COST

IPG Investment Advisors LLC reduced its position in Costco Wholesale Corporation (NASDAQ:COST) by 28.4% during the second quarter, HoldingsChannel reports. The fund owned 3,975 shares of the retailer’s stock after selling 1,574 shares during the quarter. IPG Investment Advisors LLC’s holdings in Costco Wholesale were worth $3,718,000 as of its most recent filing with the SEC.

Several other institutional investors have also added to or reduced their stakes in the business. Archford Capital Strategies LLC lifted its position in shares of Costco Wholesale by 33.0% during the second quarter. Archford Capital Strategies LLC now owns 5,353 shares of the retailer’s stock worth $5,008,000 after acquiring an additional 1,329 shares in the last quarter. Gemmer Asset Management LLC boosted its holdings in shares of Costco Wholesale by 5.0% in the second quarter. Gemmer Asset Management LLC now owns 1,342 shares of the retailer’s stock worth $1,255,000 after acquiring an additional 64 shares during the period. National Pension Service grew its position in shares of Costco Wholesale by 3.6% in the second quarter. National Pension Service now owns 966,727 shares of the retailer’s stock valued at $904,344,000 after purchasing an additional 33,151 shares in the last quarter. WINTON GROUP Ltd grew its position in shares of Costco Wholesale by 805.1% in the second quarter. WINTON GROUP Ltd now owns 4,960 shares of the retailer’s stock valued at $4,640,000 after purchasing an additional 4,412 shares in the last quarter. Finally, Cidel Asset Management Inc. raised its stake in shares of Costco Wholesale by 5.2% during the 2nd quarter. Cidel Asset Management Inc. now owns 2,825 shares of the retailer’s stock valued at $2,643,000 after purchasing an additional 139 shares during the period. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $901.35 on Wednesday. The stock has a market cap of $399.73 billion, a price-to-earnings ratio of 45.34, a PEG ratio of 3.83 and a beta of 0.86. 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 business has a 50-day simple moving average of $938.54 and a 200 day simple moving average of $973.21. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were given a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Friday, July 24th. Costco Wholesale’s dividend payout ratio (DPR) is 29.58%.

Insider Activity at Costco Wholesale

In other news, Director Kenneth 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 completion of the transaction, the director owned 4,779 shares of the company’s stock, 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.

Wall Street Analysts Forecast Growth

COST has been the topic of a number of recent research reports. Bank of America increased their price objective on Costco Wholesale from $1,185.00 to $1,200.00 and gave the stock a “buy” rating in a report on Friday, May 29th. HC Wainwright reiterated a “buy” rating on shares of Costco Wholesale in a research report on Monday, June 1st. TD Cowen reissued a “buy” rating and issued a $1,175.00 price target on shares of Costco Wholesale in a report on Wednesday, June 3rd. Citigroup initiated coverage on shares of Costco Wholesale in a research report on Thursday, June 18th. They issued a “neutral” rating and a $1,020.00 price objective for the company. Finally, Royal Bank Of Canada restated a “sector perform” rating on shares of Costco Wholesale in a research report on Tuesday. Twenty-two analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,056.03.

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco plans to open 10 new warehouses over the next two months, supporting long-term membership growth, sales expansion and geographic reach. Costco has 10 new stores opening in the next two months
• Positive Sentiment: E-commerce sales increased 17.9% in August and 20.9% for fiscal 2026, indicating that digital operations are becoming a meaningful additional growth engine alongside Costco’s warehouses. Costco’s E-commerce Momentum Keeps Its Growth Engine Running
• Neutral Sentiment: Costco is scheduled to report fiscal fourth-quarter results later this month, making upcoming sales, membership and margin trends important near-term catalysts. Should You Buy Costco Stock Before Sept. 24?
• Negative Sentiment: Costco nearly doubled the price of a 10-quart case of Kirkland Signature motor oil to $57.99 and limited purchases amid an oil-supply crunch. The move highlights inflationary pressure across consumer goods and could weigh on customer sentiment, even though higher prices may protect some revenue. Costco hikes motor oil prices and puts limits on how much members can buy
• Negative Sentiment: RBC expects higher fuel costs to pressure Costco’s core gross margin in the fourth quarter. Tariff refunds may offset much of the impact, but the mixed outlook reinforces concerns about near-term earnings quality. Costco Gross Margin Pressure From Higher Fuel Costs Likely to be Offset by Tariff Refunds, RBC Says

Costco Wholesale Company Profile

Costco Wholesale Corporation operates membership-based warehouse clubs that offer a broad selection of merchandise at generally competitive prices. Its product range includes groceries, fresh foods, apparel, appliances, electronics, furniture, jewelry, hardware, and seasonal goods, along with private-label products sold under the Kirkland Signature brand.

The company also provides a variety of ancillary services, including gasoline stations, pharmacies, optical centers, hearing-aid centers, food courts, tire centers, and travel services.