Costco Wholesale Corporation $COST Shares Bought by Montag A & Associates Inc.

Montag A & Associates Inc. lifted its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 4.4% during the first quarter, HoldingsChannel reports. The institutional investor owned 15,029 shares of the retailer’s stock after purchasing an additional 640 shares during the period. Montag A & Associates Inc.’s holdings in Costco Wholesale were worth $14,975,000 as of its most recent filing with the SEC.

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

More Costco Wholesale News

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

• Positive Sentiment: Several articles highlighted Costco’s strong underlying business, including robust recent results, high membership renewal rates, and ongoing expansion initiatives such as digital and retail-media efforts that could support longer-term growth. Costco Wholesale (COST) Posts Strong Results, Is It Fully Priced?
• Positive Sentiment: Coverage also pointed to Costco’s scale advantage and continued sales momentum, with commentary noting fiscal 2025 revenue of about $275.24 billion and a Q3 FY2026 update that suggests the company’s growth engine is still working well. Costco’s $250 Billion Expansion Strategy Keeps Delivering Results
• Positive Sentiment: Analyst- and investor-focused articles remained constructive on Costco’s long-term compounding ability and its potential to expand into areas like retail media, reinforcing the view that the business still has multiple growth levers. Can Costco Stock Build a Meaningful Retail Media Business?
• Neutral Sentiment: Several pieces were largely commentary or retrospective pieces about Costco’s past returns, which may support sentiment but do not add new fundamental information for investors. If You’d Invested $10,000 in Costco 10 Years Ago, Here’s How Much You’d Have Today
• Negative Sentiment: One newly surfaced lawsuit alleges Costco sold Orgain protein supplements contaminated with heavy metals, creating a potential legal and reputational overhang even though the financial impact is still unclear. Hagens Berman: Consumer Lawsuit Against Costco Alleges Toxic Heavy Metals in Orgain Protein Supplements

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on COST. JPMorgan Chase & Co. boosted their price objective on Costco Wholesale from $1,060.00 to $1,110.00 and gave the company an “overweight” rating in a research report on Friday, April 17th. Oppenheimer increased their price objective on shares of Costco Wholesale from $1,100.00 to $1,160.00 and gave the stock an “outperform” rating in a report on Tuesday, May 19th. Mizuho set a $1,100.00 target price on shares of Costco Wholesale in a research note on Monday, June 1st. Daiwa Securities Group raised their price target on shares of Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a research note on Tuesday, March 10th. Finally, Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a research report on Monday, June 1st. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $1,061.45.

Insider Buying and Selling at Costco Wholesale

In related news, Director Kenneth D. Denman sold 885 shares of Costco Wholesale stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $957.45, for a total value of $847,343.25. Following the transaction, the director directly 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 legal filing with the SEC, which is available through this link. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale Stock Down 0.3%

COST stock opened at $947.50 on Wednesday. The firm’s 50-day moving average is $987.83 and its two-hundred day moving average is $974.59. The company has a market capitalization of $420.20 billion, a price-to-earnings ratio of 47.66, a price-to-earnings-growth ratio of 4.60 and a beta of 0.88. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50. 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 (NASDAQ:COST) last announced its 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 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 business earned $4.28 EPS. On average, analysts forecast that Costco Wholesale Corporation will post 20.38 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were paid a dividend of $1.47 per share. The ex-dividend date of this dividend was Friday, May 1st. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio 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.