Generate Investment Management Ltd Buys 15,543 Shares of Costco Wholesale Corporation $COST

Generate Investment Management Ltd increased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 2,548.0% during the second quarter, Holdings Channel reports. The institutional investor owned 16,153 shares of the retailer’s stock after purchasing an additional 15,543 shares during the quarter. Generate Investment Management Ltd’s holdings in Costco Wholesale were worth $15,111,000 as of its most recent filing with the Securities & Exchange Commission.

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

Insider Buying and Selling at Costco Wholesale

In other news, Director Kenneth D. Denman sold 885 shares of the firm’s 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 completion of the sale, the director directly owned 4,779 shares in the company, valued at approximately $4,575,653.55. This trade represents a 15.62% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on COST. Oppenheimer lifted their price target on shares of Costco Wholesale from $1,100.00 to $1,160.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 19th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $1,120.00 price objective on shares of Costco Wholesale in a research note on Thursday, August 6th. Citigroup started coverage on shares of Costco Wholesale in a research report on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 target price on the stock. TD Cowen reissued a “buy” rating and issued a $1,175.00 price target on shares of Costco Wholesale in a research report on Wednesday, June 3rd. Finally, The Goldman Sachs Group raised their price target on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,059.53.

Costco Wholesale Stock Up 1.3%

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

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The business had revenue of $70.53 billion for the quarter, compared to analyst estimates of $70.12 billion. During the same period in the prior year, the business earned $4.28 earnings per share. Equities research analysts predict that Costco Wholesale Corporation will post 20.42 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were issued 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 dividend payout ratio is presently 29.58%.

Costco Wholesale News Summary

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.

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.