Advisory Solutions Group LLC Purchases New Position in Costco Wholesale Corporation $COST

Key Points

• Advisory Solutions Group LLC purchased 1,508 Costco shares worth approximately $1.41 million in the second quarter. Institutional investors collectively own 68.48% of the company.
• Costco shares opened at $904.77, with a market capitalization of about $401.25 billion and a high valuation of 45.51 times earnings. The company paid a quarterly dividend of $1.47 per share, representing a 0.6% yield.
• Analyst sentiment remains positive, with 22 Buy, 12 Hold, and one Sell rating producing a consensus “Moderate Buy” and a $1,056.03 price target; meanwhile, director Kenneth Denman sold 885 shares for approximately $847,000.

Advisory Solutions Group LLC purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 1,508 shares of the retailer's stock, valued at approximately $1,411,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of Costco Wholesale by 12.3% in the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer's stock valued at $18,165,000 after purchasing an additional 2,172 shares during the period. Revolve Wealth Partners LLC lifted its position in Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer's stock valued at $1,029,000 after buying an additional 130 shares during the period. Sivia Capital Partners LLC lifted its position in Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer's stock valued at $3,814,000 after buying an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. boosted its holdings in shares of Costco Wholesale by 1.1% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer's stock valued at $2,089,000 after buying an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its position in shares of Costco Wholesale by 2.2% in the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer's stock worth $8,416,000 after buying an additional 182 shares during the period. Hedge funds and other institutional investors own 68.48% of the company's stock.

Insider Activity

In other news, Director Kenneth Denman sold 885 shares of the business's stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the completion of the sale, 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 legal filing with the SEC, which is available at this link. 0.10% of the stock is currently owned by insiders.

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $904.77 on Friday. The firm has a 50 day moving average of $940.09 and a 200 day moving average of $974.50. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17. The firm has a market capitalization of $401.25 billion, a price-to-earnings ratio of 45.51, a price-to-earnings-growth ratio of 3.77 and a beta of 0.86. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50.

Costco Wholesale Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were paid 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 (DPR) is currently 29.58%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. JPMorgan Chase & Co. lowered their price target on shares of Costco Wholesale from $1,110.00 to $1,100.00 and set an "overweight" rating for the company in a research report on Thursday, July 9th. HC Wainwright reaffirmed a "buy" rating on shares of Costco Wholesale in a research note on Monday, June 1st. Royal Bank Of Canada started coverage on shares of Costco Wholesale in a report on Monday, July 13th. They set a "sector perform" rating and a $1,000.00 target price for the company. Mizuho set a $1,100.00 price target on Costco Wholesale in a research report on Monday, June 1st. Finally, Guggenheim restated a "neutral" rating on shares of Costco Wholesale in a research note on Monday, June 1st. Twenty-two analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Costco Wholesale currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,056.03.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Costco’s recent August and fourth-quarter fiscal 2026 sales results supported an analyst upgrade from “hold” to “buy,” accompanied by a $1,030 price target. The data were viewed as evidence of resilient consumer demand and improving visibility into retail trends. Analyst upgrade following sales reports
• Positive Sentiment: Several analysts maintain substantially higher targets, including targets of $1,100 to $1,200, arguing that Costco’s membership model, recurring sales, and execution could support further valuation upside. Costco price prediction
• Positive Sentiment: Coverage highlights Costco’s ability to compete with Walmart and Amazon, while planned warehouse openings—including a reported $42 million Texas development and additional U.S. and Canadian locations—could expand its membership and sales base. Costco competition and growth
• Positive Sentiment: An Accenture survey suggests consumers may begin holiday shopping unusually early and spend more than in 2025, a potentially favorable backdrop for Costco’s seasonal merchandise and grocery sales. Holiday shopping outlook
• Neutral Sentiment: Brokerage coverage remains favorable overall, with Costco carrying an average “Moderate Buy” rating, but the stock’s elevated valuation means continued earnings and sales growth may be required to justify further gains. Costco brokerage rating
• Neutral Sentiment: New warehouse projects and relocations should support long-term expansion, although local traffic concerns around one planned location could delay or complicate development. Lee’s Summit Costco development
• Negative Sentiment: Costco shares have closed lower for eight consecutive sessions, raising concerns about a technical or valuation-driven correction despite strong operating results.
• Negative Sentiment: Recent insider activity consisted of two sales and no purchases, while reports that Costco is rationing motor oil point to potential product-availability and supply-chain pressures.

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.

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