Compass Financial Management LLC Purchases New Stake in Costco Wholesale Corporation $COST

Key Points

• Compass Financial Management LLC acquired 4,787 Costco shares during the second quarter, valued at approximately $4.5 million. Institutional investors and hedge funds collectively own 68.48% of the company.
• Analyst sentiment remains broadly positive, with 22 Buy, 12 Hold, and one Sell rating. Costco has a “Moderate Buy” consensus rating and an average price target of $1,056.03, while several firms raised targets as high as $1,200.
• Costco shares opened at $904.77, below both their 50-day and 200-day moving averages, while the company maintains a quarterly dividend of $1.47, equivalent to a 0.6% annual yield. A director also sold 885 shares, reducing his position by 15.62%.

Compass Financial Management LLC acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 4,787 shares of the retailer's stock, valued at approximately $4,502,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of Costco Wholesale in the fourth quarter valued at about $27,000. Lifetime Wealth Management P.C. purchased a new position in Costco Wholesale during the fourth quarter worth about $28,000. C M Bidwell & Associates Ltd. purchased a new position in Costco Wholesale during the second quarter worth about $28,000. Mcguire Capital Advisors Inc. acquired a new position in Costco Wholesale in the 4th quarter valued at about $28,000. Finally, Burk Holdings LLC purchased a new stake in shares of Costco Wholesale in the 2nd quarter valued at approximately $30,000. Institutional investors and hedge funds own 68.48% of the company's stock.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on COST. Bank of America raised their price target on shares of Costco Wholesale from $1,185.00 to $1,200.00 and gave the stock a "buy" rating in a report on Friday, May 29th. BTIG Research restated a "buy" rating and issued a $1,125.00 target price on shares of Costco Wholesale in a research report on Thursday, September 3rd. Weiss Ratings lowered Costco Wholesale from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, September 2nd. Oppenheimer increased their price target on Costco Wholesale from $1,100.00 to $1,160.00 and gave the stock an "outperform" rating in a report on Tuesday, May 19th. Finally, The Goldman Sachs Group raised their price objective on Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a "buy" rating in a research report on Friday, May 29th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price 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.

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, Director Kenneth Denman sold 885 shares of the stock in a transaction that occurred 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 sale, the director directly owned 4,779 shares in the company, valued at $4,575,653.55. This represents a 15.62% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.10% of the company's stock.

Costco Wholesale Price Performance

COST stock opened at $904.77 on Friday. The business's fifty day moving average price is $940.09 and its 200 day moving average price is $974.50. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month 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. The company has a market capitalization of $401.25 billion, a PE ratio of 45.51, a P/E/G ratio of 3.77 and a beta of 0.86.

Costco Wholesale Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were paid a $1.47 dividend. The ex-dividend date of this dividend was Friday, July 24th. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. Costco Wholesale's dividend payout ratio (DPR) is presently 29.58%.

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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