Costco Wholesale Corporation $COST Shares Acquired by Ameritas Advisory Services LLC

Key Points

• Ameritas Advisory Services increased its Costco position by 55.8% in the second quarter, acquiring 2,899 additional shares for a total of 8,095 shares valued at approximately $7.57 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, resulting in a consensus “Moderate Buy” rating and an average price target of $1,056.03. However, Weiss Ratings downgraded the stock to Hold.
• Costco shares opened at $904.77 and trade at a high valuation, with a market capitalization of $401.25 billion and a P/E ratio of 45.51. The company recently paid a quarterly dividend of $1.47, equivalent to an annualized yield of 0.6%.

Ameritas Advisory Services LLC lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 55.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,095 shares of the retailer's stock after purchasing an additional 2,899 shares during the period. Ameritas Advisory Services LLC's holdings in Costco Wholesale were worth $7,573,000 at the end of the most recent reporting period.

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

Analyst Ratings Changes

COST has been the subject of several analyst reports. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $1,091.00 price objective on shares of Costco Wholesale in a research note on Friday, September 4th. Bank of America lifted their target price on Costco Wholesale from $1,185.00 to $1,200.00 and gave the company a "buy" rating in a research note on Friday, May 29th. Oppenheimer boosted their target price on Costco Wholesale from $1,100.00 to $1,160.00 and gave the company an "outperform" rating in a report on Tuesday, May 19th. Weiss Ratings cut Costco Wholesale from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, September 2nd. Finally, Mizuho set a $1,100.00 price target on Costco Wholesale in a report on Monday, June 1st. Twenty-two research 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, Costco Wholesale currently has a consensus rating of "Moderate Buy" and an average price target of $1,056.03.

Insider Activity at Costco Wholesale

In other Costco Wholesale 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 sale, the director directly owned 4,779 shares in the company, valued at approximately $4,575,653.55. The trade was a 15.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.10% of the company's stock.

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 Price Performance

Costco Wholesale stock opened at $904.77 on Monday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,096.50. The company has a market cap of $401.25 billion, a PE ratio of 45.51, a price-to-earnings-growth ratio of 3.77 and a beta of 0.86. The stock's 50 day moving average price is $940.09 and its 200 day moving average price is $974.42.

Costco Wholesale Dividend Announcement

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

Costco Wholesale 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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