Costco Wholesale Corporation $COST Shares Bought by Archford Capital Strategies LLC

Key Points

• Archford Capital Strategies increased its Costco stake by 33% in the second quarter, bringing its holdings to 5,353 shares valued at approximately $5.0 million. Institutional investors collectively own 68.48% of the company.
• Analysts remain broadly positive, with 22 Buy ratings, 12 Holds and one Sell; Costco has a “Moderate Buy” consensus and an average price target of $1,056.03.
• Costco shares opened at $901.35, down 1.9%, while the company continues to pay a quarterly dividend of $1.47, equivalent to a 0.7% annualized yield. Near-term concerns include higher fuel costs and potential gross-margin pressure.

Archford Capital Strategies LLC boosted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 33.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,353 shares of the retailer's stock after purchasing an additional 1,329 shares during the quarter. Archford Capital Strategies LLC's holdings in Costco Wholesale were worth $5,008,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in the business. Gemmer Asset Management LLC grew its holdings in shares of Costco Wholesale by 5.0% during the second quarter. Gemmer Asset Management LLC now owns 1,342 shares of the retailer's stock valued at $1,255,000 after buying an additional 64 shares in the last quarter. National Pension Service raised its holdings in shares of Costco Wholesale by 3.6% during the second quarter. National Pension Service now owns 966,727 shares of the retailer's stock worth $904,344,000 after acquiring an additional 33,151 shares in the last quarter. WINTON GROUP Ltd raised its holdings in shares of Costco Wholesale by 805.1% during the second quarter. WINTON GROUP Ltd now owns 4,960 shares of the retailer's stock worth $4,640,000 after acquiring an additional 4,412 shares in the last quarter. Cidel Asset Management Inc. boosted its position in Costco Wholesale by 5.2% during the second quarter. Cidel Asset Management Inc. now owns 2,825 shares of the retailer's stock valued at $2,643,000 after purchasing an additional 139 shares during the last quarter. Finally, Summit Financial Strategies Inc. boosted its position in Costco Wholesale by 3.2% during the second quarter. Summit Financial Strategies Inc. now owns 421 shares of the retailer's stock valued at $394,000 after purchasing an additional 13 shares during the last quarter. Institutional investors own 68.48% of the company's stock.

Analysts Set New Price Targets

Several brokerages have weighed in on COST. JPMorgan Chase & Co. dropped their target price on Costco Wholesale from $1,110.00 to $1,100.00 and set an "overweight" rating on the stock in a research report on Thursday, July 9th. Truist Financial raised their price target on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the company a "hold" rating in a report on Friday, May 29th. Citigroup started coverage on shares of Costco Wholesale in a research note on Thursday, June 18th. They issued a "neutral" rating and a $1,020.00 price objective for the company. TD Cowen reiterated a "buy" rating and issued a $1,175.00 price objective on shares of Costco Wholesale in a report on Wednesday, June 3rd. Finally, Deutsche Bank Aktiengesellschaft reissued a "buy" rating and set a $1,091.00 target price on shares of Costco Wholesale in a research report on Friday, September 4th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Costco Wholesale has an average rating of "Moderate Buy" and an average price target of $1,056.03.

Costco Wholesale Trading Down 1.9%

Shares of COST stock opened at $901.35 on Wednesday. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The stock has a market cap of $399.73 billion, a price-to-earnings ratio of 45.34, a P/E/G ratio of 3.83 and a beta of 0.86. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The firm has a fifty day moving average of $938.54 and a 200-day moving average of $973.21.

Costco Wholesale Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, August 7th. Investors 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 dividend on an annualized basis and a yield of 0.7%. Costco Wholesale's payout ratio is presently 29.58%.

Key Costco Wholesale News

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

• Positive Sentiment: Costco plans to open 10 new warehouses over the next two months, supporting long-term membership growth, sales expansion and geographic reach. Costco has 10 new stores opening in the next two months
• Positive Sentiment: E-commerce sales increased 17.9% in August and 20.9% for fiscal 2026, indicating that digital operations are becoming a meaningful additional growth engine alongside Costco’s warehouses. Costco's E-commerce Momentum Keeps Its Growth Engine Running
• Neutral Sentiment: Costco is scheduled to report fiscal fourth-quarter results later this month, making upcoming sales, membership and margin trends important near-term catalysts. Should You Buy Costco Stock Before Sept. 24?
• Negative Sentiment: Costco nearly doubled the price of a 10-quart case of Kirkland Signature motor oil to $57.99 and limited purchases amid an oil-supply crunch. The move highlights inflationary pressure across consumer goods and could weigh on customer sentiment, even though higher prices may protect some revenue. Costco hikes motor oil prices and puts limits on how much members can buy
• Negative Sentiment: RBC expects higher fuel costs to pressure Costco’s core gross margin in the fourth quarter. Tariff refunds may offset much of the impact, but the mixed outlook reinforces concerns about near-term earnings quality. Costco Gross Margin Pressure From Higher Fuel Costs Likely to be Offset by Tariff Refunds, RBC Says

Insider Transactions at Costco Wholesale

In related news, Director Kenneth Denman sold 885 shares of the stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the completion of the transaction, the director owned 4,779 shares of the company's stock, valued at $4,575,653.55. This represents a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.10% of the stock is owned by company insiders.

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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