Costco Wholesale Corporation $COST Stock Position Increased by Kintra Wealth LLC

Key Points

• Kintra Wealth increased its Costco position by 50.7% in the second quarter, bringing its holdings to 4,382 shares valued at approximately $4.2 million. Institutional investors collectively own 68.48% of Costco’s stock.
• Costco shares opened at $904.77, with a market capitalization of about $401.3 billion and a forward-looking valuation reflected in a P/E ratio of 45.51. The company pays a quarterly dividend of $1.47, equivalent to a 0.6% annual yield.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $1,056.03, although the elevated valuation and an eight-session decline in the stock present near-term risks.

Kintra Wealth LLC raised its position in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 50.7% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,382 shares of the retailer's stock after purchasing an additional 1,474 shares during the period. Kintra Wealth LLC's holdings in Costco Wholesale were worth $4,215,000 at the end of the most recent quarter.

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

Costco Wholesale Price Performance

COST opened at $904.77 on Monday. 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 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. The stock's fifty day moving average is $940.09 and its 200-day moving average is $974.42. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50.

Costco Wholesale Dividend Announcement

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

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

In other Costco Wholesale news, Director Kenneth Denman sold 885 shares of the business's 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 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 ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.10% of the company's stock.

Analyst Ratings Changes

COST has been the topic of a number of recent analyst reports. Royal Bank Of Canada began coverage on shares of Costco Wholesale in a research note on Monday, July 13th. They set a "sector perform" rating and a $1,000.00 price objective on the stock. HC Wainwright reiterated a "buy" rating on shares of Costco Wholesale in a research report on Monday, June 1st. TD Cowen reissued a "buy" rating and set a $1,175.00 target price on shares of Costco Wholesale in a research note on Wednesday, June 3rd. BTIG Research restated a "buy" rating and set a $1,125.00 price target on shares of Costco Wholesale in a research report on Thursday, September 3rd. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $1,091.00 price target 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 given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $1,056.03.

About Costco Wholesale

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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