Fox Hill Wealth Management Makes New Investment in Costco Wholesale Corporation $COST

Key Points

• Fox Hill Wealth Management purchased 2,585 Costco shares worth approximately $2.42 million in the second quarter. Institutional investors collectively own 68.48% of the company.
• Analysts maintain a generally positive outlook, with 21 Buy, 12 Hold, and one Sell rating; the consensus rating is Moderate Buy with a target price of $1,056.90.
• Costco’s shares opened at $915.74, within a 52-week range of $844.06 to $1,096.50. The company pays a quarterly dividend of $1.47 per share, representing a 0.6% yield.

Fox Hill Wealth Management purchased a new stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,585 shares of the retailer's stock, valued at approximately $2,418,000.

Other large investors have also recently modified their holdings of the company. Bank of America Corp DE bought a new position in Costco Wholesale during the 2nd quarter worth $6,781,946,000. Diamant Asset Management Inc. grew its position in shares of Costco Wholesale by 99,278.0% in the 1st quarter. Diamant Asset Management Inc. now owns 6,726,899 shares of the retailer's stock valued at $672,690,000 after buying an additional 6,720,130 shares during the last quarter. Norges Bank bought a new stake in shares of Costco Wholesale in the 4th quarter valued at about $5,195,415,000. Corient Private Wealth LLC increased its stake in shares of Costco Wholesale by 838.9% in the fourth quarter. Corient Private Wealth LLC now owns 6,125,405 shares of the retailer's stock valued at $5,282,182,000 after buying an additional 5,472,968 shares during the period. Finally, Legal & General Group Plc acquired a new stake in shares of Costco Wholesale in the second quarter valued at about $2,362,188,000. Institutional investors own 68.48% of the company's stock.

Insider Transactions at Costco Wholesale

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 transaction, the director 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on COST shares. Oppenheimer lifted their price objective on Costco Wholesale from $1,100.00 to $1,160.00 and gave the stock an "outperform" rating in a research note on Tuesday, May 19th. Mizuho set a $1,100.00 target price on shares of Costco Wholesale in a research report on Monday, June 1st. TD Cowen restated a "buy" rating and issued a $1,175.00 price target on shares of Costco Wholesale in a research report on Wednesday, June 3rd. DA Davidson reaffirmed a "neutral" rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, September 3rd. Finally, Weiss Ratings cut shares of Costco Wholesale from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, September 2nd. Twenty-one analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $1,056.90.

Costco Wholesale Stock Performance

NASDAQ:COST opened at $915.74 on Tuesday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. The firm has a market cap of $406.11 billion, a PE ratio of 46.06, a price-to-earnings-growth ratio of 3.80 and a beta of 0.86. The business has a 50 day moving average price of $942.96 and a 200-day moving average price of $976.78.

Costco Wholesale Dividend Announcement

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

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Strong fourth-quarter sales: Costco’s fourth-quarter net sales increased 11.3% year over year to $93.9 billion. Digitally enabled comparable sales rose 19.5%, substantially outpacing overall growth and highlighting continued momentum in e-commerce and omnichannel shopping. Costco's Q4 Sales Rise 11.3% as Digital Momentum Remains Strong
• Positive Sentiment: August sales remained robust: Costco reported a 9.9% year-over-year increase in August sales, driven by strong U.S. comparable-store performance and record digital growth. The update gives investors further evidence that membership and customer traffic remain resilient. Costco Reports Double-Digit Growth in August 2026 Sales
• Neutral Sentiment: Holiday closures are routine: Costco closed its U.S. warehouses for Labor Day, consistent with its long-standing policy of shutting stores on seven holidays annually. The practice may reinforce the company’s employee-focused culture but has no meaningful near-term earnings impact. Most national retailers close on 2 holidays. Costco shuts down for 7.
• Neutral Sentiment: Membership loyalty remains a theme: Coverage of members with decades-long Costco relationships underscores the strength of the retailer’s recurring membership model, though it provides limited new financial information. What Happens If You Are A Costco Member For Over 40 Years?
• Negative Sentiment: Supplier relationship risk: The loss of a Costco distribution deal contributed to a functional-beverage company’s Chapter 11 filing. This is not a direct financial threat to Costco, but it highlights the importance—and potential volatility—of major retail partnerships. Loss of Costco deal helps push beverage brand into Chapter 11

Costco Wholesale Company Profile

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company's product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco's business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.

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