Livforsakringsbolaget Skandia Omsesidigt Takes $4.55 Million Position in Costco Wholesale Corporation $COST

Key Points

• Livförsäkringsbolaget Skandia Omsesidigt acquired 4,871 Costco shares worth approximately $4.55 million in the second quarter. Institutional investors and hedge funds collectively own 68.48% of Costco’s stock.
• Costco reported strong sales momentum, with fourth-quarter net sales up 11.3% to $93.9 billion and digitally enabled comparable sales rising 19.5%; August sales also increased 9.9% year over year.
• Analysts maintain a generally positive outlook, with Costco rated “Moderate Buy” and a consensus price target of $1,056.90, although the stock trades at a high P/E ratio of 46.06 and recently stood at $915.74.

Livforsakringsbolaget Skandia Omsesidigt acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 4,871 shares of the retailer's stock, valued at approximately $4,555,000.

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

Costco Wholesale News Summary

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

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on COST. 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. TD Cowen reaffirmed a "buy" rating and issued a $1,175.00 price target on shares of Costco Wholesale in a report on Wednesday, June 3rd. Roth Capital increased their price target on shares of Costco Wholesale from $769.00 to $781.00 and gave the company a "sell" rating in a research note on Friday, May 29th. Truist Financial raised their price objective on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the stock a "hold" rating in a report on Friday, May 29th. Finally, Guggenheim restated a "neutral" rating on shares of Costco Wholesale in a research report on Monday, June 1st. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Costco Wholesale has an average rating of "Moderate Buy" and a consensus price target of $1,056.90.

Insider Buying and Selling

In other Costco Wholesale news, Director Kenneth Denman sold 885 shares of Costco Wholesale stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $957.45, for a total transaction of $847,343.25. Following the transaction, the director owned 4,779 shares of the company's stock, valued at $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale Price Performance

COST opened at $915.74 on Tuesday. The business's 50-day simple moving average is $942.96 and its 200-day simple moving average is $976.78. 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 one year low of $844.06 and a one year high of $1,096.50. The stock has a market capitalization of $406.11 billion, a P/E ratio of 46.06, a price-to-earnings-growth ratio of 3.80 and a beta of 0.86.

Costco Wholesale Dividend Announcement

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

About Costco Wholesale

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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