Markowski Investments Makes New $2.12 Million Investment in Costco Wholesale Corporation $COST

Key Points

• Markowski Investments purchased 2,265 Costco shares worth approximately $2.12 million in the second quarter. Institutional investors collectively own 68.48% of Costco’s stock.
• Analyst sentiment remains positive, with a “Moderate Buy” consensus and an average price target of $1,056.03, supported by resilient sales, Costco’s membership model and planned warehouse expansion.
• Despite strong fundamentals, Costco trades at a high valuation and has declined for eight consecutive sessions. The company recently paid a quarterly dividend of $1.47, equivalent to a 0.6% annual yield.

Markowski Investments purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 2,265 shares of the retailer's stock, valued at approximately $2,119,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in shares of Costco Wholesale in the 4th quarter valued at about $27,000. Lifetime Wealth Management P.C. bought a new position in Costco Wholesale during the 4th quarter worth approximately $28,000. C M Bidwell & Associates Ltd. purchased a new position in Costco Wholesale in the 2nd quarter worth approximately $28,000. Mcguire Capital Advisors Inc. purchased a new position in Costco Wholesale in the 4th quarter worth approximately $28,000. Finally, Burk Holdings LLC bought a new stake in Costco Wholesale in the second quarter valued at approximately $30,000. 68.48% of the stock is owned by institutional investors.

Key Headlines Impacting 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 Stock Performance

Shares of COST opened at $904.77 on Friday. 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 one year low of $844.06 and a one year high of $1,096.50. The company has a 50-day simple moving average of $940.09 and a two-hundred day simple moving average of $974.50. The firm has a market capitalization 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.

Costco Wholesale Announces Dividend

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

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on COST shares. DA Davidson reissued a "neutral" rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, September 3rd. Bank of America lifted their target price on shares of Costco Wholesale from $1,185.00 to $1,200.00 and gave the stock a "buy" rating in a research note on Friday, May 29th. HC Wainwright reiterated a "buy" rating on shares of Costco Wholesale in a report on Monday, June 1st. Royal Bank Of Canada initiated coverage on shares of Costco Wholesale in a research report on Monday, July 13th. They set a "sector perform" rating and a $1,000.00 price target for the company. Finally, Deutsche Bank Aktiengesellschaft reissued a "buy" rating and issued a $1,091.00 price target on shares of Costco Wholesale in a report on Friday, September 4th. Twenty-two equities research 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 MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $1,056.03.

Insider Activity

In other news, Director Kenneth Denman sold 885 shares of the firm's stock in a transaction that occurred on Tuesday, June 23rd. The stock was 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 in the company, valued at $4,575,653.55. This trade represents a 15.62% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.10% of the company's stock.

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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