Maxele Advisors LLC Makes New Investment in Costco Wholesale Corporation $COST

Maxele Advisors LLC purchased a new stake in Costco Wholesale Corporation (NASDAQ:COST - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 1,328 shares of the retailer's stock, valued at approximately $1,242,000. Costco Wholesale accounts for about 0.9% of Maxele Advisors LLC's holdings, making the stock its 17th biggest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. World Investment Advisors increased its position in shares of Costco Wholesale by 8.4% in the fourth quarter. World Investment Advisors now owns 20,081 shares of the retailer's stock valued at $15,835,000 after buying an additional 1,560 shares in the last quarter. Sarasin & Partners LLP boosted its position in shares of Costco Wholesale by 6.9% in the 2nd quarter. Sarasin & Partners LLP now owns 214,194 shares of the retailer's stock worth $200,372,000 after buying an additional 13,795 shares in the last quarter. Perryman Financial Advisory Inc. AD purchased a new stake in shares of Costco Wholesale in the 4th quarter worth about $9,300,000. Hyperion Asset Management Ltd grew its stake in Costco Wholesale by 9.0% in the 2nd quarter. Hyperion Asset Management Ltd now owns 68,762 shares of the retailer's stock valued at $64,325,000 after acquiring an additional 5,656 shares during the last quarter. Finally, Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust acquired a new stake in Costco Wholesale in the 4th quarter valued at about $5,813,000. Institutional investors and hedge funds own 68.48% of the company's stock.

Wall Street Analyst Weigh In

COST has been the subject of a number of research reports. TD Cowen restated a "buy" rating and set a $1,175.00 target price on shares of Costco Wholesale in a research 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 report on Friday, May 29th. 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 for the company. Mizuho set a $1,100.00 target price on Costco Wholesale in a research note on Monday, June 1st. Finally, Deutsche Bank Aktiengesellschaft reiterated a "buy" rating and set a $1,091.00 target price on shares of Costco Wholesale in a report on Friday. Twenty-one 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 company's stock. Based on data from MarketBeat, Costco Wholesale currently has a consensus rating of "Moderate Buy" and an average price target of $1,056.90.

Costco Wholesale Stock Performance

Shares of NASDAQ COST opened at $915.74 on Tuesday. The company 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. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61. The company has a 50-day simple moving average of $942.96 and a 200-day simple moving average of $976.78.

Costco Wholesale Announces Dividend

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

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 shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the completion of the sale, the director directly owned 4,779 shares of the company's stock, valued at approximately $4,575,653.55. The trade was a 15.62% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.10% of the company's stock.

Key Headlines 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

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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