WINTON GROUP Ltd Boosts Stock Position in Costco Wholesale Corporation $COST

Key Points

• WINTON GROUP Ltd increased its Costco position by 805.1% in the second quarter, ending with 4,960 shares valued at approximately $4.64 million. Institutional investors collectively own 68.48% of Costco’s stock.
• Analyst sentiment remains favorable, with 22 Buy, 12 Hold, and one Sell rating. Costco has a consensus “Moderate Buy” rating and an average price target of $1,056.03.
• Costco shares opened at $901.35, below their 50-day and 200-day moving averages, while the company maintains a quarterly dividend of $1.47 per share, representing a 0.7% yield.

WINTON GROUP Ltd raised its holdings in Costco Wholesale Corporation (NASDAQ:COST - Free Report) by 805.1% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,960 shares of the retailer's stock after purchasing an additional 4,412 shares during the period. WINTON GROUP Ltd's holdings in Costco Wholesale were worth $4,640,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in COST. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in shares of Costco Wholesale in the fourth quarter worth $27,000. Lifetime Wealth Management P.C. bought a new position in Costco Wholesale during the 4th quarter valued at $28,000. C M Bidwell & Associates Ltd. bought a new position in Costco Wholesale during the 2nd quarter valued at $28,000. Burk Holdings LLC acquired a new position in Costco Wholesale during the 2nd quarter worth $30,000. Finally, Manning & Napier Advisors LLC acquired a new position in Costco Wholesale during the 2nd quarter worth $30,000. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on COST. Truist Financial upped their target price on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the company a "hold" rating in a research note on Friday, May 29th. 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. Bank of America lifted their price target on 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. Sanford C. Bernstein set a $1,144.00 price objective on Costco Wholesale in a report on Friday, September 4th. Finally, Mizuho set a $1,100.00 price objective on Costco Wholesale in a research note on Monday, June 1st. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $1,056.03.

Insiders Place Their Bets

In other Costco Wholesale news, Director Kenneth Denman sold 885 shares of the firm'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 of the company's stock, valued at $4,575,653.55. This trade represents a 15.62% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.10% of the stock is currently owned by company insiders.

Costco Wholesale Stock Down 1.9%

Shares of NASDAQ:COST opened at $901.35 on Wednesday. The company's fifty day moving average is $938.54 and its two-hundred day moving average is $973.21. 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 1-year low of $844.06 and a 1-year high of $1,096.50. The stock has a market capitalization of $399.73 billion, a price-to-earnings ratio of 45.34, a price-to-earnings-growth ratio of 3.83 and a beta of 0.86.

Costco Wholesale Dividend Announcement

The firm also recently disclosed 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. The ex-dividend date was Friday, July 24th. This represents a $5.88 annualized dividend and a yield of 0.7%. Costco Wholesale's dividend payout ratio is 29.58%.

More Costco Wholesale News

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

• Positive Sentiment: Costco plans to open 10 new warehouses over the next two months, supporting long-term membership growth, sales expansion and geographic reach. Costco has 10 new stores opening in the next two months
• Positive Sentiment: E-commerce sales increased 17.9% in August and 20.9% for fiscal 2026, indicating that digital operations are becoming a meaningful additional growth engine alongside Costco’s warehouses. Costco's E-commerce Momentum Keeps Its Growth Engine Running
• Neutral Sentiment: Costco is scheduled to report fiscal fourth-quarter results later this month, making upcoming sales, membership and margin trends important near-term catalysts. Should You Buy Costco Stock Before Sept. 24?
• Negative Sentiment: Costco nearly doubled the price of a 10-quart case of Kirkland Signature motor oil to $57.99 and limited purchases amid an oil-supply crunch. The move highlights inflationary pressure across consumer goods and could weigh on customer sentiment, even though higher prices may protect some revenue. Costco hikes motor oil prices and puts limits on how much members can buy
• Negative Sentiment: RBC expects higher fuel costs to pressure Costco’s core gross margin in the fourth quarter. Tariff refunds may offset much of the impact, but the mixed outlook reinforces concerns about near-term earnings quality. Costco Gross Margin Pressure From Higher Fuel Costs Likely to be Offset by Tariff Refunds, RBC Says

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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