764 Shares in Costco Wholesale Corporation $COST Purchased by Flatrock Wealth Partners LLC

Flatrock Wealth Partners LLC bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 764 shares of the retailer’s stock, valued at approximately $761,000.

A number of other institutional investors have also added to or reduced their stakes in COST. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of Costco Wholesale during the fourth quarter valued at approximately $27,000. Mcguire Capital Advisors Inc. bought a new position in Costco Wholesale in the fourth quarter worth approximately $28,000. Lifetime Wealth Management P.C. purchased a new stake in Costco Wholesale during the fourth quarter worth $28,000. Entrust Financial LLC bought a new stake in Costco Wholesale during the 4th quarter valued at $31,000. Finally, Joseph Group Capital Management purchased a new position in shares of Costco Wholesale in the 4th quarter valued at $33,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Costco Wholesale News Roundup

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

• Positive Sentiment: Several articles highlighted Costco’s strong underlying business, including robust recent results, high membership renewal rates, and ongoing expansion initiatives such as digital and retail-media efforts that could support longer-term growth. Costco Wholesale (COST) Posts Strong Results, Is It Fully Priced?
• Positive Sentiment: Coverage also pointed to Costco’s scale advantage and continued sales momentum, with commentary noting fiscal 2025 revenue of about $275.24 billion and a Q3 FY2026 update that suggests the company’s growth engine is still working well. Costco’s $250 Billion Expansion Strategy Keeps Delivering Results
• Positive Sentiment: Analyst- and investor-focused articles remained constructive on Costco’s long-term compounding ability and its potential to expand into areas like retail media, reinforcing the view that the business still has multiple growth levers. Can Costco Stock Build a Meaningful Retail Media Business?
• Neutral Sentiment: Several pieces were largely commentary or retrospective pieces about Costco’s past returns, which may support sentiment but do not add new fundamental information for investors. If You’d Invested $10,000 in Costco 10 Years Ago, Here’s How Much You’d Have Today
• Negative Sentiment: One newly surfaced lawsuit alleges Costco sold Orgain protein supplements contaminated with heavy metals, creating a potential legal and reputational overhang even though the financial impact is still unclear. Hagens Berman: Consumer Lawsuit Against Costco Alleges Toxic Heavy Metals in Orgain Protein Supplements

Costco Wholesale Stock Performance

Shares of Costco Wholesale stock opened at $947.50 on Wednesday. The company has a 50 day moving average price of $987.83 and a 200 day moving average price of $974.59. The firm has a market capitalization of $420.20 billion, a P/E ratio of 47.66, a PEG ratio of 4.60 and a beta of 0.88. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.The company had revenue of $70.53 billion for the quarter, compared to analysts’ expectations of $70.12 billion. During the same period in the prior year, the firm posted $4.28 EPS. Sell-side analysts expect that Costco Wholesale Corporation will post 20.38 EPS for the current year.

Costco Wholesale Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were issued a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Friday, May 1st. Costco Wholesale’s dividend payout ratio is presently 29.58%.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on COST. HC Wainwright reaffirmed a “buy” rating on shares of Costco Wholesale in a research report on Monday, June 1st. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Costco Wholesale from $1,104.00 to $1,106.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Weiss Ratings lowered shares of Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, June 23rd. Daiwa Securities Group raised their price target on shares of Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a report on Tuesday, March 10th. Finally, Bank of America boosted their price objective 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. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $1,061.45.

Insider Buying and Selling at Costco Wholesale

In related news, Director Kenneth D. Denman sold 885 shares of the company’s stock in a transaction 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 transaction, the director directly owned 4,779 shares of the company’s stock, valued at $4,575,653.55. This represents a 15.62% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.10% of the stock is owned by company insiders.

Costco Wholesale 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.