Montag A & Associates Inc. Increases Position in Costco Wholesale Corporation $COST

Montag A & Associates Inc. boosted its position in Costco Wholesale Corporation (NASDAQ:COST) by 4.4% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 15,029 shares of the retailer’s stock after acquiring an additional 640 shares during the period. Montag A & Associates Inc.’s holdings in Costco Wholesale were worth $14,975,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new stake in shares of Costco Wholesale in the fourth quarter valued at $27,000. Lifetime Wealth Management P.C. acquired a new position in Costco Wholesale in the fourth quarter valued at $28,000. Mcguire Capital Advisors Inc. purchased a new position in Costco Wholesale during the fourth quarter worth about $28,000. Entrust Financial LLC acquired a new stake in Costco Wholesale in the 4th quarter worth about $31,000. Finally, Joseph Group Capital Management acquired a new stake in Costco Wholesale in the 4th quarter worth about $33,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research analysts have recently commented on COST shares. DA Davidson reaffirmed a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, June 4th. Citigroup began coverage on shares of Costco Wholesale in a research report on Thursday, June 18th. They issued a “neutral” rating and a $1,020.00 target price on the stock. 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. Roth Capital increased their price target on shares of Costco Wholesale from $769.00 to $781.00 and gave the stock a “sell” rating in a research note on Friday, May 29th. Finally, Truist Financial lifted their price target on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a report on Friday, May 29th. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,061.45.

Key Headlines Impacting Costco Wholesale

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 Price Performance

COST opened at $947.50 on Wednesday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The firm has a market cap of $420.20 billion, a price-to-earnings ratio of 47.66, a PEG ratio of 4.60 and a beta of 0.88. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17. The company has a fifty day simple moving average of $987.83 and a 200 day simple moving average of $974.59.

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

Costco Wholesale Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were paid a $1.47 dividend. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. Costco Wholesale’s payout ratio is presently 29.58%.

Insider Buying and Selling

In other Costco Wholesale news, Director Kenneth D. 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 sale, the director directly owned 4,779 shares in the company, valued at $4,575,653.55. The trade was a 15.62% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Company 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.