SPX Gestao de Recursos Ltda Invests $1.50 Million in Costco Wholesale Corporation $COST

SPX Gestao de Recursos Ltda acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 1,600 shares of the retailer’s stock, valued at approximately $1,497,000.

Other institutional investors have also recently added to or reduced their stakes in the company. C M Bidwell & Associates Ltd. acquired a new position in Costco Wholesale during the second quarter worth $28,000. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new stake in shares of Costco Wholesale in the fourth quarter valued at $27,000. Burk Holdings LLC acquired a new stake in shares of Costco Wholesale in the second quarter valued at $30,000. Manning & Napier Advisors LLC purchased a new stake in shares of Costco Wholesale in the 2nd quarter valued at $30,000. Finally, Mcguire Capital Advisors Inc. purchased a new stake in shares of Costco Wholesale in the 4th quarter valued at $28,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insider Buying and Selling at Costco Wholesale

In other news, Director Kenneth Denman sold 885 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the completion of the sale, the director owned 4,779 shares in the company, valued at approximately $4,575,653.55. The trade was a 15.62% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on COST shares. JPMorgan Chase & Co. lowered their target price on Costco Wholesale from $1,110.00 to $1,100.00 and set an “overweight” rating for the company in a report on Thursday, July 9th. DA Davidson reissued a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a research report on Thursday, September 3rd. Roth Capital raised their price objective on shares of Costco Wholesale from $769.00 to $781.00 and gave the company a “sell” rating in a research note on Friday, May 29th. Citigroup began coverage on shares of Costco Wholesale in a research note on Thursday, June 18th. They issued a “neutral” rating and a $1,020.00 price objective for the company. Finally, Royal Bank Of Canada began coverage on shares of Costco Wholesale in a report on Monday, July 13th. They issued a “sector perform” rating and a $1,000.00 price objective for the company. Twenty-one investment 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’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,056.90.

Costco Wholesale Price Performance

COST stock opened at $915.74 on Tuesday. The business has a 50 day moving average price of $942.96 and a 200 day moving average price of $976.78. The stock has a market cap of $406.11 billion, a price-to-earnings ratio of 46.06, a PEG ratio of 3.80 and a beta of 0.86. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. 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 Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 7th. Shareholders of record on Friday, July 24th were issued a dividend of $1.47 per share. The ex-dividend date of this dividend 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 presently 29.58%.

Costco Wholesale News Summary

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

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.