Costco Wholesale Corporation $COST Shares Acquired by Lyell Wealth Management LP

Lyell Wealth Management LP increased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 1.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 29,496 shares of the retailer’s stock after purchasing an additional 563 shares during the quarter. Costco Wholesale accounts for about 1.8% of Lyell Wealth Management LP’s investment portfolio, making the stock its 13th largest holding. Lyell Wealth Management LP’s holdings in Costco Wholesale were worth $25,436,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in COST. Hurley Capital LLC lifted its stake in Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares during the last quarter. Entrust Financial LLC bought a new position in Costco Wholesale during the fourth quarter worth $31,000. Joseph Group Capital Management bought a new position in Costco Wholesale during the fourth quarter worth $33,000. Abich Financial Wealth Management LLC bought a new position in Costco Wholesale during the third quarter worth $34,000. Finally, Imprint Wealth LLC bought a new position in Costco Wholesale during the third quarter worth $36,000. 68.48% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on COST shares. Daiwa Securities Group raised their price objective on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 10th. Telsey Advisory Group raised their target price on Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an “outperform” rating in a research note on Thursday, April 9th. Truist Financial raised their target price on Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a research note on Friday, May 29th. JPMorgan Chase & Co. raised their target price on Costco Wholesale from $1,060.00 to $1,110.00 and gave the company an “overweight” rating in a research note on Friday, April 17th. Finally, Rothschild & Co Redburn raised their target price on Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a research note on Tuesday, February 17th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $1,060.41.

Costco Wholesale Stock Performance

COST stock opened at $975.69 on Friday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The stock has a market capitalization of $432.70 billion, a price-to-earnings ratio of 49.08, a PEG ratio of 4.76 and a beta of 0.88. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The stock’s fifty day moving average is $1,005.62 and its two-hundred day moving average is $966.63.

Costco Wholesale (NASDAQ:COST) last issued its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 EPS for the quarter, missing analysts’ consensus estimates of $4.94 by ($0.01). The business had revenue of $70.53 billion for the quarter, compared to analyst estimates 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 last year, the business posted $4.28 earnings per share. On average, research analysts predict that Costco Wholesale Corporation will post 20.38 EPS for the current year.

Costco Wholesale Increases Dividend

The firm also recently declared 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 positive change 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 29.58%.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Analysts at Erste Group Bank raised their earnings estimates for Costco, lifting FY2026 EPS to $20.49 and FY2027 EPS to $22.61, slightly above prior forecasts and reinforcing confidence in Costco’s long-term earnings power.
• Positive Sentiment: Jim Cramer said he thinks investors should “buy some here,” adding another public bullish call on Costco and keeping the stock in focus as a defensive long-term holding.
• Positive Sentiment: Multiple commentary pieces highlighted Costco’s membership-fee model as a durable, recurring-revenue engine, which continues to appeal to investors looking for steady compounding and defensive growth.
• Positive Sentiment: Costco’s CEO is set to receive a leadership honor for advancing women in corporate governance, adding a modest ESG/governance positive for institutional investors.
• Neutral Sentiment: Articles noted that Costco allows some shopping without a membership in the U.S., a consumer-facing detail that may support traffic but is not likely to materially change fundamentals on its own. Confirmed: Costco Reveals the Only Way to Shop Without a Membership Anywhere in the United States
• Neutral Sentiment: Costco is fighting a lawsuit over claims that its $5 rotisserie chicken is falsely advertised as having “no preservatives,” which creates headline risk but has not yet been shown to affect operations. Costco fires back over lawsuit tied to iconic product as shoppers claim false advertising
• Negative Sentiment: Commentary comparing Costco with Dollar Tree suggested tighter consumer budgets could increase competition on value, which may pressure pricing power at the margin if shoppers trade down.

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.