5,212 Shares in Costco Wholesale Corporation $COST Acquired by MASTERINVEST Kapitalanlage GmbH

MASTERINVEST Kapitalanlage GmbH bought a new stake in shares of Costco Wholesale Corporation (NASDAQ:COSTFree Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,212 shares of the retailer’s stock, valued at approximately $4,876,000.

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

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $1,091.00 price target on shares of Costco Wholesale in a research note on Friday. Citigroup assumed coverage on Costco Wholesale in a research note on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 price target on the stock. Sanford C. Bernstein set a $1,144.00 price objective on shares of Costco Wholesale in a research report on Friday. The Goldman Sachs Group increased their price objective on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Finally, DA Davidson reissued a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research report on Thursday. Twenty-one equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Costco Wholesale presently has an average rating of “Moderate Buy” and a consensus target price of $1,056.90.

Read Our Latest Report on Costco Wholesale

Costco Wholesale News Roundup

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

  • Positive Sentiment: Strong August sales: Net sales increased 9.9% year over year, with comparable sales rising across regions and digitally enabled sales advancing 17.9%. The figures point to resilient member demand and continued e-commerce momentum. Costco’s August Sales Rise 9.9% as Digital Growth Stays Strong
  • Positive Sentiment: Analyst support remains broad: BTIG reiterated a Buy rating with a $1,125 target, while Bank of America maintained its Buy rating and $1,200 target. Analysts cited resilient core performance, market-share gains, and higher earnings estimates. BTIG Reaffirms Buy on Costco
  • Positive Sentiment: Long-term shareholder appeal: Commentary highlighted Costco’s consistent dividend growth since 2004, membership model, customer loyalty, and potential for continued earnings expansion.
  • Neutral Sentiment: Store expansion: Costco is reportedly considering a new location in Thompson’s Station, Tennessee, supporting its long-term warehouse growth strategy, although the potential site has no immediate earnings impact.
  • Neutral Sentiment: Mixed analyst valuation signals: DA Davidson reaffirmed a Neutral rating with a $1,000 target, while Bernstein retained a Buy rating but lowered its target to $1,144, indicating less room for upside despite confidence in the business.
  • Negative Sentiment: Valuation concerns: Jim Cramer and other commentators argued that COST trades at roughly 43–49 times earnings, leaving the stock vulnerable if growth slows or results merely meet expectations. Cramer Says Costco at 49 Times Earnings Is the Mistake Loyal Shoppers Keep Making
  • Negative Sentiment: Regulatory risk: The Department of Justice expanded a beef-pricing antitrust inquiry to Costco, seeking information on prices, costs, margins, purchasing, and supply-chain practices. Potential compliance costs or scrutiny could pressure sentiment. US DOJ Widens Beef Price Inquiry
  • Negative Sentiment: Costco Next shutdown: The company’s online marketplace reportedly went offline without notice, raising questions about its digital strategy, although the platform is not viewed as central to Costco’s core business. Costco Next Online Marketplace Shut Down

Costco Wholesale Stock Performance

Shares of COST opened at $915.74 on Monday. 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 50-day moving average of $943.58 and a two-hundred day moving average of $977.46. The stock has a market cap of $406.11 billion, a P/E ratio of 46.06, a P/E/G ratio of 3.80 and a beta of 0.86. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50.

Costco Wholesale Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were given a $1.47 dividend. The ex-dividend date 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 is currently 29.58%.

Insider Buying and Selling

In other Costco Wholesale news, Director Kenneth Denman sold 885 shares of the firm’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 transaction, the director directly owned 4,779 shares of the company’s stock, valued at approximately $4,575,653.55. This trade represents a 15.62% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.10% of the stock is currently owned by corporate insiders.

About Costco Wholesale

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for Costco Wholesale (NASDAQ:COST)

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