661 Shares in Costco Wholesale Corporation $COST Acquired by Severin Investments LLC

Posted by Francis Steltz on Jul 2nd, 2026

Severin Investments LLC acquired a new position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 661 shares of the retailer’s stock, valued at approximately $659,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Bayban boosted its position in Costco Wholesale by 42.0% in the first quarter. Bayban now owns 571 shares of the retailer’s stock valued at $569,000 after buying an additional 169 shares in the last quarter. Key Financial Inc increased its holdings in shares of Costco Wholesale by 16.0% during the first quarter. Key Financial Inc now owns 834 shares of the retailer’s stock worth $831,000 after buying an additional 115 shares in the last quarter. iA Global Asset Management Inc. lifted its stake in shares of Costco Wholesale by 28.3% in the 1st quarter. iA Global Asset Management Inc. now owns 71,228 shares of the retailer’s stock valued at $70,974,000 after acquiring an additional 15,699 shares during the last quarter. Wendell David Associates Inc. lifted its stake in shares of Costco Wholesale by 0.9% in the 1st quarter. Wendell David Associates Inc. now owns 17,918 shares of the retailer’s stock valued at $17,854,000 after acquiring an additional 162 shares during the last quarter. Finally, Columbia Advisory Partners LLC boosted its holdings in shares of Costco Wholesale by 1.0% during the 1st quarter. Columbia Advisory Partners LLC now owns 1,518 shares of the retailer’s stock valued at $1,512,000 after acquiring an additional 15 shares in the last quarter. Institutional investors and hedge funds 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: Analysts see Costco’s large cash position, low debt, and steady membership-fee stream as advantages that could help it keep investing through retail headwinds and support future growth. Can Costco Outgrow Retail Headwinds on Balance Sheet Strength?
Positive Sentiment: Commentary also highlighted stronger executive membership penetration, which can boost higher-margin fee income and improve Costco’s sales mix, with additional growth potential from China expansion. Costco’s Executive Penetration Could Unlock More Earnings
Positive Sentiment: Erste Group Bank raised its FY2027 earnings estimate for Costco, signaling continued confidence in the company’s earnings power beyond the current fiscal year. Costco Wholesale Corporation (NASDAQ:COST)
Positive Sentiment: Articles focused on Costco’s growing footprint, including new Texas warehouse openings, reinforcing the company’s steady unit expansion and brand strength with consumers. Costco cashes in on 2 new Texas warehouses opening this summer. Here’s where
Neutral Sentiment: Several recent consumer-focused articles and opinion pieces about Costco products and shopping habits are not likely to move the stock much on their own. 7 Costco finds that help you save on warm-weather essentials
Neutral Sentiment: One recent bullish article argued Costco can generate long-term passive income and capital appreciation, but this is more a thesis piece than a new catalyst. Want $3,000 in Annual Passive Income? Invest $146,000 in Costco in July and Wait 10 Years.
Negative Sentiment: Multiple recent write-ups warn that Costco’s valuation is expensive, with some analysts saying the stock’s strong multi-year run has left limited upside unless growth accelerates further. Costco (COST) Stock Looks Strong On Returns But Expensive On Earnings
Negative Sentiment: Bearish commentary also suggested Costco may have more downside if investors keep focusing on slowing growth versus its premium earnings multiple. Costco Stock: More Pain To Come

Costco Wholesale Stock Down 1.2%

Shares of NASDAQ:COST opened at $924.67 on Thursday. The firm has a market cap of $410.07 billion, a P/E ratio of 46.51, a P/E/G ratio of 4.53 and a beta of 0.88. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The business has a fifty day simple moving average of $992.50 and a 200 day simple moving average of $972.25. 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 (NASDAQ:COST – Get Free Report) last released 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). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The company had revenue of $70.53 billion during the quarter, compared to the consensus estimate of $70.12 billion. During the same quarter last year, the firm posted $4.28 EPS. Analysts predict that Costco Wholesale Corporation will post 20.38 earnings per share for the current year.

Costco Wholesale Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were issued a $1.47 dividend. The ex-dividend date was Friday, May 1st. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is currently 29.58%.

Insider Buying and Selling

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

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on COST shares. Telsey Advisory Group boosted their price objective on Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an “outperform” rating in a research report on Thursday, April 9th. Bank of America increased their target price on Costco Wholesale from $1,185.00 to $1,200.00 and gave the company a “buy” rating in a research report on Friday, May 29th. 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. Jefferies Financial Group restated a “buy” rating and set a $1,050.00 price target on shares of Costco Wholesale in a report on Thursday, March 5th. Finally, JPMorgan Chase & Co. upped their price objective 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. 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 stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,061.45.

Get Our Latest Analysis on Costco Wholesale

Costco Wholesale Profile

(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.