Compound Planning Inc. Acquires 2,031 Shares of Costco Wholesale Corporation $COST

Posted by Geri Gentry on Jul 24th, 2026

Compound Planning Inc. raised its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 20.9% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,763 shares of the retailer’s stock after acquiring an additional 2,031 shares during the quarter. Compound Planning Inc.’s holdings in Costco Wholesale were worth $11,721,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in COST. Vanguard Group Inc. raised its stake in shares of Costco Wholesale by 0.4% in the 4th quarter. Vanguard Group Inc. now owns 43,620,717 shares of the retailer’s stock valued at $37,615,889,000 after acquiring an additional 165,349 shares in the last quarter. Geode Capital Management LLC boosted its position in Costco Wholesale by 0.3% during the fourth quarter. Geode Capital Management LLC now owns 10,388,519 shares of the retailer’s stock worth $8,919,573,000 after purchasing an additional 26,690 shares during the period. Morgan Stanley grew its holdings in Costco Wholesale by 1.1% during the fourth quarter. Morgan Stanley now owns 9,523,423 shares of the retailer’s stock valued at $8,212,433,000 after purchasing an additional 107,775 shares during the last quarter. Diamant Asset Management Inc. grew its holdings in Costco Wholesale by 99,278.0% during the first quarter. Diamant Asset Management Inc. now owns 6,726,899 shares of the retailer’s stock valued at $672,690,000 after purchasing an additional 6,720,130 shares during the last quarter. Finally, Corient Private Wealth LLC grew its holdings in Costco Wholesale by 838.9% during the fourth quarter. Corient Private Wealth LLC now owns 6,125,405 shares of the retailer’s stock valued at $5,282,182,000 after purchasing an additional 5,472,968 shares during the last quarter. 68.48% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently weighed in on COST shares. DA Davidson restated a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, June 4th. Wells Fargo & Company raised their target price on shares of Costco Wholesale from $950.00 to $1,000.00 and gave the company an “equal weight” rating in a research note on Thursday, April 9th. Oppenheimer lifted their target price on shares of Costco Wholesale from $1,100.00 to $1,160.00 and gave the stock an “outperform” rating in a report on Tuesday, May 19th. Mizuho set a $1,100.00 target price on shares of Costco Wholesale in a research report on Monday, June 1st. Finally, HC Wainwright reissued a “buy” rating on shares of Costco Wholesale in a research report on Monday, June 1st. Twenty-two analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,059.07.

Check Out Our Latest Analysis on Costco Wholesale

More Costco Wholesale News

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

Positive Sentiment: Costco is expanding its warehouse footprint with several planned new locations across multiple states, including a first store in some markets, which could support membership growth, sales, and regional market share. Costco plans several new stores in multiple states: Here’s where
Positive Sentiment: Analysts continue to view Costco favorably, with consensus ratings still at “Moderate Buy,” reinforcing confidence in the company’s defensive business model and long-term earnings power. Costco Wholesale Corporation (NASDAQ:COST) Receives Consensus Recommendation of “Moderate Buy” from Analysts
Positive Sentiment: Costco’s early Executive Membership success in China and continued warehouse expansion there could improve fee income and customer loyalty, creating a new growth catalyst outside the U.S. Why China Could Become Costco’s Next Membership Catalyst
Positive Sentiment: New product launches and retailer exclusives from brands like Laifen and Jackery show Costco remains an attractive distribution channel, supporting traffic and merchandising momentum. Is Costco Wholesale (COST) Undervalued As New Product Launches Test Its Premium Valuation?
Neutral Sentiment: Commentary focused on Costco’s high dividend growth and durable earnings model adds to the bullish long-term case, but it does not appear to be a new catalyst on its own. Will Costco (COST) be Able to Continue High Dividend Growth?
Neutral Sentiment: Reports about a new standalone gas station and local tax revenue from store openings highlight business expansion, but they are more incremental than transformative for the stock. Costco Officially Launched Standalone Gas Stations. Don’t Count on This Fueling Another Leg Higher in COST Stock. Costco could bring millions in new tax revenue to Clarksville, leaders say
Negative Sentiment: Investor concern remains around Costco’s premium valuation, with recent commentary questioning whether the stock is still undervalued after its strong run. Is Costco Wholesale (COST) Undervalued As New Product Launches Test Its Premium Valuation?
Negative Sentiment: Legal headlines noting multiple lawsuits this year may add some overhang, even if the direct financial impact is still unclear. Costco had 3 lawsuits filed against it this year: See why

Insiders Place Their Bets

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the sale, the director owned 4,779 shares of the company’s stock, valued at $4,575,653.55. The trade was a 15.62% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale Trading Down 0.1%

Costco Wholesale stock opened at $926.06 on Friday. The business has a 50 day moving average price of $968.19 and a two-hundred day moving average price of $980.24. 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 Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50. The stock has a market cap of $410.69 billion, a price-to-earnings ratio of 46.58, a price-to-earnings-growth ratio of 4.48 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its quarterly earnings data on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing the consensus estimate of $4.94 by ($0.01). The firm had revenue of $70.53 billion for the quarter, compared to analyst estimates of $70.12 billion. Costco Wholesale had a return on equity of 28.04% and a net margin of 3.01%.During the same period in the previous year, the business posted $4.28 EPS. As a group, equities analysts forecast that Costco Wholesale Corporation will post 20.42 EPS for the current year.

Costco Wholesale Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Shareholders of record on Friday, July 24th will be paid a dividend of $1.47 per share. The ex-dividend date is Friday, July 24th. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s payout ratio is currently 29.58%.

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.