Costco Wholesale Corporation $COST Shares Bought by Waverly Advisors LLC

Posted by Francis Steltz on Jul 26th, 2026

Waverly Advisors LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 35.9% during the first quarter, Holdings Channel reports. The firm owned 48,900 shares of the retailer’s stock after purchasing an additional 12,918 shares during the quarter. Waverly Advisors LLC’s holdings in Costco Wholesale were worth $48,725,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Costco Wholesale in the fourth quarter valued at approximately $27,000. Lifetime Wealth Management P.C. acquired a new stake in Costco Wholesale during the 4th quarter worth approximately $28,000. Mcguire Capital Advisors Inc. acquired a new stake in Costco Wholesale during the 4th quarter worth approximately $28,000. Entrust Financial LLC purchased a new position in Costco Wholesale in the 4th quarter valued at approximately $31,000. Finally, Joseph Group Capital Management purchased a new position in Costco Wholesale in the 4th quarter valued at approximately $33,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Price Performance

Shares of COST opened at $935.03 on Friday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The stock’s 50 day moving average is $965.91 and its two-hundred day moving average is $979.93. The firm has a market capitalization of $414.67 billion, a PE ratio of 47.03, a P/E/G ratio of 4.52 and a beta of 0.88. The company has a current ratio of 1.07, a quick ratio of 0.61 and a debt-to-equity ratio of 0.17.

Costco Wholesale (NASDAQ:COST – Get Free Report) last released its earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share (EPS) for the quarter, missing the consensus estimate 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 return on equity of 28.04% and a net margin of 3.01%.During the same quarter in the previous year, the firm posted $4.28 EPS. Research analysts anticipate that Costco Wholesale Corporation will post 20.42 earnings per share for the current year.

Costco Wholesale Announces Dividend

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

Insiders Place Their Bets

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

Analysts Set New Price Targets

Several research analysts recently commented on the company. TD Cowen reissued a “buy” rating and set a $1,175.00 target price on shares of Costco Wholesale in a research note on Wednesday, June 3rd. DA Davidson reaffirmed a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research report on Thursday, June 4th. Citigroup started coverage on Costco Wholesale in a report on Thursday, June 18th. They issued a “neutral” rating and a $1,020.00 target price for the company. BTIG Research reissued a “buy” rating and issued a $1,125.00 target price on shares of Costco Wholesale in a research report on Friday, May 29th. Finally, Oppenheimer increased their price target on shares of Costco Wholesale from $1,100.00 to $1,160.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 19th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,059.07.

View Our Latest Stock Report on Costco Wholesale

Trending Headlines about Costco Wholesale

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

Positive Sentiment: Record demand for Costco Gas is driving more store visits, which can support merchandise sales and membership renewals by increasing overall customer traffic. Costco Gas Demand Hits Record as Low Prices Drive Member Visits
Positive Sentiment: Costco was highlighted as a stock that can hold up if inflation stays elevated, with its membership model and scale seen as a defensive advantage for investors. 2 Stocks Built to Thrive If Inflation Refuses to Fade (COST)
Positive Sentiment: Analysts continue to view Costco favorably overall, with the company reported to have a “Moderate Buy” consensus recommendation. Costco Wholesale Corporation (NASDAQ:COST) Receives Consensus Recommendation of “Moderate Buy” from Analysts
Neutral Sentiment: Some shoppers may be eligible for cash from Costco’s $14 million settlement in Washington, which is a consumer-relations issue but does not appear large enough to materially change the investment case. Some Costco shoppers could qualify for cash in settlement payout
Neutral Sentiment: Short interest data showed 0 shares reported, offering no meaningful new signal on trading pressure or sentiment.

Costco Wholesale Company 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.