Vise Technologies Inc. Takes Position in Costco Wholesale Corporation $COST

Posted by Stanley Muller on Sep 1st, 2026

Vise Technologies Inc. bought a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the second quarter, HoldingsChannel.com reports. The fund bought 27,775 shares of the retailer’s stock, valued at approximately $25,982,000.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Costco Wholesale in the 4th quarter worth approximately $27,000. Lifetime Wealth Management P.C. bought a new position in shares of Costco Wholesale during the 4th quarter worth approximately $28,000. Mcguire Capital Advisors Inc. acquired a new stake in Costco Wholesale in the 4th quarter valued at $28,000. Entrust Financial LLC acquired a new stake in Costco Wholesale in the 4th quarter valued at $31,000. Finally, Manning & Napier Advisors LLC grew its position in Costco Wholesale by 750.0% in the first quarter. Manning & Napier Advisors LLC now owns 34 shares of the retailer’s stock valued at $34,000 after acquiring an additional 30 shares during the period. Institutional investors own 68.48% of the company’s stock.

Insider Activity

In related news, Director Kenneth D. Denman sold 885 shares of Costco Wholesale stock in a transaction dated 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 directly owned 4,779 shares of the company’s stock, valued at $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.10% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on COST shares. DA Davidson reiterated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, June 4th. Weiss Ratings downgraded shares of Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, June 23rd. Bank of America increased their target price on shares of Costco Wholesale from $1,185.00 to $1,200.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. JPMorgan Chase & Co. cut their price target on shares of Costco Wholesale from $1,110.00 to $1,100.00 and set an “overweight” rating for the company in a report on Thursday, July 9th. Finally, Truist Financial lifted their price target on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a report on Friday, May 29th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,059.53.

View Our Latest Research Report on Costco Wholesale

Costco Wholesale Trading Down 0.2%

COST stock opened at $943.89 on Tuesday. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61. The stock has a market capitalization of $418.60 billion, a price-to-earnings ratio of 47.48, a P/E/G ratio of 4.50 and a beta of 0.87. The business has a fifty day moving average price of $945.65 and a 200 day moving average price of $979.60. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50.

Costco Wholesale Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were paid a $1.47 dividend. The ex-dividend date was Friday, July 24th. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is 29.58%.

Costco Wholesale News Summary

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

Positive Sentiment: Costco’s international business is becoming a more important growth engine. Solid comparable sales, expansion opportunities in Asia and Europe, and additional warehouse “white space” could support longer-term revenue growth and diversify the company beyond the mature U.S. market. Can International Markets Become Costco’s Biggest Driver?
Positive Sentiment: A large new Southern California warehouse is nearing completion and has an opening date, adding local capacity and potentially attracting new members. The near-term financial effect is likely modest, but the opening reinforces Costco’s ongoing store-expansion strategy. Costco’s New California Location Nears Completion
Positive Sentiment: A discussion of the late investor Charlie Munger’s concentrated ownership of Costco highlights the company’s longstanding reputation for a durable business model, customer loyalty and high-quality management. However, the commentary is historical rather than a new fundamental catalyst. Charlie Munger’s Costco Investment
Neutral Sentiment: Routine coverage of Costco’s Labor Day hours and fact-checking of shopping rumors has little direct relevance to earnings or the stock.
Neutral Sentiment: Walmart’s launch of a new rotisserie-chicken offering increases competition in a popular Costco category, but the article focuses primarily on Walmart and does not indicate a material change to Costco’s outlook. Walmart Challenges Costco With Rotisserie Chicken
Negative Sentiment: Several analyses argue that Costco’s valuation is the main risk. Despite strong operations, a price near 46–48 times earnings could limit future returns and make the stock vulnerable if growth slows or results merely meet expectations. Is Costco Stock an Obvious Buy Right Now?
Negative Sentiment: Target is presented as the more attractive discount-retail investment because of improving momentum and a substantially lower valuation, potentially diverting investor interest from COST. Costco vs. Target

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.