Costco Wholesale Corporation $COST Shares Purchased by Syon Capital LLC

Posted by Stanley Muller on Sep 12th, 2026

Syon Capital LLC raised its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 7.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,840 shares of the retailer’s stock after buying an additional 597 shares during the period. Syon Capital LLC’s holdings in Costco Wholesale were worth $8,270,000 at the end of the most recent quarter.

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

Key Headlines Impacting Costco Wholesale

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

Positive Sentiment: Costco’s recent August and fourth-quarter fiscal 2026 sales results supported an analyst upgrade from “hold” to “buy,” accompanied by a $1,030 price target. The data were viewed as evidence of resilient consumer demand and improving visibility into retail trends. Analyst upgrade following sales reports
Positive Sentiment: Several analysts maintain substantially higher targets, including targets of $1,100 to $1,200, arguing that Costco’s membership model, recurring sales, and execution could support further valuation upside. Costco price prediction
Positive Sentiment: Coverage highlights Costco’s ability to compete with Walmart and Amazon, while planned warehouse openings—including a reported $42 million Texas development and additional U.S. and Canadian locations—could expand its membership and sales base. Costco competition and growth
Positive Sentiment: An Accenture survey suggests consumers may begin holiday shopping unusually early and spend more than in 2025, a potentially favorable backdrop for Costco’s seasonal merchandise and grocery sales. Holiday shopping outlook
Neutral Sentiment: Brokerage coverage remains favorable overall, with Costco carrying an average “Moderate Buy” rating, but the stock’s elevated valuation means continued earnings and sales growth may be required to justify further gains. Costco brokerage rating
Neutral Sentiment: New warehouse projects and relocations should support long-term expansion, although local traffic concerns around one planned location could delay or complicate development. Lee’s Summit Costco development
Negative Sentiment: Costco shares have closed lower for eight consecutive sessions, raising concerns about a technical or valuation-driven correction despite strong operating results.
Negative Sentiment: Recent insider activity consisted of two sales and no purchases, while reports that Costco is rationing motor oil point to potential product-availability and supply-chain pressures.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on COST shares. Bank of America raised their price target 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. Sanford C. Bernstein set a $1,144.00 price objective on shares of Costco Wholesale in a report on Friday, September 4th. The Goldman Sachs Group upped their target price on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the company a “buy” rating in a research note on Friday, May 29th. TD Cowen reiterated a “buy” rating and issued a $1,175.00 price target on shares of Costco Wholesale in a research note on Wednesday, June 3rd. Finally, Mizuho set a $1,100.00 price objective on Costco Wholesale in a report on Monday, June 1st. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,056.03.

Check Out Our Latest Research Report on Costco Wholesale

Costco Wholesale Stock Performance

Shares of COST stock opened at $904.77 on Friday. The company has a market cap of $401.25 billion, a P/E ratio of 45.51, a PEG ratio of 3.76 and a beta of 0.86. The business has a 50 day moving average of $940.09 and a two-hundred day moving average of $974.50. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50. 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 Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were given a dividend of $1.47 per share. 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 payout ratio is currently 29.58%.

Insider Buying and Selling

In related news, Director Kenneth Denman sold 885 shares of the company’s stock in a transaction on Tuesday, June 23rd. The stock was 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 in the company, valued at $4,575,653.55. This represents a 15.62% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.10% of the stock is currently owned by insiders.

About Costco Wholesale

(Free Report)

Costco Wholesale Corporation operates membership-based warehouse clubs that offer a broad selection of merchandise at generally competitive prices. Its product range includes groceries, fresh foods, apparel, appliances, electronics, furniture, jewelry, hardware, and seasonal goods, along with private-label products sold under the Kirkland Signature brand.

The company also provides a variety of ancillary services, including gasoline stations, pharmacies, optical centers, hearing-aid centers, food courts, tire centers, and travel services.