Costco Wholesale Corporation $COST Shares Bought by Lyell Wealth Management LP

Posted by Francis Steltz on Jun 12th, 2026

Lyell Wealth Management LP increased its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 29,496 shares of the retailer’s stock after acquiring an additional 563 shares during the period. Costco Wholesale makes up about 1.8% of Lyell Wealth Management LP’s investment portfolio, making the stock its 13th largest position. Lyell Wealth Management LP’s holdings in Costco Wholesale were worth $25,436,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Hurley Capital LLC grew its holdings in Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after acquiring an additional 18 shares during the period. Entrust Financial LLC purchased a new position in Costco Wholesale in the 4th quarter worth about $31,000. Abich Financial Wealth Management LLC purchased a new position in Costco Wholesale in the 3rd quarter worth about $34,000. Joseph Group Capital Management purchased a new position in Costco Wholesale in the 4th quarter worth about $33,000. Finally, Imprint Wealth LLC purchased a new position in Costco Wholesale in the 3rd quarter worth about $36,000. 68.48% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on COST. Jefferies Financial Group reissued a “buy” rating and issued a $1,050.00 price target on shares of Costco Wholesale in a research note on Thursday, March 5th. Daiwa Securities Group lifted their price target on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 10th. UBS Group lifted their price target on Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a “buy” rating in a research note on Wednesday, May 20th. Citigroup reissued a “neutral” rating on shares of Costco Wholesale in a research note on Friday, February 20th. Finally, The Goldman Sachs Group lifted their price target on Costco Wholesale from $1,088.00 to $1,159.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Twenty-two analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,060.41.

View Our Latest Stock Report on Costco Wholesale

Costco Wholesale Trading Down 0.8%

Shares of NASDAQ COST opened at $975.69 on Friday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50. The firm has a market capitalization of $432.70 billion, a PE ratio of 49.08, a PEG ratio of 4.76 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. The business has a 50-day moving average price of $1,005.62 and a two-hundred day moving average price of $966.63.

Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its quarterly earnings data 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 return on equity of 28.04% and a net margin of 3.01%.The business had revenue of $70.53 billion for the quarter, compared to analyst estimates of $70.12 billion. During the same quarter in the previous year, the business posted $4.28 earnings per share. As a group, analysts predict that Costco Wholesale Corporation will post 20.38 earnings per share for the current fiscal year.

Costco Wholesale Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Stockholders of record on Friday, May 1st were issued a dividend of $1.47 per share. The ex-dividend date was Friday, May 1st. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio is presently 29.58%.

Costco Wholesale News Roundup

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

Positive Sentiment: Analysts at Erste Group Bank raised their earnings estimates for Costco, lifting FY2026 EPS to $20.49 and FY2027 EPS to $22.61, slightly above prior forecasts and reinforcing confidence in Costco’s long-term earnings power.
Positive Sentiment: Jim Cramer said he thinks investors should “buy some here,” adding another public bullish call on Costco and keeping the stock in focus as a defensive long-term holding.
Positive Sentiment: Multiple commentary pieces highlighted Costco’s membership-fee model as a durable, recurring-revenue engine, which continues to appeal to investors looking for steady compounding and defensive growth.
Positive Sentiment: Costco’s CEO is set to receive a leadership honor for advancing women in corporate governance, adding a modest ESG/governance positive for institutional investors.
Neutral Sentiment: Articles noted that Costco allows some shopping without a membership in the U.S., a consumer-facing detail that may support traffic but is not likely to materially change fundamentals on its own. Confirmed: Costco Reveals the Only Way to Shop Without a Membership Anywhere in the United States
Neutral Sentiment: Costco is fighting a lawsuit over claims that its $5 rotisserie chicken is falsely advertised as having “no preservatives,” which creates headline risk but has not yet been shown to affect operations. Costco fires back over lawsuit tied to iconic product as shoppers claim false advertising
Negative Sentiment: Commentary comparing Costco with Dollar Tree suggested tighter consumer budgets could increase competition on value, which may pressure pricing power at the margin if shoppers trade down.

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.