Uptick Partners LLC Takes $981,000 Position in Costco Wholesale Corporation $COST

Posted by Stanley Muller on Sep 1st, 2026

Uptick Partners LLC bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 1,049 shares of the retailer’s stock, valued at approximately $981,000.

Other institutional investors have also modified their holdings of the company. Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Costco Wholesale in the 4th quarter valued at approximately $27,000. Lifetime Wealth Management P.C. acquired a new stake in shares of Costco Wholesale during the fourth quarter worth approximately $28,000. Mcguire Capital Advisors Inc. bought a new stake in shares of Costco Wholesale in the fourth quarter worth $28,000. Entrust Financial LLC bought a new stake in shares of Costco Wholesale in the fourth quarter worth $31,000. Finally, Manning & Napier Advisors LLC raised its holdings 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 in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Analyst Ratings Changes

COST has been the topic of a number of research analyst reports. Sanford C. Bernstein increased their price objective on shares of Costco Wholesale from $1,192.00 to $1,194.00 and gave the company an “outperform” rating in a research note on Friday, May 29th. Mizuho set a $1,100.00 target price on shares of Costco Wholesale in a research report on Monday, June 1st. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $1,120.00 target price on shares of Costco Wholesale in a research note on Thursday, August 6th. UBS Group increased their price target on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a “buy” rating in a research report on Wednesday, May 20th. Finally, BTIG Research reiterated a “buy” rating and issued a $1,125.00 price target on shares of Costco Wholesale in a research note on Friday, May 29th. Twenty-two research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $1,059.53.

Check Out Our Latest Analysis on Costco Wholesale

Insider Activity

In other news, Director Kenneth D. Denman sold 885 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $957.45, for a total value of $847,343.25. Following the transaction, the director directly owned 4,779 shares in the company, valued at approximately $4,575,653.55. This trade represents a 15.62% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 0.10% of the company’s stock.

Key Headlines Impacting Costco Wholesale

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

Costco Wholesale Stock Performance

Shares of COST opened at $943.89 on Tuesday. The business’s fifty day moving average price is $945.65 and its 200 day moving average price is $979.60. 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 capitalization of $418.60 billion, a PE ratio of 47.48, a price-to-earnings-growth ratio of 4.50 and a beta of 0.87. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61.

Costco Wholesale Announces Dividend

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