Costco Wholesale Corporation $COST Shares Purchased by SevenBridge Financial Group LLC

SevenBridge Financial Group LLC increased its position in Costco Wholesale Corporation (NASDAQ:COST) by 17.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,125 shares of the retailer’s stock after acquiring an additional 761 shares during the period. SevenBridge Financial Group LLC’s holdings in Costco Wholesale were worth $5,144,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in COST. Diamant Asset Management Inc. raised its stake in shares of Costco Wholesale by 99,278.0% in the first quarter. Diamant Asset Management Inc. now owns 6,726,899 shares of the retailer’s stock worth $672,690,000 after purchasing an additional 6,720,130 shares during the last quarter. Norges Bank acquired a new stake in shares of Costco Wholesale during the fourth quarter worth about $5,195,415,000. Corient Private Wealth LLC boosted its position in Costco Wholesale by 838.9% in the fourth quarter. Corient Private Wealth LLC now owns 6,125,405 shares of the retailer’s stock valued at $5,282,182,000 after buying an additional 5,472,968 shares during the last quarter. Cardano Risk Management B.V. increased its holdings in Costco Wholesale by 907.1% in the 4th quarter. Cardano Risk Management B.V. now owns 1,785,080 shares of the retailer’s stock worth $1,539,346,000 after buying an additional 1,607,833 shares during the period. Finally, Assenagon Asset Management S.A. raised its position in Costco Wholesale by 1,586.8% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock worth $980,857,000 after buying an additional 1,070,005 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently commented on COST. HC Wainwright reaffirmed a “buy” rating on shares of Costco Wholesale in a report on Monday, June 1st. Sanford C. Bernstein increased their price target on Costco Wholesale from $1,192.00 to $1,194.00 and gave the stock an “outperform” rating in a research report on Friday, May 29th. UBS Group boosted their price objective on Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a report on Wednesday, May 20th. Weiss Ratings lowered Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on Costco Wholesale from $1,104.00 to $1,106.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and an average target price of $1,061.45.

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 shares were sold at an average price of $957.45, for a total transaction of $847,343.25. Following the transaction, the director directly owned 4,779 shares of the company’s stock, valued at $4,575,653.55. This trade represents a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.10% of the company’s stock.

More Costco Wholesale News

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

• Positive Sentiment: Analysts highlighted Costco’s executive membership growth as a key earnings driver, saying richer fee income and a better sales mix could unlock more profit, with a China expansion opportunity adding longer-term upside. Costco’s Executive Penetration Could Unlock More Earnings
• Positive Sentiment: Several articles pointed to Costco’s strong post-earnings setup versus peers, noting robust revenue growth, sticky membership cash flow, and a resilient value proposition as households remain squeezed by inflation. Costco vs. Target: One Retailer Is A Much Stronger Buy In 2026
• Positive Sentiment: Costco is using AI to improve online search and product listings, and early results suggest digital traffic has roughly tripled, with strong conversion rates that could support e-commerce growth. Costco (COST) Is Using AI To Triple Digital Traffic And Lift Conversions
• Positive Sentiment: Costco was also named a top retail pick by Bernstein and described as a better buy than some peers because of its membership model and consistent execution. Costco Stock (COST) Crowned Top Retail Pick for the Rest of 2026 — Here’s Why
• Neutral Sentiment: Additional coverage discussed Costco’s ability to benefit from inflation and geopolitical supply pressures, but also warned that the stock’s valuation is already rich versus expected growth. Costco: Hormuz And Inflation Provide Momentum But Be Mindful Of The Valuation
• Negative Sentiment: Bearish commentary argued Costco’s slower growth profile may not justify its high earnings multiple, which is likely contributing to selling pressure. Costco Stock: Future 10 Percent And Decelerating Growth Rate Not Worth 50x Earnings
• Negative Sentiment: Another article was explicitly titled “More Pain To Come,” reinforcing concerns that investors may be rotating away from Costco despite its operational strengths. Costco Stock: More Pain To Come

Costco Wholesale Stock Performance

Shares of COST stock opened at $935.47 on Wednesday. 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 Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The business’s 50 day moving average is $993.97 and its two-hundred day moving average is $971.96. The company has a market capitalization of $414.86 billion, a P/E ratio of 47.06, a P/E/G ratio of 4.59 and a beta of 0.88.

Costco Wholesale (NASDAQ:COST) last posted 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). The business had revenue of $70.53 billion during the quarter, compared to analysts’ expectations of $70.12 billion. Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. During the same quarter last year, the firm earned $4.28 earnings per share. Analysts expect that Costco Wholesale Corporation will post 20.38 EPS for the current fiscal year.

Costco Wholesale Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Friday, May 1st were given a dividend of $1.47 per share. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Friday, May 1st. Costco Wholesale’s dividend payout ratio (DPR) is currently 29.58%.

Costco Wholesale Company Profile

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.