Monograph Wealth Advisors LLC Cuts Stock Position in Costco Wholesale Corporation $COST

Monograph Wealth Advisors LLC lessened its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 54.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 576 shares of the retailer’s stock after selling 691 shares during the quarter. Monograph Wealth Advisors LLC’s holdings in Costco Wholesale were worth $574,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. Cetera Investment Advisers increased its position in shares of Costco Wholesale by 0.7% during the first quarter. Cetera Investment Advisers now owns 241,260 shares of the retailer’s stock worth $240,399,000 after purchasing an additional 1,712 shares in the last quarter. GSG Advisors LLC boosted its position in shares of Costco Wholesale by 5.6% in the 1st quarter. GSG Advisors LLC now owns 509 shares of the retailer’s stock worth $507,000 after purchasing an additional 27 shares in the last quarter. Alpha Family Trust grew its stake in Costco Wholesale by 7.6% during the 1st quarter. Alpha Family Trust now owns 2,975 shares of the retailer’s stock worth $2,964,000 after buying an additional 210 shares during the last quarter. Aureus Asset Management LLC grew its stake in Costco Wholesale by 11.7% during the 1st quarter. Aureus Asset Management LLC now owns 1,436 shares of the retailer’s stock worth $1,431,000 after buying an additional 150 shares during the last quarter. Finally, NewEdge Wealth LLC increased its position in Costco Wholesale by 4.1% during the 1st quarter. NewEdge Wealth LLC now owns 35,321 shares of the retailer’s stock valued at $35,195,000 after buying an additional 1,389 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Costco Wholesale News Roundup

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

• Positive Sentiment: Analysts and commentators continue to highlight Costco’s durable earnings growth, strong membership model, and long-term upside potential, with some articles arguing the stock could eventually move toward much higher valuations. Article Title
• Positive Sentiment: Costco expanded its business footprint by launching its first standalone members-only gas station in Mission Viejo, California, which reinforces its growth strategy beyond traditional warehouse sites. Article Title
• Positive Sentiment: Recent coverage also points to continued store expansion, including reports that more Costco locations are coming in 2026, while local officials say a new store could bring meaningful tax revenue to Clarksville. Article Title
• Positive Sentiment: Costco is also broadening its value proposition through new services and products, including expanded pharmacy/prescription offerings and the addition of Laifen hair dryers in select U.S. stores, which may help drive traffic and membership retention. Article Title
• Neutral Sentiment: Several articles were broadly positive on Costco’s brand and long-term investment case, including a Zacks analyst roundup and bullish “trillion club” projections, but they did not appear to include new company-specific catalysts for today’s trading. Article Title
• Neutral Sentiment: Some commentary noted Costco members are paying more for memberships because added perks are viewed as worth the cost, which supports the business model but is not an immediate catalyst. Article Title
• Negative Sentiment: One article highlighted that Costco has faced three lawsuits this year, which could add legal and reputational overhang even if the cases are not yet financially material. Article Title
• Negative Sentiment: Some investor commentary remains cautious on valuation, noting that Costco already trades at a premium and that another warehouse competitor may offer better upside, which can temper enthusiasm for the shares. Article Title

Costco Wholesale Stock Down 0.2%

COST opened at $927.31 on Thursday. The company has a fifty day moving average of $970.49 and a two-hundred day moving average of $979.74. The stock has a market capitalization of $411.24 billion, a price-to-earnings ratio of 46.65, a PEG ratio of 4.49 and a beta of 0.88. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,096.50. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07.

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. On average, research analysts expect that Costco Wholesale Corporation will post 20.42 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, August 7th. Investors of record on Friday, July 24th will be given a dividend of $1.47 per share. The ex-dividend date is 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 presently 29.58%.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on COST. UBS Group increased their price objective on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the company a “buy” rating in a research report on Wednesday, May 20th. 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 on the stock in a research note on Thursday, July 9th. Weiss Ratings cut shares of Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. TD Cowen reiterated a “buy” rating and set a $1,175.00 price objective on shares of Costco Wholesale in a research note on Wednesday, June 3rd. Finally, HC Wainwright reissued a “buy” rating on shares of Costco Wholesale in a report on Monday, June 1st. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,059.07.

Insider Transactions at Costco Wholesale

In other news, Director Kenneth D. Denman sold 885 shares of the business’s stock in a transaction that occurred 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 transaction, the director directly owned 4,779 shares in the company, valued at $4,575,653.55. The trade was a 15.62% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale 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.