SageGuard Financial Group LLC Sells 1,213 Shares of Costco Wholesale Corporation $COST

SageGuard Financial Group LLC cut its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 7.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,133 shares of the retailer’s stock after selling 1,213 shares during the period. Costco Wholesale accounts for approximately 1.9% of SageGuard Financial Group LLC’s holdings, making the stock its 18th biggest holding. SageGuard Financial Group LLC’s holdings in Costco Wholesale were worth $13,221,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in shares of Costco Wholesale during the fourth quarter worth approximately $27,000. Mcguire Capital Advisors Inc. bought a new position in Costco Wholesale in the fourth quarter valued at approximately $28,000. Lifetime Wealth Management P.C. bought a new position in Costco Wholesale in the fourth quarter valued at approximately $28,000. Manning & Napier Advisors LLC grew its holdings in Costco Wholesale by 750.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 34 shares of the retailer’s stock worth $34,000 after acquiring an additional 30 shares during the period. Finally, Entrust Financial LLC acquired a new stake in Costco Wholesale during the 4th quarter worth $31,000. Institutional investors own 68.48% of the company’s stock.

Insiders Place Their Bets

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of Costco Wholesale stock in a transaction dated 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 approximately $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Up 1.3%

Shares of NASDAQ:COST opened at $961.85 on Friday. The company has a 50 day moving average price of $949.99 and a two-hundred day moving average price of $981.44. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The company has a market capitalization of $426.56 billion, a PE ratio of 48.38, a PEG ratio of 4.52 and a beta of 0.87. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share 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 firm had revenue of $70.53 billion for the quarter, compared to the consensus estimate of $70.12 billion. During the same period in the prior year, the business earned $4.28 earnings per share. Analysts forecast that Costco Wholesale Corporation will post 20.42 earnings per share for the current year.

Costco Wholesale Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were paid a dividend of $1.47 per share. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Friday, July 24th. Costco Wholesale’s dividend payout ratio (DPR) is presently 29.58%.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. BTIG Research reissued a “buy” rating and issued a $1,125.00 price target on shares of Costco Wholesale in a research note on Friday, May 29th. Royal Bank Of Canada initiated coverage on Costco Wholesale in a research report on Monday, July 13th. They issued a “sector perform” rating and a $1,000.00 price target on the stock. The Goldman Sachs Group lifted their price objective 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. Sanford C. Bernstein upped their price objective on Costco Wholesale from $1,192.00 to $1,194.00 and gave the company an “outperform” rating in a report on Friday, May 29th. Finally, Weiss Ratings lowered Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, June 23rd. Twenty-two 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’s stock. According to MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and an average price target of $1,059.53.

More Costco Wholesale News

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

• Positive Sentiment: Costco outperformed the broader market in the latest session, reflecting continued investor interest in its membership-based warehouse model and ability to attract value-conscious consumers. Costco Outpaces Stock Market Gains
• Positive Sentiment: Analysts remain moderately optimistic about Costco’s long-term prospects, while separate retail coverage identified Costco as one of several chains positioned for a potential earnings beat because of resilient demand, value offerings and digital growth. Wall Street Analysts on Costco Retail Stocks Poised for an Earnings Beat
• Positive Sentiment: Costco is expanding its assortment and customer appeal: BrightFarms’ locally grown salad greens are entering Atlanta-area warehouses, a reusable tote set is rolling out in West Coast stores and online, and Kirkland Signature chocolate chips have returned after a two-year absence. These launches may support traffic, customer loyalty and private-label engagement, although their direct financial impact is likely modest. BrightFarms Salad Greens at Costco Costco Reusable Tote Launch Kirkland Chocolate Chips Return
• Neutral Sentiment: Plans for seven new Costco locations in 2026 reinforce the company’s unit-growth strategy, but the stores will require time and investment before contributing materially to earnings. New Costco Locations in 2026
• Negative Sentiment: Costco’s premium valuation remains a risk for investors: the shares trade at a high earnings multiple, leaving less room for disappointment despite the favorable outlook. The latest reported quarter also narrowly missed the consensus EPS estimate, although revenue exceeded expectations.

About Costco Wholesale

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.