Costco Wholesale Corporation $COST Shares Sold by Strive Financial Group LLC

Strive Financial Group LLC trimmed its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 73.4% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 530 shares of the retailer’s stock after selling 1,460 shares during the period. Strive Financial Group LLC’s holdings in Costco Wholesale were worth $496,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in COST. Invested Advisors increased its stake in shares of Costco Wholesale by 2.3% during the 2nd quarter. Invested Advisors now owns 666 shares of the retailer’s stock valued at $623,000 after acquiring an additional 15 shares during the last quarter. Munich Reinsurance Co Stock Corp in Munich acquired a new stake in shares of Costco Wholesale in the second quarter worth approximately $141,000. Elevation Wealth Management LLC boosted its position in shares of Costco Wholesale by 4.8% in the second quarter. Elevation Wealth Management LLC now owns 1,130 shares of the retailer’s stock worth $1,057,000 after acquiring an additional 52 shares during the last quarter. Plan A Wealth LLC grew its holdings in Costco Wholesale by 8.1% in the second quarter. Plan A Wealth LLC now owns 1,138 shares of the retailer’s stock valued at $1,065,000 after purchasing an additional 85 shares during the period. Finally, BAM Wealth Management LLC grew its holdings in Costco Wholesale by 241.4% in the second quarter. BAM Wealth Management LLC now owns 990 shares of the retailer’s stock valued at $926,000 after purchasing an additional 700 shares during the period. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Analyst Upgrades and Downgrades

COST has been the topic of a number of research analyst reports. The Goldman Sachs Group lifted their price target on shares of Costco Wholesale from $1,088.00 to $1,159.00 and gave the company a “buy” rating in a report on Friday, May 29th. Weiss Ratings downgraded Costco Wholesale from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, September 2nd. TD Cowen reiterated a “buy” rating and issued a $1,175.00 target price on shares of Costco Wholesale in a report on Wednesday, June 3rd. DA Davidson reissued a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a research report on Thursday, September 3rd. Finally, Citigroup started coverage on Costco Wholesale in a research report on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 price target for the company. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $1,056.03.

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco’s recent August and fourth-quarter fiscal 2026 sales results supported an analyst upgrade from “hold” to “buy,” accompanied by a $1,030 price target. The data were viewed as evidence of resilient consumer demand and improving visibility into retail trends. Analyst upgrade following sales reports
• Positive Sentiment: Several analysts maintain substantially higher targets, including targets of $1,100 to $1,200, arguing that Costco’s membership model, recurring sales, and execution could support further valuation upside. Costco price prediction
• Positive Sentiment: Coverage highlights Costco’s ability to compete with Walmart and Amazon, while planned warehouse openings—including a reported $42 million Texas development and additional U.S. and Canadian locations—could expand its membership and sales base. Costco competition and growth
• Positive Sentiment: An Accenture survey suggests consumers may begin holiday shopping unusually early and spend more than in 2025, a potentially favorable backdrop for Costco’s seasonal merchandise and grocery sales. Holiday shopping outlook
• Neutral Sentiment: Brokerage coverage remains favorable overall, with Costco carrying an average “Moderate Buy” rating, but the stock’s elevated valuation means continued earnings and sales growth may be required to justify further gains. Costco brokerage rating
• Neutral Sentiment: New warehouse projects and relocations should support long-term expansion, although local traffic concerns around one planned location could delay or complicate development. Lee’s Summit Costco development
• Negative Sentiment: Costco shares have closed lower for eight consecutive sessions, raising concerns about a technical or valuation-driven correction despite strong operating results.
• Negative Sentiment: Recent insider activity consisted of two sales and no purchases, while reports that Costco is rationing motor oil point to potential product-availability and supply-chain pressures.

Costco Wholesale Price Performance

Costco Wholesale stock opened at $904.77 on Friday. The firm has a fifty day moving average of $940.09 and a 200-day moving average of $974.50. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,096.50. The company has a quick ratio of 0.61, a current ratio of 1.07 and a debt-to-equity ratio of 0.17. The firm has a market capitalization of $401.25 billion, a P/E ratio of 45.51, a PEG ratio of 3.76 and a beta of 0.86.

Costco Wholesale Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, August 7th. Investors of record on Friday, July 24th were issued a $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.6%. The ex-dividend date was Friday, July 24th. Costco Wholesale’s dividend payout ratio is currently 29.58%.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Kenneth Denman sold 885 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The stock was 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 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 available through this hyperlink. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Company Profile

Costco Wholesale Corporation operates membership-based warehouse clubs that offer a broad selection of merchandise at generally competitive prices. Its product range includes groceries, fresh foods, apparel, appliances, electronics, furniture, jewelry, hardware, and seasonal goods, along with private-label products sold under the Kirkland Signature brand.

The company also provides a variety of ancillary services, including gasoline stations, pharmacies, optical centers, hearing-aid centers, food courts, tire centers, and travel services.