Falcon Wealth Planning Sells 747 Shares of Costco Wholesale Corporation $COST

Falcon Wealth Planning reduced its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 6.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,039 shares of the retailer’s stock after selling 747 shares during the period. Costco Wholesale accounts for 0.7% of Falcon Wealth Planning’s portfolio, making the stock its 24th biggest holding. Falcon Wealth Planning’s holdings in Costco Wholesale were worth $10,003,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the business. Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new position in shares of Costco Wholesale during the 4th quarter valued at about $27,000. Lifetime Wealth Management P.C. purchased a new position in Costco Wholesale during the 4th quarter valued at about $28,000. Mcguire Capital Advisors Inc. purchased a new stake in shares of Costco Wholesale during the fourth quarter valued at about $28,000. Entrust Financial LLC purchased a new stake in Costco Wholesale in the fourth quarter valued at about $31,000. Finally, Joseph Group Capital Management acquired a new stake in Costco Wholesale during the 4th quarter worth about $33,000. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Up 1.1%

COST opened at $952.54 on Friday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50. The firm has a 50 day moving average price of $996.07 and a 200 day moving average price of $970.54. The company has a market cap of $422.43 billion, a PE ratio of 47.91, a price-to-earnings-growth ratio of 4.56 and a beta of 0.88. 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 earnings results on Thursday, May 28th. The retailer reported $4.93 earnings per share for the quarter, missing the consensus estimate of $4.94 by ($0.01). Costco Wholesale had a net margin of 3.01% and a return on equity of 28.04%. The business had revenue of $70.53 billion for the quarter, compared to analyst estimates of $70.12 billion. During the same quarter in the previous year, the firm posted $4.28 EPS. Sell-side analysts expect that Costco Wholesale Corporation will post 20.38 earnings per share for the current 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 $1.47 dividend. This represents a $5.88 annualized dividend and a yield of 0.6%. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend was Friday, May 1st. Costco Wholesale’s dividend payout ratio is 29.58%.

Insider Activity at Costco Wholesale

In other Costco Wholesale news, Director Kenneth D. Denman sold 885 shares of the business’s 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 owned 4,779 shares in the company, valued at $4,575,653.55. The trade was a 15.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.10% of the stock is currently owned by corporate insiders.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Costco is expanding its ancillary business with the opening of its first standalone gas station in Mission Viejo, California, which reinforces the company’s ability to deepen member engagement and support traffic beyond warehouse sales. Costco’s first standalone gas station opens in Southern California
• Positive Sentiment: Coverage highlighting Costco’s cash generation and the possibility of a special dividend later in 2026 is likely supporting investor optimism, since such payouts can be a meaningful catalyst for shareholder returns. Costco’s Cash Pile Is Building. Is a Special Dividend Coming in the Second Half of 2026?
• Positive Sentiment: Investor interest is rising, with Costco showing up as a heavily searched stock on Zacks, suggesting traders are actively reassessing the name amid recent news flow. Investors Heavily Search Costco Wholesale Corporation (COST): Here is What You Need to Know
• Neutral Sentiment: Several articles continued to highlight Costco’s strong brand, membership model, and popular product assortments, but these were mostly commentary pieces rather than fresh catalysts. The rise of Costco: An iconic American brand with a fanatic following
• Neutral Sentiment: A director sale of 885 shares by Kenneth Denman was disclosed, but the transaction was relatively small versus his remaining holdings, so the signal is limited even if it adds some caution to sentiment. SEC filing for Kenneth D. Denman transaction
• Negative Sentiment: Insider selling can still weigh on shares near term, especially when investors are already focused on valuation and whether Costco’s growth premium is getting stretched. Insider Selling: Costco Wholesale (NASDAQ:COST) Director Sells 885 Shares of Stock

Wall Street Analyst Weigh In

COST has been the topic of several recent analyst reports. Evercore set a $1,100.00 price objective on shares of Costco Wholesale in a report on Monday, March 2nd. TD Cowen reaffirmed a “buy” rating and issued a $1,175.00 price target on shares of Costco Wholesale in a research report on Wednesday, June 3rd. JPMorgan Chase & Co. boosted their target price on Costco Wholesale from $1,060.00 to $1,110.00 and gave the stock an “overweight” rating in a research note on Friday, April 17th. Guggenheim reissued a “neutral” rating on shares of Costco Wholesale in a report on Monday, June 1st. Finally, DA Davidson reissued a “neutral” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a report on Thursday, June 4th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Costco Wholesale presently has a consensus rating of “Moderate Buy” and an average target price of $1,061.45.

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.