Costco Wholesale Corporation $COST Shares Acquired by Cambient Family Office LLC

Cambient Family Office LLC increased its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 8.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,099 shares of the retailer’s stock after purchasing an additional 543 shares during the period. Costco Wholesale accounts for 1.0% of Cambient Family Office LLC’s investment portfolio, making the stock its 26th biggest position. Cambient Family Office LLC’s holdings in Costco Wholesale were worth $7,074,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in Costco Wholesale in the 4th quarter worth about $5,195,415,000. Corient Private Wealth LLC grew its holdings in Costco Wholesale by 838.9% in the 4th 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 period. Cardano Risk Management B.V. increased its stake in shares of Costco Wholesale by 907.1% during the 4th quarter. Cardano Risk Management B.V. now owns 1,785,080 shares of the retailer’s stock valued at $1,539,346,000 after acquiring an additional 1,607,833 shares during the last quarter. Assenagon Asset Management S.A. increased its stake in shares of 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 valued at $980,857,000 after acquiring an additional 1,070,005 shares during the last quarter. Finally, Amundi lifted its holdings in shares of Costco Wholesale by 45.0% during the 3rd quarter. Amundi now owns 3,176,606 shares of the retailer’s stock worth $2,893,697,000 after acquiring an additional 986,182 shares during the period. 68.48% of the stock is currently owned by institutional investors and hedge funds.

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

Analyst Ratings Changes

Several research firms recently issued reports on COST. Daiwa Securities Group raised their target price on shares of Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 10th. DA Davidson reaffirmed a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a research report on Thursday, June 4th. JPMorgan Chase & Co. increased their price target on shares of 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. Truist Financial lifted their price target on shares of Costco Wholesale from $977.00 to $1,011.00 and gave the company a “hold” rating in a report on Friday, May 29th. Finally, BMO Capital Markets upped their price objective on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,061.45.

Insider Buying and Selling at Costco Wholesale

In related news, Director Kenneth D. Denman sold 885 shares of the company’s 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 completion of the sale, the director directly owned 4,779 shares of the company’s stock, valued at approximately $4,575,653.55. This represents a 15.62% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Up 1.1%

Shares of NASDAQ:COST opened at $952.54 on Friday. The stock has a 50-day simple moving average of $996.07 and a 200-day simple moving average of $970.54. The stock has a market capitalization of $422.43 billion, a P/E ratio of 47.91, a PEG ratio of 4.61 and a beta of 0.88. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year 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 results on Thursday, May 28th. The retailer reported $4.93 EPS 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 during the quarter, compared to analysts’ expectations of $70.12 billion. During the same quarter in the previous year, the business posted $4.28 EPS. Equities analysts forecast that Costco Wholesale Corporation will post 20.38 earnings per share for the current year.

Costco Wholesale Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were issued a dividend of $1.47 per share. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date was Friday, May 1st. This is a positive change from Costco Wholesale’s previous quarterly dividend of $1.30. Costco Wholesale’s dividend payout ratio (DPR) is presently 29.58%.

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.