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

Monograph Wealth Advisors LLC reduced its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 54.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). 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 filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of COST. Brighton Jones LLC lifted its stake in shares of Costco Wholesale by 12.3% in the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after purchasing an additional 2,172 shares during the period. Revolve Wealth Partners LLC grew its position in Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after buying an additional 130 shares during the period. Sivia Capital Partners LLC increased its holdings in Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after buying an additional 165 shares during the last quarter. Pinnacle Wealth Planning Services Inc. increased its holdings in Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its position in Costco Wholesale by 2.2% in the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock worth $8,416,000 after acquiring an additional 182 shares during the period. 68.48% of the stock is owned by hedge funds and other institutional investors.

Costco Wholesale Stock Down 0.2%

Shares of COST opened at $927.31 on Thursday. The stock has a market capitalization of $411.24 billion, a price-to-earnings ratio of 46.65, a price-to-earnings-growth ratio of 4.49 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 business’s 50 day simple moving average is $970.49 and its 200-day simple moving average is $979.74. The company has a debt-to-equity ratio of 0.17, a current ratio of 1.07 and a quick ratio of 0.61.

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 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 business had revenue of $70.53 billion during the quarter, compared to the consensus estimate of $70.12 billion. During the same quarter last year, the firm earned $4.28 earnings per share. As a group, equities analysts expect that Costco Wholesale Corporation will post 20.42 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

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 paid a dividend of $1.47 per share. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, July 24th. Costco Wholesale’s dividend payout ratio (DPR) is currently 29.58%.

Insider Transactions at Costco Wholesale

In other news, Director Kenneth D. Denman sold 885 shares of Costco Wholesale stock in a transaction 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 completion of the sale, the director directly owned 4,779 shares in the company, valued at approximately $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 Securities & Exchange Commission, which can be accessed through this link. 0.10% of the stock is currently owned by insiders.

Key Stories Impacting Costco Wholesale

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

Analysts Set New Price Targets

Several research firms recently weighed in on COST. The Goldman Sachs Group lifted their target price on Costco Wholesale from $1,088.00 to $1,159.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Wells Fargo & Company raised their price objective on Costco Wholesale from $950.00 to $1,000.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 9th. Royal Bank Of Canada began coverage on Costco Wholesale in a research report on Monday, July 13th. They set a “sector perform” rating and a $1,000.00 price objective on the stock. Telsey Advisory Group boosted their price objective on Costco Wholesale from $1,125.00 to $1,135.00 and gave the company an “outperform” rating in a research note on Thursday, April 9th. Finally, Weiss Ratings lowered shares of Costco Wholesale from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, June 23rd. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $1,059.07.

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.