Greenwich Wealth Management LLC Buys 651 Shares of Costco Wholesale Corporation $COST

Greenwich Wealth Management LLC lifted its stake in Costco Wholesale Corporation (NASDAQ:COST) by 48.3% in the second quarter, HoldingsChannel reports. The firm owned 2,000 shares of the retailer’s stock after acquiring an additional 651 shares during the quarter. Greenwich Wealth Management LLC’s holdings in Costco Wholesale were worth $1,871,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. State Street Corp raised its position in Costco Wholesale by 31.7% in the 2nd quarter. State Street Corp now owns 23,901,594 shares of the retailer’s stock valued at $22,359,224,000 after purchasing an additional 5,749,362 shares in the last quarter. Bank of America Corp DE increased its stake in shares of Costco Wholesale by 11.5% during the first quarter. Bank of America Corp DE now owns 7,515,031 shares of the retailer’s stock worth $7,488,203,000 after buying an additional 773,651 shares during the period. Corient Private Wealth LLC increased its stake in shares of Costco Wholesale by 838.9% during the fourth quarter. Corient Private Wealth LLC now owns 6,125,405 shares of the retailer’s stock worth $5,282,182,000 after buying an additional 5,472,968 shares during the period. Invesco Ltd. raised its holdings in Costco Wholesale by 3.4% in the fourth quarter. Invesco Ltd. now owns 4,328,729 shares of the retailer’s stock valued at $3,732,836,000 after acquiring an additional 143,150 shares in the last quarter. Finally, Capital World Investors raised its holdings in Costco Wholesale by 2.0% in the fourth quarter. Capital World Investors now owns 3,937,286 shares of the retailer’s stock valued at $3,395,301,000 after acquiring an additional 77,650 shares in the last quarter. 68.48% of the stock is owned by institutional investors and hedge funds.

Costco Wholesale Stock Performance

COST traded down $2.43 on Tuesday, hitting $920.49. 940,944 shares of the company traded hands, compared to its average volume of 2,194,104. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,096.50. The company has a 50 day moving average of $933.70 and a 200-day moving average of $967.08. The company has a quick ratio of 0.62, a current ratio of 1.06 and a debt-to-equity ratio of 0.11. The stock has a market capitalization of $408.22 billion, a PE ratio of 44.33, a PEG ratio of 3.86 and a beta of 0.86.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, September 24th. The retailer reported $6.75 EPS for the quarter, topping analysts’ consensus estimates of $6.54 by $0.21. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The company had revenue of $95.72 billion during the quarter, compared to the consensus estimate of $94.97 billion. Sell-side analysts anticipate that Costco Wholesale Corporation will post 22.57 earnings per share for the current year.

Costco Wholesale Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were 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 was Friday, July 24th. Costco Wholesale’s payout ratio is 28.32%.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Strong quarterly performance supports the shares. Costco reported fourth-quarter revenue of approximately $95.72 billion, up about 11% year over year, while EPS of $6.75 exceeded consensus estimates. Growth was broad-based across warehouses and digital channels, with gas, pharmacy and travel growing faster than total sales. Costco Q3 Deep Dive
• Positive Sentiment: Membership trends remain a key earnings driver. Membership-fee revenue rose roughly 11% to $5.907 billion, while executive membership penetration reached a record level. The recurring, fee-based revenue stream helped support profitability despite operating-cost pressure. Costco Membership Fees
• Positive Sentiment: Digital and convenience initiatives are improving Costco’s growth outlook. Digitally enabled sales reportedly exceeded $33 billion and grew more than 20% in fiscal 2026. Rising website and app traffic, along with expanded Uber Eats and DoorDash partnerships, could broaden member engagement after the Costco Next marketplace exit. Costco Digital Growth
• Neutral Sentiment: Tariff refunds may provide intermittent fiscal 2027 benefits. However, Costco expects to reinvest much of the proceeds in lower prices, potentially favoring customer traffic more than near-term margins. Tariff Refunds and Costco Earnings
• Negative Sentiment: Valuation and analyst caution are limiting upside. Daiwa lowered its price target to $950 and retained a Neutral rating, while Deutsche Bank reduced its target to $1,079 despite keeping a Buy rating. Several firms have cut targets following the earnings beat, highlighting concerns that COST’s premium valuation already reflects much of its strong execution. Daiwa Costco Price Target

Analyst Ratings Changes

COST has been the subject of several recent analyst reports. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Costco Wholesale from $1,091.00 to $1,079.00 and set a “buy” rating for the company in a research report on Monday. Argus restated a “buy” rating and issued a $1,230.00 price target on shares of Costco Wholesale in a research note on Monday. Citigroup started coverage on Costco Wholesale in a report on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 price target for the company. Truist Financial lowered their price objective on Costco Wholesale from $1,011.00 to $955.00 and set a “hold” rating for the company in a research report on Friday. Finally, Mizuho dropped their price objective on Costco Wholesale from $1,100.00 to $1,065.00 and set an “outperform” rating on the stock in a report on Friday. Twenty-two analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,046.27.

Costco Wholesale Company Profile

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells a broad selection of merchandise, including groceries, fresh foods, beverages, appliances, electronics, furniture, apparel, jewelry, hardware, and seasonal products. It also offers services such as gasoline, pharmacies, optical departments, hearing-aid centers, food courts, travel services, and business delivery in selected markets.

Costco markets many products under its private-label Kirkland Signature brand and sells merchandise through warehouse locations and e-commerce platforms.