Costco Wholesale Corporation $COST Shares Purchased by Mmbg Investment Advisors CO.

Mmbg Investment Advisors CO. raised its stake in Costco Wholesale Corporation (NASDAQ:COST) by 35.9% in the fourth quarter, HoldingsChannel reports. The fund owned 8,708 shares of the retailer’s stock after purchasing an additional 2,299 shares during the period. Mmbg Investment Advisors CO.’s holdings in Costco Wholesale were worth $7,509,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Hurley Capital LLC raised its stake in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after buying an additional 18 shares during the period. Entrust Financial LLC purchased a new stake in shares of Costco Wholesale during the fourth quarter worth approximately $31,000. Abich Financial Wealth Management LLC purchased a new stake in Costco Wholesale in the 3rd quarter valued at $34,000. Collier Financial purchased a new stake in Costco Wholesale in the 3rd quarter valued at $35,000. Finally, Joseph Group Capital Management purchased a new stake in Costco Wholesale in the 4th quarter valued at $33,000. 68.48% of the stock is owned by institutional investors and hedge funds.

Costco Wholesale Stock Performance

Shares of COST stock opened at $1,028.24 on Tuesday. The business’s 50 day moving average is $1,008.37 and its two-hundred day moving average is $960.97. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,096.50. The company has a market capitalization of $456.18 billion, a P/E ratio of 53.47, a price-to-earnings-growth ratio of 5.06 and a beta of 0.92. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same period last year, the business posted $4.02 EPS. The company’s revenue was up 9.2% on a year-over-year basis. Equities analysts forecast that Costco Wholesale Corporation will post 20.33 EPS for the current year.

Costco Wholesale Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Friday, May 1st were paid a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date was Friday, May 1st. Costco Wholesale’s dividend payout ratio (DPR) is presently 30.58%.

Insider Buying and Selling at Costco Wholesale

In related news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total value of $732,204.60. Following the sale, the executive vice president directly owned 6,121 shares in the company, valued at $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.10% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

COST has been the subject of several research analyst reports. UBS Group increased their target price on shares of Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a “buy” rating in a research note on Wednesday, May 20th. Oppenheimer increased their price target on Costco Wholesale from $1,100.00 to $1,160.00 and gave the company an “outperform” rating in a research report on Tuesday, May 19th. Mizuho increased their price target on Costco Wholesale from $1,065.00 to $1,100.00 and gave the company an “outperform” rating in a research report on Thursday, April 16th. DA Davidson reissued a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research report on Friday, April 10th. Finally, BMO Capital Markets raised their target price on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,052.60.

More Costco Wholesale News

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

• Positive Sentiment: Analysts are highlighting Costco’s AI and digital investments as a driver of faster sales growth, especially through stronger e-commerce traffic and app personalization that could support long-term revenue gains.
• Positive Sentiment: Several articles frame Costco as a “recession-proof” dividend stock and a long-term hold, pointing to its membership model, steady cash generation, and history of dividend increases as reasons investors continue to favor the shares.
• Positive Sentiment: Pre-earnings coverage suggests Wall Street expects another solid quarter, and options traders are pricing in a meaningful move around the report, which often keeps the stock active ahead of results.
• Positive Sentiment: Commentary from Jim Cramer remains upbeat on Costco, reinforcing investor confidence in the retailer’s durable business model and consistent execution.
• Neutral Sentiment: Holiday-related coverage about Memorial Day store hours and shopping deals is mainly informational, but it keeps Costco in the consumer spotlight heading into a busy retail period.
• Neutral Sentiment: Lifestyle stories about Costco products and shopping behavior are not likely to move the stock materially, though they underscore the company’s strong brand engagement and customer interest.

Costco Wholesale Company 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.