Mmbg Investment Advisors CO. Raises Stock Position in Costco Wholesale Corporation $COST

Mmbg Investment Advisors CO. grew its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 20.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,409 shares of the retailer’s stock after acquiring an additional 1,105 shares during the period. Mmbg Investment Advisors CO.’s holdings in Costco Wholesale were worth $5,932,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in Costco Wholesale during the 2nd quarter valued at approximately $5,692,035,000. Laurel Wealth Advisors LLC boosted its position in shares of Costco Wholesale by 96,316.6% during the second quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock worth $1,364,888,000 after acquiring an additional 1,377,328 shares during the last quarter. Vanguard Group Inc. grew its stake in Costco Wholesale by 1.7% during the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after acquiring an additional 711,560 shares in the last quarter. Invesco Ltd. increased its holdings in Costco Wholesale by 9.8% in the 2nd quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after acquiring an additional 383,887 shares during the last quarter. Finally, Symphony Financial Ltd. Co. increased its holdings in Costco Wholesale by 15,055.5% in the 2nd quarter. Symphony Financial Ltd. Co. now owns 320,994 shares of the retailer’s stock valued at $317,722,000 after acquiring an additional 318,876 shares during the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have commented on COST. Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Raymond James Financial cut their target price on shares of Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating for the company in a report on Friday, December 12th. Hovde Group started coverage on shares of Costco Wholesale in a research note on Tuesday, November 18th. They set a “market perform” rating and a $16.00 price target on the stock. DA Davidson reissued a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, February 5th. Finally, TD Cowen restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Twenty-two investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Costco Wholesale has a consensus rating of “Moderate Buy” and a consensus price target of $1,009.00.

Costco Wholesale News Summary

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

• Positive Sentiment: Analyst price-target upgrades: Bernstein raised its target (to ~$1,155) and Evercore ISI lifted its target to $1,050, keeping upbeat ratings that support upside expectations. Bernstein Boosts COST Target
• Positive Sentiment: Europe expansion: Costco is piloting e‑commerce delivery in Europe, a meaningful new addressable market that could drive long‑term top‑line growth if scaled. Costco Tests European E Commerce Delivery
• Positive Sentiment: Membership & promotions: Ongoing member promotions (e.g., digital shop-card offers) and strong member perks sustain renewal rates and engagement. Get a $20 Digital Costco Shop Card
• Positive Sentiment: Momentum and growth narratives: Multiple Zacks pieces highlight Costco as a momentum/top‑growth stock, supporting investor sentiment around durable comp and digital trends. Here’s Why Costco is a Strong Momentum Stock
• Neutral Sentiment: Short-interest data appears erroneous (reports show 0 shares / NaN changes and a 0.0 days-to-cover ratio); not meaningful as reported and unlikely to explain price moves.
• Neutral Sentiment: Corporate culture/dei: Fortune reports Costco maintained DEI programs while some peers cut back—this may support talent/brand but is not an immediate earnings driver. Costco defied Trump’s DEI directive
• Neutral Sentiment: Customer coverage pieces (both positive “in awe” stories and critiques of recent changes) reflect mixed consumer sentiment—useful for brand monitoring but limited near-term impact. 10 Costco Changes That Made Customers Angry
• Negative Sentiment: Product recall: A recall of mini beignets for undeclared hazelnuts affects operations and could create modest near‑term costs or reputational noise. Costco recalls mini beignets
• Negative Sentiment: Tariff/legal risk: The U.S. Supreme Court is set to hear challenges to former‑administration tariffs (Feb. 20); an adverse ruling or delayed refunds could hurt retailer margins or cash recoveries. President Trump’s Tariffs To Face Feb.20 Supreme Court Hearing

Insiders Place Their Bets

In other news, EVP Russell D. Miller sold 1,500 shares of the stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the transaction, the executive vice president directly owned 8,240 shares in the company, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Teresa A. Jones sold 850 shares of the business’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total transaction of $838,321.00. Following the completion of the transaction, the executive vice president directly owned 4,228 shares of the company’s stock, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 6,915 shares of company stock worth $6,317,097. 0.10% of the stock is owned by corporate insiders.

Costco Wholesale Stock Up 2.0%

Shares of NASDAQ COST opened at $1,018.48 on Monday. The stock has a 50 day moving average price of $922.96 and a 200 day moving average price of $932.54. The firm has a market capitalization of $452.07 billion, a price-to-earnings ratio of 54.55, a PEG ratio of 5.37 and a beta of 1.01. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,077.49. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04.

Costco Wholesale (NASDAQ:COST) last issued its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, topping the consensus estimate of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The business had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. During the same period in the prior year, the business earned $4.04 EPS. The business’s revenue for the quarter was up 8.3% compared to the same quarter last year. Sell-side analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given a dividend of $1.30 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.

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.