Mmbg Investment Advisors CO. Buys 1,105 Shares of Costco Wholesale Corporation $COST

Mmbg Investment Advisors CO. raised its stake in Costco Wholesale Corporation (NASDAQ:COST) by 20.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund 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 SEC filing.

Several other large investors have also recently modified their holdings of the stock. Norges Bank bought a new stake in Costco Wholesale during the 2nd quarter valued at about $5,692,035,000. Laurel Wealth Advisors LLC grew its holdings 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 valued at $1,364,888,000 after buying an additional 1,377,328 shares during the last quarter. Vanguard Group Inc. grew its holdings in shares of 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 buying an additional 711,560 shares during the last quarter. Invesco Ltd. raised 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 worth $4,248,384,000 after acquiring an additional 383,887 shares during the last quarter. Finally, Symphony Financial Ltd. Co. raised 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 worth $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.

Costco Wholesale Price Performance

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

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. 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 company earned $4.04 earnings per share. The firm’s revenue was up 8.3% on a year-over-year basis. Equities research analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

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

Insider Buying and Selling at Costco Wholesale

In related news, EVP Teresa A. Jones sold 850 shares of the stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the sale, the executive vice president directly owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP James C. Klauer sold 1,500 shares of Costco Wholesale stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the transaction, the executive vice president directly owned 44,837 shares in the company, valued at $42,101,943. This represents a 3.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 6,915 shares of company stock valued at $6,317,097 in the last ninety days. 0.10% of the stock is currently owned by company insiders.

Trending Headlines about Costco Wholesale

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

Analyst Ratings Changes

Several analysts have commented on the company. Sanford C. Bernstein reiterated an “outperform” rating and set a $1,155.00 target price on shares of Costco Wholesale in a research note on Monday, February 9th. The Goldman Sachs Group dropped their price objective on Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a research report on Friday, December 12th. Northcoast Research set a $1,100.00 target price on Costco Wholesale and gave the stock a “buy” rating in a research report on Wednesday, December 24th. Deutsche Bank Aktiengesellschaft set a $1,044.00 target price on shares of Costco Wholesale in a research note on Thursday, January 8th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $1,009.00.

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.