MGO One Seven LLC Has $21.58 Million Position in Costco Wholesale Corporation $COST

MGO One Seven LLC trimmed its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 3.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,311 shares of the retailer’s stock after selling 820 shares during the quarter. MGO One Seven LLC’s holdings in Costco Wholesale were worth $21,578,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in COST. Peterson Wealth Services lifted its holdings in shares of Costco Wholesale by 0.5% in the 2nd quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock worth $13,479,000 after acquiring an additional 72 shares during the last quarter. Fishman Jay A Ltd. MI lifted its stake in Costco Wholesale by 3.5% in the second quarter. Fishman Jay A Ltd. MI now owns 16,888 shares of the retailer’s stock worth $16,718,000 after purchasing an additional 575 shares during the last quarter. Silver Oak Securities Incorporated lifted its stake in Costco Wholesale by 49.3% in the third quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock worth $3,499,000 after purchasing an additional 1,248 shares during the last quarter. Permanent Capital Management LP purchased a new stake in Costco Wholesale during the third quarter valued at about $874,000. Finally, Wealthspire Advisors LLC grew its stake in shares of Costco Wholesale by 2.0% during the second quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock valued at $15,640,000 after buying an additional 312 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have recently weighed in on COST shares. Robert W. Baird dropped their price objective on Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating for the company in a research note on Friday, December 12th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on shares of Costco Wholesale in a research report on Thursday. BMO Capital Markets restated an “outperform” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a report on Monday, December 22nd. Finally, The Goldman Sachs Group reduced their price target on Costco Wholesale from $1,218.00 to $1,171.00 and set a “buy” rating on the stock in a report on Friday, December 12th. Twenty-one 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 company. Based on data from MarketBeat, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus target price of $996.00.

Insiders Place Their Bets

In related news, insider Tiffany Marie Barbre sold 1,239 shares of Costco Wholesale stock in a transaction that occurred on Friday, October 24th. The stock was sold at an average price of $934.62, for a total transaction of $1,157,994.18. Following the sale, the insider owned 5,155 shares of the company’s stock, valued at approximately $4,817,966.10. This trade represents a 19.38% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP William Richard Wilcox sold 2,400 shares of the company’s stock in a transaction that occurred on Friday, November 7th. The stock was sold at an average price of $930.13, for a total value of $2,232,312.00. Following the completion of the transaction, the executive vice president owned 2,000 shares of the company’s stock, valued at $1,860,260. The trade was a 54.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 8,946 shares of company stock valued at $8,175,048 in the last ninety days. Insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Up 1.0%

Costco Wholesale stock opened at $924.88 on Monday. The stock has a fifty day simple moving average of $892.58 and a two-hundred day simple moving average of $931.08. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,078.23. The firm has a market cap of $410.53 billion, a price-to-earnings ratio of 49.54, a PEG ratio of 5.54 and a beta of 1.02. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) 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 for the quarter, compared to analysts’ expectations of $67.03 billion. During the same period last year, the firm posted $4.04 earnings per share. The business’s revenue for the quarter was up 8.3% on a year-over-year basis. Equities analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, November 14th. Shareholders of record on Friday, October 31st were given a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date was Friday, October 31st. Costco Wholesale’s dividend payout ratio is presently 27.85%.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Mizuho upgraded COST to Outperform and raised its price target to $1,000, saying the recent pullback is overdone — a clear catalyst for buying interest. Costco (COST) Added to Mizuho Top Picks After Pullback
• Positive Sentiment: Company sales momentum: reports show two key sales metrics accelerated recently, which supports revenue growth and membership retention assumptions used by investors. 2 Key Costco Sales Metrics Just Accelerated, and Investors Love It. Time to Buy Shares?
• Positive Sentiment: Costco added a material credit-card perk quietly — can boost card-linked spending and loyalty, incremental to transaction trends. Costco quietly added a major credit card perk
• Positive Sentiment: Ongoing expansion: plans for a new warehouse under an affordable-housing project in South LA and a confirmed Dallas‑area opening signal steady real-estate-led growth of selling footprint. Costco to open new warehouse under affordable housing development in South Los Angeles Costco Wholesale solidifies opening date for $22M Dallas-area store
• Neutral Sentiment: Longer-term thesis pieces reiterate Costco’s durable model and ask where the business will be in five years — supportive narrative but not an immediate earnings surprise. Where Will Costco Be in 5 Years?
• Neutral Sentiment: Comparative analyses (Costco vs. Home Depot) highlight Costco’s steady same‑store sales and defensive characteristics versus cyclical peers—useful for positioning but not an immediate catalyst. Best Stock to Buy Right Now: Costco vs. Home Depot
• Neutral Sentiment: Miscellaneous/consumer interest items (new product initiatives like gold sales, membership Q&A, Reddit crowd anecdotes) increase brand engagement but are unlikely to move near‑term earnings materially. Why Costco selling gold is “a big deal.” Can You Really Add Another Person To Your Costco Membership?

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.