MGO One Seven LLC Sells 5,081 Shares of Costco Wholesale Corporation $COST

MGO One Seven LLC reduced its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 21.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,230 shares of the retailer’s stock after selling 5,081 shares during the quarter. MGO One Seven LLC’s holdings in Costco Wholesale were worth $15,720,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. FORA Capital LLC bought a new stake in Costco Wholesale during the 3rd quarter worth about $2,781,000. Teacher Retirement System of Texas raised its stake in shares of Costco Wholesale by 24.5% in the fourth quarter. Teacher Retirement System of Texas now owns 140,429 shares of the retailer’s stock worth $121,098,000 after acquiring an additional 27,625 shares during the last quarter. Curtis Advisory Group LLC raised its stake in shares of Costco Wholesale by 56.7% in the fourth quarter. Curtis Advisory Group LLC now owns 4,535 shares of the retailer’s stock worth $3,911,000 after acquiring an additional 1,641 shares during the last quarter. Mariner LLC lifted its position in shares of Costco Wholesale by 1.5% during the third quarter. Mariner LLC now owns 399,894 shares of the retailer’s stock worth $370,140,000 after purchasing an additional 5,937 shares in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. lifted its position in shares of Costco Wholesale by 0.9% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,106,319 shares of the retailer’s stock worth $1,024,042,000 after purchasing an additional 9,636 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Stock Up 1.6%

Shares of NASDAQ:COST opened at $1,012.06 on Friday. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08. The company has a 50 day moving average of $998.03 and a 200-day moving average of $951.50. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The stock has a market cap of $449.00 billion, a price-to-earnings ratio of 52.63, a P/E/G ratio of 4.91 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data 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 net margin of 2.99% and a return on equity of 28.57%. The business had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. During the same period in the prior year, the business posted $4.02 earnings per share. Costco Wholesale’s revenue was up 9.2% compared to the same quarter last year. On average, sell-side analysts forecast that Costco Wholesale Corporation will post 20.32 earnings per share for the current year.

Costco Wholesale Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Friday, May 1st will be paid a $1.47 dividend. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date of this dividend is Friday, May 1st. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.6%. Costco Wholesale’s dividend payout ratio (DPR) is currently 30.58%.

Insider Activity

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

Analysts Set New Price Targets

A number of brokerages recently weighed in on COST. Mizuho raised their price target on shares of Costco Wholesale from $1,065.00 to $1,100.00 and gave the company an “outperform” rating in a report on Thursday, April 16th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $1,155.00 price objective on shares of Costco Wholesale in a report on Monday, February 9th. Jefferies Financial Group reiterated a “buy” rating and issued a $1,050.00 price objective on shares of Costco Wholesale in a research report on Thursday, March 5th. Daiwa Securities Group lifted their target price on Costco Wholesale from $917.00 to $975.00 and gave the company a “neutral” rating in a research note on Tuesday, March 10th. Finally, Truist Financial lifted their target price on Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a research note on Friday, March 6th. Twenty-two investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $1,046.03.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: April sales beat expectations — Costco reported April net sales up ~13% year-over-year and positive comparable-store growth, a result analysts say shows resilient demand and helped lift the stock. Read More.
• Positive Sentiment: Gas prices provided a near-term revenue boost — commentary and coverage attribute part of April’s sales gain to higher gasoline prices, which lift fuel revenue and store traffic. This is being cited as a key reason for the stock’s uptick. Read More.
• Positive Sentiment: Analyst support remains intact — Deutsche Bank nudged its price target higher and kept a Buy rating; Bank of America reiterated Buy and a high price target after the April results, which can sustain investor confidence. Read More.
• Positive Sentiment: Longer-term growth narrative highlighted — bullish commentary and price‑target pieces point to membership and digital-sales momentum as catalysts that could support further upside over the next 12 months. Read More.
• Neutral Sentiment: Operational/customer experience tweaks — Costco is rolling changes (self-checkout adjustments industry-wide, bakery improvements) that may modestly affect store throughput and satisfaction but are unlikely to move the stock materially on their own. Read More.
• Neutral Sentiment: Marketing and in-store activity — initiatives like GEN Korean BBQ roadshows and new gas-station openings support foot traffic and product discovery, incremental positives for sales execution. Read More.
• Negative Sentiment: Competitive pressure — BJ’s Wholesale is expanding in North Texas, intensifying local competition versus Costco and Sam’s Club; investors should watch share dynamics in key markets. Read More.
• Negative Sentiment: Industry headwinds flagged — Moody’s and other coverage note a tougher retail backdrop and muted consumer demand in 2026, which could pressure comps if the macro trend weakens. Read More.

Costco Wholesale 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.