MOR Wealth Management LLC Purchases New Position in Costco Wholesale Corporation $COST

MOR Wealth Management LLC bought a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 1,130 shares of the retailer’s stock, valued at approximately $975,000.

Other institutional investors have also added to or reduced their stakes in the company. Assenagon Asset Management S.A. boosted its stake in shares of Costco Wholesale by 1,586.8% during the 4th quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock valued at $980,857,000 after purchasing an additional 1,070,005 shares in the last quarter. Amundi boosted its position in Costco Wholesale by 45.0% during the 3rd quarter. Amundi now owns 3,176,606 shares of the retailer’s stock valued at $2,893,697,000 after acquiring an additional 986,182 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Costco Wholesale by 9.8% during 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 period. Voloridge Investment Management LLC raised its position in shares of Costco Wholesale by 112.2% in the 3rd quarter. Voloridge Investment Management LLC now owns 477,425 shares of the retailer’s stock worth $441,919,000 after acquiring an additional 252,453 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of Costco Wholesale by 3,728.4% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 245,590 shares of the retailer’s stock valued at $243,119,000 after purchasing an additional 239,175 shares during the period. 68.48% of the stock is currently owned by institutional investors.

Costco Wholesale Stock Performance

NASDAQ:COST opened at $983.86 on Monday. The stock has a market cap of $436.49 billion, a price-to-earnings ratio of 51.16, a PEG ratio of 4.86 and a beta of 1.00. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The company’s 50 day moving average price is $986.70 and its 200-day moving average price is $938.85. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.55 by $0.03. The business had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The firm’s quarterly revenue was up 9.2% on a year-over-year basis. During the same period in the prior year, the firm posted $4.02 EPS. On average, equities research analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.04%.

Insiders Place Their Bets

In other news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the completion of the transaction, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Javier Polit sold 558 shares of the stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total transaction of $481,492.62. Following the transaction, the executive vice president owned 10,190 shares in the company, valued at approximately $8,792,849.10. This trade represents a 5.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 5,596 shares of company stock worth $5,272,388 in the last quarter. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

COST has been the subject of a number of research reports. Rothschild & Co Redburn increased their price objective on Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a report on Tuesday, February 17th. Jefferies Financial Group reissued a “buy” rating and set a $1,050.00 price objective on shares of Costco Wholesale in a research note on Thursday, March 5th. Sanford C. Bernstein reiterated an “outperform” rating and set a $1,155.00 target price on shares of Costco Wholesale in a report on Monday, February 9th. Daiwa Securities Group upped their price target on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research note on Tuesday, March 10th. Finally, BTIG Research reiterated a “buy” rating and set a $1,115.00 price objective on shares of Costco Wholesale in a research note on Thursday, March 5th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and an average price target of $1,039.13.

Key Costco Wholesale News

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates, signaling stronger-than-expected profit outlook that supports higher valuation multiples for COST. Erste Group EPS Upgrade
• Positive Sentiment: Costco is rolling out standalone gas stations — a potential traffic driver and membership-value play that could boost ancillary revenue and stickiness of memberships. Costco Is Launching Standalone Gas Stations
• Positive Sentiment: Costco opened its 11th Canadian Business Centre (Winnipeg), expanding B2B footprint, creating local jobs and increasing wholesale penetration in a new province. Canada’s Eleventh Costco Business Centre
• Positive Sentiment: New Kirkland energy drink rollout is drawing customer enthusiasm and could pressure branded competitors while reinforcing Costco’s private-label margin advantages. Kirkland Energy Drink Coverage
• Positive Sentiment: High-profile endorsements and favorable press (Charlie Munger praise, coverage highlighting membership loyalty) help sentiment and investor confidence in Costco’s durable model. Charlie Munger on Costco
• Neutral Sentiment: Coverage comparing Costco to Walmart and Amazon frames Costco as a defensive, membership-driven retailer but highlights intensifying omnichannel and ad-revenue competition from peers. Walmart or Costco: Who’s Winning?
• Neutral Sentiment: Investor write-ups (Fool, MarketBeat) continue to list Costco as a top consumer-staples holding — supportive for long-term flows but not a catalyst for immediate re-rating. The 2 Best Consumer Staples Stocks
• Negative Sentiment: Analysts and media flag concerns about membership-growth trends and rich valuation — a key risk that could cap upside if membership or comparable-sales momentum slows. Analyst Concerns on Membership Growth

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.