Mutual of America Capital Management LLC Decreases Stock Position in Costco Wholesale Corporation $COST

Mutual of America Capital Management LLC lessened its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 5.5% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 48,763 shares of the retailer’s stock after selling 2,812 shares during the period. Costco Wholesale makes up approximately 0.5% of Mutual of America Capital Management LLC’s holdings, making the stock its 23rd biggest holding. Mutual of America Capital Management LLC’s holdings in Costco Wholesale were worth $45,136,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in COST. LFA Lugano Financial Advisors SA acquired a new position in shares of Costco Wholesale in the second quarter valued at about $31,000. Financial Connections Group Inc. raised its stake in shares of Costco Wholesale by 975.0% during the 2nd quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after buying an additional 39 shares during the last quarter. Frazier Financial Advisors LLC boosted its position in Costco Wholesale by 72.0% in the 2nd quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock worth $43,000 after purchasing an additional 18 shares in the last quarter. Marquette Asset Management LLC grew its stake in shares of Costco Wholesale by 2,200.0% during the 3rd quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock worth $43,000 after purchasing an additional 44 shares during the period. Finally, Spurstone Advisory Services LLC purchased a new position in shares of Costco Wholesale during the 2nd quarter valued at approximately $48,000. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

More Costco Wholesale News

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

• Positive Sentiment: Analysts expect Costco to report strong fiscal Q2 results, with previews calling for double-digit profit growth — investors view this as confirmation of resilient demand and margin stability. Earnings Preview: What to Expect From Costco Wholesale’s Report
• Positive Sentiment: Multiple bullish analyst pieces argue Costco remains a buy for 2026 and beyond, emphasizing membership retention, steady sales/profit growth and defensive consumer-staples characteristics. This supportive coverage helps underpin the rally. Is Costco Stock a Buy in 2026?
• Positive Sentiment: Costco’s membership perks continue to be a strategic growth lever — coverage highlights a past controversial perk and four new 2026 benefits aimed at boosting member value and retention, which supports long-term revenue visibility. Costco Introduced a Controversial Perk Last Year — and It Plans to Follow This Up With 4 New Benefits in 2026
• Positive Sentiment: Operational/UX improvements: reporting says Costco is adopting a tech upgrade used by competitors to improve the member experience — a potential driver of basket size and visit frequency. Costco borrows tech upgrade from competitor to boost member experience
• Neutral Sentiment: Retail buzz and product-level popularity (popular Costco finds, wholesale flowers) are helping brand engagement but are unlikely to move fundamentals materially in the near term. ‘I’ve Been Using This Stuff Every Day For About 2 Years’
• Neutral Sentiment: Trading/technical interest: a pattern-trade roundup lists Costco as a top seasonal idea (speculative short?term upside), which can attract momentum traders but isn’t a fundamental endorsement. 5 Best Pattern Trades for This Quarter
• Negative Sentiment: Bearish/critical takes: Seeking Alpha published pieces urging caution or a sell-the-rally stance, arguing the strong start may be short?lived — these raise concerns about near-term momentum and give some investors reason to lock in gains. Costco: Strong Start To 2026 Likely Short-Lived
• Negative Sentiment: Valuation questions: coverage assessing Costco’s rich P/E highlights risk that upside is limited unless earnings justify the premium — a key watch for longer?term investors. Assessing Whether Costco Wholesale (COST) Deserves Its Rich P/E
• Negative Sentiment: Minor insider activity: a disclosed sale of 458 shares by an executive may be viewed as a small negative signal, though the sale size is immaterial relative to the company’s scale. Susan Decker Sells 458 Shares of Costco Wholesale

Costco Wholesale Price Performance

Costco Wholesale stock opened at $983.25 on Monday. The firm has a market capitalization of $436.44 billion, a PE ratio of 52.66, a P/E/G ratio of 5.89 and a beta of 1.02. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,078.23. The firm’s 50-day simple moving average is $900.28 and its 200 day simple moving average is $929.44.

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

Costco Wholesale Dividend Announcement

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

Analysts Set New Price Targets

A number of research firms recently issued reports on COST. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on shares of Costco Wholesale in a research note on Thursday, January 8th. Telsey Advisory Group reiterated an “outperform” rating and set a $1,100.00 price target on shares of Costco Wholesale in a report on Thursday, January 8th. Daiwa Capital Markets lowered their price objective on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a research report on Tuesday, December 16th. BMO Capital Markets reissued an “outperform” rating on shares of Costco Wholesale in a research note on Friday, December 12th. Finally, Hovde Group began coverage on Costco Wholesale in a research note on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 price objective for the company. Twenty-one analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $996.00.

Insiders Place Their Bets

In other Costco Wholesale news, EVP Teresa A. Jones sold 850 shares of Costco Wholesale 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 transaction, the executive vice president owned 4,228 shares in the company, valued at approximately $4,169,907.28. The trade was a 16.74% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the sale, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. The trade was a 15.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 9,315 shares of company stock worth $8,549,409. 0.10% of the stock is currently owned by insiders.

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.