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Dividend Capture for Costco (COST)

COST dividend capture — median 1d pre-ex touch, 100% /30d touch rate over 20 ex-dates. Next ex-date, event history, after-tax calculator & simulator.

Updated Jun 20, 202620 eventshigh

Costco (COST) has touched its pre-ex close within 30 trading days in 100% of the last 20 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.15), meaning ordinary day-to-day noise can easily exceed the dividend itself.

Versus its sector, COST sits roughly in line with the Consumer Defensive sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.

Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next ex-dividend date is estimated at Jul 31, 2026 (±4 days), based on the historical pattern; the company has not yet declared a dividend.

Touch rate (30d)
100%+5pp vs sector
Median days-to-touch
1din line with sector
Signal-to-noise
0.15-0.24 vs sector

Recovery engine

TL;DR over the most recent 20 events.

MetricValuevs sector
30-day touch rate
100%
+5pp vs sector
Median days-to-touch
1d
in line with sector
Signal-to-noise (div / ATR)
0.15
-0.24 vs sector
Avg gap on ex-date
-0.12%
+0.52pp vs sector
Win rate at MOC exit
74%
Median drawdown during hold
-1.46%
+2.66pp vs sector
Best / worst touch (days)
1 / 12

Next ex-dividend

Estimated from historical pattern ±4 days.

in 40 days
Dividend$1.47
Per-event yield0.14%
Annualized yield0.53%
Previously paidMay 1, 2026 ($1.47)
Last record dateMay 1, 2026
Last payment dateMay 15, 2026

COST Dividend Capture History — Last 20 Ex-Dividend Events

Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for Costco (COST). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.

  • +5.20%
  • +0.42%
  • +4.54%
  • +1.04%
  • +2.10%
  • +8.10%
  • +0.89%
  • +1.34%
  • +4.36%
  • -1.67%
  • +1.35%
  • +1.75%
  • +2.62%
  • -3.16%
  • -2.45%
  • +4.19%
  • -6.47%
  • -0.53%
  • +5.58%

COST Pre-Ex Touch Time Distribution

First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.

Touch windowDistributionCountShare
≤ 1 day1785%
2–3 days210%
4–5 days00%
6–10 days00%
11–30 days15%
30+00%
85% within 1d · 95% within 5d · 100% within 30d(20 events analyzed)

COST Dividend Capture Calculator — After-Tax Yield

Pre-filled with COST's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.

U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.

Slippage preset
Display
Gross dividend
$294.00
After-tax dividend
$191.10
Slippage round-trip
-$202.91

Net if price returns to pre-ex
$-11.81
Required recovery to break even
0.01%

Per-event after-tax yield
-0.01%
Annual if all succeed
~-0.3%
Scenariosbase rate 100%
Best (limit fills)$11.81
Average (base rate)$11.81
Worst (no recovery)$305.81

Open in full calculator →

COST Dividend Capture Backtest Simulator

Replay every historical COST ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.

Limit window:Quarter:

Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).

Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).

Avg P&L per trade(20 events)+0.06%
Win rate (20 trades)
95%
Cumulative P&L
i
+1.29%Sum of per-event % (not compounded)
Buy & hold (same sample)
i
+114.12%Span: Oct 28, 2021 → May 1, 2026 · long-horizon total return vs repeating capture cycles
Best event
+0.21%
Worst event
-1.67%

Cumulative P&L (equity curve)

Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.

+1.6%+0.0%-0.1%Oct 28, 2021 · cumulative +0.16% (sum of returns through this event)Feb 3, 2022 · cumulative +0.31% (sum of returns through this event)Apr 28, 2022 · cumulative +0.48% (sum of returns through this event)Jul 28, 2022 · cumulative +0.65% (sum of returns through this event)Oct 27, 2022 · cumulative +0.83% (sum of returns through this event)Feb 2, 2023 · cumulative +1.00% (sum of returns through this event)May 4, 2023 · cumulative +1.21% (sum of returns through this event)Aug 24, 2023 · cumulative +1.40% (sum of returns through this event)Nov 2, 2023 · cumulative +1.58% (sum of returns through this event)Dec 27, 2023 · cumulative -0.09% (sum of returns through this event)Feb 1, 2024 · cumulative +0.06% (sum of returns through this event)Apr 25, 2024 · cumulative +0.22% (sum of returns through this event)Jul 26, 2024 · cumulative +0.36% (sum of returns through this event)Nov 1, 2024 · cumulative +0.49% (sum of returns through this event)Feb 7, 2025 · cumulative +0.60% (sum of returns through this event)May 2, 2025 · cumulative +0.73% (sum of returns through this event)Aug 1, 2025 · cumulative +0.87% (sum of returns through this event)Oct 31, 2025 · cumulative +1.01% (sum of returns through this event)Jan 30, 2026 · cumulative +1.15% (sum of returns through this event)May 1, 2026 · cumulative +1.29% (sum of returns through this event)
Oct 28, 2021May 1, 2026

Per-event P&L distribution

20 trades in this sample · bar height ∝ count in each bucket (gross % per event).

 
<-3%
1
-3..-1%
 
-1..0%
 
0%
19
0..1%
 
1..3%
 
>3%

Scenario P&L by event · COST (20)

Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.

Ex-dateP&L
+0.16%
+0.15%
+0.16%
+0.17%
+0.18%
+0.17%
+0.21%
+0.19%
+0.18%
-1.67%
+0.15%
+0.16%
+0.14%
+0.13%
+0.11%
+0.13%
+0.14%
+0.14%
+0.14%
+0.14%

Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.

Frequently asked questions