Wealth Enhancement Advisory Services LLC Lowers Stock Holdings in CAVA Group, Inc. $CAVA

Wealth Enhancement Advisory Services LLC reduced its position in CAVA Group, Inc. (NYSE:CAVA) by 47.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 31,174 shares of the company’s stock after selling 28,378 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in CAVA Group were worth $1,921,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Atlantic Union Bankshares Corp bought a new position in CAVA Group in the 2nd quarter valued at $31,000. Fifth Third Bancorp purchased a new stake in shares of CAVA Group during the 2nd quarter valued at $38,000. Whittier Trust Co. grew its position in CAVA Group by 60.9% in the second quarter. Whittier Trust Co. now owns 457 shares of the company’s stock worth $38,000 after acquiring an additional 173 shares in the last quarter. Toth Financial Advisory Corp increased its stake in CAVA Group by 656.7% in the third quarter. Toth Financial Advisory Corp now owns 507 shares of the company’s stock valued at $31,000 after acquiring an additional 440 shares during the last quarter. Finally, Nisa Investment Advisors LLC purchased a new stake in CAVA Group during the second quarter valued at about $45,000. Institutional investors own 73.15% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently commented on CAVA. Barclays increased their price objective on CAVA Group from $52.00 to $70.00 and gave the company an “equal weight” rating in a research report on Wednesday, January 7th. Telsey Advisory Group began coverage on shares of CAVA Group in a report on Friday, January 9th. They set an “outperform” rating and a $85.00 price target for the company. Citigroup restated a “neutral” rating on shares of CAVA Group in a research report on Wednesday, November 12th. Stifel Nicolaus set a $75.00 price objective on shares of CAVA Group in a research note on Wednesday, November 5th. Finally, KeyCorp cut their target price on CAVA Group from $85.00 to $65.00 and set an “overweight” rating on the stock in a research note on Wednesday, November 5th. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $81.57.

CAVA Group News Summary

Here are the key news stories impacting CAVA Group this week:

• Positive Sentiment: Institutional buying and analyst support — large investors (including Goldman Sachs and UBS asset management) have increased stakes recently and some sell‑side firms (Barclays, UBS) have raised or maintained price targets, which provides a counterbalance to short‑term selling. CAVA Stock Looking for Direction After Earnings Miss
• Neutral Sentiment: Elevated retail/investor interest — Zacks flags heavier search activity for CAVA, which can increase intraday volume and volatility but doesn’t directly change fundamentals. Investors Heavily Search CAVA Group
• Negative Sentiment: Clustered insider selling — CEO Brett Schulman sold 4,542 shares (~$282k), CFO Tricia Tolivar sold 2,404 shares (~$149k) and several other officers (including Kelly Costanza, Theodoros Xenohristos, Kenneth Bertram and CAO Adam Phillips) sold additional shares on Jan. 27, totaling ~11.5k shares (~$710k). The concentrated timing and size of these officer sales is being read negatively by traders even though insiders retain large holdings. How CEO Stock Sale And Softer Earnings Views At CAVA Group Have Changed Its Investment Story
• Negative Sentiment: Confirmed CAO sale filing — CAO Adam David Phillips sold 774 shares at ~$62.14 per share (Form 4 disclosure). The filings provide exact trade details that market participants use to assess intent. CAVA CAO Adam David Phillips Sells 774 Shares
• Negative Sentiment: Softer near‑term earnings/growth view — CAVA missed consensus on its last quarterly EPS and analysts are tempering near‑term forecasts (consensus FY EPS remains modest), which amplifies negative reaction to insider sales. CAVA Stock Looking for Direction After Earnings Miss

Insiders Place Their Bets

In other CAVA Group news, CFO Tricia K. Tolivar sold 2,404 shares of the firm’s stock in a transaction that occurred on Tuesday, January 27th. The shares were sold at an average price of $62.14, for a total transaction of $149,384.56. Following the completion of the transaction, the chief financial officer owned 231,934 shares of the company’s stock, valued at approximately $14,412,378.76. This trade represents a 1.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Adam David Phillips sold 774 shares of the business’s stock in a transaction that occurred on Tuesday, January 27th. The stock was sold at an average price of $62.14, for a total value of $48,096.36. Following the completion of the sale, the chief accounting officer directly owned 10,435 shares in the company, valued at approximately $648,430.90. This represents a 6.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 42,843 shares of company stock valued at $2,764,355. Insiders own 6.80% of the company’s stock.

CAVA Group Trading Down 3.9%

Shares of CAVA opened at $60.56 on Friday. CAVA Group, Inc. has a 1-year low of $43.41 and a 1-year high of $144.49. The firm’s 50-day moving average price is $59.75 and its 200-day moving average price is $64.44. The firm has a market capitalization of $7.02 billion, a price-to-earnings ratio of 52.21, a PEG ratio of 4.48 and a beta of 2.41.

CAVA Group (NYSE:CAVA) last issued its quarterly earnings data on Tuesday, November 4th. The company reported $0.12 EPS for the quarter, missing the consensus estimate of $0.13 by ($0.01). The company had revenue of $292.24 million during the quarter, compared to analysts’ expectations of $292.88 million. CAVA Group had a return on equity of 8.88% and a net margin of 12.14%.The business’s quarterly revenue was up 19.9% on a year-over-year basis. During the same quarter last year, the business earned $0.15 earnings per share. On average, research analysts forecast that CAVA Group, Inc. will post 0.5 EPS for the current fiscal year.

About CAVA Group

CAVA Group, Inc (NYSE: CAVA) is a leading fast-casual restaurant company specializing in Mediterranean-inspired cuisine. Operating under the CAVA brand, the company offers customizable bowls, pitas and salads built around a variety of proteins, grains, fresh vegetables and house-made spreads. With a focus on high-quality ingredients and made-to-order preparation, CAVA aims to deliver a casual yet elevated dining experience for dine-in, takeout and catering customers.

Founded in 2011 in the Washington, DC metro area by Ike Grigoropoulos, Dimitri Katsanis and Brett Schulman, CAVA has pursued an aggressive growth strategy that included the 2018 acquisition of Zoe’s Kitchen.