Chewy $CHWY Holdings Boosted by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC raised its stake in Chewy (NYSE:CHWY) by 148.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 376,983 shares of the company’s stock after acquiring an additional 224,996 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Chewy were worth $12,124,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in the stock. Quent Capital LLC bought a new stake in shares of Chewy in the 3rd quarter worth approximately $27,000. Osterweis Capital Management Inc. acquired a new stake in Chewy in the second quarter worth $30,000. Princeton Global Asset Management LLC bought a new stake in Chewy in the third quarter valued at $40,000. Strategic Advocates LLC bought a new stake in Chewy in the third quarter valued at $43,000. Finally, EverSource Wealth Advisors LLC boosted its holdings in shares of Chewy by 412.2% during the second quarter. EverSource Wealth Advisors LLC now owns 1,091 shares of the company’s stock valued at $46,000 after acquiring an additional 878 shares during the period. 93.09% of the stock is owned by institutional investors.

Insider Activity at Chewy

In other news, CTO Satish Mehta sold 13,013 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $28.99, for a total value of $377,246.87. Following the completion of the sale, the chief technology officer owned 273,835 shares in the company, valued at $7,938,476.65. This represents a 4.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.43% of the company’s stock.

Chewy Trading Up 1.8%

CHWY stock opened at $27.05 on Friday. The firm’s 50-day moving average is $27.08 and its two-hundred day moving average is $32.30. The company has a market capitalization of $11.23 billion, a price-to-earnings ratio of 52.03, a price-to-earnings-growth ratio of 1.80 and a beta of 1.60. Chewy has a 52 week low of $22.74 and a 52 week high of $48.62.

Chewy (NYSE:CHWY) last posted its quarterly earnings data on Wednesday, March 25th. The company reported $0.09 EPS for the quarter, missing analysts’ consensus estimates of $0.28 by ($0.19). Chewy had a net margin of 1.77% and a return on equity of 53.48%. The company had revenue of $3.26 billion for the quarter, compared to analyst estimates of $3.26 billion. During the same quarter in the prior year, the business earned $0.28 EPS. Chewy’s revenue was up .5% compared to the same quarter last year. On average, equities research analysts predict that Chewy will post 0.24 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts recently weighed in on the stock. UBS Group set a $51.00 price objective on shares of Chewy in a research report on Tuesday, January 13th. Wedbush cut their price target on Chewy from $42.00 to $36.00 and set an “outperform” rating on the stock in a report on Thursday. Morgan Stanley decreased their price objective on Chewy from $51.00 to $50.00 and set an “overweight” rating for the company in a report on Tuesday, March 10th. BNP Paribas Exane reaffirmed a “neutral” rating and set a $28.00 target price (down from $38.00) on shares of Chewy in a research note on Thursday. Finally, Wall Street Zen upgraded Chewy from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Seventeen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $43.90.

Key Stories Impacting Chewy

Here are the key news stories impacting Chewy this week:

• Positive Sentiment: Company issued an upbeat 2026 revenue and margin outlook after Q4 results (sales roughly in line, guidance raised/clarified), which underpinned the rally. CHWY Stock Up 13% Following Solid Q4 Performance
• Positive Sentiment: Autoship strength, margin expansion and AI-driven efficiency were highlighted by management and analysts as drivers of improving EBITDA and free‑cash‑flow conversion. These operational improvements are the main near‑term catalyst for higher profitability expectations. Chewy Posts Solid Q4, Indicates AI-Related Efficiency Benefits Ahead
• Positive Sentiment: CEO Sumit Singh publicly sounded “bullish” on 2026 in interviews, reinforcing confidence in consumer engagement and the company’s growth levers (vet care, private label, advertising). That tone helped investor sentiment. Watch CNBC’s full interview with Chewy CEO Sumit Singh
• Neutral Sentiment: Industry/partner view on Chewy Vet Care’s team‑based practice model offers a constructive, long‑term growth read but is not an immediate earnings driver. Investors should treat it as strategic optionality. A veterinarian’s perspective on Chewy Vet Care’s team‑based practice model
• Neutral Sentiment: Coverage of the quarter is mixed: some outlets frame adjusted metrics as a beat while others highlight an EPS miss on certain bases — investors should focus on recurring metrics (Autoship %, FCF, adjusted EBITDA) rather than a single EPS line. Chewy Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: Several analysts adjusted price targets after the print (some cuts despite maintaining buy/overweight ratings), reflecting a more cautious near‑term view on upside; that could cap momentum if revisions continue. These Analysts Cut Their Forecasts On Chewy Following Q4 Results
• Negative Sentiment: Insider sales and notable institutional trimming in recent quarters are a structural headwind to the stock’s near‑term supply/demand picture — monitor institutional flows. Chewy jumps 15% as investors position for fiscal Q4 and full‑year results

Chewy Company Profile

Chewy, Inc (NYSE: CHWY) is a leading e-commerce retailer specializing in pet food, supplies and services. The company offers a comprehensive assortment of products for dogs, cats, fish, birds and other small animals, including prescription medications, veterinary health products, grooming essentials and toys. Through its online platform and mobile app, Chewy provides an intuitive shopping experience with features such as Autoship, ensuring regular deliveries of pet essentials at schedule intervals.

Founded in 2011 by Ryan Cohen and Michael Day, Chewy initially operated under the name Mr.