Chewy (NYSE:CHWY) Reaches New 52-Week Low - Here's What Happened

Key Points

• Shares of Chewy (CHWY) hit a new 52-week low, trading as low as $26.15 and last at $26.37 on heavy volume.
• Wall Street remains broadly positive with a consensus rating of Moderate Buy (one Strong Buy, 16 Buy, 4 Hold) and a $47.21 average target, as several firms reiterated or raised buy/overweight ratings.
• Chewy beat the quarter with $0.32 EPS on $3.12B revenue (up 8.1% YoY) and gave Q4 2025 guidance of $0.240–0.270 EPS, though insiders have sold about 69,369 shares over the past 90 days.

Shares of Chewy (NYSE:CHWY - Get Free Report) hit a new 52-week low on Wednesday . The company traded as low as $26.15 and last traded at $26.3730, with a volume of 941379 shares. The stock had previously closed at $27.20.

Wall Street Analyst Weigh In

Several equities analysts recently commented on CHWY shares. TD Cowen reaffirmed a "buy" rating on shares of Chewy in a research report on Thursday, December 4th. Barclays upped their price target on shares of Chewy from $47.00 to $52.00 and gave the company an "overweight" rating in a research note on Thursday, December 11th. Needham & Company LLC reiterated a "hold" rating on shares of Chewy in a research note on Thursday, December 11th. Piper Sandler reissued an "overweight" rating on shares of Chewy in a research report on Thursday, February 5th. Finally, Citigroup restated a "market outperform" rating on shares of Chewy in a research note on Monday, November 24th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, Chewy currently has a consensus rating of "Moderate Buy" and a consensus target price of $47.21.

Chewy Stock Down 5.2%

The company has a market capitalization of $10.71 billion, a price-to-earnings ratio of 53.80, a P/E/G ratio of 1.85 and a beta of 1.59. The business's 50-day moving average is $31.94 and its 200-day moving average is $35.21.

Chewy (NYSE:CHWY - Get Free Report) last issued its quarterly earnings data on Wednesday, December 10th. The company reported $0.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.31 by $0.01. The business had revenue of $3.12 billion during the quarter, compared to analysts' expectations of $3.10 billion. Chewy had a return on equity of 56.78% and a net margin of 1.64%.The company's revenue for the quarter was up 8.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.20 EPS. Chewy has set its Q4 2025 guidance at 0.240-0.270 EPS. As a group, analysts expect that Chewy will post 0.24 EPS for the current year.

Insider Transactions at Chewy

In related news, CTO Satish Mehta sold 13,013 shares of Chewy stock in a transaction dated 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 transaction, the chief technology officer owned 273,835 shares in the company, valued at $7,938,476.65. The trade was a 4.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Sumit Singh sold 40,789 shares of the stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $33.73, for a total value of $1,375,812.97. Following the transaction, the chief executive officer owned 623,185 shares in the company, valued at $21,020,030.05. This represents a 6.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 69,369 shares of company stock worth $2,276,360 over the last 90 days. Insiders own 0.43% of the company's stock.

Institutional Investors Weigh In On Chewy

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. O Shaughnessy Asset Management LLC lifted its holdings in Chewy by 8.4% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 10,109 shares of the company's stock valued at $334,000 after purchasing an additional 781 shares in the last quarter. Fiera Capital Corp raised its position in shares of Chewy by 32.9% during the 4th quarter. Fiera Capital Corp now owns 2,020,384 shares of the company's stock worth $66,774,000 after purchasing an additional 499,941 shares during the last quarter. ING Groep NV acquired a new position in shares of Chewy during the 4th quarter worth about $5,883,000. Capital World Investors lifted its stake in Chewy by 58.9% in the 4th quarter. Capital World Investors now owns 151,107 shares of the company's stock valued at $4,994,000 after buying an additional 56,022 shares in the last quarter. Finally, Los Angeles Capital Management LLC acquired a new stake in Chewy in the 4th quarter worth about $31,000. Hedge funds and other institutional investors own 93.09% of the company's stock.

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.

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