Wedbush Comments on Chewy’s Q4 Earnings (NYSE:CHWY)

Chewy, Inc. (NYSE:CHWY) – Stock analysts at Wedbush decreased their Q4 2025 earnings per share estimates for Chewy in a note issued to investors on Thursday, December 5th. Wedbush analyst S. Basham now expects that the company will earn $0.01 per share for the quarter, down from their previous estimate of $0.05. Wedbush has a “Outperform” rating and a $39.00 price objective on the stock. The consensus estimate for Chewy’s current full-year earnings is $0.34 per share.

Chewy (NYSE:CHWY) last issued its quarterly earnings data on Wednesday, December 4th. The company reported $0.20 EPS for the quarter, beating analysts’ consensus estimates of $0.05 by $0.15. The firm had revenue of $2.89 billion for the quarter, compared to analysts’ expectations of $2.86 billion. Chewy had a net margin of 3.51% and a return on equity of 24.47%. The firm’s revenue was up 5.2% on a year-over-year basis. During the same period in the prior year, the company earned ($0.08) EPS.

Other equities analysts also recently issued research reports about the company. Evercore ISI raised their price target on Chewy from $22.00 to $29.00 and gave the stock an “in-line” rating in a research report on Wednesday, August 28th. Needham & Company LLC reiterated a “hold” rating on shares of Chewy in a research report on Thursday, December 5th. Bank of America upgraded shares of Chewy from an “underperform” rating to a “buy” rating and upped their target price for the company from $24.00 to $40.00 in a report on Wednesday, November 20th. The Goldman Sachs Group raised their price target on shares of Chewy from $35.00 to $40.00 and gave the stock a “buy” rating in a research note on Thursday, December 5th. Finally, UBS Group boosted their price objective on shares of Chewy from $30.00 to $34.00 and gave the company a “neutral” rating in a research report on Tuesday, December 3rd. Nine investment analysts have rated the stock with a hold rating and fourteen have given a buy rating to the company. According to MarketBeat, Chewy has an average rating of “Moderate Buy” and a consensus target price of $34.15.

Chewy Price Performance

Shares of CHWY opened at $30.90 on Monday. Chewy has a 1-year low of $14.69 and a 1-year high of $39.10. The stock has a market cap of $12.92 billion, a price-to-earnings ratio of 33.96, a price-to-earnings-growth ratio of 2.95 and a beta of 1.12. The firm has a 50 day simple moving average of $30.49 and a 200-day simple moving average of $27.42.

Insider Buying and Selling

In other news, major shareholder Argos Holdings Gp Llc sold 1,250,000 shares of the stock in a transaction dated Tuesday, October 15th. The stock was sold at an average price of $29.40, for a total value of $36,750,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CTO Satish Mehta sold 8,056 shares of the business’s stock in a transaction that occurred on Monday, December 2nd. The stock was sold at an average price of $33.47, for a total value of $269,634.32. Following the transaction, the chief technology officer now directly owns 585,962 shares in the company, valued at $19,612,148.14. This trade represents a 1.36 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders sold 28,128,804 shares of company stock valued at $827,019,626. 2.10% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in CHWY. 1620 Investment Advisors Inc. acquired a new stake in shares of Chewy during the second quarter worth approximately $33,000. Blue Trust Inc. grew its holdings in Chewy by 183.6% during the 3rd quarter. Blue Trust Inc. now owns 1,398 shares of the company’s stock worth $38,000 after acquiring an additional 905 shares in the last quarter. Industrial Alliance Investment Management Inc. acquired a new position in Chewy during the 2nd quarter worth $44,000. First Horizon Advisors Inc. acquired a new stake in shares of Chewy in the 2nd quarter valued at about $48,000. Finally, Planning Capital Management Corp bought a new position in shares of Chewy during the third quarter worth about $52,000. 93.09% of the stock is owned by institutional investors and hedge funds.

About Chewy

Chewy, Inc, together with its subsidiaries, engages in the pure play e-commerce business in the United States. It provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services for dogs, cats, fish, birds, small pets, horses, and reptiles through its retail websites and mobile applications.