50,720 Shares in Chewy $CHWY Bought by Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna purchased a new position in Chewy (NYSE:CHWY) in the 2nd quarter, Holdings Channel.com reports. The fund purchased 50,720 shares of the company’s stock, valued at approximately $2,162,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of CHWY. BC Partners PE LP bought a new stake in shares of Chewy in the 1st quarter valued at about $7,142,402,000. State Street Corp lifted its position in Chewy by 75.5% in the second quarter. State Street Corp now owns 6,170,197 shares of the company’s stock valued at $262,974,000 after purchasing an additional 2,654,496 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Chewy by 88.1% during the second quarter. Geode Capital Management LLC now owns 4,076,911 shares of the company’s stock valued at $174,097,000 after purchasing an additional 1,909,457 shares during the period. Invesco Ltd. grew its holdings in shares of Chewy by 34.7% in the second quarter. Invesco Ltd. now owns 7,187,518 shares of the company’s stock worth $306,332,000 after purchasing an additional 1,852,531 shares during the last quarter. Finally, Marshall Wace LLP increased its stake in shares of Chewy by 105.8% in the second quarter. Marshall Wace LLP now owns 3,285,619 shares of the company’s stock worth $140,033,000 after buying an additional 1,689,064 shares during the period. 93.09% of the stock is owned by institutional investors.

Chewy Stock Performance

CHWY stock opened at $34.64 on Tuesday. Chewy has a fifty-two week low of $29.83 and a fifty-two week high of $48.62. The company has a market capitalization of $14.37 billion, a price-to-earnings ratio of 98.96, a price-to-earnings-growth ratio of 8.18 and a beta of 1.58. The business’s 50 day moving average price is $35.35 and its two-hundred day moving average price is $38.48.

Chewy (NYSE:CHWY) last released its quarterly earnings results on Wednesday, September 10th. The company reported $0.33 earnings per share for the quarter, meeting the consensus estimate of $0.33. The company had revenue of $3.10 billion for the quarter, compared to analyst estimates of $3.08 billion. Chewy had a return on equity of 50.45% and a net margin of 1.22%.The firm’s revenue was up 8.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.24 earnings per share. Chewy has set its Q3 2025 guidance at 0.280-0.330 EPS. Sell-side analysts forecast that Chewy will post 0.24 earnings per share for the current year.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the stock. Morgan Stanley dropped their price target on shares of Chewy from $50.00 to $48.00 and set an “overweight” rating for the company in a research report on Thursday, September 11th. Mizuho reiterated an “outperform” rating and set a $50.00 target price on shares of Chewy in a report on Tuesday, November 4th. Wedbush restated an “outperform” rating and set a $45.00 price target on shares of Chewy in a report on Thursday, September 11th. Robert W. Baird lowered their price target on Chewy from $52.00 to $48.00 and set an “outperform” rating for the company in a research report on Thursday, September 11th. Finally, Moffett Nathanson upgraded Chewy from a “neutral” rating to a “buy” rating and set a $48.00 price objective on the stock in a research report on Thursday, September 25th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $46.17.

Insider Activity

In related news, CEO Sumit Singh sold 40,789 shares of the business’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $33.73, for a total transaction of $1,375,812.97. Following the sale, the chief executive officer owned 623,185 shares of the company’s stock, valued at $21,020,030.05. The trade was a 6.14% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CTO Satish Mehta sold 8,872 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $33.53, for a total transaction of $297,478.16. Following the transaction, the chief technology officer directly owned 229,702 shares of the company’s stock, valued at $7,701,908.06. This represents a 3.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 83,985 shares of company stock worth $2,802,809. Corporate insiders own 0.43% of the company’s stock.

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.