Analysts Set The Chefs’ Warehouse, Inc. (NASDAQ:CHEF) PT at $91.86

The Chefs’ Warehouse, Inc. (NASDAQ:CHEF) has earned an average rating of “Moderate Buy” from the eight brokerages that are covering the company, MarketBeat Ratings reports. Four research analysts have rated the stock with a hold recommendation and four have assigned a buy recommendation to the company. The average 1-year price target among brokerages that have issued a report on the stock in the last year is $91.8571.

Several research analysts have weighed in on CHEF shares. Zacks Research downgraded Chefs’ Warehouse from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 29th. BTIG Research lifted their price objective on shares of Chefs’ Warehouse from $82.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, June 11th. Benchmark lifted their price objective on shares of Chefs’ Warehouse from $90.00 to $106.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. UBS Group lowered their target price on shares of Chefs’ Warehouse from $83.00 to $80.00 and set a “buy” rating on the stock in a report on Thursday, April 23rd. Finally, TD Cowen restated a “buy” rating on shares of Chefs’ Warehouse in a research report on Wednesday.

Insiders Place Their Bets

In other Chefs’ Warehouse news, CEO Christopher Pappas sold 125,000 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $78.00, for a total value of $9,750,000.00. Following the sale, the chief executive officer owned 2,189,453 shares in the company, valued at $170,777,334. The trade was a 5.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Christina Polychroni sold 4,500 shares of the stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $79.21, for a total transaction of $356,445.00. Following the transaction, the insider directly owned 24,642 shares of the company’s stock, valued at $1,951,892.82. This trade represents a 15.44% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 11.10% of the company’s stock.

Hedge Funds Weigh In On Chefs’ Warehouse

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in CHEF. Hantz Financial Services Inc. grew its holdings in Chefs’ Warehouse by 229.5% during the 4th quarter. Hantz Financial Services Inc. now owns 458 shares of the company’s stock valued at $29,000 after buying an additional 319 shares in the last quarter. Caitong International Asset Management Co. Ltd raised its holdings in shares of Chefs’ Warehouse by 515.3% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 523 shares of the company’s stock worth $31,000 after acquiring an additional 438 shares in the last quarter. Global Retirement Partners LLC purchased a new stake in shares of Chefs’ Warehouse during the 4th quarter worth approximately $31,000. Osaic Holdings Inc. raised its holdings in shares of Chefs’ Warehouse by 30.7% during the 2nd quarter. Osaic Holdings Inc. now owns 800 shares of the company’s stock worth $51,000 after acquiring an additional 188 shares in the last quarter. Finally, Parallel Advisors LLC boosted its position in shares of Chefs’ Warehouse by 98.7% during the 1st quarter. Parallel Advisors LLC now owns 926 shares of the company’s stock valued at $55,000 after acquiring an additional 460 shares during the last quarter. 91.55% of the stock is owned by institutional investors.

Key Headlines Impacting Chefs’ Warehouse

Here are the key news stories impacting Chefs’ Warehouse this week:

• Positive Sentiment: Q2 earnings and revenue beat expectations. CHEF reported adjusted earnings of $0.78 per share, compared with the $0.59-$0.64 analyst estimates, while revenue reached $1.17 billion versus approximately $1.12 billion expected. EPS increased from $0.52 in the prior-year quarter, and revenue grew 12.9% year over year. The Chefs’ Warehouse Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Full-year revenue guidance was reaffirmed at $4.5 billion-$4.6 billion. The range is broadly in line with consensus and reduces concern about a potential outlook cut following the earnings report.
• Positive Sentiment: Recent Wall Street actions have supported the stock. BTIG and Benchmark issued Buy ratings, while TD Cowen recently set a $110 price target. Other targets ranged from $80 to $100, with a six-month median of $95, indicating that some analysts may now need to reassess their valuations after the earnings beat. CHEF climbs as investors position for earnings and recent bullish analyst calls
• Neutral Sentiment: Institutional positioning was mixed. Wellington Management, Goldman Sachs and BlackRock added shares during the first quarter, but other funds, including Greenhouse Funds and Millennium Management, reduced their holdings. This suggests continued institutional interest but not universal conviction.
• Negative Sentiment: Insider selling remains a risk signal. Company insiders reported seven open-market sales and no purchases over the past six months, including substantial sales by CEO Christopher Pappas. The selling may temper enthusiasm, particularly after the stock’s strong run.

Chefs’ Warehouse Stock Performance

NASDAQ CHEF opened at $105.63 on Friday. The firm has a market cap of $4.31 billion, a price-to-earnings ratio of 58.68 and a beta of 1.39. The company has a quick ratio of 1.33, a current ratio of 2.18 and a debt-to-equity ratio of 1.18. The business has a 50-day moving average price of $90.65 and a 200-day moving average price of $74.94. Chefs’ Warehouse has a twelve month low of $53.20 and a twelve month high of $112.16.

Chefs’ Warehouse (NASDAQ:CHEF) last released its earnings results on Wednesday, July 29th. The company reported $0.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.59 by $0.19. The firm had revenue of $1.17 billion during the quarter, compared to analysts’ expectations of $1.12 billion. Chefs’ Warehouse had a return on equity of 15.54% and a net margin of 1.87%.The firm’s revenue was up 12.9% on a year-over-year basis. During the same quarter last year, the business posted $0.52 earnings per share. As a group, equities research analysts predict that Chefs’ Warehouse will post 2.31 EPS for the current fiscal year.

Chefs’ Warehouse Company Profile

Chefs’ Warehouse, Inc is a specialty food distributor that supplies a broad range of high‐end ingredients and culinary products to professional chefs, restaurants, hotels, and other foodservice operators. Headquartered in Maspeth, New York, the company sources its portfolio from local artisans, boutique producers and leading global suppliers. Its core offerings include fresh and frozen proteins, specialty cuts of meat and seafood, handcrafted cheeses and charcuterie, seasonal produce, value‐added preparations, pantry staples and premium desserts and beverages.

The company operates a network of distribution centers strategically located in major metropolitan markets across North America.