Chewy (NYSE:CHWY) General Counsel Sells $219,289.59 in Stock

Chewy (NYSE:CHWY) General Counsel Da-Wai Hu sold 8,149 shares of Chewy stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $26.91, for a total value of $219,289.59. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Chewy Trading Up 0.9%

Shares of CHWY opened at $26.47 on Thursday. Chewy has a twelve month low of $22.74 and a twelve month high of $48.62. The stock’s 50 day moving average is $26.03 and its two-hundred day moving average is $31.54. The firm has a market capitalization of $11.03 billion, a PE ratio of 50.90, a P/E/G ratio of 1.66 and a beta of 1.61.

Chewy (NYSE:CHWY) last announced its quarterly earnings data on Wednesday, March 25th. The company reported $0.09 earnings per share 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 business had revenue of $3.26 billion during the quarter, compared to analysts’ expectations of $3.26 billion. During the same period in the prior year, the firm posted $0.28 EPS. Chewy’s revenue for the quarter was up .5% compared to the same quarter last year. On average, sell-side analysts predict that Chewy will post 0.24 EPS for the current year.

Chewy News Roundup

Here are the key news stories impacting Chewy this week:

• Positive Sentiment: Acquisition of Modern Animal — Chewy agreed to buy Modern Animal, which brings 29 owned clinics, 24/7 virtual care and a membership model. Management frames the deal as a strategic step toward a fully integrated pet healthcare ecosystem (care + commerce + services), improving cross‑sell and retention potential. Chewy to Acquire Modern Animal Accelerating Evolution to a Fully Integrated Healthcare Ecosystem
• Positive Sentiment: Immediate revenue and footprint lift — Reporting estimates and local coverage indicate the Modern Animal acquisition will add roughly $125 million in annual revenue and expand Chewy’s owned clinic footprint, accelerating in‑person and virtual care capabilities that drive higher gross margins than retail. Chewy to expand veterinary clinic footprint, add $125 million in revenue with acquisition
• Positive Sentiment: Health business margin upside — Analysts and sector pieces highlight that vet care and memberships are higher‑margin, boost customer retention and improve lifetime value, supporting longer‑term margin expansion and monetization beyond core commerce. This reinforces the strategic rationale for investors focused on sustainable profitability. CHWY’s Vet Care Expansion Strengthens Its High-Margin Health Business
• Positive Sentiment: Share‑repurchase boost — Chewy’s board approved an additional $500 million buyback authorization, signaling capital return priority and providing buyback-driven EPS support. That move typically reduces float and is viewed favorably by income/return‑focused investors. Chewy Expands Share Repurchase Authorization to Boost Returns
• Neutral Sentiment: Analyst reaction is mostly constructive but mixed — Several sell‑side analysts reiterated Buy ratings (William Blair, Mizuho) and some raised or kept bullish targets, while at least one analyst called the Modern Animal deal “somewhat mixed” (benefits vs. integration/earnings dilution questions). Expect varied commentary as analysts update models. Chewy: Strategic Expansion into High-Margin Veterinary Services and Share Buybacks Underpin Buy Rating
• Neutral Sentiment: Valuation and execution questions remain — Coverage notes Autoship and health services can boost margins, but near‑term EPS variability and last quarter’s mixed earnings keep valuation debate active; CHWY still trades well below some historical targets. Chewy (CHWY) Valuation Check As Autoship And New Growth Initiatives Support A Brighter Earnings Outlook
• Negative Sentiment: Insider selling — Chewy’s General Counsel sold 8,149 shares (~$219k), which investors sometimes interpret as a negative signal on near‑term insider conviction (though the size is modest relative to institutional ownership). Monitor additional filings. Chewy (NYSE:CHWY) General Counsel Sells $219,289.59 in Stock

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Quent Capital LLC acquired a new position in shares of Chewy during the 3rd quarter worth approximately $27,000. CoreCap Advisors LLC raised its position in shares of Chewy by 306.3% during the 4th quarter. CoreCap Advisors LLC now owns 845 shares of the company’s stock worth $28,000 after purchasing an additional 637 shares during the last quarter. Harbour Investments Inc. raised its position in shares of Chewy by 81.4% during the 4th quarter. Harbour Investments Inc. now owns 907 shares of the company’s stock worth $30,000 after purchasing an additional 407 shares during the last quarter. Osterweis Capital Management Inc. acquired a new position in shares of Chewy during the 2nd quarter worth approximately $30,000. Finally, Los Angeles Capital Management LLC acquired a new position in shares of Chewy during the 4th quarter worth approximately $31,000. 93.09% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on CHWY. Guggenheim reiterated a “buy” rating and set a $45.00 price target on shares of Chewy in a research report on Thursday, March 26th. The Goldman Sachs Group reduced their price target on shares of Chewy from $52.00 to $46.00 and set a “buy” rating for the company in a research report on Thursday, March 26th. JPMorgan Chase & Co. reduced their price target on shares of Chewy from $46.00 to $40.00 and set an “overweight” rating for the company in a research report on Thursday, March 26th. Piper Sandler reiterated an “overweight” rating on shares of Chewy in a research report on Thursday, February 5th. Finally, Barclays reduced their price target on shares of Chewy from $52.00 to $48.00 and set an “overweight” rating for the company in a research report on Thursday, March 5th. Eighteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $42.91.

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.