CHWY
Chewy, Inc.
$20.73
+4.01%
$8.6B
No data for this timeframe.
Vol
Market Cap$8.6B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders9 funds
Inst. Value$1.6B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 4S
Insider Net $-$2.8M
Reddit Sentiment41° Cool
SEC Reports3
Recent Activity
May 22, 2026
short_volume
Short Volume: CHWY — 57.6% short (1.7M / 3.0M)
Short: 1,722,209 | Exempt: 1 | TRF Vol: 2,987,696 | Short Ratio: 57.6% | Off-exchange volume (dark p
May 4, 2026
Insider
Singh Sumit sold 83,306 shares
Chief Executive Officer @ $25.60 ($2.1M)
May 1, 2026
Insider
Singh Sumit sold 15,462 shares
Chief Executive Officer @ $25.42 ($393.0K)
May 1, 2026
Insider
Deppe Christopher S. sold 2,857 shares
Chief Financial Officer @ $25.42 ($72.6K)
Apr 28, 2026
SEC
Chewy disclosed a proposed settlement of a stockholder derivative lawsuit over the 2023 Downstream Merger with BC Partne
8-K — Impact 4/10
Apr 8, 2026
SEC
Chewy's board approved a $500 million increase to its share repurchase program, adding to the $119.4 million remaining f
8-K — Impact 4/10
Feb 24, 2026
SEC
Chewy appointed Christopher S. Deppe as Chief Financial Officer effective February 23, 2026, after an internal search. D
8-K — Impact 3/10
Inst.
MORGAN STANLEY — ADD
7,660,258 shares ($253.2M)
Price Targets
$40.55
+95.6% upside
Strong Buy
Current $20.73
Low $28.00
Median $41.00
High $50.00
20 analysts
$28.00
$50.00
Analyst Ratings
12Strong Buy
16Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 12, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| Apr 27, 2026 | Guggenheim | REITERATE | Buy → Buy |
| Apr 13, 2026 | Guggenheim | REITERATE | Buy → Buy |
| Mar 31, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| Mar 30, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.43 | $0.40 — $0.47 | 22% YoY | 14 |
| Next Q | $0.41 | $0.37 — $0.46 | 24% YoY | 14 |
| Current FY | $1.62 | $1.50 — $1.73 | 27% YoY | 16 |
| Next FY | $1.97 | $1.69 — $2.24 | 22% YoY | 15 |
Latest Reports
NEUTRAL
8-K
4/10
Chewy disclosed a proposed settlement of a stockholder derivative lawsuit over the 2023 Downstream Merger with BC Partne
Apr 28, 2026
NEUTRAL
8-K
4/10
Chewy's board approved a $500 million increase to its share repurchase program, adding to the $119.4 million remaining f
Apr 8, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $658.4M | ADD |
| MORGAN STANLEY | $253.2M | ADD |
| FMR LLC | $160.3M | — |
| NORGES BANK | $154.6M | NEW |
| BANK OF AMERICA CORP | $141.3M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 4, 2026 | Singh Sumit | SELL | $2.1M |
| May 1, 2026 | Singh Sumit | F | $393.0K |
| May 1, 2026 | Deppe Christopher | F | $72.6K |
| May 1, 2026 | Hu Da-Wai | F | $23.1K |
| May 1, 2026 | Billings William | F | $27.0K |
Reddit Sentiment
41°▼
Cool
Bearish
Neutral
Bullish
9 institutional holders with $1.6B total value (46,983,510 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 19,920,347 | $658.4M | 42.4% | ADD +31.3% |
| 2 | MORGAN STANLEY | 7,660,258 | $253.2M | 16.3% | ADD +33.8% |
| 3 | FMR LLC | 4,849,352 | $160.3M | 10.3% | — |
| 4 | NORGES BANK | 4,679,171 | $154.6M | 10.0% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 4,274,626 | $141.3M | 9.1% | TRIM -25.9% |
| 6 | TWO SIGMA INVESTMENTS, LP | 2,712,262 | $89.6M | 5.8% | DOUBLED +515.3% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,087,265 | $69.0M | 4.4% | ADD +56.1% |
| 8 | WELLS FARGO & COMPANY/MN | 763,201 | $25.2M | 1.6% | TRIM -34.6% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 37,028 | $1.2M | 0.1% | NEAR_EXIT -98.4% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 5,723,244 | 7,660,258 | +33.8% | $253.2M | 2025-Q4 |
| NORGES BANK | NEW | — | 4,679,171 | — | $154.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 5,766,844 | 4,274,626 | -25.9% | $141.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 2,331,645 | 37,028 | -98.4% | $1.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 4,591,982 | 2,331,645 | -49.2% | $94.3M | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 1,323,398 | 2,065,622 | +56.1% | $83.6M | 2025-Q3 |
| UBS Group AG | TRIM | 1,917,335 | 1,103,078 | -42.5% | $44.6M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | TRIM | 1,102,021 | 721,066 | -34.6% | $29.2M | 2025-Q3 |
| VANGUARD GROUP INC | ADD | 14,396,928 | 18,907,983 | +31.3% | $805.9M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 3,760,104 | 5,882,574 | +56.4% | $250.7M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 8,445,560 | 5,837,109 | -30.9% | $248.8M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 1,763,382 | 4,591,982 | +160.4% | $195.7M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 447,865 | 2,755,678 | +515.3% | $117.4M | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 944,974 | 1,323,398 | +40.0% | $56.4M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 717,570 | 1,102,021 | +53.6% | $47.0M | 2025-Q2 |
| MORGAN STANLEY | ADD | 5,377,006 | 8,445,560 | +57.1% | $274.6M | 2025-Q1 |
| UBS Group AG | DOUBLED | 976,546 | 2,036,799 | +108.6% | $66.2M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 178,824 | 447,865 | +150.5% | $14.6M | 2025-Q1 |
| NORGES BANK | EXIT | 89,793 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | TRIM | 7,621,372 | 5,377,006 | -29.4% | $180.1M | 2024-Q4 |
| UBS Group AG | ADD | 709,497 | 976,546 | +37.6% | $32.7M | 2024-Q4 |
| NORGES BANK | NEW | — | 89,793 | — | $3.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 824,824 | — | $24.2M | 2024-Q3 |
5 unique insiders with 4 transactions. Net insider value: -$2.8M ($0.00 bought, $2.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 4, 2026 | Singh Sumit | Chief Executive Officer | SELL | 83,306 | $25.60 | $2.1M |
| May 1, 2026 | Singh Sumit | Chief Executive Officer | F | 15,462 | $25.42 | $393.0K |
| May 1, 2026 | Deppe Christopher S. | Chief Financial Officer | F | 2,857 | $25.42 | $72.6K |
| May 1, 2026 | Hu Da-Wai | General Counsel & Secretary | F | 909 | $25.42 | $23.1K |
| May 1, 2026 | Billings William G. | Chief Accounting Officer | F | 1,064 | $25.42 | $27.0K |
| Apr 8, 2026 | Deppe Christopher S. | Chief Financial Officer | A | 71,062 | $0.00 | $0.00 |
| Apr 8, 2026 | Singh Sumit | Chief Executive Officer | A | 394,868 | $0.00 | $0.00 |
| Apr 8, 2026 | Hu Da-Wai | General Counsel & Secretary | A | 37,486 | $0.00 | $0.00 |
| Apr 8, 2026 | Billings William G. | Chief Accounting Officer | A | 32,571 | $0.00 | $0.00 |
| Apr 1, 2026 | Hu Da-Wai | General Counsel & Secretary | SELL | 8,149 | $26.91 | $219.3K |
| Apr 1, 2026 | Singh Sumit | Chief Executive Officer | F | 1,021 | $27.00 | $27.6K |
| Mar 25, 2026 | Singh Sumit | Chief Executive Officer | A | 526,284 | $0.00 | $0.00 |
| Mar 25, 2026 | Deppe Christopher S. | Chief Financial Officer | A | 4,342 | $0.00 | $0.00 |
| Mar 25, 2026 | Billings William G. | Chief Accounting Officer | A | 14,470 | $0.00 | $0.00 |
| Mar 25, 2026 | Hu Da-Wai | General Counsel & Secretary | A | 49,962 | $0.00 | $0.00 |
| Mar 2, 2026 | Deppe Christopher S. | Chief Financial Officer | SELL | 3,043 | $26.87 | $81.8K |
| Feb 27, 2026 | Hu Da-Wai | General Counsel & Secretary | F | 1,777 | $26.97 | $47.9K |
| Feb 27, 2026 | Billings William G. | Chief Accounting Officer | F | 2,546 | $26.97 | $68.7K |
| Feb 27, 2026 | Deppe Christopher S. | Chief Financial Officer | F | 1,976 | $26.97 | $53.3K |
| Feb 27, 2026 | Singh Sumit | Chief Executive Officer | F | 30,267 | $26.97 | $816.3K |
| Feb 2, 2026 | Mehta Satish | Chief Technology Officer | SELL | 13,013 | $28.99 | $377.2K |
| Jan 30, 2026 | Singh Sumit | Chief Executive Officer | F | 163,018 | $30.14 | $4.9M |
| Jan 30, 2026 | Mehta Satish | Chief Technology Officer | F | 29,243 | $30.14 | $881.4K |
| Jan 30, 2026 | Billings William G. | Chief Accounting Officer | F | 1,207 | $30.14 | $36.4K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.7/10.
NEUTRAL
8-K
4/10
Chewy disclosed a proposed settlement of a stockholder derivative lawsuit over the 2023 Downstream M
Apr 28, 2026
NEUTRAL
8-K
4/10
Chewy's board approved a $500 million increase to its share repurchase program, adding to the $119.4
Apr 8, 2026
NEUTRAL
8-K
3/10
Chewy appointed Christopher S. Deppe as Chief Financial Officer effective February 23, 2026, after a
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (82% buy). Based on 34 analysts: 12 strong buy, 16 buy, 6 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$40.55 mean target
+95.6% upside
Strong Buy (1.72)
$28.00 Low
$50.00 High
| Metric | Value |
|---|---|
| Current Price | $20.73 |
| Target Low | $28.00 |
| Target Mean | $40.55 |
| Target Median | $41.00 |
| Target High | $50.00 |
| # Analysts | 20 |
| Recommendation | Strong Buy (1.72) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-04-30 |
$0.43 | $0.40 | $0.47 | 22.3% | -0.4% | 0↑ 1↓ | $3.4B | 7.6% | 14 |
| Next Q 2026-07-31 |
$0.41 | $0.37 | $0.46 | 23.9% | -0.3% | 1↑ 0↓ | $3.4B | 8.6% | 14 |
| Current FY 2027-01-31 |
$1.62 | $1.50 | $1.73 | 27.4% | -0.1% | 0↑ 1↓ | $13.7B | 8.6% | 16 |
| Next FY 2028-01-31 |
$1.97 | $1.69 | $2.24 | 21.5% | -0.1% | 0↑ 1↓ | $14.8B | 7.9% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.428 | |
| 7d ago | $0.000 | +0.428 |
| 30d ago | $0.430 | -0.002 |
| 60d ago | $0.413 | +0.015 |
| 90d ago | $0.416 | +0.012 |
14 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 12, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 27, 2026 | Guggenheim | REITERATE | Buy | Buy |
| Apr 13, 2026 | Guggenheim | REITERATE | Buy | Buy |
| Mar 31, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 30, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Mar 27, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Mar 26, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 26, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Mar 26, 2026 | Wedbush | MAINTAIN | Outperform | Outperform |
| Mar 26, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Mar 26, 2026 | Guggenheim | REITERATE | Buy | Buy |
| Mar 26, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Mar 26, 2026 | BNP Paribas | REITERATE | Neutral | Neutral |
| Mar 10, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 10, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Mar 5, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 19, 2026 | Raymond James | UPGRADE | Market Perform | Outperform |
| Jan 13, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Dec 11, 2025 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Dec 11, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Dec 11, 2025 | Needham | REITERATE | Hold | Hold |
| Dec 3, 2025 | UBS | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 12 | 16 | 6 | 0 | 0 | 82% | |
| Apr 1, 2026 | 11 | 16 | 7 | 0 | 0 | 79% | |
| Mar 1, 2026 | 11 | 16 | 8 | 0 | 0 | 77% | |
| Feb 1, 2026 | 11 | 15 | 9 | 0 | 0 | 74% | |
| Jan 1, 2026 | 11 | 15 | 9 | 0 | 0 | 74% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
41°
Cool
Bearish
Neutral
Bullish
7 mentions
0 bullish
2 bearish
7 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 20, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 20, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 8, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 8, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 20, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Feb 19, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
All in on CHWY
▲ 1
💬 0
⚡ 0.5
What's the deal with CHWY
▲ 1
💬 1
⚡ 0.5
May 22, 2026
short_volume
Short Volume: CHWY — 57.6% short (1.7M / 3.0M)
Short: 1,722,209 | Exempt: 1 | TRF Vol: 2,987,696 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: CHWY — 62.3% short (2.5M / 3.9M)
Short: 2,459,747 | Exempt: 1,208 | TRF Vol: 3,946,295 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: CHWY — 64.3% short (1.9M / 3.0M)
Short: 1,918,349 | Exempt: 113 | TRF Vol: 2,984,767 | Short Ratio: 64.3% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: CHWY — 62.0% short (1.9M / 3.1M)
Short: 1,894,712 | Exempt: 206 | TRF Vol: 3,055,989 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: CHWY — 62.2% short (2.5M / 4.0M)
Short: 2,507,206 | Exempt: 6,042 | TRF Vol: 4,027,822 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: CHWY — 72.2% short (4.8M / 6.7M)
Short: 4,812,244 | Exempt: 302 | TRF Vol: 6,661,259 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: CHWY — 60.1% short (2.6M / 4.3M)
Short: 2,595,245 | Exempt: 3,092 | TRF Vol: 4,321,390 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: CHWY — 67.2% short (2.3M / 3.4M)
Short: 2,312,125 | Exempt: 120 | TRF Vol: 3,438,289 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: CHWY — 9.8M shares, 119,410 trades
Week starting 2026-04-27. Total ATS volume: 9,819,431 shares across 119,410 trades.
Apr 23, 2026
short_volume
Short Volume: CHWY — 58.4% short (1.6M / 2.7M)
Short: 1,560,987 | Exempt: 2,497 | TRF Vol: 2,672,479 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_volume
Short Volume: CHWY — 56.5% short (1.6M / 2.8M)
Short: 1,608,387 | Exempt: 1,456 | TRF Vol: 2,844,626 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: CHWY — 9.1M shares, 115,395 trades
Week starting 2026-04-20. Total ATS volume: 9,130,834 shares across 115,395 trades.
Apr 13, 2026
dark_pool
Dark Pool: CHWY — 7.4M shares, 94,669 trades
Week starting 2026-04-13. Total ATS volume: 7,448,870 shares across 94,669 trades.
Apr 6, 2026
dark_pool
Dark Pool: CHWY — 9.4M shares, 106,791 trades
Week starting 2026-04-06. Total ATS volume: 9,392,422 shares across 106,791 trades.
Mar 30, 2026
dark_pool
Dark Pool: CHWY — 6.7M shares, 80,519 trades
Week starting 2026-03-30. Total ATS volume: 6,736,237 shares across 80,519 trades.