Elo Mutual Pension Insurance Co Increases Stock Holdings in Chewy $CHWY

Elo Mutual Pension Insurance Co boosted its position in shares of Chewy (NYSE:CHWY) by 90.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,217 shares of the company’s stock after purchasing an additional 24,745 shares during the period. Elo Mutual Pension Insurance Co’s holdings in Chewy were worth $2,112,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Quent Capital LLC purchased a new stake in shares of Chewy during the 3rd quarter valued at approximately $27,000. Osterweis Capital Management Inc. acquired a new stake in Chewy during the second quarter worth $30,000. Princeton Global Asset Management LLC purchased a new stake in Chewy in the third quarter valued at $40,000. EverSource Wealth Advisors LLC raised its position in Chewy by 412.2% in the second quarter. EverSource Wealth Advisors LLC now owns 1,091 shares of the company’s stock valued at $46,000 after purchasing an additional 878 shares during the period. Finally, Parkside Financial Bank & Trust lifted its stake in shares of Chewy by 34.5% in the 2nd quarter. Parkside Financial Bank & Trust now owns 1,161 shares of the company’s stock valued at $49,000 after purchasing an additional 298 shares during the last quarter. 93.09% of the stock is currently owned by institutional investors and hedge funds.

Chewy News Roundup

Here are the key news stories impacting Chewy this week:

• Positive Sentiment: Company is pushing beyond e‑commerce into a broader “pet health” strategy (vet clinics, telehealth, insurance, and ads) intended to deepen customer engagement, raise retention and support long‑term margin expansion. This is the strategic thesis bulls cite for higher multiple potential. Chewy Expands Pet Health Platform
• Neutral Sentiment: Chewy appointed Christopher S. Deppe as CFO (Amazon and internal finance experience). Markets will watch whether the new finance leadership tightens execution on margins, cash flow and guidance cadence — a material governance change but not immediately directional. Chewy Names Amazon Veteran CFO
• Neutral Sentiment: Management presented at the Morgan Stanley TMT conference (transcript available). Presentations can reinforce strategic messaging and give analysts more detail on growth levers; useful for modeling but unlikely to move the stock on their own. MS Conference Transcript
• Neutral Sentiment: Media commentary and long‑term bull/bear narratives (e.g., opinion pieces on whether CHWY can reach much higher price levels) are resurfacing; useful context but speculative and not a primary driver of today’s move. Is Chewy Stock Going to $100?
• Negative Sentiment: Near‑term caution ahead of the company’s fiscal Q4 & full‑year 2025 results (scheduled for March 25) is motivating position‑sizing and selling pressure; investors often reduce risk before prints, increasing volatility. QuiverQuant: Chewy falls 5% ahead of earnings
• Negative Sentiment: Recent insider and large shareholder selling (multiple Form 4 disclosures and institution rebalancings) is adding to perceived supply risk and weighs on sentiment; QuiverQuant documents meaningful insider and institutional sell activity over recent months. Insider & institutional selling details
• Negative Sentiment: Broader multi‑week drawdown has forced re‑rating and prompted analysts and investors to reassess near‑term growth vs. valuation — that reassessment is a primary reason the shares are weaker today. Zacks: CHWY stock drops despite market gains

Chewy Price Performance

Shares of NYSE:CHWY opened at $25.46 on Thursday. The firm has a market capitalization of $10.57 billion, a PE ratio of 53.04, a price-to-earnings-growth ratio of 1.81 and a beta of 1.60. The firm’s 50-day moving average is $29.48 and its two-hundred day moving average is $33.99. Chewy has a 1 year low of $23.06 and a 1 year high of $48.62.

Chewy (NYSE:CHWY) last posted its quarterly earnings data on Wednesday, December 10th. The company reported $0.32 EPS for the quarter, beating the consensus estimate of $0.31 by $0.01. Chewy had a net margin of 1.64% and a return on equity of 56.78%. The business had revenue of $3.12 billion during the quarter, compared to analyst estimates of $3.10 billion. During the same quarter last year, the firm posted $0.20 earnings per share. The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. Chewy has set its Q4 2025 guidance at 0.240-0.270 EPS. Analysts expect that Chewy will post 0.24 EPS for the current fiscal year.

Insider Activity at Chewy

In other news, CTO Satish Mehta sold 13,013 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $28.99, for a total transaction of $377,246.87. Following the sale, the chief technology officer owned 273,835 shares of the company’s stock, valued at approximately $7,938,476.65. This represents a 4.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.43% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Piper Sandler reissued an “overweight” rating on shares of Chewy in a research report on Thursday, February 5th. TD Cowen reaffirmed a “buy” rating on shares of Chewy in a research note on Thursday, December 4th. Barclays lifted their price target on shares of Chewy from $47.00 to $52.00 and gave the company an “overweight” rating in a research report on Thursday, December 11th. Needham & Company LLC restated a “hold” rating on shares of Chewy in a report on Thursday, December 11th. Finally, Wolfe Research set a $44.00 price objective on shares of Chewy in a research report on Monday, January 5th. Seventeen analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, Chewy presently has a consensus rating of “Moderate Buy” and an average target price of $46.25.

About Chewy

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.