Focus Partners Advisor Solutions LLC Takes $1.75 Million Position in Chewy $CHWY

Focus Partners Advisor Solutions LLC bought a new position in shares of Chewy (NYSE:CHWY) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 43,305 shares of the company’s stock, valued at approximately $1,752,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CHWY. Parkside Financial Bank & Trust grew its position 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 acquiring an additional 298 shares during the period. Park Avenue Securities LLC lifted its stake in Chewy by 4.0% in the 3rd quarter. Park Avenue Securities LLC now owns 7,810 shares of the company’s stock valued at $316,000 after purchasing an additional 302 shares during the last quarter. Transatlantique Private Wealth LLC grew its holdings in Chewy by 3.0% during the third quarter. Transatlantique Private Wealth LLC now owns 10,922 shares of the company’s stock worth $442,000 after purchasing an additional 314 shares during the period. Sivia Capital Partners LLC grew its holdings in Chewy by 3.2% during the third quarter. Sivia Capital Partners LLC now owns 11,072 shares of the company’s stock worth $448,000 after purchasing an additional 343 shares during the period. Finally, Los Angeles Capital Management LLC increased its position in Chewy by 1.4% during the second quarter. Los Angeles Capital Management LLC now owns 28,418 shares of the company’s stock worth $1,211,000 after buying an additional 384 shares during the last quarter. 93.09% of the stock is owned by institutional investors.

Key Headlines Impacting Chewy

Here are the key news stories impacting Chewy this week:

• Positive Sentiment: Appointment of experienced CFO — Chewy named Christopher S. Deppe, an Amazon finance veteran, as CFO; investors view this as a strengthening of financial leadership and execution ahead of margin and growth targets. Chewy Names Amazon Veteran CFO As Market Watches Margins And Growth
• Positive Sentiment: Strategic expansion into pet health — Chewy is broadening beyond commerce into vet clinics, telehealth, insurance and advertising to deepen customer engagement, improve retention and create higher-margin revenue streams over time. This supports a longer-term thesis for revenue diversification and margin improvement. Chewy Expands Pet Health Platform: Is CHWY a Long-Term Play?
• Positive Sentiment: Analyst note: Barclays cuts target but stays constructive — Barclays trimmed its price target from $52 to $48 while maintaining an “overweight” rating, signaling continued bullish conviction despite the modest downgrade. Barclays price target note
• Neutral Sentiment: Consumer-product pickup (branding/merchandising) — Lifestyle coverage highlights new product launches like a wicker cat condo, which can help marketing and margin if it scales but is not material to near-term earnings. Chewy’s Stylish Wicker Cat Condo Comes in 2 Gorgeous Natural Shades
• Neutral Sentiment: Wall Street positioning — Coverage remains skewed to buy/overweight ratings and a median price target well above the current level, indicating continued analyst optimism even as some targets are revised. QuiverQuant coverage of analyst ratings and targets
• Negative Sentiment: Pre-earnings caution and recent share weakness — The stock has pulled back amid positioning ahead of Chewy’s Q4 and full-year 2025 results (scheduled for March 25), creating short-term volatility and selling pressure. Chewy falls 5% as investors stay cautious ahead of late-March earnings
• Negative Sentiment: Insider and institutional selling — Recent Form 4 disclosures and large institutional reductions (including sizable sales by major holders) have increased perceived supply risk and amplified the pullback. Chewy (CHWY) Stock Drops Despite Market Gains: Important Facts to Note

Analysts Set New Price Targets

A number of analysts have recently issued reports on CHWY shares. UBS Group set a $51.00 price objective on Chewy in a research report on Tuesday, January 13th. Wall Street Zen raised Chewy from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Wedbush set a $42.00 price objective on shares of Chewy and gave the company an “outperform” rating in a report on Wednesday, December 10th. Needham & Company LLC reissued a “hold” rating on shares of Chewy in a research report on Thursday, December 11th. Finally, Barclays reduced their target price on shares of Chewy from $52.00 to $48.00 and set an “overweight” rating for the company in a report on Thursday. Seventeen research 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, the company presently has a consensus rating of “Moderate Buy” and an average price target of $46.05.

Chewy Price Performance

CHWY stock opened at $26.04 on Friday. Chewy has a fifty-two week low of $23.06 and a fifty-two week high of $48.62. The stock has a market capitalization of $10.81 billion, a price-to-earnings ratio of 54.25, a PEG ratio of 1.72 and a beta of 1.60. The business’s fifty day moving average price is $29.36 and its two-hundred day moving average price is $33.93.

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

Insider Activity at Chewy

In other news, CTO Satish Mehta sold 13,013 shares of Chewy stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $28.99, for a total value of $377,246.87. Following the completion of the sale, the chief technology officer directly owned 273,835 shares in the company, valued at approximately $7,938,476.65. The trade was a 4.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.43% of the company’s stock.

Chewy 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.