Chefs’ Warehouse (NASDAQ:CHEF) Given “Buy” Rating at BTIG Research

BTIG Research restated their buy rating on shares of Chefs’ Warehouse (NASDAQ:CHEF) in a research note published on Thursday morning,Benzinga reports. The brokerage currently has a $74.00 target price on the stock.

A number of other equities analysts also recently weighed in on the company. UBS Group boosted their target price on Chefs’ Warehouse from $80.00 to $83.00 and gave the stock a “buy” rating in a research note on Wednesday, January 14th. Benchmark boosted their price objective on Chefs’ Warehouse from $79.00 to $84.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Morgan Stanley started coverage on Chefs’ Warehouse in a research report on Monday, October 27th. They set an “overweight” rating and a $75.00 target price for the company. Zacks Research cut Chefs’ Warehouse from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 15th. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of Chefs’ Warehouse in a research report on Wednesday, January 21st. Four equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Chefs’ Warehouse presently has a consensus rating of “Hold” and a consensus target price of $77.67.

Chefs’ Warehouse Trading Up 5.7%

Shares of Chefs’ Warehouse stock opened at $67.80 on Thursday. The company has a market capitalization of $2.76 billion, a P/E ratio of 41.09 and a beta of 1.30. The stock has a fifty day simple moving average of $63.12 and a 200 day simple moving average of $61.97. Chefs’ Warehouse has a 12-month low of $45.00 and a 12-month high of $69.47. The company has a current ratio of 2.05, a quick ratio of 1.19 and a debt-to-equity ratio of 1.19.

Chefs’ Warehouse (NASDAQ:CHEF) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $0.68 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.62 by $0.06. The firm had revenue of $1.14 billion for the quarter, compared to the consensus estimate of $1.10 billion. Chefs’ Warehouse had a net margin of 1.74% and a return on equity of 14.75%. The business’s revenue for the quarter was up 10.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.55 EPS. On average, sell-side analysts anticipate that Chefs’ Warehouse will post 1.73 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Chefs’ Warehouse

A number of institutional investors and hedge funds have recently made changes to their positions in CHEF. AQR Capital Management LLC purchased a new position in Chefs’ Warehouse during the first quarter worth about $352,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Chefs’ Warehouse by 6.3% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 21,152 shares of the company’s stock valued at $1,152,000 after acquiring an additional 1,247 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in shares of Chefs’ Warehouse by 50.2% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 130,382 shares of the company’s stock worth $7,101,000 after purchasing an additional 43,593 shares in the last quarter. Strs Ohio bought a new position in shares of Chefs’ Warehouse in the first quarter worth approximately $98,000. Finally, Aberdeen Group plc bought a new position in shares of Chefs’ Warehouse in the second quarter worth approximately $8,033,000. Hedge funds and other institutional investors own 91.55% of the company’s stock.

Chefs’ Warehouse News Roundup

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

• Positive Sentiment: Q4 results beat expectations — Chefs’ reported $0.68 EPS vs. $0.62 consensus and $1.14B revenue vs. $1.10B expected; revenue was up ~10.5% year-over-year, showing solid organic growth. Business Insider Q4 Results
• Positive Sentiment: Company set a 2026 net sales target of $4.35B–$4.45B, indicating management expects continued top-line momentum into the year. That guidance range underpins the upbeat investor view on growth capacity. MSN Guidance Article
• Positive Sentiment: BTIG Research reaffirmed a “buy” rating and set a $74 price target, signaling analyst support and modest upside from current levels. Benzinga Note
• Neutral Sentiment: Earnings call materials and transcripts are available (slides and call transcript), providing detail on margin drivers, channel performance and M&A commentary for investors doing deeper due diligence. Yahoo Earnings Call Transcript
• Neutral Sentiment: Official press release and investor presentation published with quarter and full-year context — useful for modeling 2026 assumptions. GlobeNewswire Release
• Neutral Sentiment: Coverage summaries (Zacks, Seeking Alpha) highlight beats and provide analyst commentary; useful but largely restate results. Zacks Coverage
• Negative Sentiment: Some reports note the stock briefly dipped after the release as investors parsed the 2026 outlook — suggesting the company’s valuation (P/E ~40) makes shares sensitive to cadence and detail in guidance. Investing.com on Dip

About Chefs’ Warehouse

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.