Chewy Inc. (CHWY) — Q3 2025 Results
Chewy reported third-quarter revenue of $3.12 billion, up 8.3% year-over-year, slightly below the consensus revenue estimate of $3.16 billion. Diluted earnings per share came in at 0.14, above the EPS estimate of 0.1269.
In short, Chewy (CHWY) delivered solid year-over-year top-line growth and meaningful profitability improvement, with an EPS beat despite a slight revenue shortfall versus estimates. Cash flow and the cash balance strengthened, while leverage moved only modestly year over year.
Chewy Inc. Insider Trading Activity
Chewy Inc. insiders have traded $CHWY stock on the open market 18 times in the past 6 months. Of those trades, 0 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $CHWY stock by insiders over the last 6 months:
- HOLDINGS GP LLC ARGOS has made 0 purchases and 3 sales selling 43,220,332 shares for an estimated $1,749,999,991.
- SUMIT SINGH (Chief Executive Officer) has made 0 purchases and 6 sales selling 93,827 shares for an estimated $3,208,415.
- SATISH MEHTA (Chief Technology Officer) has made 0 purchases and 7 sales selling 84,317 shares for an estimated $2,908,040.
- WILLIAM G. BILLINGS (Chief Accounting Officer) has made 0 purchases and 2 sales selling 21,263 shares for an estimated $753,138.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Chewy Inc. Hedge Fund Activity
We have seen 352 institutional investors add shares of Chewy Inc. stock to their portfolio, and 305 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BC PARTNERS PE LP removed 29,940,171 shares (-13.6%) from their portfolio in Q3 2025, for an estimated $1,211,079,916
- WELLINGTON MANAGEMENT GROUP LLP added 13,171,325 shares (+295.9%) to their portfolio in Q3 2025, for an estimated $532,780,096
- AQR CAPITAL MANAGEMENT LLC added 5,564,803 shares (+120.2%) to their portfolio in Q3 2025, for an estimated $225,096,281
- VIKING GLOBAL INVESTORS LP added 5,483,690 shares (+inf%) to their portfolio in Q3 2025, for an estimated $221,815,260
- BALYASNY ASSET MANAGEMENT L.P. removed 3,624,442 shares (-70.8%) from their portfolio in Q3 2025, for an estimated $146,608,678
- D. E. SHAW & CO., INC. removed 2,787,294 shares (-96.3%) from their portfolio in Q3 2025, for an estimated $112,746,042
- MARSHALL WACE, LLP removed 2,276,032 shares (-69.3%) from their portfolio in Q3 2025, for an estimated $92,065,494
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Chewy Inc. Analyst Ratings
Wall Street analysts have issued reports on $CHWY in the last several months. We have seen 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 11/24/2025
- Mizuho issued a "Outperform" rating on 11/04/2025
- MoffettNathanson issued a "Buy" rating on 09/25/2025
- Seaport Global issued a "Buy" rating on 09/11/2025
- TD Cowen issued a "Buy" rating on 09/11/2025
- JP Morgan issued a "Overweight" rating on 09/11/2025
- Deutsche Bank issued a "Buy" rating on 09/11/2025
To track analyst ratings and price targets for Chewy Inc., check out Quiver Quantitative's $CHWY forecast page.
Chewy Inc. Price Targets
Multiple analysts have issued price targets for $CHWY recently. We have seen 14 analysts offer price targets for $CHWY in the last 6 months, with a median target of $47.0.
Here are some recent targets:
- Michael Lasser from UBS set a target price of $41.0 on 12/03/2025
- Steven Zaccone from Citigroup set a target price of $42.0 on 11/24/2025
- David Bellinger from Mizuho set a target price of $50.0 on 11/04/2025
- Michael Morton from MoffettNathanson set a target price of $48.0 on 09/25/2025
- Aaron Kessler from Seaport Global set a target price of $47.0 on 09/11/2025
- Trevor Young from Barclays set a target price of $47.0 on 09/11/2025
- Andrew Boone from JMP Securities set a target price of $48.0 on 09/11/2025
