Chewy (NYSE:CHWY) Updates Q4 2025 Earnings Guidance

by · The Cerbat Gem

Chewy (NYSE:CHWY – Get Free Report) updated its fourth quarter 2025 earnings guidance on Wednesday. The company provided EPS guidance of 0.240-0.270 for the period, compared to the consensus EPS estimate of 0.220. The company issued revenue guidance of $3.2 billion-$3.3 billion, compared to the consensus revenue estimate of $3.3 billion.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. Barclays decreased their target price on shares of Chewy from $50.00 to $47.00 and set an “overweight” rating for the company in a research report on Thursday, September 11th. TD Cowen lowered their price objective on shares of Chewy from $50.00 to $48.00 and set a “buy” rating on the stock in a research note on Thursday, September 11th. Cowen reissued a “buy” rating on shares of Chewy in a report on Thursday, December 4th. Needham & Company LLC restated a “hold” rating on shares of Chewy in a research report on Thursday, September 11th. Finally, Royal Bank Of Canada lowered their price target on Chewy from $44.00 to $43.00 and set an “outperform” rating on the stock in a research report on Thursday, September 11th. Two equities research analysts have rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $46.17.

Get Our Latest Stock Analysis on Chewy

Chewy Stock Performance

Chewy stock opened at $34.79 on Wednesday. The firm has a market cap of $14.43 billion, a price-to-earnings ratio of 99.40, a price-to-earnings-growth ratio of 8.44 and a beta of 1.58. Chewy has a 1 year low of $29.83 and a 1 year high of $48.62. The firm’s 50 day moving average price is $35.24 and its two-hundred day moving average price is $38.41.

Chewy (NYSE:CHWY – Get Free Report) last released its quarterly earnings data on Wednesday, December 10th. The company reported $0.14 earnings per share for the quarter, missing the consensus estimate of $0.31 by ($0.17). Chewy had a return on equity of 50.45% and a net margin of 1.22%.During the same period in the prior year, the business earned $0.20 EPS. Chewy has set its Q4 2025 guidance at 0.240-0.270 EPS. As a group, equities analysts predict that Chewy will post 0.24 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CEO Sumit Singh sold 40,789 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $33.73, for a total transaction of $1,375,812.97. Following the sale, the chief executive officer owned 623,185 shares in the company, valued at $21,020,030.05. The trade was a 6.14% 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. Also, CAO William G. Billings sold 1,121 shares of the company’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $32.72, for a total transaction of $36,679.12. Following the completion of the sale, the chief accounting officer owned 31,045 shares of the company’s stock, valued at approximately $1,015,792.40. This trade represents a 3.49% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 83,985 shares of company stock valued at $2,802,809. 0.43% of the stock is owned by corporate insiders.

Institutional Trading of Chewy

Several large investors have recently added to or reduced their stakes in the company. Sivia Capital Partners LLC purchased a new position in Chewy during the second quarter valued at approximately $457,000. Geneos Wealth Management Inc. grew its holdings in shares of Chewy by 21.8% during the 2nd quarter. Geneos Wealth Management Inc. now owns 7,202 shares of the company’s stock valued at $307,000 after acquiring an additional 1,289 shares in the last quarter. Polymer Capital Management US LLC acquired a new position in shares of Chewy in the third quarter worth $264,000. Vident Advisory LLC acquired a new position in shares of Chewy in the second quarter worth $264,000. Finally, Kentucky Retirement Systems Insurance Trust Fund purchased a new stake in shares of Chewy during the third quarter worth $227,000. 93.09% of the stock is owned by institutional investors and hedge funds.

About Chewy

(Get Free Report)

Chewy, Inc, together with its subsidiaries, engages in the pure play e-commerce business in the United States. It provides pet food and treats, pet supplies and pet medications, and other pet-health products, as well as pet services for dogs, cats, fish, birds, small pets, horses, and reptiles through its retail websites and mobile applications.

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