Union Square Park Capital Management LLC Takes Position in Petco Health and Wellness Company, Inc. $WOOF

Union Square Park Capital Management LLC bought a new position in Petco Health and Wellness Company, Inc. (NASDAQ:WOOF) in the 3rd quarter, HoldingsChannel reports. The fund bought 175,000 shares of the company’s stock, valued at approximately $677,000.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Norges Bank purchased a new stake in shares of Petco Health and Wellness in the second quarter worth approximately $3,770,000. Connor Clark & Lunn Investment Management Ltd. grew its position in Petco Health and Wellness by 19.0% during the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 1,793,312 shares of the company’s stock valued at $5,075,000 after purchasing an additional 286,193 shares in the last quarter. Los Angeles Capital Management LLC acquired a new position in Petco Health and Wellness in the 2nd quarter valued at approximately $55,000. Jupiter Asset Management Ltd. acquired a new position in Petco Health and Wellness in the 2nd quarter valued at approximately $115,000. Finally, Legacy Capital Wealth Partners LLC purchased a new position in shares of Petco Health and Wellness during the 2nd quarter valued at $98,000.

Petco Health and Wellness Stock Performance

Shares of WOOF opened at $3.62 on Friday. The firm has a market cap of $1.15 billion, a price-to-earnings ratio of 120.67 and a beta of 1.75. The company’s fifty day moving average is $2.72 and its 200-day moving average is $3.11. The company has a quick ratio of 0.35, a current ratio of 0.91 and a debt-to-equity ratio of 1.37. Petco Health and Wellness Company, Inc. has a 12 month low of $2.24 and a 12 month high of $4.51.

Petco Health and Wellness (NASDAQ:WOOF) last released its quarterly earnings data on Wednesday, March 11th. The company reported ($0.01) earnings per share (EPS) for the quarter, missing the consensus estimate of $0.02 by ($0.03). The business had revenue of $1.52 billion during the quarter, compared to analyst estimates of $1.51 billion. Petco Health and Wellness had a net margin of 0.15% and a return on equity of 0.89%. The firm’s revenue for the quarter was down 2.4% on a year-over-year basis. During the same period in the previous year, the firm posted ($0.05) EPS. Equities analysts expect that Petco Health and Wellness Company, Inc. will post -0.22 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on WOOF shares. Jefferies Financial Group upgraded Petco Health and Wellness from a “hold” rating to a “buy” rating and increased their price objective for the stock from $4.05 to $5.00 in a report on Thursday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Petco Health and Wellness in a research report on Monday, December 29th. Finally, Evercore cut their price target on Petco Health and Wellness from $4.00 to $3.00 and set an “in-line” rating for the company in a research note on Tuesday, February 3rd. Four analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $3.94.

Key Stories Impacting Petco Health and Wellness

Here are the key news stories impacting Petco Health and Wellness this week:

• Positive Sentiment: Management set FY2026 targets including EBITDA of $415–$430M and guidance calling for flat to +1.5% sales, signaling a return to growth under the “Reach for the Sky” plan. Petco skyrockets after guidance surprises to the upside
• Positive Sentiment: Jefferies upgraded WOOF to Buy and raised its price target to $5, saying the turnaround is complete and growth is ahead — a catalyst for further upside from analysts. Petco shares jump as Jefferies cites turnaround complete and growth ahead in upgrade
• Positive Sentiment: Goldman Sachs reiterated a bullish stance with a $3.95 price target, reinforcing analyst support after the quarter. Goldman Sachs Remains Bullish on Petco (WOOF) With $3.95 Price Target
• Positive Sentiment: Q4 results showed a slight revenue beat and improved margins/EBITDA, which investors view as evidence the company’s operational changes are working. Petco Stock Surges On Better-than-Expected Q4 Sales
• Neutral Sentiment: Management is closing underperforming stores and leaning into services (grooming, training) and fresh food to improve free cash flow and long-term growth; tactical now, payoff over time. Why Petco Stock Popped Today
• Neutral Sentiment: Analysts and presentations highlight the “Reach for the Sky” strategy and product/service expansion as the company shifts focus from cost cuts to growth initiatives. Petco Bets on Highly Engaged Pet Parents to Ignite Growth
• Negative Sentiment: EPS missed expectations (reported a loss vs. a small positive estimate), which remains a risk if top-line momentum softens. Petco Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue was down ~2.4% year-over-year in the quarter, so the company must sustain execution to turn that trend into consistent growth. Petco’s Q4 Earnings Beat Estimates, Sales Decrease 2.4% Y/Y

About Petco Health and Wellness

Petco Health and Wellness Company, Inc (NASDAQ: WOOF) is a leading U.S. pet specialty retailer focused on delivering products, services and solutions that improve the health and well-being of pets. The company operates a network of retail locations that provide high-quality pet food, supplies and accessories, along with a growing digital platform that supports online ordering, subscription delivery and telehealth consultations for pets.

In addition to its retail offerings, Petco has built a full suite of in-store and virtual services, including grooming, training, dog daycare and veterinary care.