Polianta Ltd Makes New $1.53 Million Investment in Chewy $CHWY

Polianta Ltd bought a new position in Chewy (NYSE:CHWY) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 46,200 shares of the company’s stock, valued at approximately $1,526,000.

Other institutional investors have also modified their holdings of the company. Quent Capital LLC bought a new position in shares of Chewy during the third quarter worth about $27,000. Osterweis Capital Management Inc. bought a new stake in Chewy in the second quarter valued at about $30,000. CoreCap Advisors LLC increased its holdings in Chewy by 306.3% in the fourth quarter. CoreCap Advisors LLC now owns 845 shares of the company’s stock valued at $28,000 after buying an additional 637 shares during the last quarter. Princeton Global Asset Management LLC acquired a new stake in Chewy during the third quarter valued at approximately $40,000. Finally, Strategic Advocates LLC bought a new position in Chewy during the 3rd quarter worth approximately $43,000. Institutional investors and hedge funds own 93.09% of the company’s stock.

Key Headlines Impacting Chewy

Here are the key news stories impacting Chewy this week:

• Positive Sentiment: Autoship now represents ~84% of revenues (>$2.7B in Q4), highlighting growing recurring revenue and AI-driven personalization that can stabilize lifetime value and margins. CHWY’s Autoship Hits 84%: Is Recurring Revenue a Key Catalyst? Zacks: CHWY’s Autoship Hits 84%
• Positive Sentiment: Management issued robust fiscal 2026 guidance and the company posted strong quarterly metrics, prompting bullish coverage and articles arguing the stock remains attractive after the pullback. Chewy Shares Climb on Upbeat Outlook, but It’s Not Too Late to Buy the Stock
• Positive Sentiment: Royal Bank of Canada raised its price target to $47 and keeps an “Outperform” rating, implying substantial upside from current levels and signaling some buy-side confidence. Benzinga: RBC Raises Price Target
• Positive Sentiment: Jim Cramer publicly backed Chewy’s quarter on Mad Money, noting the company’s story and execution remain on track — a sentiment that can support retail interest. Jim Cramer Believes: “Chewy (CHWY)’s Story Remains Firmly On Track”
• Positive Sentiment: Several bullish write-ups highlight Chewy as potentially undervalued after a significant drawdown from its highs, citing the company’s expanding recurring revenue and improving unit economics. Down Around 47% From Its High, Should You Buy Chewy Stock Right Now?
• Neutral Sentiment: Chewy is listed among active mid-cap picks in a market roundup — increases visibility but is not news specific to fundamentals. 5 Most Active Mid-Cap Stocks to Invest In
• Negative Sentiment: Citigroup trimmed its price target to $40, a move that tempers some of the bullish analyst momentum and contributes to mixed street sentiment. Citigroup Cuts Chewy Price Target to $40

Analyst Ratings Changes

Several brokerages have recently commented on CHWY. Royal Bank Of Canada lifted their target price on Chewy from $43.00 to $47.00 and gave the stock an “outperform” rating in a research report on Monday. Needham & Company LLC reissued a “hold” rating on shares of Chewy in a research report on Thursday, December 11th. Citigroup reduced their price objective on Chewy from $42.00 to $40.00 and set a “buy” rating on the stock in a research note on Friday. The Goldman Sachs Group decreased their price objective on shares of Chewy from $52.00 to $46.00 and set a “buy” rating for the company in a report on Thursday, March 26th. Finally, Morgan Stanley lowered their target price on shares of Chewy from $51.00 to $50.00 and set an “overweight” rating for the company in a research note on Tuesday, March 10th. Seventeen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $44.00.

Chewy Stock Down 0.7%

Shares of CHWY stock opened at $25.95 on Tuesday. The company has a market cap of $10.77 billion, a P/E ratio of 49.90, a PEG ratio of 1.77 and a beta of 1.60. The business has a 50 day moving average of $26.77 and a two-hundred day moving average of $32.03. Chewy has a 52 week low of $22.74 and a 52 week high of $48.62.

Chewy (NYSE:CHWY) last announced its quarterly earnings results on Wednesday, March 25th. The company reported $0.09 earnings per share for the quarter, missing analysts’ consensus estimates of $0.28 by ($0.19). The company had revenue of $3.26 billion for the quarter, compared to analyst estimates of $3.26 billion. Chewy had a return on equity of 53.48% and a net margin of 1.77%.The firm’s revenue for the quarter was up .5% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.28 earnings per share. Analysts expect that Chewy will post 0.24 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CTO Satish Mehta sold 13,013 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $28.99, for a total transaction of $377,246.87. Following the completion of the transaction, the chief technology officer directly owned 273,835 shares in the company, valued at $7,938,476.65. This represents a 4.54% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.43% of the stock is currently owned by insiders.

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.