Christina Polychroni Sells 2,752 Shares of Chefs’ Warehouse (NASDAQ:CHEF) Stock

The Chefs’ Warehouse, Inc. (NASDAQ:CHEF) insider Christina Polychroni sold 2,752 shares of the company’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $112.00, for a total value of $308,224.00. Following the sale, the insider directly owned 22,014 shares in the company, valued at $2,465,568. This represents a 11.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink.

Chefs’ Warehouse Trading Down 0.9%

NASDAQ:CHEF opened at $107.36 on Thursday. The Chefs’ Warehouse, Inc. has a 12-month low of $53.20 and a 12-month high of $117.33. The firm has a market cap of $4.38 billion, a PE ratio of 51.12 and a beta of 1.39. The company has a current ratio of 2.15, a quick ratio of 1.31 and a debt-to-equity ratio of 1.07. The stock has a fifty day moving average price of $100.14 and a 200 day moving average price of $79.90.

Chefs’ Warehouse (NASDAQ:CHEF) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $0.78 earnings per share for the quarter, topping the consensus estimate of $0.59 by $0.19. The company had revenue of $1.17 billion for the quarter, compared to the consensus estimate of $1.12 billion. Chefs’ Warehouse had a return on equity of 16.95% and a net margin of 2.09%.Chefs’ Warehouse’s revenue was up 12.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.52 EPS. Sell-side analysts anticipate that The Chefs’ Warehouse, Inc. will post 2.54 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Chefs’ Warehouse

A number of hedge funds have recently modified their holdings of the business. TimesSquare Capital Management LLC acquired a new stake in shares of Chefs’ Warehouse during the second quarter worth $37,619,000. Wellington Management Group LLP increased its stake in Chefs’ Warehouse by 12.2% in the 4th quarter. Wellington Management Group LLP now owns 2,930,463 shares of the company’s stock valued at $182,656,000 after buying an additional 318,942 shares during the period. The Manufacturers Life Insurance Company purchased a new position in Chefs’ Warehouse during the 2nd quarter worth $28,010,000. Millennium Management LLC raised its position in Chefs’ Warehouse by 2,871.7% during the 4th quarter. Millennium Management LLC now owns 251,376 shares of the company’s stock worth $15,668,000 after buying an additional 242,917 shares during the last quarter. Finally, Bessemer Group Inc. raised its position in Chefs’ Warehouse by 117,849.5% during the 1st quarter. Bessemer Group Inc. now owns 231,181 shares of the company’s stock worth $13,744,000 after buying an additional 230,985 shares during the last quarter. 91.55% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have commented on CHEF. Weiss Ratings raised shares of Chefs’ Warehouse from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 12th. Zacks Research upgraded shares of Chefs’ Warehouse from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, August 11th. Morgan Stanley increased their target price on Chefs’ Warehouse from $97.00 to $104.00 and gave the company an “equal weight” rating in a report on Thursday, July 30th. Benchmark raised their price target on Chefs’ Warehouse from $106.00 to $125.00 and gave the company a “buy” rating in a research note on Thursday, July 30th. Finally, Wall Street Zen raised Chefs’ Warehouse from a “hold” rating to a “buy” rating in a report on Saturday, July 18th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $107.43.

Key Chefs’ Warehouse News

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

• Positive Sentiment: Growth-focused coverage continues to favor CHEF. Zacks identified the specialty food distributor as a top momentum stock for the long term, citing strong recent performance and earnings-growth characteristics. Why Chefs’ Warehouse Is a Top Momentum Stock for the Long Term
• Positive Sentiment: Analysts maintain a generally favorable outlook, with CHEF carrying a consensus “Moderate Buy” rating. Recent target increases from UBS and Benchmark to $125 reinforce the bullish view, while the broader analyst group includes one Strong Buy, five Buys and two Holds. Chefs’ Warehouse Receives Consensus Rating of Moderate Buy
• Positive Sentiment: The company’s latest quarterly results provided a fundamental catalyst: earnings per share of $0.78 exceeded the $0.59 consensus estimate, while revenue increased 12.9% year over year to $1.17 billion. Coverage also highlighted CHEF among strong-performing growth stocks in 2026. Buy-Rated Growth Stocks Have Been Red Hot
• Neutral Sentiment: Institutional investors own approximately 91.6% of CHEF, supporting a strong shareholder base. However, the recently disclosed institutional purchases were small and may not represent a major new source of demand.
• Negative Sentiment: Several insiders sold shares in transactions dated August 14. CEO Christopher Pappas sold 100,000 shares worth about $11.0 million, General Counsel Alexandros Aldous sold 35,000 shares, and Christina Polychroni sold 2,752 shares. The cluster of sales could raise caution after the stock’s strong rally. Chefs’ Warehouse Insider Selling
• Negative Sentiment: Valuation remains demanding, with CHEF trading at a price-to-earnings ratio above 50. The consensus price target of approximately $107.43 is below recent trading levels, increasing the risk of profit-taking if earnings growth slows or sentiment weakens.

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.