Market Cap
$5.3B
CHDN
Churchill Downs Inc
$76.05 ▲ +1.64%
Prev close $74.82Market cap$5.3B
ConsensusStrong Buy
12-mo target$130.83 (+72.0%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Services
Snapshot
The big-picture read on CHDN right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (94%)
Inst. Holders
50 funds
Inst. Value
$4.2B
Inst. Activity
36 buys / 14 sells
SEC Reports
3
Press Releases
1
Price chart 30d -15.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: CHDN — 61.5% short (0.5M / 0.8M)
Short: 499,211 | Exempt: 0 | TRF Vol: 811,207 | Short Ratio: 61.5% | Off-exchange volume (dark pool
Jun 30, 2026 Insider
GRISSOM DOUGLAS C was granted 383.48 shares
Director
Jun 30, 2026 Inst.
FMR LLC — ADD
2,947,784 shares ($264.2M)
Jun 30, 2026 Inst.
Apr 22, 2026 SEC CITADEL ADVISORS LLC — ADD
1,714,304 shares ($153.7M)
Churchill Downs reported Q1 2026 earnings with record revenue of $663M (+3% YoY) and net income of $83M (+8% YoY), drive
8-K — Impact 7/10
Churchill Downs reported Q1 2026 revenue of $663M, slightly above consensus of $661.9M, but GAAP EPS of $1.16 missed the
PRESS-RELEASE — Impact 7/10
Apr 21, 2026 Insider
HARRINGTON DANIEL P was granted 0 shares
Director
Apr 21, 2026 Insider
Lloyd Karole was granted 2,257 shares
Director
Analyst ratings buy % -1.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
94% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 2, 2026 | Wolfe Research | INITIATE | Outperform | 52% |
| Aug 3, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jul 31, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 31, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 31, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 14, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| May 19, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Apr 24, 2026 | Macquarie | MAINTAIN | Outperform | 55% |
| Apr 24, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Apr 24, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 1 | 0 | 0 | 94% | |
| Aug 1, 2026 | 5 | 12 | 1 | 0 | 0 | 94% | |
| Jul 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% | |
| Jun 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% | |
| May 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% | |
| Apr 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% | |
| Mar 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% | |
| Feb 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% |
Price targets
Where 12 covering analysts think CHDN trades over the next 12 months.
$130.83 +72.0% upside Strong Buy
Current$76.05 Low$100.00 Median$128.00 High$157.00 12 analysts
$100.00$157.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 1 neutral · avg impact 5.7/10.Plus 1 press releases.
BULLISH8-K7/10
Churchill Downs reported Q1 2026 earnings with record revenue of $663M (+3% YoY) and net income of $
Apr 22, 2026
BULLISHPRESS-RELEASE7/10
Churchill Downs reported Q1 2026 revenue of $663M, slightly above consensus of $661.9M, but GAAP EPS
Apr 22, 2026
NEUTRALDEFA14A3/10
Churchill Downs Inc (CHDN) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meet
Mar 12, 2026
NEUTRAL3/10
Churchill Downs Incorporated announced it will release its first quarter 2026 financial results on A
Mar 16, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: CHDN — 61.5% short (0.5M / 0.8M)
Short: 499,211 | Exempt: 0 | TRF Vol: 811,207 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
other
Churchill Downs Incorporated Announces Closing of Amended and Extended Credit Facility and New Term Loan B
Amended and Extended Credit Agreement for Revolver and Term Loan A Facility and Issued a New $500 Million Term Loan B Amended and Extended Credit Agre
Sep 23, 2026
short_volume
Short Volume: CHDN — 66.7% short (0.4M / 0.5M)
Short: 358,439 | Exempt: 2 | TRF Vol: 537,126 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
earnings
Churchill Downs Incorporated 2026 Third Quarter Financial Results Conference Call Invitation
LOUISVILLE, Ky., Sept. 21, 2026 (GLOBE NEWSWIRE) -- Churchill Downs Incorporated (“CDI” or “the Company”) announced today that the Company will releas
Sep 18, 2026
short_volume
Short Volume: CHDN — 74.9% short (0.5M / 0.6M)
Short: 462,622 | Exempt: 0 | TRF Vol: 617,628 | Short Ratio: 74.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.19 | $0.70–$1.41 | 9.4% | -5.0% | 1↑ 4↓ | $0.7B | 9 |
| Next Q | $1.07 | $0.87–$1.22 | 10.1% | -6.7% | 2↑ 4↓ | $0.7B | 9 |
| Current FY | $6.92 | $6.51–$7.34 | 12.9% | -1.9% | 2↑ 4↓ | $3.0B | 9 |
| Next FY | $7.40 | $6.85–$7.93 | 7.0% | -3.8% | 3↑ 3↓ | $3.1B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.192 | — |
| 7d ago | $1.176 | +0.016 |
| 30d ago | $1.255 | -0.063 |
| 60d ago | $1.175 | +0.017 |
| 90d ago | $1.180 | +0.012 |
Institutional ownership
Which big funds own CHDN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.2B total value (47,148,975 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,202,008 | $555.9M | 13.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,207,921 | $287.6M | 6.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,988,941 | $267.9M | 6.3% | — |
| FMR LLC | 2,947,784 | $264.2M | 6.3% | ADD +72.5% |
| LONDON CO OF VIRGINIA | 2,464,527 | $220.9M | 5.2% | — |
| STATE STREET CORP | 2,048,801 | $183.7M | 4.3% | — |
| CITADEL ADVISORS LLC | 1,714,304 | $153.7M | 3.6% | ADD +34.8% |
| JANE STREET GROUP, LLC | 1,562,400 | $140.1M | 3.3% | — |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,444,412 | $129.5M | 3.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,342,056 | $120.3M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 1,708,459 | 2,947,784 | +72.5% | $264.2M |
| CITADEL ADVISORS LLC | ADD | 1,271,328 | 1,714,304 | +34.8% | $153.7M |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 609,844 | 1,221,584 | +100.3% | $109.5M |
| NORGES BANK | NEW | — | 841,176 | — | $75.4M |
| UBS Group AG | DOUBLED | 267,003 | 795,607 | +198.0% | $71.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 728,521 | — | $65.3M |
| Qube Research & Technologies Ltd | DOUBLED | 282,152 | 685,319 | +142.9% | $61.4M |
| Gotham Asset Management, LLC | DOUBLED | 251,531 | 648,726 | +157.9% | $58.2M |
| GOLDMAN SACHS GROUP INC | ADD | 213,853 | 364,167 | +70.3% | $32.6M |
| Point72 Asset Management, L.P. | ADD | 169,601 | 255,741 | +50.8% | $22.9M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 23 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 30, 2026 | GRISSOM DOUGLAS C | Director | AWARD | 383.48 | — | — |
| Apr 21, 2026 | HARRINGTON DANIEL P | Director | AWARD | 0 | — | — |
| Apr 21, 2026 | Lloyd Karole | Director | AWARD | 2,257 | — | — |
| Apr 21, 2026 | Carter Andrea M | Director | AWARD | 2,257 | — | — |
| Apr 21, 2026 | GRISSOM DOUGLAS C | Director | AWARD | 2,257 | — | — |
| Apr 21, 2026 | VARGA PAUL C | Director | AWARD | 2,257 | — | — |
| Apr 21, 2026 | Rankin Richard Alex | Director | AWARD | 2,257 | — | — |
| Apr 21, 2026 | HARRINGTON DANIEL P | Director | AWARD | 2,257 | — | — |
| Mar 31, 2026 | GRISSOM DOUGLAS C | Director | AWARD | 382.67 | — | — |
| Mar 19, 2026 | Mudd William E. | President and COO | AWARD | 1,449 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CHDN.
Shares short
4,410,884
Settlement Sep 15, 2026
Change vs prior
+6.2%
Semi-monthly cycle
Days to cover
4.7
At avg daily volume
Of shares outstanding
≈6.3%
Estimate — not % of float
All CHDN filing & press-release reports (4)
- 8-K reportApr 22, 2026
- PRESS-RELEASE reportApr 22, 2026
- PRESS-RELEASE reportMar 16, 2026
- DEFA14A reportMar 12, 2026