CHEF
Chefs' Warehouse, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Feb 27 to Mar 3 3 days of insider sells: $8.5M by 3 insiders, avg $64.75
- R Apr 29 The Chefs' Warehouse reported a massive Q1 2026 earnings beat, with…
- S May 5 1 insider sell $9.8M at $78.00
- S May 19 1 insider sell $356.4K at $79.21
- I Jun 30 3 funds open new positions (13F)
- A Jul 15 Morgan Stanley downgrades
- R Jul 29 Chefs' Warehouse reported a strong Q2 2026 beat with adjusted EPS of…
- S Aug 14 3 insiders sell $15.2M at $110.37
Signal stack
Where each data set points today.
- InsidersBEARISH
3 insiders sold $33.8M.
- InstitutionsBULLISH
Q2 2026: 32 added (3 new), 20 trimmed or exited. Largest new: Capital Research Global Investors $33.4M, Artisan Partners Limited Partnership $32.2M.
- AnalystsBULLISH
13 of 15 rate it Buy or better. Every target is above the price.
- TrendRANGE
5% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | $229.8M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | TRIM | $86.4M |
| Select Equity Group, L.P. | ADD | $73.6M |
| D. E. Shaw & Co., Inc. | DOUBLED | $63.9M |
| AMERIPRISE FINANCIAL INC | DOUBLED | $42.3M |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | $40.6M |
| GOLDMAN SACHS GROUP INC | TRIM | $40.1M |
| MORGAN STANLEY | TRIM | $38.7M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analystsPrice is below the lowest target. Median implies +18%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 15, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| Sep 11, 2026 | TD Cowen MAINTAIN | Buy |
| Jul 30, 2026 | UBS MAINTAIN | Buy |
| Jul 30, 2026 | Benchmark MAINTAIN | Buy |
| Jul 30, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| Jul 30, 2026 | BTIG MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Aug 14, 2026 | Aldous Alexandros General Counsel | SELL | $938.1K |
| Aug 14, 2026 | Aldous Alexandros General Counsel | SELL | $372.3K |
| Aug 14, 2026 | Pappas Christopher President and CEO | SELL | $5.5M |
| Aug 14, 2026 | Aldous Alexandros General Counsel | SELL | $329.1K |
| Aug 14, 2026 | Aldous Alexandros General Counsel | SELL | $458.3K |
| Aug 14, 2026 | Aldous Alexandros General Counsel | SELL | $698.6K |
| Aug 14, 2026 | Polychroni Christina Chief Human Resources Officer | SELL | $308.2K |
| Aug 14, 2026 | Aldous Alexandros General Counsel | SELL | $1.1M |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 3 bullish · 0 bearish · 1 mixed · 2 neutral- MIXED 8-KOct 19, 2026
Chefs' Warehouse executed a comprehensive refinancing on October 15, 2026: it entered into a new…
The refinancing eliminates the convertible note overhang and extends debt maturity by 4 years, but adds significant leverage. Watch the upcoming 10-Q for the new interest expense run-rate and any…
- NEUTRAL CLUSTERAug 18, 2026
A cluster of insider selling at Chefs' Warehouse, led by CEO Christopher Pappas ($11M) and General…
The CEO and General Counsel selling a combined $14.9M in a single day is notable but not alarming at 0.34% of market cap. Monitor for any subsequent 8-K filings (e.g., earnings pre-announcement…
- BULLISH 8-KJul 29, 2026
Chefs' Warehouse reported a strong Q2 2026 beat with adjusted EPS of $0.78 (+32% vs consensus…
The strong beat and raised guidance confirm accelerating demand and operational leverage. Watch for continued margin expansion and Middle East recovery.
- BULLISH 8-KApr 29, 2026
Chefs' Warehouse reported Q1 2026 EPS of $0.40 (60% beat vs. $0.25 consensus) and revenue of…
The strong beat and reiteration of guidance reinforce positive momentum. With 11.4% revenue growth and margin expansion, the stock should trade up. Monitor upcoming quarters for sustained volume…
All CHEF filing & press-release reports (6)
- 8-K reportOct 19, 2026
- CLUSTER reportAug 18, 2026
- 8-K reportJul 29, 2026
- 8-K reportApr 29, 2026
- PRESS-RELEASE reportApr 29, 2026
- DEFA14A reportMar 25, 2026