CH
CHDN
Churchill Downs Inc
$85.37
-0.19%
$6.0B
No data for this timeframe.
Vol
Market Cap$6.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (95%)
Inst. Holders8 funds
Inst. Value$1.2B
Inst. Activity1 buys / 2 sells
SEC Reports3
Press Releases1
Exchange Nasdaq·Sector Services-Racing, Including Track Operation·Inc. KY·CIK 0000020212·Prev Close $85.53
Recent Activity
May 3, 2026
other
Golden Tempo Wins the 152nd Running of the Kentucky Derby Presented by Woodford Reserve
New All-Time Handle Record Set for Kentucky Derby Week Races <pre>New All-Time Handle Record Set for
Apr 22, 2026
SEC
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
Apr 22, 2026
SEC
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
Lloyd Karole sold 2,257 shares
Director @ $0.00 ($0.00)
Apr 21, 2026
Insider
Carter Andrea M sold 2,257 shares
Director @ $0.00 ($0.00)
Apr 21, 2026
Insider
GRISSOM DOUGLAS C sold 2,257 shares
Director @ $0.00 ($0.00)
Mar 12, 2026
SEC
Churchill Downs Inc (CHDN) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting of Shareholders,
DEFA14A — Impact 3/10
Inst.
NORGES BANK — NEW
795,647 shares ($90.5M)
Price Targets
$137.33
+60.9% upside
Strong Buy
Current $85.37
Low $110.00
Median $139.00
High $155.00
12 analysts
$110.00
$155.00
Analyst Ratings
5Strong Buy
13Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 19, 2026 | Macquarie | MAINTAIN | Outperform → Outperform |
| Apr 24, 2026 | Macquarie | MAINTAIN | Outperform → Outperform |
| Apr 24, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Apr 24, 2026 | Citizens | MAINTAIN | Market Outperform → Market Outperform |
| Apr 16, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $3.42 | $3.22 — $3.55 | 10% YoY | 8 |
| Next Q | $1.18 ▲ +4.1% | $0.75 — $1.38 | 8% YoY | 8 |
| Current FY | $6.87 ▲ +4.9% | $6.41 — $7.29 | 12% YoY | 8 |
| Next FY | $7.27 ▲ +0.5% | $6.60 — $8.24 | 6% YoY | 8 |
Latest Reports
BULLISH
8-K
7/10
Churchill Downs reported Q1 2026 earnings with record revenue of $663M (+3% YoY) and net income of $83M (+8% YoY), drive
Apr 22, 2026
BULLISH
PRESS-RELEASE
7/10
Churchill Downs reported Q1 2026 revenue of $663M, slightly above consensus of $661.9M, but GAAP EPS of $1.16 missed the
Apr 22, 2026
NEUTRAL
Press
3/10
Churchill Downs Incorporated announced it will release its first quarter 2026 financial results on April 22, 2026, follo
Mar 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $686.8M | — |
| FMR LLC | $195.6M | — |
| NORGES BANK | $90.5M | NEW |
| BANK OF AMERICA CORP | $79.8M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $71.1M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 21, 2026 | Lloyd Karole | A | $0.00 |
| Apr 21, 2026 | Carter Andrea | A | $0.00 |
| Apr 21, 2026 | GRISSOM DOUGLAS | A | $0.00 |
| Apr 21, 2026 | VARGA PAUL | A | $0.00 |
| Apr 21, 2026 | Rankin Richard | A | $0.00 |
8 institutional holders with $1.2B total value (10,512,073 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net selling activity: 2 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 6,036,416 | $686.8M | 57.4% | — |
| 2 | FMR LLC | 1,719,097 | $195.6M | 16.4% | — |
| 3 | NORGES BANK | 795,647 | $90.5M | 7.6% | NEW |
| 4 | BANK OF AMERICA CORP /DE/ | 701,665 | $79.8M | 6.7% | ADD +74.4% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 625,274 | $71.1M | 5.9% | NEW |
| 6 | MORGAN STANLEY | 445,963 | $50.7M | 4.2% | ADD +64.7% |
| 7 | WELLS FARGO & COMPANY/MN | 164,916 | $18.8M | 1.6% | ADD +30.9% |
| 8 | TWO SIGMA INVESTMENTS, LP | 23,095 | $2.6M | 0.2% | TRIM -70.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 795,647 | — | $90.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 77,585 | 23,095 | -70.2% | $2.6M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 48,450 | 0 | -100.0% | $0.00 | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 77,585 | — | $7.5M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 48,450 | — | $4.7M | 2025-Q3 |
| NORGES BANK | EXIT | 435,002 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 423,717 | 697,896 | +64.7% | $70.5M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 385,271 | 671,759 | +74.4% | $67.8M | 2025-Q2 |
| NORGES BANK | NEW | — | 435,002 | — | $43.9M | 2025-Q2 |
| UBS Group AG | ADD | 240,000 | 311,021 | +29.6% | $31.4M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 113,495 | 148,517 | +30.9% | $15.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 9,550 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 48,200 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 48,200 | — | $5.4M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 84,950 | 9,550 | -88.8% | $1.1M | 2025-Q1 |
| NORGES BANK | EXIT | 561,385 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 1,269,096 | 1,914,461 | +50.9% | $255.7M | 2024-Q4 |
| UBS Group AG | DOUBLED | 40,963 | 254,161 | +520.5% | $33.9M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 595,202 | — | $80.5M | 2024-Q3 |
10 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 21, 2026 | Lloyd Karole | Director | A | 2,257 | $0.00 | $0.00 |
| Apr 21, 2026 | Carter Andrea M | Director | A | 2,257 | $0.00 | $0.00 |
| Apr 21, 2026 | GRISSOM DOUGLAS C | Director | A | 2,257 | $0.00 | $0.00 |
| Apr 21, 2026 | VARGA PAUL C | Director | A | 2,257 | $0.00 | $0.00 |
| Apr 21, 2026 | Rankin Richard Alex | Director | A | 2,257 | $0.00 | $0.00 |
| Apr 21, 2026 | HARRINGTON DANIEL P | Director | A | 2,257 | $0.00 | $0.00 |
| Mar 31, 2026 | GRISSOM DOUGLAS C | Director | A | 382.67 | $0.00 | $0.00 |
| Mar 19, 2026 | Mudd William E. | President and COO | A | 1,449 | $0.00 | $0.00 |
| Mar 19, 2026 | Dall Marcia A | EVP, and CFO | A | 1,449 | $0.00 | $0.00 |
| Feb 5, 2026 | Dall Marcia A | EVP, and CFO | A | 12,276 | $0.00 | $0.00 |
| Feb 5, 2026 | Dall Marcia A | EVP, and CFO | A | 12,207 | $0.00 | $0.00 |
| Feb 5, 2026 | Dall Marcia A | EVP, and CFO | F | 3,944 | $93.69 | $369.5K |
| Feb 5, 2026 | Blackwell Bradley K. | EVP, General Counsel | A | 9,075 | $0.00 | $0.00 |
| Feb 5, 2026 | Blackwell Bradley K. | EVP, General Counsel | A | 6,104 | $0.00 | $0.00 |
| Feb 5, 2026 | Blackwell Bradley K. | EVP, General Counsel | F | 1,835 | $93.69 | $171.9K |
| Feb 5, 2026 | Carstanjen William C. | Chief Executive Officer | A | 37,727 | $0.00 | $0.00 |
| Feb 5, 2026 | Carstanjen William C. | Chief Executive Officer | D | 37,727 | $93.69 | $3.5M |
| Feb 5, 2026 | Carstanjen William C. | Chief Executive Officer | A | 64,041 | $0.00 | $0.00 |
| Feb 5, 2026 | Mudd William E. | President and COO | A | 16,648 | $0.00 | $0.00 |
| Feb 5, 2026 | Mudd William E. | President and COO | D | 16,648 | $93.69 | $1.6M |
| Feb 5, 2026 | Mudd William E. | President and COO | A | 21,348 | $0.00 | $0.00 |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.7/10.
BULLISH
8-K
7/10
Churchill Downs reported Q1 2026 earnings with record revenue of $663M (+3% YoY) and net income of $
Apr 22, 2026
BULLISH
PRESS-RELEASE
7/10
Churchill Downs reported Q1 2026 revenue of $663M, slightly above consensus of $661.9M, but GAAP EPS
Apr 22, 2026
NEUTRAL
DEFA14A
3/10
Churchill Downs Inc (CHDN) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meet
Mar 12, 2026
Current analyst consensus: Strong Buy (95% buy). Based on 19 analysts: 5 strong buy, 13 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$137.33 mean target
+60.9% upside
Strong Buy (1.25)
$110.00 Low
$155.00 High
| Metric | Value |
|---|---|
| Current Price | $85.37 |
| Target Low | $110.00 |
| Target Mean | $137.33 |
| Target Median | $139.00 |
| Target High | $155.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (1.25) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$3.42 | $3.22 | $3.55 | 10.4% | +0.4% | 5↑ 1↓ | $1.0B | 4.7% | 8 |
| Next Q 2026-09-30 |
$1.18 | $0.75 | $1.38 | 8.3% | +4.1% | 4↑ 2↓ | $0.7B | 3.2% | 8 |
| Current FY 2026-12-31 |
$6.87 | $6.41 | $7.29 | 12.1% | +4.9% | 4↑ 2↓ | $3.0B | 3.5% | 8 |
| Next FY 2027-12-31 |
$7.27 | $6.60 | $8.24 | 5.9% | +0.5% | 3↑ 2↓ | $3.1B | 3.6% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $3.421 | |
| 7d ago | $3.421 | |
| 30d ago | $3.407 | +0.014 |
| 60d ago | $3.362 | +0.059 |
| 90d ago | $3.420 | +0.001 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 19, 2026 | Macquarie | MAINTAIN | Outperform | Outperform |
| Apr 24, 2026 | Macquarie | MAINTAIN | Outperform | Outperform |
| Apr 24, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Apr 24, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Apr 16, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 27, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 14, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Jan 5, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 5 | 13 | 1 | 0 | 0 | 95% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 3, 2026
other
Golden Tempo Wins the 152nd Running of the Kentucky Derby Presented by Woodford Reserve
New All-Time Handle Record Set for Kentucky Derby Week Races <pre>New All-Time Handle Record Set for Kentucky Derby Week Races</pre>
May 2, 2026
other
Always A Runner Claims the Lilies for the 152nd Running of the Longines Kentucky Oaks
Kentucky Oaks Presented in Primetime on NBC for the First Time Ever <pre>Kentucky Oaks Presented in Primetime on NBC for the First Time Ever</pre>
Apr 27, 2026
dark_pool
Dark Pool: CHDN — 1.3M shares, 35,577 trades
Week starting 2026-04-27. Total ATS volume: 1,275,082 shares across 35,577 trades.
Apr 22, 2026
earnings
Churchill Downs Incorporated Reports 2026 First Quarter Results
<p align="justify">LOUISVILLE, Ky., April 22, 2026 (GLOBE NEWSWIRE) -- Churchill Downs Incorporated (Nasdaq: CHDN) (the "Company", "CDI", "we") toda
Apr 22, 2026
earnings_calendar
CHDN Q1 2026 Earnings After Market Close — 2026-04-22
Apr 20, 2026
dark_pool
Dark Pool: CHDN — 2.9M shares, 47,484 trades
Week starting 2026-04-20. Total ATS volume: 2,931,519 shares across 47,484 trades.
Apr 13, 2026
dark_pool
Dark Pool: CHDN — 1.4M shares, 33,103 trades
Week starting 2026-04-13. Total ATS volume: 1,387,903 shares across 33,103 trades.
Apr 6, 2026
dark_pool
Dark Pool: CHDN — 0.9M shares, 28,916 trades
Week starting 2026-04-06. Total ATS volume: 883,723 shares across 28,916 trades.
Apr 1, 2026
other
Churchill Downs Incorporated Statement Regarding United States District Court Victory in Churchill Downs Inc. v. Horseracing Integrity and Safety Authority
<p align="justify">LOUISVILLE, Ky., April 01, 2026 (GLOBE NEWSWIRE) -- Churchill Downs Incorporated (Nasdaq: CHDN) (the "Company", "CDI", "we") anno
Mar 30, 2026
dark_pool
Dark Pool: CHDN — 1.1M shares, 26,076 trades
Week starting 2026-03-30. Total ATS volume: 1,101,353 shares across 26,076 trades.
Mar 23, 2026
dark_pool
Dark Pool: CHDN — 1.4M shares, 35,166 trades
Week starting 2026-03-23. Total ATS volume: 1,366,754 shares across 35,166 trades.
Mar 16, 2026
earnings
Churchill Downs Incorporated 2026 First Quarter Financial Results Conference Call Invitation
<p align="justify">LOUISVILLE, Ky., March 16, 2026 (GLOBE NEWSWIRE) -- Churchill Downs Incorporated (“CDI” or “the Company”) announced today that th
Mar 16, 2026
dark_pool
Dark Pool: CHDN — 1.4M shares, 39,893 trades
Week starting 2026-03-16. Total ATS volume: 1,441,587 shares across 39,893 trades.
Mar 9, 2026
dark_pool
Dark Pool: CHDN — 1.9M shares, 42,130 trades
Week starting 2026-03-09. Total ATS volume: 1,878,083 shares across 42,130 trades.
Mar 2, 2026
dark_pool
Dark Pool: CHDN — 1.9M shares, 41,881 trades
Week starting 2026-03-02. Total ATS volume: 1,904,650 shares across 41,881 trades.