Churchill Downs Inc(CHDN)Stock Analysis
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Rank #802 of 2,961 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CHDN Stock Analysis & AI Quality Score
Data updated 2026-09-10AI stock analysis and institutional research for Churchill Downs Inc (CHDN), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores CHDN at 61.2/100 on a 32-signal composite quality model, placing it at rank #802 of 2,961 stocks — the top half of the AI-ranked universe. CHDN scores in the top quartile across institutional flow (89.2), free cash flow (86.7), earnings quality (78.0). Areas of concern include revenue growth (34.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), Churchill Downs Inc reports quarterly revenue of $980.0M, net income of $241.0M. Top institutional holders of CHDN by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. CHDN trades on the Nasdaq exchange and files with the SEC under CIK 20212. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CHDN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Churchill Downs Inc directly from SEC EDGAR. Churchill Downs Inc's 13F Pro composite quality score has ranged between 35 and 76 since 2021, currently 61.2 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving CHDN's Business? Latest 10-Q Breakdown
✓ 22/22 datapoints verifiedAI-extracted from Churchill Downs Inc's 10-Q filed 2026-07-29 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Churchill Downs posted Q2 FY2026 net revenue of $980M (+5% YoY) and operating income of $357M (36% margin), driven by a record-breaking Kentucky Derby Week at Churchill Downs Racetrack.
Biggest Revenue Drivers
Driven by a record-breaking Derby Week at Churchill Downs Racetrack, including increased NBC broadcast, ticketing, sponsorship/licensing, and wagering revenue.
Increase primarily from New York, Indiana, and Maryland properties, partially offset by the cessation of HRM operations in Louisiana.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$980.0M
Net Income
Q2 2026
$241.0M
ROIC
Q2 2026
23.4%
D/E Ratio
Q2 2026
3.56
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+7.0% YoYNet Income
-10.3% YoYOperating Income
-3.6% YoYEPS (Diluted)
Total Assets
+2.9% YoYTotal Debt
+4.4% YoYOp. Cash Flow
| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $2.93B +7.0% | $2.73B +11.1% | $2.46B +36.0% | $1.81B +13.3% | $1.60B +51.5% | $1.05B |
| Net Income | $383.0M -10.3% | $426.8M +2.3% | $417.3M -5.0% | $439.4M +76.4% | $249.1M +404.2% | $-81.9M |
| Operating Income | $683.8M -3.6% | $709.0M +25.7% | $564.0M +75.3% | $321.8M +13.2% | $284.4M +372.4% | $60.2M |
| EPS (Diluted) | — | — | $5.49 +92.3% | $2.85 +79.6% | $1.59 +252.9% | $-1.04 |
| Total Assets | $7.49B +2.9% | $7.28B +4.6% | $6.96B +12.1% | $6.21B +108.2% | $2.98B +0.0% | $2.98B |
| Total Debt | $5.16B +4.4% | $4.94B +1.3% | $4.87B +5.1% | $4.64B +134.1% | $1.98B +21.0% | $1.64B |
| Operating Cash Flow | — | — | — | — | — | $141.9M |
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Available Research
13F Pro tracks comprehensive data for Churchill Downs Inc including:
Top Institutional Holders of CHDN
BlackRock, Inc.
$555.9M6,202,008 shVANGUARD PORTFOLIO MANAGEMENT LLC
$287.6M3,207,921 shVANGUARD CAPITAL MANAGEMENT LLC
$267.9M2,988,941 shFMR LLC
$264.2M2,947,784 shLONDON CO OF VIRGINIA
$220.9M2,464,527 shSTATE STREET CORP
$183.7M2,048,801 shCITADEL ADVISORS LLC
$153.7M1,714,304 shJANE STREET GROUP, LLC
$140.1M1,562,400 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$129.5M1,444,412 shGEODE CAPITAL MANAGEMENT, LLC
$120.3M1,342,056 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $555.9M | 6,202,008 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $287.6M | 3,207,921 |
| VANGUARD CAPITAL MANAGEMENT LLC | $267.9M | 2,988,941 |
| FMR LLC | $264.2M | 2,947,784 |
| LONDON CO OF VIRGINIA | $220.9M | 2,464,527 |
| STATE STREET CORP | $183.7M | 2,048,801 |
| CITADEL ADVISORS LLC | $153.7M | 1,714,304 |
| JANE STREET GROUP, LLC | $140.1M | 1,562,400 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $129.5M | 1,444,412 |
| GEODE CAPITAL MANAGEMENT, LLC | $120.3M | 1,342,056 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is CHDN a good stock to buy?
13F Pro's AI-powered analysis of Churchill Downs Inc (CHDN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CHDN are available on the CHDN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CHDN is classified as a mid company.
Which hedge funds own CHDN?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CHDN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Churchill Downs Inc's investment landscape.