KeyBanc reiterates Addus HomeCare stock rating on M&A outlook
KeyBanc has reiterated an Overweight rating on Addus HomeCare (NASDAQ:ADUS) with a $150 price target, predicting over 32% upside. The firm expects the company's Q4 results to align with expectations, potentially showing a modest EBITDA beat and improved same-store volume trends. KeyBanc is optimistic about a potential large Personal Care acquisition in 2026, which they believe would be accretive due to Addus HomeCare's disciplined approach.
Citizens reiterates Market Outperform on Addus HomeCare stock at $150
Citizens has reiterated a "Market Outperform" rating on Addus HomeCare (NASDAQ: ADUS) with a maintained price target of $150, suggesting a 32% upside. The firm anticipates strong execution from Addus HomeCare into 2026, driven by recent rate increases in key personal care states. According to InvestingPro data, the stock appears undervalued and the company is well-positioned for accretive acquisitions due to its moderate debt level and projected $140 million in free cash flow for 2026.
Public Sector Pension Investment Board Boosts Holdings in Addus HomeCare Corporation $ADUS
The Public Sector Pension Investment Board has increased its holdings in Addus HomeCare Corporation (NASDAQ:ADUS) by 14.4%, now owning 70,827 shares valued at $8.36 million. Other institutional investors like Royal Bank of Canada, UBS, and Jane Street Group also adjusted their positions in ADUS, contributing to a high institutional ownership of 95.35%. Analysts generally have a "Moderate Buy" rating for the stock, with an average price target of $135.44, indicating positive sentiment.
Short Interest in Addus HomeCare Corporation (NASDAQ:ADUS) Increases By 20.1%
Short interest in Addus HomeCare Corporation (NASDAQ:ADUS) rose by 20.1% to 929,786 shares as of January 30th, representing about 5.3% of the float and a 4.1 days-to-cover ratio. Analysts currently have a "Moderate Buy" rating for the stock with a consensus price target of $135.44. While insiders have recently sold shares, hedge funds and institutions hold a significant majority of the company's stock.
Addus HomeCare (ADUS) Expected to Announce Earnings on Monday
Addus HomeCare (ADUS) is projected to release its Q4 2025 earnings before market open on Monday, February 23rd, with analysts anticipating $1.71 earnings per share. The company's stock opened at $113.80, showing a 1.3% increase, and has a market capitalization of $2.10 billion. Recent insider transactions include EVP Darby Anderson selling 20,000 shares for approximately $2.18 million, while institutional investors hold a significant 95.35% stake in the company.
Addus HomeCare Corporation $ADUS Stock Position Raised by TimesSquare Capital Management LLC
TimesSquare Capital Management LLC increased its stake in Addus HomeCare Corporation (NASDAQ:ADUS) by 6.2% in the third quarter, bringing its total holdings to 418,348 shares valued at $49.36 million. Other institutional investors like Tributary Capital Management LLC also significantly boosted their positions. Despite insider selling by an executive, the company's stock shows strong institutional ownership and a "Moderate Buy" consensus rating from analysts with an average price target of $135.44.
Assessing Addus HomeCare (ADUS) Valuation As Reimbursement Tailwinds And Analyst Optimism Build
Addus HomeCare (ADUS) is gaining attention due to expected benefits from reimbursement rate increases in Texas and Illinois and a softer labor market. The company is currently considered undervalued by analysts, with a fair value estimate significantly higher than its current trading price, amid increasing demand for in-home care services from an aging U.S. population. Investors are weighing these positive factors against potential risks like regulatory reimbursement pressures and labor costs.
Here’s What the Street Thinks About Addus HomeCare (ADUS)
Wall Street analysts hold a positive outlook on Addus HomeCare Corporation (ADUS) ahead of its Q4 2025 earnings, with expectations for strong revenue and GAAP EPS. Both Truist Financial and Bank of America Securities have initiated or reiterated Buy ratings, citing growth drivers such as rate increases in Texas, strong hiring momentum, and strategic acquisitions in Personal Care. The article notes that while ADUS shows potential, it suggests other AI stocks might offer higher returns and lower downside risk.
Here's What the Street Thinks About Addus HomeCare (ADUS)
Addus HomeCare (ADUS) is viewed positively by Wall Street analysts ahead of its Q4 2025 earnings release, with expectations of significant revenue and GAAP EPS. Analysts at Truist Financial and Bank of America Securities have initiated or reiterated Buy ratings, citing growth drivers such as rate increases in Texas and strong hiring momentum. Despite this positive outlook, the article suggests that certain AI stocks may offer greater upside potential with less risk.
Declining Stock and Decent Financials: Is The Market Wrong About Addus HomeCare Corporation (NASDAQ:ADUS)?
Addus HomeCare's stock has declined by 8.8% over the past three months, but its financials, particularly a 19% net income growth over five years, appear respectable. Despite a lower-than-industry average Return on Equity (ROE) of 8.2%, the company's significant reinvestment of profits into the business has driven its earnings growth. While future earnings growth is expected to slow down according to analyst estimates, the company's strong past performance due to reinvestment suggests that the market might be overlooking some positive aspects.
Addus HomeCare Announces Fourth Quarter and Year-End 2025 Earnings Release and Conference Call
Addus HomeCare Corporation (Nasdaq: ADUS) is scheduled to release its fourth-quarter and year-end 2025 earnings after the market closes on Monday, February 23, 2026. The company will then host a conference call on Tuesday, February 24, 2026, at 9:00 a.m. Eastern Time to discuss the results, with key executives participating.
Addus HomeCare stock hits 52-week high at $105.88 By Investing.com
Addus HomeCare Corporation's stock recently hit a 52-week high of $105.88, although this is still below its all-time 52-week peak of $124.44. Despite a 1-year total return of -8.8%, InvestingPro analysis indicates low price volatility (beta of 0.92) and a "GREAT" overall financial health score with a P/E ratio of 22.7. Analysts have set price targets between $117 and $160, and the stock is currently considered undervalued by InvestingPro's Fair Value assessment.
10 Overlooked Small Cap Stocks to Buy Now
This article highlights Addus HomeCare Corporation (NASDAQ: ADUS) as one of 10 overlooked small-cap stocks to consider. Wall Street analysts have a positive outlook on the company ahead of its Q4 2025 earnings, citing growth drivers such as rate increases in Texas, strong hiring momentum, and strategic acquisitions in personal care. Addus HomeCare provides in-home care services across Personal Care, Hospice, and Home Health segments.
Addus HomeCare stock hits 52-week high at $105.88 By Investing.com
Addus HomeCare Corporation's stock recently reached $105.88, which is a 52-week high, although it remains below its actual 52-week peak of $124.44. Despite a previous year-long decline and an -8.8% return, the company is fundamentally sound with a "GREAT" financial health score and a P/E ratio of 22.7. Analysts predict price targets between $117 and $160, and InvestingPro's assessment suggests the stock is currently undervalued.
Why Addus HomeCare’s next earnings call lands on Feb. 24
Addus HomeCare Corporation announced that it will release its fourth quarter and year-end 2025 earnings on Monday, February 23, 2026, after market close. A conference call will be held on Tuesday, February 24, 2026, at 9:00 a.m. Eastern Time, featuring Chairman and CEO Dirk Allison, Executive Vice President and CFO Brian Poff, and President and COO Heather Dixon. The call will be accessible via dial-in numbers and a live broadcast on the company's website.
Addus HomeCare Announces Fourth Quarter and Year-End 2025 Earnings Release and Conference Call
Addus HomeCare Corporation announced its plans to release fourth quarter and year-end 2025 earnings on Monday, February 23, 2026, after the market close. The company will then host a conference call on Tuesday, February 24, 2026, at 9:00 a.m. Eastern Time, featuring its Chairman and CEO, CFO, and President and COO. Details for accessing the live call, replay, and webcast are provided for investors and interested parties.
Addus HomeCare stock hits 52-week high at $105.88
Addus HomeCare Corporation (ADUS) recently hit a 52-week high of $105.88, though this is still below its actual 52-week peak of $124.44. Despite a -8.8% decline over the past year, InvestingPro analysis indicates low price volatility and strong financial health with a P/E ratio of 22.7. Analysts have set price targets between $117 and $160, and its Pro Fair Value assessment suggests the stock is currently undervalued.
10 Overlooked Small Cap Stocks to Buy Now
This article identifies Addus HomeCare Corporation (NASDAQ: ADUS) as one of 10 overlooked small-cap stocks to buy. Wall Street analysts maintain a positive outlook on the company, citing multiple growth drivers such as rate increases in Texas, strong hiring momentum, and strategic acquisitions in Personal Care. Addus HomeCare provides in-home care services across Personal Care, Hospice, and Home Health segments.
Addus HomeCare Corporation (ADUS) Investor Outlook: A 33.88% Potential Upside Beckons
Addus HomeCare Corporation (ADUS) presents an appealing opportunity in the healthcare sector, focusing on personal care, hospice, and home health services. Analysts project a potential upside of 33.88% with an average target price of $141.00, despite the stock trading below its 50-day and 200-day moving averages and an oversold RSI, suggesting potential buying opportunities. The company demonstrates strong financial performance with 25% revenue growth and a solid capacity to generate shareholder value.
Addus HomeCare Corporation $ADUS Stock Position Reduced by WCM Investment Management LLC
WCM Investment Management LLC significantly reduced its stake in Addus HomeCare Corporation by 12.1% in the third quarter, selling over 59,000 shares. Meanwhile, an Executive Vice President at Addus also sold a large block of shares, decreasing their ownership by over 31%. Despite these reductions, Addus HomeCare exceeded Q3 earnings and revenue estimates and maintains a consensus "Moderate Buy" rating from analysts with a price target of $135.44.
Price Over Earnings Overview: Addus HomeCare
This article analyzes Addus HomeCare Inc.'s stock performance, noting a 0.12% drop in its share price during the current session, a 1.48% increase over the past month, and a 16.61% fall over the past year. It highlights the company's Price-to-Earnings (P/E) ratio, which is lower than the Health Care Providers & Services industry aggregate, suggesting the stock might be undervalued or that investors anticipate slower future growth. The article advises investors to consider the P/E ratio alongside other financial metrics and qualitative analyses for informed decision-making.
Addus HomeCare (NASDAQ:ADUS) Downgraded by Wall Street Zen to Buy
Wall Street Zen has downgraded Addus HomeCare (NASDAQ:ADUS) from a "strong-buy" to a "buy" rating, though the stock still holds a consensus "Moderate Buy" rating among analysts with an average price target of $135.44. The company recently exceeded EPS estimates and reported a 25% year-over-year revenue increase. Insider selling by an EVP and institutional investor activity have also been noted.
Addus HomeCare (NASDAQ:ADUS) investors are sitting on a loss of 16% if they invested a year ago
Addus HomeCare Corporation (NASDAQ:ADUS) investors have experienced a 16% loss over the last year, underperforming the broader market's 14% gain. Despite the share price drop, the company's EPS actually improved, suggesting a potential market overreaction. Long-term investors, however, have seen a 3.7% gain over three years.
Addus HomeCare (NASDAQ:ADUS) investors are sitting on a loss of 16% if they invested a year ago
Addus HomeCare (NASDAQ:ADUS) investors have experienced a 16% loss over the past year, significantly underperforming the broader market's 14% gain. Despite the stock price drop, the company's EPS actually improved, suggesting a potential market overreaction. Revenue growth also continued, indicating that fundamental business performance might not align with the negative share price action.
Addus HomeCare (NASDAQ:ADUS) investors are sitting on a loss of 16% if they invested a year ago
Addus HomeCare (NASDAQ:ADUS) investors have experienced a 16% loss over the past year, underperforming the broader market's 14% gain. Despite the share price drop, the company's earnings per share (EPS) improved and revenue grew, suggesting a potential market overreaction. The article recommends further investigation into the company's fundamentals and insider activity.
Addus HomeCare Corporation's (NASDAQ:ADUS) Business Is Trailing The Market But Its Shares Aren't
Addus HomeCare Corporation (NASDAQ:ADUS) has a P/E ratio of 22.9x, which is relatively high compared to the broader US market. While its recent earnings growth of 6.8% over the last year and 68% over three years is respectable, the forecasted 13% annual growth for the next three years is only comparable to the market's 12%. This suggests the current high P/E might not be fully justified by future growth expectations, potentially exposing investors to undue risk.
Wall Street Zen Upgrades Addus HomeCare (NASDAQ:ADUS) to "Strong-Buy"
Wall Street Zen has upgraded Addus HomeCare (NASDAQ: ADUS) to a "strong-buy" rating. The company recently exceeded quarterly earnings and revenue estimates, reporting $1.56 EPS against an expected $1.53, and revenue of $362.3 million. Despite a recent insider stock sale, institutional investors hold a significant majority of the stock.
Addus HomeCare Corporation $ADUS is Summit Creek Advisors LLC's Largest Position
Summit Creek Advisors LLC maintained Addus HomeCare (ADUS) as its largest position, despite trimming its stake by 7.4% in the third quarter. The stock constitutes 3.2% of its portfolio and is valued at $21.8 million. Addus HomeCare surpassed Q3 earnings expectations with $1.56 EPS and $362.3 million in revenue, leading to a consensus "Moderate Buy" rating and a $136.90 price target from Wall Street analysts.
Addus HomeCare Corporation (NASDAQ:ADUS) Given Average Recommendation of "Moderate Buy" by Brokerages
Addus HomeCare Corporation (NASDAQ:ADUS) has received an average "Moderate Buy" recommendation from twelve brokerages, with an average one-year price target of $136.90. The company recently surpassed quarterly earnings estimates, reporting $1.56 EPS on $362.3 million in revenue. Despite recent insider stock sales, institutional investors maintain a significant ownership stake of approximately 95.35%.
Investors in Addus HomeCare (NASDAQ:ADUS) have unfortunately lost 12% over the last year
Addus HomeCare Corporation (NASDAQ:ADUS) experienced a 12% stock price drop over the last year, contrasting with a 21% market return. Despite the share price decline, the company's earnings per share (EPS) improved and revenue increased by 19% during the same period. Over a five-year span, shareholders have faced an annualized loss of 1.7%, suggesting long-term weakness despite recent revenue growth.
Peregrine Capital Management LLC Acquires 45,490 Shares of Addus HomeCare Corporation $ADUS
Peregrine Capital Management LLC significantly increased its stake in Addus HomeCare Corporation (NASDAQ:ADUS) by 25,272.2% in the third quarter, acquiring an additional 45,490 shares to own a total of 45,670 shares valued at $5.389 million. Despite this institutional buying, EVP Darby Anderson sold 20,000 shares for $2.18 million, reducing his personal holding by over 31%. Analysts maintain a "Moderate Buy" rating for ADUS with an average price target of $136.90, while the stock currently trades around $109.72.
Addus HomeCare Corporation $ADUS Stake Boosted by Tributary Capital Management LLC
Tributary Capital Management LLC significantly increased its stake in Addus HomeCare Corporation (ADUS) by 114.1% in Q3, now owning 2.16% of the company. Addus HomeCare exceeded Q3 earnings and revenue expectations, leading analysts to maintain a "Moderate Buy" rating. Despite an insider sale of 20,000 shares by EVP Darby Anderson, institutional investors own over 95% of the company's stock.
Allspring Global Investments Holdings LLC Has $10.85 Million Holdings in Addus HomeCare Corporation $ADUS
Allspring Global Investments Holdings LLC significantly increased its stake in Addus HomeCare Corporation by 23.7% in Q3, now holding 91,961 shares valued at $10.85 million. This reflects institutional confidence, as Addus HomeCare recently surpassed Q3 earnings and revenue expectations. Analysts generally maintain a "Moderate Buy" rating for the stock, projecting continued growth.
Addus HomeCare Is Buying Growth, But Cash Flow Is Still Tight
Addus HomeCare (ADUS) is experiencing revenue growth driven by strong Medicaid rate hikes and strategic acquisitions, but its stock performance has lagged due to investor caution regarding heavy M&A integration costs, negative free cash flow, and potential home health reimbursement cuts. Despite a positive Wall Street consensus and a solid balance sheet, the company faces risks from regulatory changes, persistent negative cash flow, and integration challenges, which may impact its profitability and reliance on external financing. Long-term investors who can tolerate cash flow volatility may find ADUS an attractive opportunity in the growing home care market.
Earnings Are Growing at Addus HomeCare (NASDAQ:ADUS) but Shareholders Still Don't Like Its Prospects
Addus HomeCare (NASDAQ:ADUS) saw its share price decline by 14% over the last year, underperforming the broader market despite a 6.8% improvement in earnings per share (EPS). This suggests that the market's reaction to the company might be tied to unreasonable past growth expectations rather than current fundamentals. While revenue has grown, the disconnect between EPS growth and share price decline indicates a potential opportunity if the market has overreacted.
Is Now the Time to Revisit Addus HomeCare After Recent Share Price Weakness?
Addus HomeCare (NASDAQ: ADUS) has experienced recent share price weakness, making investors question if it's a value opportunity. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 49.3%, while its Price-to-Earnings (PE) ratio makes it appear modestly expensive compared to its proprietary Fair Ratio. The article encourages investors to use "Narratives" to combine qualitative beliefs with quantitative assumptions for a tailored valuation.
Harbor Capital Advisors Inc. Sells 42,163 Shares of Addus HomeCare Corporation $ADUS
Harbor Capital Advisors Inc. reduced its stake in Addus HomeCare Corporation by 62.7% during the third quarter, selling 42,163 shares and retaining 25,056 shares valued at approximately $2.96 million. Despite this, other institutional investors increased their positions, and Addus HomeCare recently reported strong Q3 earnings, beating analyst estimates with $1.56 EPS and $362.3 million in revenue. The company maintains a "Moderate Buy" consensus rating among analysts with an average price target of $137.11.
Is Addus HomeCare a Hidden Opportunity After Recent Contract Wins and Acquisition Expansion?
Addus HomeCare (NASDAQ: ADUS) has seen recent stock recovery after a period of decline and is expanding through acquisitions and new contracts. While its P/E ratio is in line with the healthcare industry, a Discounted Cash Flow analysis suggests the stock may be undervalued by 47.4%, pointing to potential opportunities despite investor caution due to Medicaid discussions.
Addus HomeCare Corporation (NASDAQ:ADUS) Given Consensus Rating of "Moderate Buy" by Analysts
Analysts have given Addus HomeCare Corporation (NASDAQ:ADUS) a consensus "Moderate Buy" rating, with an average 12-month target price of $137.11. This follows recent strong Q3 earnings where the company exceeded revenue and EPS estimates. Despite some insider selling, institutional investors have increased their stakes, reflecting confidence in the home care provider.
Insider Selling: Addus HomeCare (NASDAQ:ADUS) Director Sells 150 Shares of Stock
Addus HomeCare (NASDAQ:ADUS) Director Esteban Lopez sold 150 shares of the company's stock on December 15th at an average price of $115.18, totaling $17,277. This sale reduced his stake by 3.9% to 3,700 shares. The company's stock currently trades at $113.49 and analysts maintain a "Moderate Buy" rating with an average target price of $137.11.
Is Addus HomeCare Corporation (NASDAQ:ADUS) Trading At A 48% Discount?
Addus HomeCare Corporation (NASDAQ:ADUS) is estimated to be undervalued by 48% according to a Discounted Cash Flow (DCF) model, with a fair value of US$219 compared to its current share price of US$115. This valuation implies a significant discount to its intrinsic value, which is also 55% higher than the analyst price target of US$142. The analysis relies on a 2-stage growth model and highlights the company's financial health, management, and alternatives.
Is Addus HomeCare (ADUS) Undervalued After Its Recent Share Price Recovery?
Addus HomeCare (ADUS) has seen a 4% increase in stock value over the past three months, despite a negative year-to-date performance. Trading around $114.59, the stock is considered undervalued with a narrative fair value of $154.56, largely due to its strong balance sheet and potential for growth through acquisitions. While labor costs and reimbursement cuts pose risks, the company's compounding growth and rising margins support a bullish long-term outlook.
Addus HomeCare Corporation $ADUS Stake Lessened by JPMorgan Chase & Co.
JPMorgan Chase & Co. significantly reduced its stake in Addus HomeCare Corporation, selling 40.5% of its holdings in Q2. Despite this, Addus HomeCare reported strong Q2 earnings, beating analyst estimates for EPS and revenue, with revenue up 25% year-over-year. Analysts maintain a "Moderate Buy" rating for the stock with a consensus price target of $137.11.
Addus HomeCare (NASDAQ:ADUS) Director Esteban Lopez Sells 166 Shares
Addus HomeCare (NASDAQ:ADUS) Director Esteban Lopez sold 166 shares of the company's stock on December 5th, totaling $18,721.48. This transaction reduced his stake by 4.13% to 3,850 shares. The stock traded down 1.9% to $111.09 and the company recently surpassed quarterly earnings estimates.
Director Esteban Lopez Sells Shares of Addus HomeCare Corp
Director Esteban Lopez sold 166 shares of Addus HomeCare Corp (ADUS) on December 5, 2025, bringing his total ownership to 3,850 shares. Over the past year, Lopez has sold 688 shares with no purchases. Despite 36 insider sells and no buys for the company in the last year, ADUS is considered modestly undervalued with a price-to-GF-Value ratio of 0.9.
Kennedy Capital Management LLC Boosts Stock Position in Addus HomeCare Corporation $ADUS
Kennedy Capital Management LLC increased its stake in Addus HomeCare Corporation by 34.3% in Q2, bringing its total to 178,801 shares valued at approximately $20.6 million. Addus HomeCare reported strong Q2 earnings, surpassing analyst estimates for both EPS and revenue, with a 25% year-over-year revenue increase. Despite an insider stock sale, institutional investors hold a significant portion of Addus stock, and analysts maintain a "Moderate Buy" consensus with an average price target of $137.11.
Possible Bearish Signals With Addus HomeCare Insiders Disposing Stock
Addus HomeCare Corporation has seen various insiders sell a significant amount of shares over the past year, which could be a red flag for investors. While insider selling doesn't always indicate negative prospects, the disposition of shares by multiple insiders, especially below the current share price, warrants attention. Despite the selling, insiders still own about 2.6% of the company, suggesting some alignment with shareholders.
Possible Bearish Signals With Addus HomeCare Insiders Disposing Stock
Multiple Addus HomeCare Corporation (NASDAQ:ADUS) insiders have offloaded a considerable amount of shares over the past year, which could be a red flag for investors. While insider selling doesn't always indicate a negative outlook, the significant sale by an advisor below the current share price suggests they were content with a lower valuation. Despite this, insiders still own a respectable 2.6% of the company, indicating some alignment with shareholders.
Loomis Sayles & Co. L P Purchases 20,479 Shares of Addus HomeCare Corporation $ADUS
Loomis Sayles & Co. L P has increased its stake in Addus HomeCare Corporation (NASDAQ:ADUS) by 25.2%, acquiring an additional 20,479 shares to hold a total of 101,705 shares valued at approximately $11.7 million. This move is part of broader institutional investor activity, with institutional investors and hedge funds owning 95.35% of the company. Despite an EVP selling a significant portion of their shares, analysts maintain a "Moderate Buy" rating for Addus HomeCare with a consensus target price of $137.11, following strong quarterly earnings that surpassed estimates.
Boston Partners Buys 37,856 Shares of Addus HomeCare Corporation $ADUS
Boston Partners significantly increased its holdings in Addus HomeCare Corporation (NASDAQ:ADUS) by 21.9%, acquiring 37,856 additional shares and bringing their total stake to 210,733 shares valued at approximately $24.34 million. This move comes as Addus HomeCare has shown strong financial performance, exceeding quarterly earnings expectations with an EPS of $1.56 and revenue of $362.3 million, a 25% year-over-year increase. Despite a recent insider sale by EVP Darby Anderson, institutional investors maintain a substantial 95.35% ownership of the company, which holds a "Moderate Buy" consensus rating from analysts and a price target of $137.11.
