Formidable Asset Management LLC Trims Position in Chemed Corporation $CHE
Formidable Asset Management LLC decreased its stake in Chemed Corporation by 17.2%, selling 3,487 shares, though the stock remains its 16th largest holding. This comes as Chemed missed quarterly earnings expectations and provided subdued FY2026 guidance, leading to analyst price target cuts and a consensus "Hold" rating. Despite this, several major institutions increased their positions in Chemed, and institutional ownership stands at nearly 96%.
Allspring Global Investments Boosts Stake in Chemed Corporation
Allspring Global Investments has increased its stake in Chemed Corporation by 18.8% in Q4 2025, signaling confidence in the company's diversified business model. Chemed, valued at $5.24 billion, operates Roto-Rooter plumbing and Vitas Healthcare subsidiaries. This move highlights the continued attractiveness of Chemed's market leadership in essential home services and healthcare despite recent stock volatility.
Tudor Investment Corp ET AL Decreases Stake in Chemed Corporation $CHE
Tudor Investment Corp ET AL significantly reduced its stake in Chemed Corporation by 81.7% in Q3, selling 4,952 shares. This comes as Chemed missed Q4 earnings and revenue expectations, leading to analyst downgrades and a consensus "Hold" rating. Additionally, CEO Kevin J. Mcnamara sold 2,000 shares, decreasing his holdings by 2.09%.
Chemed schedules April 24 call after Q1 results on April 23
Chemed Corporation (NYSE: CHE) announced that it will release its first-quarter 2026 financial results on April 23, 2026, after the NYSE close. The company will host a conference call and webcast on April 24, 2026, at 10:00 a.m. ET to discuss the results and provide a business update. Investors can access the webcast or register for a teleconference call, with a replay available approximately two hours after the event.
Chemed To Report First Quarter 2026 Earnings April 23, Related Conference Call To Be Held On April 24
Chemed Corporation announced it will release its first-quarter 2026 financial results on April 23, 2026, after market close. The company will host a conference call and webcast on April 24, 2026, at 10 a.m. ET to discuss the results and business update. Chemed operates two subsidiaries: VITAS Healthcare, a hospice care provider, and Roto-Rooter, a plumbing and drain cleaning service.
Roto-Rooter Completes Acquisitions for Two Significant Territories
Roto-Rooter, a subsidiary of Chemed Corporation, has acquired the franchise territories and assets in San Francisco, California, and Fort Worth, Texas, for approximately $20.6 million. These acquisitions are part of Roto-Rooter's strategy to boost productivity, market share, and profitability and collectively serve a population of about 3.3 million people. Chemed Corporation operates both VITAS Healthcare and Roto-Rooter, with the latter being a leading provider of plumbing and drain cleaning services.
Roto-Rooter Completes Acquisitions for Two Significant Territories
Roto-Rooter Services Company, a subsidiary of Chemed Corporation, has acquired the franchise operations in San Francisco, California, and Fort Worth, Texas, for approximately $20.6 million. These acquisitions are part of Roto-Rooter's strategy to boost productivity, market share, and profitability. The acquired territories collectively serve about 3.3 million people.
Roto-Rooter pays $20.6M for San Francisco and Fort Worth markets
Roto-Rooter, a wholly-owned subsidiary of Chemed Corporation (NYSE: CHE), announced the acquisition of franchise territories and assets in San Francisco, CA, and Fort Worth, TX. The combined purchase price for these two transactions, completed on March 31, 2026, was approximately $20.6 million. These acquisitions will allow Roto-Rooter to serve an additional 3.3 million people, aligning with its strategy to grow productivity, market share, and profitability.
Insider Sell: Kevin Mcnamara Sells Shares of Chemed Corp (CHE)
Kevin Mcnamara, President and CEO of a Chemed Corp subsidiary, sold 1,500 shares of CHE on March 27, 2026, reducing his holding to 92,219 shares. This sale is part of a trend of 11 insider sells against 1 insider buy over the past year. With the stock trading at $369.37 and a GF Value of $649.77, Chemed Corp appears significantly undervalued.
Chemed (NYSE: CHE) CEO trims stake with 1,500-share open-market sale
Chemed Corporation's President and CEO, Kevin J. McNamara, sold 1,500 shares of company Capital Stock on March 27, 2026, in an open-market transaction. The shares were sold at a weighted average price of $369.37 per share, totaling $554,055. Following this sale, McNamara directly holds 92,219 shares of Chemed stock.
Chemed Corporation $CHE Shares Acquired by SG Americas Securities LLC
SG Americas Securities LLC significantly increased its stake in Chemed Corporation (NYSE:CHE) during Q4, acquiring 23,436 additional shares, bringing their total to 26,466 shares worth $11.324 million. This comes as Chemed missed Q4 earnings estimates with $6.42 EPS and $639.34 million in revenue, leading to updated FY2026 guidance of $23.25–$24.25 EPS. Institutional investors hold 95.85% of Chemed, with recent insider selling activity by CEO Kevin McNamara.
Chemed Corp stock hits 52-week low at 368.12 USD By Investing.com
Chemed Corp's stock has dropped to a 52-week low of $368.12, reflecting a 39.1% decline over the past year. Despite this, InvestingPro data suggests the stock may be undervalued with a Fair Value of $503.99, indicating a potential 37% upside, and is currently in oversold territory. The company also recently reported Q4 2025 earnings and revenue below analyst expectations, leading to a downgrade from RBC Capital due to margin concerns in its Roto-Rooter division.
Chemed Corporation $CHE Position Cut by Fort Washington Investment Advisors Inc. OH
Fort Washington Investment Advisors Inc. OH has reduced its stake in Chemed Corporation (NYSE:CHE) by 7.5%, now owning 51,766 shares valued at $22.15 million. This comes as Chemed missed its quarterly earnings and revenue estimates, resulting in several analyst downgrades and a consensus "Hold" rating with an average price target of $498. The company recently announced a quarterly dividend of $0.60 per share, and CEO Kevin J. McNamara sold 2,000 shares worth over $800,000.
Chemed Corporation (NYSE: CHE) files Form 144 for 1,500-share resale
Chemed Corporation has filed a Form 144, indicating a proposed sale of 1,500 shares of common stock through Merrill Lynch with an effective filing date of March 27, 2026. The filing also notes previous sales of 1,000 shares each by Kevin McNamara on March 12, 2026. This is a procedural notice for an insider's intended resale under applicable exemptions.
The Technical Signals Behind (CHE) That Institutions Follow
This article from Stock Traders Daily analyzes Chemed Corp (NYSE: CHE) using AI models, indicating weak sentiment across all time horizons and supporting a short bias. It highlights a significant 40.2:1 risk-reward short setup with a potential 11.6% downside. The analysis also provides specific institutional trading strategies for long, momentum breakout, and risk hedging, along with multi-timeframe signal analysis and real-time AI-generated signals for CHE.
Why Is Chemed (CHE) Down 6.2% Since Last Earnings Report?
Chemed (CHE) shares have dropped 6.2% since its last earnings report, underperforming the S&P 500. The company reported a Q4 2025 adjusted EPS of $6.42, missing the Zacks Consensus Estimate by 8.55%, and revenues also fell short. Amid downward trending estimates, Chemed has received a Zacks Rank #4 (Sell), indicating an expectation of below-average returns.
SCHWARTZ INVESTMENT COUNSEL INC's Chemed Corp(CHE) Holding History
This article details SCHWARTZ INVESTMENT COUNSEL INC's historical holdings in Chemed Corp (CHE). As of December 31, 2025, the firm held 64,734 shares valued at $27.70 million, representing 0.97% of its portfolio. Since 2020Q2, the firm has made 11 purchases and 5 sales of CHE stock, resulting in an estimated gain of -$13.01 million (-18.06%) to date.
Chemed Corp stock hits 52-week low at 368.12 USD
Chemed Corp's stock has hit a 52-week low of $368.12, representing a 39.1% decline over the past year, despite InvestingPro data suggesting it may be undervalued with a fair value of $503.99. This downturn follows the company reporting earnings and revenue below analyst expectations for Q4 2025, leading RBC Capital to downgrade the stock to Sector Perform due to margin concerns in its Roto-Rooter division. However, the company has consistently raised dividends for 17 years and its VITAS hospice segment shows positive momentum.
Vanguard disaggregates holdings after realignment — Chemed (CHE) shows 0 shares
The Vanguard Group filed an amended Schedule 13G/A for Chemed (CHE), reporting 0 shares and 0% beneficial ownership, effective March 13, 2026. This change is due to an internal realignment at Vanguard on January 12, 2026, which led to subsidiaries reporting beneficial ownership separately. The filing clarifies that this is a reporting adjustment, not an indication of a direct sale or purchase of Chemed shares.
Is It Time To Reassess Chemed (CHE) After Its Sharp Share Price Pullback?
Chemed (CHE) has experienced a significant share price pullback, declining 38.3% over the past year. Despite this, a Discounted Cash Flow (DCF) analysis suggests the company is undervalued by 44.5% compared to its intrinsic value of $673.83 per share, currently trading around $374. Additionally, its Price-to-Earnings (P/E) ratio of 19.4x is below the healthcare industry average and Simply Wall St's proprietary Fair Ratio of 24.7x, further indicating undervaluation.
CHE SEC Filings - Chemed Corp 10-K, 10-Q, 8-K Forms
This page provides comprehensive access to Chemed Corporation's (NYSE: CHE) SEC filings, including annual reports, quarterly earnings, material events, and insider trading forms. It highlights how these filings offer insights into Chemed's subsidiaries, VITAS Healthcare and Roto-Rooter, detailing their financial performance, regulatory impacts, and management discussions. The platform also offers AI-powered summaries of these lengthy documents, focusing on key financial metrics and regulatory disclosures.
CHE SEC Filings - Chemed Corp 10-K, 10-Q, 8-K Forms
This page provides access to Chemed Corporation's (NYSE: CHE) SEC filings, including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. It highlights how these documents offer insights into Chemed's subsidiaries, VITAS Healthcare and Roto-Rooter, detailing their financial performance, regulatory impacts, and capital allocation. The article also includes recent SEC filings with AI-powered summaries, such as an insider sale notice and a Q2 outlook trim.
Chemed at Oppenheimer Conference: Navigating Growth and Challenges
Chemed Corp (NYSE:CHE) participated in the Oppenheimer 36th Annual Healthcare MedTech & Services Conference, discussing the strategic directions and challenges for its subsidiaries, VITAS and Roto-Rooter. VITAS anticipates growth and potential-upward revision in guidance, targeting 18%-18.5% margins, while Roto-Rooter is cautiously optimistic about 3%-3.5% top-line growth, despite facing challenges like elevated marketing costs and collection issues that it plans to address through centralization and technology. The company acknowledged that 2026 will be a critical year for Roto-Rooter's recovery, with strategic alternatives, including a potential breakup, considered if performance does not improve.
WBI Investments LLC Makes New $2.36 Million Investment in Chemed Corporation $CHE
WBI Investments LLC has made a new investment of approximately $2.36 million in Chemed Corporation, acquiring 5,281 shares. This comes as Chemed missed quarterly earnings and revenue expectations, although it provided FY2026 guidance. Institutional investors hold a significant portion of Chemed's stock, while insiders, including CEO Kevin J. McNamara who recently sold shares, hold a smaller percentage.
3 Motives to Sell CHE and One Alternative Stock Worth Buying
This article analyzes why investors should consider selling Chemed (CHE) stock, citing its underwhelming long-term revenue growth, minimal EPS growth, and declining returns on new investments. Despite a seemingly reasonable forward P/E, the author suggests limited potential for gains relative to risks. The article recommends exploring alternative investment opportunities, particularly in endpoint security platforms.
Precision Trading with Chemed Corp (CHE) Risk Zones
This article from Stock Traders Daily provides a detailed AI-driven analysis for Chemed Corp (CHE), noting a near-term neutral sentiment oscillating within a mid-channel pattern. It highlights an exceptional 41.8:1 risk-reward setup targeting a 12.0% gain with minimal risk, suggesting a pause in mid and long-term weakness. The analysis offers three distinct institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored to different risk profiles, alongside multi-timeframe signal analysis and real-time AI-generated signals.
Chemed Corp Stock (ISIN: US1638321034) Under Pressure After CEO Share Sale and Mixed Earnings
Chemed Corp (NYSE: CHE) is facing pressure after its CEO sold shares and the company reported mixed earnings. Despite this, a DCF model suggests significant undervaluation. The company, parent to Vitas Healthcare, benefits from resilient hospice demand and a defensive profile, making it appealing to risk-averse investors, particularly in Europe.
Chemed Corp Stock (ISIN: US1638321034) Under Pressure After CEO Share Sale Amid Undervaluation Signa
Chemed Corp (NYSE: CHE) is experiencing stock pressure after its CEO sold shares and due to mixed Q4 earnings, despite strong underlying fundamentals and a significant undervaluation highlighted by DCF models. The company, which operates Vitas Healthcare, benefits from resilient hospice demand driven by an aging demographic, making it attractive to defensive European investors. While analysts have mixed ratings, the consensus is a "Moderate Buy" with substantial upside potential.
Chemed Corp Stock (ISIN: US1638321034) Under Pressure After CEO Share Sale and Mixed Earnings
Chemed Corp stock (ISIN: US1638321034) is experiencing pressure following an insider share sale by CEO Kevin McNamara and recent mixed Q4 2025 earnings. Despite this, the company, parent of Vitas Healthcare, is suggested to be significantly undervalued according to DCF models, driven by resilient demand in its hospice services. The article also highlights its defensive profile and appeal to risk-averse investors, particularly those in the DACH region.
Aristotle Capital Boston LLC Acquires 3,737 Shares of Chemed Corporation $CHE
Aristotle Capital Boston LLC increased its stake in Chemed Corporation (NYSE:CHE) by 6.2%, acquiring an additional 3,737 shares to hold a total of 64,092 shares valued at approximately $28.7 million. This move makes Chemed the 17th largest position in Aristotle Capital Boston's portfolio, representing about 1.5% of its holdings. Other institutional investors like JPMorgan, William Blair, and Epoch also significantly increased their positions in Chemed, bringing institutional ownership to 95.85%.
Insider Kevin McNamara signals sale via Form 144 — Chemed (NYSE: CHE)
Chemed Corporation has filed a Form 144 notice, indicating that insider Kevin McNamara proposes to sell Common Stock. These proposed sales are related to stock awards and exercises that occurred in February and May 2023, involving share quantities such as 492 and 498. The Form 144 is an administrative disclosure of intent to sell and does not confirm actual completed transactions or specify exact aggregate sale quantities or timing.
Chemed (NYSE:CHE) CEO Sells $806,360.00 in Stock
Chemed CEO Kevin Mcnamara sold 2,000 shares of the company's stock for $806,360 on March 12, reducing his position by 2.09%. This sale occurred after the company missed its quarterly earnings expectations, reporting EPS of $6.42 against an expected $7.02 and revenue of $639.34 million against an expected $659.09 million. Despite the recent stock sale and missed earnings, Chemed declared a quarterly dividend of $0.60 per share and provided FY2026 EPS guidance above analyst forecasts.
Chemed (CHE) CEO Kevin McNamara sells 2,000 shares, retains 93,719
Chemed Corporation's CEO, Kevin J. McNamara, sold 2,000 shares of company stock at a weighted average price of $403.18 per share. Following this transaction, he still directly holds 93,719 shares. The sale was executed through multiple transactions with prices ranging from $399.31 to $404.68.
Chemed Corporation to Present at the Oppenheimer 36th Annual Healthcare Conference
Chemed Corporation announced that it will deliver a virtual presentation at the Oppenheimer 36th Annual Healthcare Conference. The presentation is scheduled for Thursday, March 19, 2026, at approximately 9:20 a.m. (ET). This news was provided by GlobeNewswire.
Chemed Corporation to Present at the Oppenheimer 36th Annual Healthcare Conference
Chemed Corporation (NYSE:CHE) announced it will deliver a virtual presentation at the Oppenheimer 36th Annual Healthcare Conference on Thursday, March 19, 2026, at approximately 9:20 a.m. (ET). The presentation will be webcast live on Chemed's website, with a replay available for 90 days. Chemed operates two subsidiaries: VITAS Healthcare, a hospice care provider, and Roto-Rooter, a plumbing and drain cleaning service.
Chemed Corporation to Present at the Oppenheimer 36th Annual Healthcare Conference
Chemed Corporation announced it will deliver a virtual presentation at the Oppenheimer 36th Annual Healthcare Conference on Thursday, March 19, 2026, at approximately 9:20 a.m. (ET). The presentation will be webcast live and accessible through the Chemed website's Investor Relations section, with a replay available for 90 days. Chemed Corporation operates two wholly-owned subsidiaries: VITAS Healthcare, a provider of end-of-life hospice care, and Roto-Rooter, a plumbing and drain cleaning service.
Chemed Corporation to Present at the Oppenheimer 36th Annual Healthcare Conference
Chemed Corporation announced it will deliver a virtual presentation at the Oppenheimer 36th Annual Healthcare Conference on Thursday, March 19, 2026, at approximately 9:20 a.m. (ET). The presentation will be webcast live and accessible via the company's investor relations website, with a replay available for 90 days. Chemed operates two wholly-owned subsidiaries: VITAS Healthcare, a large provider of end-of-life hospice care, and Roto-Rooter, a leading provider of plumbing and drain cleaning services.
First Trust Advisors LP Grows Stock Position in Chemed Corporation $CHE
First Trust Advisors LP increased its stake in Chemed Corporation (NYSE:CHE) by 16.7% in the third quarter of 2025, holding 175,179 shares valued at approximately $78.44 million. Despite this growth, Chemed missed its quarterly earnings and revenue estimates and has received mixed analyst ratings, with an average "Hold" and a $498 price target. The company announced a quarterly dividend of $0.60 per share.
Chemed (NYSE:CHE) Lowered to "Strong Sell" Rating by Zacks Research
Chemed (NYSE:CHE) has been downgraded to a "Strong Sell" rating by Zacks Research following disappointing quarterly earnings, missing both EPS and revenue expectations. The company also provided FY2026 guidance, with its stock currently trading around $412.36. Other analysts have also adjusted their ratings and price targets, resulting in a consensus "Hold" rating with an average target price of $498.00.
Technical Reactions to CHE Trends in Macro Strategies
This article analyzes Chemed Corp (NYSE: CHE) using AI models, indicating weak sentiment across all time horizons and supporting a short bias. It details three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop loss zones. The analysis highlights an exceptional risk-reward setup targeting a 12.2% gain versus 0.3% risk.
Chemed Corporation $CHE Shares Sold by Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC significantly reduced its stake in Chemed Corporation (NYSE:CHE) by 18.5% in the third quarter, now owning 28,714 shares valued at $12.86 million. This reduction comes as Chemed missed its quarterly earnings and revenue estimates but provided optimistic FY2026 EPS guidance. The company also declared a quarterly dividend of $0.60 per share, while analysts maintain an average "Hold" rating with a $498 price target.
CHE Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial analysis of Chemed Corp (CHE) for fiscal year 2025, including income statement, balance sheet, and cash flow data. It highlights key financial metrics such as revenue growth, profitability, leverage, liquidity, and shareholder returns, alongside financial health indicators like Altman Z-Score and Piotroski F-Score. The company reported $2.5 billion in revenue, a net income of $265.2 million, and a strong return on equity of 27.1%, while maintaining a low debt-to-equity ratio and healthy interest coverage.
Chemed Corporation $CHE Shares Purchased by Bahl & Gaynor Inc.
Bahl & Gaynor Inc. increased its stake in Chemed Corporation by 15.4% to 20,042 shares, now valued at approximately $8.97 million, with institutional investors collectively owning 95.85% of the company. Despite Chemed missing quarterly EPS and revenue estimates and analysts cutting price targets, the company declared a quarterly dividend of $0.60 per share. The stock is currently rated "Hold" by analysts with a consensus price target of $498.00.
Chemed Corporation (NYSE:CHE) Receives Consensus Recommendation of "Hold" from Analysts
Chemed Corporation (NYSE:CHE) has received a consensus "Hold" recommendation from six brokerage firms, with four analysts rating it a "hold" and two a "buy." The average target price is $498.00. Recent analyst reports show mixed sentiment, with some firms reaffirming hold ratings or lowering price targets while maintaining "outperform" ratings, especially after Chemed missed Q4 earnings and revenue estimates and provided FY 2026 EPS guidance slightly below consensus.
Chemed Corp. Stock Plummets to New 52-Week Low at $385.00
Chemed Corp., a small-cap hospital industry player, has declined by 27.2% over the past year, reaching a new 52-week low of $385.00. Despite this, the company maintains a market capitalization of USD 16,753 million and a high return on equity of 25.88%, indicating a premium valuation compared to its peers. The company faces challenges in long-term growth and rising raw material costs, with net sales increasing at only 4.45% annually over the last five years.
Chemed Corporation (NYSE:CHE) Q4 2025 Earnings Call Transcript
Chemed Corporation discussed its Q4 2025 earnings, acknowledging that results for both its VITAS Healthcare and Roto-Rooter subsidiaries fell short of expectations. The company outlined strategies to improve performance in 2026, including rebalancing patient mix for VITAS to address Medicare Cap limitations and implementing lead generation and billing improvements for Roto-Rooter. Despite a challenging quarter, management expressed confidence in their 2026 guidance, expecting growth to be weighted towards the second half of the year.
Chemed Corp stock hits 52-week low at 397.05 USD By Investing.com
Chemed Corp stock recently dropped to a 52-week low of $397.05, currently trading at $396.20, reflecting a 14% decline over the past year. Despite this, InvestingPro analysis suggests the stock is undervalued and rates the company's financial health as "GREAT," noting 56 consecutive years of dividend payments. Amidst these developments, Jefferies downgraded Chemed from Buy to Hold due to concerns about the Roto-Rooter segment's margin challenges, while the company's board approved an additional $300 million for stock repurchases.
Why Chemed (CHE) Shares Are Plunging Today
Shares of healthcare services company Chemed Corporation (NYSE:CHE) fell 15.6% after reporting fourth-quarter 2025 financial results that missed Wall Street's revenue and profit expectations. The company's revenue was flat, adjusted earnings per share decreased, and its operating margin declined, indicating increased expenses relative to sales. Additionally, Chemed's full-year 2026 earnings forecast was 6.5% below analyst consensus, leading to significant investor concern and a sharp drop in stock price.
Chemed (NYSE:CHE) Reaches New 52-Week Low After Earnings Miss
Chemed (NYSE:CHE) shares dropped to a new 52-week low after the company reported fourth-quarter earnings that missed analyst expectations for both EPS and revenue. The company also announced a quarterly dividend of $0.60 per share, representing a 0.6% yield. Analysts are split on the stock, with a "Moderate Buy" consensus rating and a target price of $555.50.
VITAS Takes a Punch in Q4 2025, Expects Brighter 2026
VITAS Healthcare experienced a challenging Q4 2025 due to a shift to short-stay patients and Medicare payment cap liabilities, particularly in Florida. To address this, the company focused on hospital-based referrals, which resolved the cap issue but impacted revenue. Looking to 2026, VITAS plans a more balanced admissions approach and aims for organic growth through de novos and strategic acquisitions to normalize patient mix and stimulate revenue.
