Chemed Corporation $CHE Position Trimmed by Vanguard Group Inc.

Key Points

• Vanguard Group trimmed its Chemed stake by 4.3% in Q4, selling 66,233 shares and ending the quarter with 1,472,254 shares (10.40% ownership) valued at about $629.9 million.
• Chemed beat quarterly EPS estimates ($5.65 vs. $5.30) while missing revenue slightly, and set FY2026 guidance of 24.00–24.75 EPS versus the sell‑side consensus of ~22.3 EPS for the year.
• Institutional investors hold 95.85% of Chemed, the company pays a $0.60 quarterly dividend (annualized $2.40, ~0.6% yield), and CEO Kevin J. McNamara recently sold 2,000 shares.

Vanguard Group Inc. decreased its holdings in Chemed Corporation (NYSE:CHE - Free Report) by 4.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,472,254 shares of the company's stock after selling 66,233 shares during the quarter. Vanguard Group Inc. owned 10.40% of Chemed worth $629,919,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Alps Advisors Inc. lifted its position in shares of Chemed by 32.4% in the 3rd quarter. Alps Advisors Inc. now owns 44,295 shares of the company's stock valued at $19,833,000 after acquiring an additional 10,845 shares in the last quarter. Vest Financial LLC increased its stake in Chemed by 32.6% in the 3rd quarter. Vest Financial LLC now owns 9,702 shares of the company's stock valued at $4,344,000 after buying an additional 2,383 shares during the period. SG Americas Securities LLC increased its stake in shares of Chemed by 773.5% during the 4th quarter. SG Americas Securities LLC now owns 26,466 shares of the company's stock worth $11,324,000 after purchasing an additional 23,436 shares during the last quarter. Van Berkom & Associates Inc. increased its stake in shares of Chemed by 33.0% during the 3rd quarter. Van Berkom & Associates Inc. now owns 170,813 shares of the company's stock worth $76,480,000 after purchasing an additional 42,390 shares during the last quarter. Finally, Envestnet Asset Management Inc. increased its stake in shares of Chemed by 6.5% during the 3rd quarter. Envestnet Asset Management Inc. now owns 80,080 shares of the company's stock worth $35,855,000 after purchasing an additional 4,865 shares during the last quarter. Institutional investors and hedge funds own 95.85% of the company's stock.

Chemed Stock Down 0.1%

Chemed stock opened at $421.65 on Monday. The company's 50 day simple moving average is $399.29 and its 200 day simple moving average is $425.94. Chemed Corporation has a fifty-two week low of $365.20 and a fifty-two week high of $583.96. The firm has a market capitalization of $5.60 billion, a price-to-earnings ratio of 22.98, a PEG ratio of 1.58 and a beta of 0.54. The company has a debt-to-equity ratio of 0.11, a current ratio of 0.85 and a quick ratio of 0.83.

Chemed (NYSE:CHE - Get Free Report) last released its quarterly earnings data on Thursday, April 23rd. The company reported $5.65 earnings per share for the quarter, topping the consensus estimate of $5.30 by $0.35. Chemed had a net margin of 10.23% and a return on equity of 27.18%. The business had revenue of $657.51 million for the quarter, compared to analyst estimates of $659.22 million. During the same quarter last year, the firm earned $5.63 EPS. Chemed's quarterly revenue was up 1.6% compared to the same quarter last year. Chemed has set its FY 2026 guidance at 24.000-24.75 EPS. As a group, sell-side analysts anticipate that Chemed Corporation will post 22.3 EPS for the current year.

Chemed Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Monday, February 23rd were paid a $0.60 dividend. The ex-dividend date of this dividend was Monday, February 23rd. This represents a $2.40 dividend on an annualized basis and a yield of 0.6%. Chemed's payout ratio is presently 13.08%.

Insiders Place Their Bets

In other Chemed news, CEO Kevin J. Mcnamara sold 2,000 shares of Chemed stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $403.18, for a total value of $806,360.00. Following the transaction, the chief executive officer owned 93,719 shares of the company's stock, valued at approximately $37,785,626.42. The trade was a 2.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 3.33% of the company's stock.

Analyst Ratings Changes

Several analysts recently issued reports on CHE shares. Royal Bank Of Canada upped their price objective on shares of Chemed from $422.00 to $436.00 and gave the stock a "sector perform" rating in a report on Monday, April 27th. Jefferies Financial Group downgraded shares of Chemed from a "buy" rating to a "hold" rating in a report on Thursday, January 22nd. Weiss Ratings raised shares of Chemed from a "sell (d+)" rating to a "hold (c-)" rating in a report on Wednesday. Wall Street Zen upgraded shares of Chemed from a "hold" rating to a "buy" rating in a research report on Saturday. Finally, Oppenheimer dropped their target price on shares of Chemed from $580.00 to $500.00 and set an "outperform" rating for the company in a research report on Friday, February 27th. Two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $501.50.

About Chemed

Chemed Corporation is a diversified provider of essential home services and healthcare solutions in the United States. Headquartered in Cincinnati, Ohio, the company operates through two principal business segments—Roto-Rooter and Vitas Healthcare. Since its founding in 1974, Chemed has built a reputation for reliability and expertise, serving both residential and commercial customers across a broad range of markets.

The Roto-Rooter segment offers a comprehensive suite of plumbing, drain cleaning and water restoration services.

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