Chemed Corporation $CHE Shares Acquired by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking Corp increased its stake in Chemed by 312% in Q4, buying an additional 4,746 shares for a total of 6,267 shares valued at about $2.68 million, and institutional investors now own 95.85% of the company.
• CEO Kevin J. McNamara sold 2,000 shares on May 1 at an average price of $421.13 (≈$842,260), reducing his holdings to 90,219 shares; company insiders hold 3.33% of Chemed stock.
• Analyst views are mixed—two Buys and four Holds produce an average "Hold" rating with a $501.50 target—while Chemed beat quarterly EPS estimates ($5.65 vs. $5.30) and issued FY2026 guidance of $24.00–$24.75 EPS.

Mitsubishi UFJ Trust & Banking Corp lifted its holdings in shares of Chemed Corporation (NYSE:CHE - Free Report) by 312.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,267 shares of the company's stock after buying an additional 4,746 shares during the period. Mitsubishi UFJ Trust & Banking Corp's holdings in Chemed were worth $2,681,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. M&T Bank Corp lifted its position in Chemed by 37.5% in the fourth quarter. M&T Bank Corp now owns 1,137 shares of the company's stock valued at $487,000 after purchasing an additional 310 shares during the period. Pictet Asset Management Holding SA increased its stake in shares of Chemed by 5.5% during the 4th quarter. Pictet Asset Management Holding SA now owns 2,195 shares of the company's stock worth $939,000 after purchasing an additional 114 shares in the last quarter. UBS Group AG increased its stake in shares of Chemed by 8.4% during the 4th quarter. UBS Group AG now owns 121,482 shares of the company's stock worth $51,977,000 after purchasing an additional 9,364 shares in the last quarter. Abacus FCF Advisors LLC purchased a new position in shares of Chemed during the 4th quarter worth approximately $5,935,000. Finally, Concurrent Investment Advisors LLC purchased a new position in shares of Chemed during the 4th quarter worth approximately $274,000. Institutional investors and hedge funds own 95.85% of the company's stock.

Analyst Ratings Changes

Several analysts have commented on the stock. Royal Bank Of Canada lifted their target price on shares of Chemed from $422.00 to $436.00 and gave the stock a "sector perform" rating in a research note on Monday, April 27th. Jefferies Financial Group cut shares of Chemed from a "buy" rating to a "hold" rating in a research note on Thursday, January 22nd. Oppenheimer reduced their target price on shares of Chemed from $580.00 to $500.00 and set an "outperform" rating on the stock in a report on Friday, February 27th. Wall Street Zen upgraded shares of Chemed from a "hold" rating to a "buy" rating in a report on Saturday. Finally, Zacks Research upgraded shares of Chemed from a "strong sell" rating to a "hold" rating in a report on Monday, April 27th. Two analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $501.50.

Insider Buying and Selling

In other Chemed news, CEO Kevin J. Mcnamara sold 2,000 shares of the company's stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $421.13, for a total value of $842,260.00. Following the completion of the transaction, the chief executive officer owned 90,219 shares in the company, valued at approximately $37,993,927.47. This represents a 2.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Company insiders own 3.33% of the company's stock.

Chemed Price Performance

Shares of NYSE:CHE opened at $426.05 on Tuesday. The company has a quick ratio of 0.83, a current ratio of 0.85 and a debt-to-equity ratio of 0.11. Chemed Corporation has a fifty-two week low of $365.20 and a fifty-two week high of $583.96. The firm has a 50-day simple moving average of $399.29 and a 200 day simple moving average of $425.94. The company has a market cap of $5.65 billion, a PE ratio of 23.22, a P/E/G ratio of 1.58 and a beta of 0.54.

Chemed (NYSE:CHE - Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The company reported $5.65 earnings per share for the quarter, beating analysts' consensus estimates 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 during the quarter, compared to the consensus estimate of $659.22 million. During the same quarter in the prior year, the firm earned $5.63 EPS. The company's revenue for the quarter was up 1.6% compared to the same quarter last year. Chemed has set its FY 2026 guidance at 24.000-24.75 EPS. On average, sell-side analysts anticipate that Chemed Corporation will post 22.3 EPS for the current year.

Chemed Dividend Announcement

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

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.