Van Berkom & Associates Inc. Acquires 4,056 Shares of Chemed Corporation $CHE

Key Points

• Van Berkom & Associates increased its position in Chemed by 2.4%, acquiring 4,056 shares to hold 174,869 shares (about 1.23% of Chemed), making the stock its 27th-largest holding; institutional investors own roughly 95.85% of the company.
• Chemed reported Q EPS of $5.65 (vs. $5.30 expected) while revenue was slightly below estimates, set FY2026 guidance of $24.00–$24.75 EPS, and carries a consensus analyst rating of "Hold" with a $501.50 price target.
• CEO Kevin J. McNamara sold 2,000 shares at an average price of $421.13 (a 2.17% drop in his stake), and company insiders currently own about 3.33% of Chemed's stock.

Van Berkom & Associates Inc. boosted its holdings in Chemed Corporation (NYSE:CHE - Free Report) by 2.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 174,869 shares of the company's stock after acquiring an additional 4,056 shares during the period. Chemed accounts for 2.2% of Van Berkom & Associates Inc.'s holdings, making the stock its 27th biggest position. Van Berkom & Associates Inc. owned about 1.23% of Chemed worth $74,819,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the business. Danske Bank A S raised its stake in Chemed by 250.0% in the 4th quarter. Danske Bank A S now owns 140 shares of the company's stock valued at $60,000 after acquiring an additional 100 shares during the period. Oppenheimer & Co. Inc. raised its stake in Chemed by 4.6% in the 4th quarter. Oppenheimer & Co. Inc. now owns 13,704 shares of the company's stock valued at $5,863,000 after acquiring an additional 603 shares during the period. Keybank National Association OH raised its stake in Chemed by 106.4% in the 4th quarter. Keybank National Association OH now owns 1,267 shares of the company's stock valued at $542,000 after acquiring an additional 653 shares during the period. Vest Financial LLC raised its stake in Chemed by 20.9% in the 4th quarter. Vest Financial LLC now owns 11,734 shares of the company's stock valued at $5,021,000 after acquiring an additional 2,032 shares during the period. Finally, Mitsubishi UFJ Trust & Banking Corp raised its stake in Chemed by 312.0% in the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 6,267 shares of the company's stock valued at $2,681,000 after acquiring an additional 4,746 shares during the period. Institutional investors own 95.85% of the company's stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on CHE shares. Royal Bank Of Canada increased their price objective on Chemed from $422.00 to $436.00 and gave the stock a "sector perform" rating in a research report on Monday, April 27th. Jefferies Financial Group cut Chemed from a "buy" rating to a "hold" rating in a research report on Thursday, January 22nd. Wall Street Zen upgraded Chemed from a "hold" rating to a "buy" rating in a research report on Saturday. Zacks Research upgraded Chemed from a "strong sell" rating to a "hold" rating in a research report on Monday, April 27th. Finally, Oppenheimer lowered their price objective on Chemed from $580.00 to $500.00 and set an "outperform" rating on the stock 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. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus price target of $501.50.

Insider Buying and Selling

In related news, CEO Kevin J. Mcnamara sold 2,000 shares of the business's stock in a transaction dated Friday, May 1st. The stock was 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 of the company's stock, valued at $37,993,927.47. The trade was a 2.17% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 3.33% of the stock is currently owned by company insiders.

Chemed Stock Up 0.9%

CHE stock opened at $426.05 on Tuesday. The company has a debt-to-equity ratio of 0.11, a current ratio of 0.85 and a quick ratio of 0.83. The stock has a market capitalization of $5.65 billion, a price-to-earnings ratio of 23.22, a PEG ratio of 1.58 and a beta of 0.54. The business's fifty day moving average price is $399.29 and its two-hundred day moving average price is $425.94. Chemed Corporation has a fifty-two week low of $365.20 and a fifty-two week high of $583.96.

Chemed (NYSE:CHE - Get Free Report) last posted 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 return on equity of 27.18% and a net margin of 10.23%.The firm had revenue of $657.51 million for the quarter, compared to analysts' expectations of $659.22 million. During the same quarter last year, the business earned $5.63 EPS. The company'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. On average, equities analysts anticipate that Chemed Corporation will post 22.3 earnings per share for the current year.

Chemed Dividend Announcement

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

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