Chemed Corporation $CHE Shares Bought by Cwm LLC

Cwm LLC boosted its holdings in shares of Chemed Corporation (NYSE:CHE) by 88.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,084 shares of the company’s stock after purchasing an additional 1,914 shares during the period. Cwm LLC’s holdings in Chemed were worth $1,747,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CHE. Geneos Wealth Management Inc. lifted its position in Chemed by 330.4% during the first quarter. Geneos Wealth Management Inc. now owns 99 shares of the company’s stock valued at $61,000 after purchasing an additional 76 shares during the period. Arrowstreet Capital Limited Partnership lifted its position in Chemed by 67.0% during the second quarter. Arrowstreet Capital Limited Partnership now owns 11,365 shares of the company’s stock valued at $5,534,000 after purchasing an additional 4,560 shares during the period. Marshall Wace LLP acquired a new position in Chemed during the second quarter valued at $579,000. Brown Advisory Inc. lifted its position in Chemed by 36.9% during the second quarter. Brown Advisory Inc. now owns 549 shares of the company’s stock valued at $267,000 after purchasing an additional 148 shares during the period. Finally, Cerity Partners LLC lifted its position in Chemed by 237.7% during the second quarter. Cerity Partners LLC now owns 4,451 shares of the company’s stock valued at $2,165,000 after purchasing an additional 3,133 shares during the period. 95.85% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the stock. Royal Bank Of Canada restated a “sector perform” rating and set a $422.00 target price (down from $572.00) on shares of Chemed in a research report on Friday, February 27th. Zacks Research downgraded shares of Chemed from a “hold” rating to a “strong sell” rating in a research report on Wednesday, March 4th. Jefferies Financial Group downgraded shares of Chemed from a “buy” rating to a “hold” rating in a research report on Thursday, January 22nd. Oppenheimer decreased 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. Finally, Weiss Ratings downgraded shares of Chemed from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, April 13th. Two analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Chemed has an average rating of “Hold” and an average target price of $498.00.

Key Chemed News

Here are the key news stories impacting Chemed this week:

• Positive Sentiment: Company raised FY2026 EPS guidance to $24.00–$24.75, above prior consensus, giving investors a better earnings outlook for the year. Chemed Reports First-Quarter 2026 Results
• Positive Sentiment: Adjusted Q1 EPS of $5.65 beat Street estimates (around $5.30), signaling core profitability resilience and helping lift sentiment. Chemed (CHE) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: VITAS (hospice) showed revenue and operating improvements (net patient revenue +3.1%, higher average daily census and admissions), which management cited when raising guidance. Chemed Reports First-Quarter 2026 Results
• Neutral Sentiment: Revenue was roughly flat/only modestly up (+1.6% to $657.5M), essentially in line with expectations — not a growth surprise but not a miss either. Press Release / Slide Deck
• Neutral Sentiment: Cash from operations improved meaningfully and the company repurchased 500,000 shares and closed two Roto‑Rooter franchise purchases (~$20.6M) — capital allocation activity that investors may view positively over time. Chemed Reports First-Quarter 2026 Results
• Negative Sentiment: Roto‑Rooter showed revenue and EBITDA declines and margin compression (notable drop in segment EBITDA and margins), a near‑term drag on consolidated profitability. Chemed earnings on deck as hospice, plumbing units face tests
• Negative Sentiment: GAAP diluted EPS and net income were slightly down year‑over‑year, and balance‑sheet notes (lower cash, higher liabilities) plus recent insider sales may concern some investors focused on capital structure. Chemed Corp (CHE) Stock Rises on Q1 2026 Earnings

Chemed Stock Performance

Shares of Chemed stock opened at $420.67 on Friday. The firm has a 50-day simple moving average of $403.17 and a two-hundred day simple moving average of $426.24. The company has a market cap of $6.15 billion, a P/E ratio of 22.92, a price-to-earnings-growth ratio of 1.52 and a beta of 0.49. Chemed Corporation has a fifty-two week low of $365.20 and a fifty-two week high of $583.96.

Chemed (NYSE:CHE) last issued its quarterly earnings data on Thursday, April 23rd. The company reported $5.65 earnings per share for the quarter, topping analysts’ consensus estimates of $5.30 by $0.35. The business had revenue of $657.51 million during the quarter, compared to the consensus estimate of $659.22 million. Chemed had a net margin of 10.23% and a return on equity of 25.70%. The company’s revenue was up 1.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $5.63 earnings per share. Chemed has set its FY 2026 guidance at 24.000-24.75 EPS. Equities research analysts forecast that Chemed Corporation will post 21.92 EPS for the current year.

Chemed Dividend Announcement

The company also recently disclosed 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 dividend on an annualized basis and a dividend yield of 0.6%. Chemed’s dividend payout ratio is 13.08%.

Insider Buying and Selling at Chemed

In other Chemed news, CEO Kevin J. Mcnamara sold 2,000 shares of the company’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $403.18, for a total value of $806,360.00. Following the completion of the transaction, the chief executive officer owned 93,719 shares in the company, valued at approximately $37,785,626.42. This represents a 2.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 3.29% of the company’s stock.

Chemed Company Profile

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.