Addus HomeCare Corporation (ADUS) reported fourth-quarter 2025 results with revenue of $373.1 million, up 25.6% year‑over‑year, narrowly missing the consensus revenue estimate of $379.8 million by $6.7 million. Diluted earnings per share came in at $1.61, a 51.9% increase year‑over‑year, but below the consensus of $1.76 by about $0.15.
Cash-flow and balance-sheet highlights:
Profitability metrics show improvement: gross margin was roughly 33.2% and operating margin about 11.3%, reflecting stronger operating leverage even as revenue and EPS modestly trailed Street estimates for the quarter.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Addus HomeCare Corporation Insider Trading Activity
Addus HomeCare Corporation insiders have traded $ADUS stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $ADUS stock by insiders over the last 6 months:
- DARBY ANDERSON (EVP, Chief Govt Rel Officer) sold 20,000 shares for an estimated $2,180,000
- BRIAN POFF (EVP, Chief Financial Officer) has made 0 purchases and 2 sales selling 7,739 shares for an estimated $904,087.
- W BRADLEY BICKHAM (President and COO) sold 4,000 shares for an estimated $463,000
- ESTEBAN LOPEZ has made 0 purchases and 3 sales selling 316 shares for an estimated $35,998.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Addus HomeCare Corporation Hedge Fund Activity
We have seen 157 institutional investors add shares of Addus HomeCare Corporation stock to their portfolio, and 160 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PERRITT CAPITAL MANAGEMENT INC removed 502,436 shares (-99.1%) from their portfolio in Q3 2025, for an estimated $59,282,423
- MILLENNIUM MANAGEMENT LLC removed 419,090 shares (-99.3%) from their portfolio in Q4 2025, for an estimated $45,006,075
- WESTWOOD HOLDINGS GROUP INC added 375,171 shares (+inf%) to their portfolio in Q4 2025, for an estimated $40,289,613
- CAPITAL RESEARCH GLOBAL INVESTORS added 268,192 shares (+22.3%) to their portfolio in Q4 2025, for an estimated $28,801,138
- TRIBUTARY CAPITAL MANAGEMENT, LLC removed 212,935 shares (-53.5%) from their portfolio in Q4 2025, for an estimated $22,867,089
- FREESTONE GROVE PARTNERS LP added 135,246 shares (+5035.2%) to their portfolio in Q4 2025, for an estimated $14,524,067
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 127,254 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $13,665,807
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Addus HomeCare Corporation Analyst Ratings
Wall Street analysts have issued reports on $ADUS in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 11/07/2025
- TD Cowen issued a "Buy" rating on 11/05/2025
- UBS issued a "Buy" rating on 09/02/2025
To track analyst ratings and price targets for Addus HomeCare Corporation, check out Quiver Quantitative's $ADUS forecast page.
Addus HomeCare Corporation Price Targets
Multiple analysts have issued price targets for $ADUS recently. We have seen 6 analysts offer price targets for $ADUS in the last 6 months, with a median target of $139.5.
Here are some recent targets:
- Sean Dodge from BMO Capital set a target price of $120.0 on 11/13/2025
- Ben Hendrix from RBC Capital set a target price of $139.0 on 11/07/2025
- Ryan Langston from TD Cowen set a target price of $140.0 on 11/05/2025
- Andrew Mok from Barclays set a target price of $117.0 on 11/04/2025
- Raj Kumar from Stephens & Co. set a target price of $140.0 on 09/03/2025
- A.J. Rice from UBS set a target price of $145.0 on 09/02/2025
