Addus HomeCare Corporation (ADUS) Stock Falls on Q1 2026 Earnings

Addus HomeCare Corporation (ADUS) reported first-quarter 2026 results with total revenue of $363.6 million, representing year‑over‑year growth of 7.7% while diluted earnings per share came in at $1.36, up 17.2% versus the prior year.

Total revenue: $363.6 million (+7.7% YoY)

Gross profit: $115.9 million (+7.6% YoY)

Operating profit: $34.1 million (+11.7% YoY)

Net income attributable to common shareholders: $25.1 million (+18.1% YoY)

Diluted EPS: $1.36 (+17.2% YoY)

On the cash front, operating cash flow was $18.8 million, roughly flat year over year, and capital spending increased to $2.7 million, a 41.4% rise. The company held $103.1 million in cash and equivalents at quarter end while total liabilities declined to $319.5 million, down 22.5% from a year earlier. Cost of sales was $247.7 million, up 7.7% year over year.

The quarter missed consensus expectations: revenue came in below the estimate of $373.5 million, and diluted EPS missed the estimate of $1.58. Shares moved following the release, with the stock down about 3.5% since market close.

Key takeaways:

Top-line growth continued, driven by year‑over‑year revenue gains.

Profitability expanded with double‑digit operating and net income growth rates.

Liquidity remained solid with over $103.1 million in cash.

Liabilities fell meaningfully year over year, improving the balance sheet.

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 30 times in the past 6 months. Of those trades, 0 have been purchases and 30 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) has made 0 purchases and 4 sales selling 21,795 shares for an estimated $2,376,668.
R DIRK ALLISON (Chairman and CEO) sold 4,535 shares for an estimated $521,116
BRIAN POFF (EVP, Chief Financial Officer) has made 0 purchases and 3 sales selling 4,719 shares for an estimated $518,244.
SEAN GAFFNEY (EVP, Chief Legal Officer) has made 0 purchases and 3 sales selling 1,996 shares for an estimated $218,660.
DAVID W. TUCKER (EVP, Chief Strategy Officer) has made 0 purchases and 3 sales selling 1,741 shares for an estimated $191,116.
MICHAEL D. WATTENBARGER (EVP, Chief Information Officer) has made 0 purchases and 3 sales selling 1,469 shares for an estimated $161,462.
ROBERTON JAMES STEVENSON (EVP, Chief HR Officer) has made 0 purchases and 3 sales selling 1,412 shares for an estimated $155,254.
MONICA RAINES (EVP, CCO and Quality Officer) has made 0 purchases and 3 sales selling 1,102 shares for an estimated $121,078.
CLIFF DONALD BLESSING (EVP, Chief Development Officer) has made 0 purchases and 4 sales selling 1,076 shares for an estimated $115,441.
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. You can access data on insider stock transactions through the Quiver Quantitative API.

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Addus HomeCare Corporation Hedge Fund Activity

We have seen 146 institutional investors add shares of Addus HomeCare Corporation stock to their portfolio, and 144 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

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
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
WCM INVESTMENT MANAGEMENT, LLC removed 114,728 shares (-26.7%) from their portfolio in Q4 2025, for an estimated $12,320,639
NFJ INVESTMENT GROUP, LLC removed 85,161 shares (-99.7%) from their portfolio in Q4 2025, for an estimated $9,145,439

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Addus HomeCare Corporation Analyst Ratings

Wall Street analysts have issued reports on $ADUS in the last several months. We have seen 1 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

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 4 analysts offer price targets for $ADUS in the last 6 months, with a median target of $127.5.

Here are some recent targets:

Andrew Mok from Barclays set a target price of $102.0 on 03/25/2026
Scott Fidel from Stephens & Co. set a target price of $135.0 on 02/25/2026
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