Chemed Corp (CHE) Stock Rises on Q1 2026 Earnings

Chemed Corp (CHE) reported first-quarter 2026 revenue of $657.5 million (up 1.63% year-over-year), slightly above the revenue estimate of $656.3 million. Earnings per share were $4.84 (down 0.41% YoY), below the estimated $5.36.

Revenue: $657.5 million (+1.63% YoY)

Gross profit: $215.8 million (-0.3% YoY)

Operating profit: $84.6 million (-10.74% YoY)

Net income attributable to common shareholders: $66.3 million (-7.6% YoY)

Diluted EPS: $4.84 (-0.41% YoY)

Cash flow showed meaningful improvement from operations, while capital spending rose year-over-year.

Cash from operating activities: $88.2 million (+169.42% YoY)

Purchases of property, plant and equipment: -$17.1 million (+28.89% YoY)

Balance sheet and leverage highlights:

Cash and cash equivalents: $16.9 million (-90.31% YoY)

Total liabilities: $687.8 million (+26.26% YoY)

Following the release, Chemed Corp (CHE) shares moved by 8.37% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Chemed Corp Insider Trading Activity

Chemed Corp insiders have traded $CHE stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $CHE stock by insiders over the last 6 months:

KEVIN J MCNAMARA (president and CEO) has made 0 purchases and 3 sales selling 5,500 shares for an estimated $2,235,515.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Chemed Corp Hedge Fund Activity

We have seen 205 institutional investors add shares of Chemed Corp stock to their portfolio, and 303 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 5,549,876 shares (+2444879.3%) to their portfolio in Q4 2025, for an estimated $2,374,569,945
AQR CAPITAL MANAGEMENT LLC added 153,469 shares (+89.2%) to their portfolio in Q4 2025, for an estimated $65,663,246
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 133,292 shares (-76.7%) from their portfolio in Q4 2025, for an estimated $57,030,315
VICTORY CAPITAL MANAGEMENT INC added 109,033 shares (+1260.2%) to their portfolio in Q4 2025, for an estimated $46,650,859
TWO SIGMA INVESTMENTS, LP added 93,945 shares (+588.0%) to their portfolio in Q4 2025, for an estimated $40,195,307
MORGAN STANLEY removed 90,428 shares (-25.9%) from their portfolio in Q4 2025, for an estimated $38,690,524
M&T BANK CORP added 85,107 shares (+10291.1%) to their portfolio in Q4 2025, for an estimated $36,413,881

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Chemed Corp Analyst Ratings

Wall Street analysts have issued reports on $CHE 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 11/10/2025

To track analyst ratings and price targets for Chemed Corp, check out Quiver Quantitative's $CHE forecast page.

Chemed Corp Price Targets

Multiple analysts have issued price targets for $CHE recently. We have seen 3 analysts offer price targets for $CHE in the last 6 months, with a median target of $475.0.

Here are some recent targets:

Michael Wiederhorn from Oppenheimer set a target price of $500.0 on 02/27/2026
Ben Hendrix from RBC Capital set a target price of $422.0 on 02/27/2026
Brian Tanquilut from Jefferies set a target price of $475.0 on 01/22/2026