Chemed (CHE) reported second-quarter 2026 revenue of $673.3 million, up 8.8% from the prior-year period. GAAP diluted earnings per share were $5.13, up 43.7%, while adjusted diluted EPS was $6.06, up 41.9%.
The company increased its full-year 2026 adjusted diluted EPS guidance to $25.00 to $25.75, citing VITAS outperformance. Roto-Rooter full-year guidance remained unchanged.
- VITAS net patient revenue was $443.3 million, up 11.9%.
- VITAS average daily census was 23,687, up 6.1%, and admissions were 19,125, up 9.0%.
- Roto-Rooter revenue was $229.9 million, up 3.3%.
- Chemed had $40.2 million in cash and cash equivalents and $140.0 million in long-term debt as of June 30, 2026.
- The company repurchased 210,000 shares during the quarter for $89.8 million.
$CHE Insider Trading Activity
$CHE insiders have traded $CHE stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 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 $2,202,675.
- ANDREA R LINDELL sold 1,347 shares for an estimated $602,553
- GEORGE J III WALSH sold 500 shares for an estimated $218,915
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 insider transaction endpoint.
$CHE Hedge Fund Activity
We have seen 221 institutional investors add shares of $CHE stock to their portfolio, and 223 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 5,549,852 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $2,096,401,094
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 279,511 shares (-60.2%) from their portfolio in Q1 2026, for an estimated $105,582,485
- TWO SIGMA INVESTMENTS, LP added 191,664 shares (+174.4%) to their portfolio in Q1 2026, for an estimated $72,399,159
- NEUBERGER BERMAN GROUP LLC removed 170,692 shares (-41.4%) from their portfolio in Q1 2026, for an estimated $64,477,196
- RIVER ROAD ASSET MANAGEMENT, LLC added 166,159 shares (+231.5%) to their portfolio in Q2 2026, for an estimated $77,386,892
- CITADEL ADVISORS LLC added 95,661 shares (+518.3%) to their portfolio in Q1 2026, for an estimated $36,134,986
- CURATED WEALTH PARTNERS LLC added 95,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $44,245,300
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 13F endpoint.
