Chemed (NYSE: CHE) reported third-quarter 2026 revenue of $690.9 million, up 10.6% from the prior-year period. GAAP net income was $71.6 million, while diluted earnings per share were $5.45, up 22.2%.
VITAS revenue increased 12.2% to $457.4 million and Roto-Rooter revenue rose 7.5% to $233.5 million. Chemed said it expects full-year 2026 adjusted EPS to be at or slightly above the high end of guidance issued in July.
- GAAP basic EPS was $5.49, compared with $4.46 a year earlier.
- VITAS average daily census increased 9.4% to 24,428, and admissions rose 7.2% to 18,995.
- Roto-Rooter re-acquired California franchise territories for approximately $62.5 million during the quarter.
- Chemed repurchased 125,000 shares for $66.0 million during the quarter.
- Cash and cash equivalents were $48.4 million and long-term debt was $236.0 million as of September 30, 2026.
$CHE Insider Trading Activity
$CHE insiders have traded $CHE stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 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 5 sales selling 10,000 shares for an estimated $5,033,300.
- ANDREA R LINDELL sold 1,347 shares for an estimated $602,553
- SPENCER S LEE (executive vice president) sold 1,000 shares for an estimated $541,040
- GEORGE J III WALSH sold 500 shares for an estimated $218,915
- PATRICK P GRACE sold 190 shares for an estimated $101,080
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 252 institutional investors add shares of $CHE stock to their portfolio, and 254 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- AQR CAPITAL MANAGEMENT LLC added 556,862 shares (+134.0%) to their portfolio in Q2 2026, for an estimated $259,352,907
- JPMORGAN CHASE & CO added 403,395 shares (+inf%) to their portfolio in Q2 2026, for an estimated $187,877,187
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC removed 344,807 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $160,590,412
- BOSTON PARTNERS added 280,684 shares (+inf%) to their portfolio in Q2 2026, for an estimated $130,725,766
- TWO SIGMA INVESTMENTS, LP removed 279,262 shares (-92.6%) from their portfolio in Q2 2026, for an estimated $130,063,483
- NEUBERGER BERMAN GROUP LLC removed 238,376 shares (-98.5%) from their portfolio in Q2 2026, for an estimated $111,021,238
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC removed 185,066 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $86,192,638
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.
