Chemed (NYSE:CHE) Posts Quarterly Earnings Results, Beats Estimates By $0.35 EPS

Chemed (NYSE:CHE) posted its earnings results on Thursday. The company reported $5.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.30 by $0.35, FiscalAI reports. Chemed had a net margin of 10.48% and a return on equity of 25.66%. The firm had revenue of $657.51 million during the quarter, compared to analysts’ expectations of $659.22 million. During the same period in the previous year, the business posted $5.63 EPS. The business’s revenue was up 1.6% compared to the same quarter last year. Chemed updated its FY 2026 guidance to 24.000-24.75 EPS.

Chemed Stock Performance

NYSE:CHE opened at $383.42 on Friday. The company has a fifty day moving average of $404.22 and a two-hundred day moving average of $426.40. The stock has a market capitalization of $5.60 billion, a PE ratio of 20.87, a P/E/G ratio of 1.48 and a beta of 0.49. Chemed has a fifty-two week low of $365.20 and a fifty-two week high of $583.96.

Chemed Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Monday, February 23rd were given a dividend of $0.60 per share. The ex-dividend date was Monday, February 23rd. This represents a $2.40 dividend on an annualized basis and a yield of 0.6%. Chemed’s dividend payout ratio is currently 13.06%.

Trending Headlines about Chemed

Here are the key news stories impacting Chemed this week:

• Positive Sentiment: Beat and raised guidance — Chemed reported adjusted Q1 EPS of $5.65 (above consensus) and raised FY2026 EPS guidance to $24.00–$24.75, above street estimates; that guidance lift is a primary driver of the rally. Chemed Reports First-Quarter 2026 Results
• Positive Sentiment: VITAS (hospice) performed well — VITAS net patient revenue rose ~3.1%, average daily census and admissions increased, driving improved segment results that the company cited as the reason for the stronger outlook. Chemed Reports First-Quarter 2026 Results
• Positive Sentiment: Capital returns and M&A — Chemed repurchased 500,000 shares in the quarter and bought two Roto?Rooter franchises for $20.6M, signaling management confidence and supporting EPS accretion potential. Chemed Reports First-Quarter 2026 Results
• Neutral Sentiment: Top-line roughly in line — Consolidated revenue was $657.5M (up 1.6% YoY), essentially in line with estimates — modest growth that limits upside absent margin improvement. Chemed Shares Gain on Full-Year Outlook
• Negative Sentiment: Roto?Rooter weakness — The plumbing segment saw revenue decline ~0.9% and reported a double?digit decline in adjusted EBITDA and ~218bps margin compression, a notable drag on consolidated earnings power. Chemed Reports First-Quarter 2026 Results
• Negative Sentiment: Balance?sheet and cash nuances — Third?party summaries show operating cash flow improved materially but cash on hand fell and total liabilities rose year?over?year; insider sales were also noted, which investors may view cautiously. Chemed Corp (CHE) Stock Rises on Q1 2026 Earnings
• Neutral Sentiment: Near?term risks for hospice operations — Analysts and coverage preview pieces flagged potential tests in hospice and plumbing operations that investors should watch in upcoming calls and metric releases. Chemed earnings on deck as hospice, plumbing units face tests

Insiders Place Their Bets

In other Chemed news, CEO Kevin J. Mcnamara sold 2,000 shares of the company’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $403.18, for a total transaction of $806,360.00. Following the completion of the transaction, the chief executive officer directly owned 93,719 shares in the company, valued at approximately $37,785,626.42. This represents a 2.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 3.29% of the company’s stock.

Hedge Funds Weigh In On Chemed

Large investors have recently added to or reduced their stakes in the stock. Cresset Asset Management LLC acquired a new position in Chemed during the third quarter worth $204,000. Aster Capital Management DIFC Ltd acquired a new stake in shares of Chemed in the fourth quarter valued at about $191,000. Parallel Advisors LLC raised its position in shares of Chemed by 34.0% in the fourth quarter. Parallel Advisors LLC now owns 406 shares of the company’s stock valued at $174,000 after buying an additional 103 shares during the last quarter. Quarry LP raised its position in shares of Chemed by 57.1% in the third quarter. Quarry LP now owns 385 shares of the company’s stock valued at $172,000 after buying an additional 140 shares during the last quarter. Finally, McMillan Office Inc. acquired a new stake in shares of Chemed in the fourth quarter valued at about $171,000. 95.85% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on CHE shares. Zacks Research cut shares of Chemed from a “hold” rating to a “strong sell” rating in a research note on Wednesday, March 4th. Oppenheimer decreased their target price on shares of Chemed from $580.00 to $500.00 and set an “outperform” rating for the company in a research note on Friday, February 27th. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $422.00 target price (down from $572.00) on shares of Chemed in a research note on Friday, February 27th. Jefferies Financial Group cut shares of Chemed from a “buy” rating to a “hold” rating in a research note on Thursday, January 22nd. Finally, Weiss Ratings cut shares of Chemed from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, April 13th. Two analysts have rated the stock with a Buy rating, two have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $498.00.

Chemed Company Profile

Chemed Corporation is a diversified provider of essential home services and healthcare solutions in the United States. Headquartered in Cincinnati, Ohio, the company operates through two principal business segments—Roto-Rooter and Vitas Healthcare. Since its founding in 1974, Chemed has built a reputation for reliability and expertise, serving both residential and commercial customers across a broad range of markets.

The Roto-Rooter segment offers a comprehensive suite of plumbing, drain cleaning and water restoration services.