Chemed (NYSE:CHE) Issues Quarterly Earnings Results, Misses Expectations By $0.60 EPS

Chemed (NYSE:CHE) announced its quarterly earnings results on Wednesday. The company reported $6.42 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.02 by ($0.60), FiscalAI reports. The business had revenue of $639.34 million during the quarter, compared to analyst estimates of $659.09 million. Chemed had a net margin of 10.48% and a return on equity of 24.70%. The business’s revenue for the quarter was down .1% compared to the same quarter last year. During the same period last year, the company earned $6.83 earnings per share. Chemed updated its FY 2026 guidance to 23.250-24.250 EPS.

Chemed Stock Up 0.2%

CHE stock traded up $0.67 during trading on Friday, hitting $397.30. The company had a trading volume of 15,147 shares, compared to its average volume of 178,499. The firm has a 50-day moving average price of $446.56 and a 200-day moving average price of $444.05. The firm has a market cap of $5.63 billion, a PE ratio of 21.63, a price-to-earnings-growth ratio of 2.27 and a beta of 0.44. Chemed has a 1-year low of $385.00 and a 1-year high of $623.60.

Chemed Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Monday, February 23rd will be issued a dividend of $0.60 per share. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $2.40 dividend on an annualized basis and a dividend yield of 0.6%. Chemed’s dividend payout ratio (DPR) is currently 12.69%.

Analyst Upgrades and Downgrades

CHE has been the subject of several research analyst reports. Weiss Ratings restated a “hold (c-)” rating on shares of Chemed in a report on Wednesday, January 21st. Zacks Research raised shares of Chemed from a “strong sell” rating to a “hold” rating in a research report on Thursday, October 30th. Jefferies Financial Group lowered Chemed from a “buy” rating to a “hold” rating in a report on Thursday, January 22nd. Finally, Royal Bank Of Canada reiterated a “sector perform” rating and set a $422.00 target price on shares of Chemed in a research report on Friday. Two investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, Chemed currently has a consensus rating of “Hold” and an average target price of $518.00.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Commonwealth Equity Services LLC lifted its holdings in shares of Chemed by 3.1% during the fourth quarter. Commonwealth Equity Services LLC now owns 734 shares of the company’s stock worth $314,000 after purchasing an additional 22 shares during the period. Cim LLC raised its holdings in Chemed by 1.1% during the third quarter. Cim LLC now owns 2,139 shares of the company’s stock worth $958,000 after purchasing an additional 24 shares during the last quarter. Merit Financial Group LLC boosted its position in Chemed by 4.0% during the third quarter. Merit Financial Group LLC now owns 940 shares of the company’s stock worth $421,000 after purchasing an additional 36 shares in the last quarter. Deutsche Bank AG boosted its position in Chemed by 1.2% during the fourth quarter. Deutsche Bank AG now owns 2,929 shares of the company’s stock worth $1,253,000 after purchasing an additional 36 shares in the last quarter. Finally, Public Employees Retirement System of Ohio grew its holdings in Chemed by 0.8% in the third quarter. Public Employees Retirement System of Ohio now owns 5,007 shares of the company’s stock valued at $2,242,000 after purchasing an additional 40 shares during the last quarter. 95.85% of the stock is currently owned by hedge funds and other institutional investors.

Chemed News Summary

Here are the key news stories impacting Chemed this week:

• Positive Sentiment: RBC Capital reaffirmed a “sector perform” rating and set a $422 price target (about a mid-single-digit upside vs. recent levels), which may cushion downside and attract value-oriented buyers. Finviz
• Neutral Sentiment: Chemed issued FY‑2026 EPS guidance of $23.25–$24.25 (roughly in line with consensus), and flagged that ~55% of 2026 earnings are expected to be back‑half weighted while forecasting 5.5%–6.5% VITAS revenue growth — guidance reduces surprise risk but signals continued near‑term transition noise. Chemed Reports Fourth-Quarter 2025 Results
• Neutral Sentiment: Company earnings call and multiple transcripts are available for investors to parse management’s details on VITAS recovery plans, Roto‑Rooter performance and cash‑flow dynamics (useful for assessing the credibility of the guidance and timing of any operational turn). Chemed Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 results missed estimates: revenue slightly down year‑over‑year and EPS below consensus; Quiver/press reports highlight declines in gross and operating profit, lower net income and a sharp drop in operating cash flow — the core reason for the immediate stock selloff. Q4 2025 Earnings: Revenue Slightly Down, EPS Miss and Operating Cash Decline
• Negative Sentiment: BofA cut the stock to neutral after the Q4 miss, increasing near‑term analyst pressure and reducing bullish conviction from that shop. Chemed cut to neutral at BofA after Q4 miss
• Negative Sentiment: Johnson Fistel announced an investigation into potential investor claims related to Chemed’s executives, which can increase legal risk and investor uncertainty until resolved. Johnson Fistel Investigation Notice

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.