Epoch Investment Partners Inc. Has $137.95 Million Stock Position in Chemed Corporation $CHE

Epoch Investment Partners Inc. lifted its holdings in shares of Chemed Corporation (NYSE:CHE) by 4.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 322,408 shares of the company’s stock after purchasing an additional 15,133 shares during the quarter. Epoch Investment Partners Inc. owned approximately 2.28% of Chemed worth $137,945,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of CHE. Geneos Wealth Management Inc. grew its stake in Chemed by 330.4% in the 1st quarter. Geneos Wealth Management Inc. now owns 99 shares of the company’s stock valued at $61,000 after buying an additional 76 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its stake in Chemed by 67.0% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 11,365 shares of the company’s stock valued at $5,534,000 after buying an additional 4,560 shares during the last quarter. Marshall Wace LLP acquired a new position in Chemed in the 2nd quarter valued at $579,000. Brown Advisory Inc. grew its stake in Chemed by 36.9% in the 2nd quarter. Brown Advisory Inc. now owns 549 shares of the company’s stock valued at $267,000 after buying an additional 148 shares during the last quarter. Finally, Cerity Partners LLC grew its stake in Chemed by 237.7% in the 2nd quarter. Cerity Partners LLC now owns 4,451 shares of the company’s stock valued at $2,165,000 after buying an additional 3,133 shares during the last quarter. 95.85% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently issued reports on CHE. Weiss Ratings upgraded shares of Chemed from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Wednesday, April 29th. Royal Bank Of Canada raised their target price on shares of Chemed from $422.00 to $436.00 and gave the company a “sector perform” rating in a research note on Monday, April 27th. Oppenheimer lowered their target price on shares of Chemed from $580.00 to $500.00 and set an “outperform” rating on the stock in a research note on Friday, February 27th. Wall Street Zen lowered shares of Chemed from a “buy” rating to a “hold” rating in a research note on Monday, June 8th. Finally, Zacks Research upgraded shares of Chemed from a “strong sell” rating to a “hold” rating in a research note on Monday, April 27th. Two research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $501.50.

Insiders Place Their Bets

In other Chemed news, Director Andrea R. Lindell sold 1,347 shares of the stock in a transaction on Tuesday, June 9th. The shares were sold at an average price of $447.33, for a total value of $602,553.51. Following the completion of the sale, the director directly owned 4,578 shares of the company’s stock, valued at $2,047,876.74. This represents a 22.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Kevin J. Mcnamara sold 2,000 shares of the stock in a transaction on Friday, May 1st. The shares were sold at an average price of $421.13, for a total transaction of $842,260.00. Following the completion of the sale, the chief executive officer directly owned 90,219 shares of the company’s stock, valued at approximately $37,993,927.47. This trade represents a 2.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.33% of the stock is owned by corporate insiders.

Chemed Price Performance

Shares of Chemed stock opened at $419.07 on Friday. The company has a debt-to-equity ratio of 0.11, a current ratio of 0.85 and a quick ratio of 0.83. Chemed Corporation has a fifty-two week low of $365.20 and a fifty-two week high of $562.77. The firm has a fifty day moving average price of $415.27 and a two-hundred day moving average price of $424.51. The company has a market cap of $5.56 billion, a PE ratio of 22.84, a price-to-earnings-growth ratio of 1.57 and a beta of 0.54.

Chemed (NYSE:CHE) last issued its quarterly earnings results on Thursday, April 23rd. The company reported $5.65 earnings per share for the quarter, beating analysts’ consensus estimates of $5.30 by $0.35. Chemed had a net margin of 10.23% and a return on equity of 27.18%. The firm had revenue of $657.51 million during the quarter, compared to the consensus estimate of $659.22 million. During the same period in the prior year, the firm earned $5.63 EPS. The business’s revenue was up 1.6% on a year-over-year basis. Chemed has set its FY 2026 guidance at 24.000-24.75 EPS. Analysts expect that Chemed Corporation will post 22.3 EPS for the current year.

Chemed Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 16th. Shareholders of record on Thursday, May 28th will be issued a $0.60 dividend. The ex-dividend date of this dividend is Thursday, May 28th. This represents a $2.40 dividend on an annualized basis and a yield of 0.6%. Chemed’s dividend payout ratio is 13.08%.

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.