Addus HomeCare (NASDAQ:ADUS) Shares Gap Down – Time to Sell?

Addus HomeCare Corporation (NASDAQ:ADUS) shares gapped down before the market opened on Tuesday . The stock had previously closed at $117.63, but opened at $107.27. Addus HomeCare shares last traded at $108.0950, with a volume of 156,773 shares changing hands.

Key Addus HomeCare News

Here are the key news stories impacting Addus HomeCare this week:

• Positive Sentiment: Revenue and top‑line growth — Net service revenues rose ~25.6% to about $373M, showing strong organic/acquisition growth that supports the company’s longer‑term scale story. Addus HomeCare Announces Fourth Quarter and Year End 2025 Financial Results
• Positive Sentiment: Adjusted earnings and profitability improvement — Adjusted EPS was reported up ~28% to $1.77 and adjusted EBITDA increased ~33%, indicating operating leverage as revenue grows. This was called out as an outperform vs. some estimates. Addus HomeCare (ADUS) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Margin and cash‑flow progress — Management reported higher gross and operating margins and stronger cash from operations year‑over‑year, which supports sustainable profitability as revenue scales. Addus HomeCare Corporation (ADUS) Releases Q4 2025 Earnings: Strong Revenue Growth but EPS Miss
• Neutral Sentiment: Consensus vs. reported — Several sources describe the quarter as roughly in‑line: revenue and EPS were close to Wall Street expectations (tiny variances across data providers), so the print was not a clear blowout. Addus HomeCare beats estimates on earnings and revenue
• Neutral Sentiment: Analyst positioning — Boutique upgrades and a string of buy/outperform ratings remain in place; median analyst targets sit well above current levels (mid‑$130s to $140s), giving upside if growth continues. Addus HomeCare Corporation (ADUS) Releases Q4 2025 Earnings: Strong Revenue Growth but EPS Miss
• Negative Sentiment: Mixed/contradictory beats vs. misses — Some data providers reported small misses to consensus (a few million on revenue and modest EPS differences), creating confusion and causing some investors to trim positions. Addus HomeCare Corporation (ADUS) Releases Q4 2025 Earnings: Strong Revenue Growth but EPS Miss
• Negative Sentiment: Insider selling and institutional churn — Recent filings show insider sales and notable institutional position changes in recent quarters, which can weigh on sentiment when the quarter is only modestly ahead/around expectations. Addus HomeCare Corporation (ADUS) Releases Q4 2025 Earnings: Strong Revenue Growth but EPS Miss

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on ADUS shares. Truist Financial set a $135.00 price target on shares of Addus HomeCare and gave the stock a “buy” rating in a report on Wednesday, January 7th. BMO Capital Markets began coverage on Addus HomeCare in a research report on Thursday, November 13th. They set a “market perform” rating and a $120.00 price target for the company. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Addus HomeCare in a research report on Wednesday, January 21st. Royal Bank Of Canada increased their price target on shares of Addus HomeCare from $134.00 to $139.00 and gave the company an “outperform” rating in a research report on Friday, November 7th. Finally, Wall Street Zen upgraded Addus HomeCare from a “buy” rating to a “strong-buy” rating in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, two have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $134.89.

Addus HomeCare Stock Performance

The company’s 50-day moving average price is $109.84 and its two-hundred day moving average price is $113.15. The stock has a market cap of $1.95 billion, a PE ratio of 22.55, a PEG ratio of 1.39 and a beta of 0.91. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.66 and a current ratio of 1.66.

Institutional Trading of Addus HomeCare

Several hedge funds have recently added to or reduced their stakes in ADUS. Royal Bank of Canada increased its holdings in shares of Addus HomeCare by 24.3% in the first quarter. Royal Bank of Canada now owns 6,899 shares of the company’s stock worth $682,000 after buying an additional 1,347 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Addus HomeCare by 4.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 10,374 shares of the company’s stock worth $1,026,000 after acquiring an additional 459 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in Addus HomeCare by 6.1% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 51,679 shares of the company’s stock worth $5,111,000 after purchasing an additional 2,952 shares during the period. Jane Street Group LLC lifted its position in Addus HomeCare by 387.6% in the first quarter. Jane Street Group LLC now owns 11,045 shares of the company’s stock valued at $1,092,000 after purchasing an additional 8,780 shares during the last quarter. Finally, Intech Investment Management LLC boosted its stake in shares of Addus HomeCare by 44.7% during the first quarter. Intech Investment Management LLC now owns 14,362 shares of the company’s stock valued at $1,420,000 after purchasing an additional 4,439 shares during the period. 95.35% of the stock is owned by institutional investors.

Addus HomeCare Company Profile

Addus HomeCare (NASDAQ: ADUS) is a leading provider of home and community-based care services for elderly, disabled, and medically complex individuals across the United States. Through a network of company-owned and franchise locations, the company delivers a broad spectrum of non-medical personal care and licensed home health services designed to support clients’ independence and quality of life.

The company’s core offerings include personal care assistance—covering daily living activities, medication reminders, and light housekeeping—and skilled home health services delivered under the supervision of registered nurses and licensed therapists.