Chemed
About: Chemed Corp purchases, operates, and divests subsidiaries engaged in diverse business activities to maximize shareholder value. Through its subsidiaries, the company operates in the following segments: VITAS and Roto-Rooter. The VITAS segment generates the majority of the firm's revenue and provides hospice and palliative care services to patients with terminal illnesses through a network of physicians, registered nurses, home health aides, social workers, and volunteers. The Roto-Rooter segment provides plumbing, drain cleaning, water restoration, and related services to residential and commercial customers.
Employees: 15,695
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
9% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 184
0.25% more ownership
Funds ownership: 92.94% [Q1] → 93.2% (+0.25%) [Q2]
5% less funds holding
Funds holding: 551 [Q1] → 525 (-26) [Q2]
20% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 75
20% less capital invested
Capital invested by funds: $8.37B [Q1] → $6.65B (-$1.72B) [Q2]
60% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 2 (-3) [Q2]
91% less call options, than puts
Call options by funds: $48K | Put options by funds: $535K
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$500
12%
upside
Avg. target
$580
30%
upside
High target
$650
45%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
RBC Capital Ben Hendrix | 32%upside $589 | Outperform Maintained | 31 Jul 2025 |
Oppenheimer Michael Wiederhorn | 30%upside $580 | Outperform Maintained | 31 Jul 2025 |
Jefferies Brian Tanquilut | 12%upside $500 | Hold Initiated | 25 Jul 2025 |
B of A Securities Joanna Gajuk | 45%upside $650 | Buy Maintained | 30 Jun 2025 |
Financial journalist opinion
Based on 8 articles about CHE published over the past 30 days
Neutral
Seeking Alpha
1 week ago
Chemtrade Logistics Income Fund (CGIFF) Q2 2025 Earnings Call Transcript
Chemtrade Logistics Income Fund (OTC:CGIFF) Q2 2025 Earnings Conference Call August 15, 2025 10:00 AM ET Company Participants Rohit Bhardwaj - VP of Finance & CFO Scott William Rook - CEO, President & Trustee Conference Call Participants Benjamin Isaacson - Scotiabank Global Banking and Markets, Research Division Gary Ho - Desjardins Securities Inc., Research Division Hamir Patel - CIBC Capital Markets, Research Division Joel Jackson - BMO Capital Markets Equity Research Nelson Ng - RBC Capital Markets, Research Division Steven P. Hansen - Raymond James Ltd.
Neutral
Business Wire
3 weeks ago
Chemed Corporation Board of Directors Authorizes an Additional $300 Million for Stock Repurchase and Declares Quarterly Dividend of 60 Cents
CINCINNATI--(BUSINESS WIRE)--Chemed Corporation (NYSE:CHE) announced today that the Board of Directors has formally authorized an additional $300 million for stock repurchase under Chemed's existing share repurchase program. These shares repurchases will be funded through a combination of cash generated from operations as well as utilization of its revolving credit facility. The Board of Directors has declared a quarterly cash dividend of 60-cents per share on the Company's capital stock, payab.
Neutral
GlobeNewsWire
3 weeks ago
VITAS® Healthcare Announces CEO Transition and Appointment of New Chief Executive Officer
MIRAMAR, Fla., July 30, 2025 (GLOBE NEWSWIRE) -- VITAS Healthcare, one of the nation's leading providers of hospice and palliative care, and a subsidiary of Chemed Corporation (NYSE: CHE), today announced that Nicholas M. Westfall will step down as chairman and chief executive officer to pursue other personal and professional opportunities. Joel L. Wherley, president and chief operating officer, was appointed by the Board to succeed Westfall as chief executive officer of VITAS Healthcare.
Neutral
Seeking Alpha
3 weeks ago
Chemed Corporation (CHE) Q2 2025 Earnings Call Transcript
Chemed Corporation (NYSE:CHE ) Q2 2025 Earnings Conference Call July 30, 2025 10:00 AM ET Company Participants Holley Schmidt - Corporate Participant Kevin J. McNamara - CEO, President & Director Michael D.
Negative
The Motley Fool
3 weeks ago
Why Chemed Stock Is Plummeting Today
Chemed (CHE -9.17%) -- home to hospice care provider Vitas Healthcare and Roto-Rooter -- saw its shares decline 9% as of 1 p.m. ET on Wednesday, according to data provided by S&P Global Market Intelligence.
Negative
Zacks Investment Research
3 weeks ago
Chemed (CHE) Q2 Earnings Miss Estimates
Chemed (CHE) came out with quarterly earnings of $4.27 per share, missing the Zacks Consensus Estimate of $4.78 per share. This compares to earnings of $5.47 per share a year ago.
Neutral
Business Wire
3 weeks ago
Chemed Reports Second-Quarter 2025 Results and Announces Executive Management Departure
CINCINNATI--(BUSINESS WIRE)--Chemed Corporation (Chemed) (NYSE: CHE), which operates VITAS Healthcare Corporation (VITAS), one of the nation's largest providers of end-of-life care, and Roto-Rooter, the nation's largest commercial and residential plumbing and drain cleaning services provider, reported financial results for its second quarter ended June 30, 2025, versus the comparable prior-year period. Results for Quarter Ended June 30, 2025 Consolidated operating results: Revenue increased 3.8.
Neutral
Zacks Investment Research
4 weeks ago
ASTH vs. CHE: Which Stock Is the Better Value Option?
Investors interested in Medical - Outpatient and Home Healthcare stocks are likely familiar with Astrana Health, Inc. (ASTH) and Chemed (CHE). But which of these two stocks offers value investors a better bang for their buck right now?
Negative
Zacks Investment Research
1 month ago
Analysts Estimate Chemed (CHE) to Report a Decline in Earnings: What to Look Out for
Chemed (CHE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
1 month ago
Chemed Corporation: Short-Term Headwinds But Long-Term Growth Potential
Chemed Corporation's diversified revenue streams from VITAS Healthcare and Roto-Rooter provide a strong competitive advantage and resilience against sector-specific risks. Recent VITAS acquisition and expansion, along with robust Q1 results, highlight the company's growth potential and operational strength, especially in hospice care. My DCF analysis suggests Chemed is undervalued by over 50%, with a fair value estimate of $744 per share, supporting a buy rating.
Charts implemented using Lightweight Charts™