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Abacus FCF Advisors LLC disclosed a new position in Chemed Corporation (NYSE: CHE) in its most recent Securities and Exchange Commission filing. The firm purchased 13,871 shares, valued at approximately $5,935,000, and ended the latest reporting period holding 0.10% of Chemed’s stock.
Other institutional investors also reported changes to their stakes in Chemed during the fourth quarter. Concurrent Investment Advisors LLC initiated a new position worth $274,000. Mendel Money Management increased its holdings by 85.6%, bringing its total to 2,890 shares valued at $1,237,000 after buying an additional 1,333 shares.
Diversified Enterprises LLC raised its position by 19.8%, now owning 709 shares worth $303,000 after purchasing an additional 117 shares. Teacher Retirement System of Texas increased its stake by 13.9%, to 15,534 shares valued at $6,646,000, after adding 1,900 shares.
M&T Bank Corp reported a much larger percentage increase, lifting its position by 10,291.1% in the fourth quarter. It now owns 85,934 shares valued at $36,768,000 after purchasing an additional 85,107 shares. Overall, 95.85% of Chemed’s stock is owned by institutional investors.
Chemed’s CEO, Kevin J. Mcnamara, sold 2,000 shares on Thursday, March 12. The shares were sold at an average price of $403.18, for total proceeds of $806,360. Following the transaction, Mcnamara directly owned 93,719 shares, valued at approximately $37,785,626.42. The sale represented a 2.09% decrease in his position. Insiders own 3.29% of the company’s stock.
Chemed shares opened at $420.67 on Friday. The stock’s 50-day moving average was $403.17 and the 200-day moving average was $426.24. Chemed’s market capitalization was reported at $6.15 billion, with a P/E ratio of 22.92, a P/E/G ratio of 1.52, and a beta of 0.49. The stock traded between a 1-year low of $365.20 and a 1-year high of $583.96.
Chemed reported earnings on Thursday, April 23. For the quarter, the company posted $5.65 in earnings per share, topping analysts’ consensus estimates of $5.30 by $0.35. Revenue was $657.51 million versus analyst estimates of $659.22 million. Chemed reported a net margin of 10.23% and a return on equity of 25.70%. Revenue increased 1.6% year over year, compared with $5.63 EPS in the prior-year quarter.
For FY2026, Chemed set EPS guidance at 24.000–24.75. Analysts expect Chemed to post 21.92 earnings per share for the current fiscal year.
Chemed declared a quarterly dividend paid on Friday, March 13. Investors of record on Monday, February 23 received a $0.60 dividend, equivalent to $2.40 on an annualized basis. The dividend yield was reported at 0.6%, with an ex-dividend date of Monday, February 23. The dividend payout ratio was 13.08%.
Analysts have issued a range of views on Chemed. Jefferies Financial Group cut Chemed from a “buy” rating to a “hold” rating on Thursday, January 22. Oppenheimer lowered its price objective from $580.00 to $500.00 while maintaining an “outperform” rating on Friday, February 27. Royal Bank of Canada restated a “sector perform” rating and set a $422.00 target price (down from $572.00) on Friday, February 27.
Zacks Research lowered Chemed from a “hold” rating to a “strong sell” rating on Wednesday, March 4. Weiss Ratings cut Chemed from a “hold (c-)” rating to a “sell (d+)” rating on Monday, April 13. Two analysts rated the stock a Buy, two issued Hold ratings, and two issued Sell ratings. MarketBeat data cited an average rating of “Hold” and an average target price of $498.00.
Chemed Corporation is a diversified provider of essential home services and healthcare solutions in the United States. The company operates through two segments: Roto-Rooter and Vitas Healthcare. Roto-Rooter provides plumbing, drain cleaning, and water restoration services, while Vitas Healthcare provides hospice services.
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