Market Cap
$6.7B
CHE
CHEMED CORP
$504.88 ▲ +0.39%
Prev close $502.90Market cap$6.7B
ConsensusHold
12-mo target$571.60 (+13.2%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional Exits Healthcare & Medical Devices
Snapshot
The big-picture read on CHE right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (50%)
Inst. Holders
50 funds
Inst. Value
$4.7B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $7.9M sell
Insider Net $
-$7.9M
SEC Reports
9
Press Releases
1
Price chart 30d -3.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 earnings
Chemed To Report Third Quarter 2026 Earnings October 27, Related Conference Call To Be Held On October 28
Chemed Earnings Release on 10/27/26 and Conference Call on 10/28/26
Sep 30, 2026 Insider
LEE SPENCER S surrendered for taxes 11,160 shares
executive vice president @ $508.93 ($5.7M)
Sep 30, 2026 Insider
LEE SPENCER S acquired via exercise 12,099 shares
executive vice president @ $445.35 ($5.4M)
Sep 28, 2026 Insider
Aug 24, 2026 SEC MCNAMARA KEVIN J sold 2,000 shares
president and CEO @ $513.45 ($1.0M)
CEO Kevin McNamara and EVP Spencer Lee sold a combined $1.62M of CHE stock on August 21, 2026, in open-market transactio
CLUSTER — Impact 3/10
Two insiders at Chemed Corp (CHE) sold a combined $1.18M in open-market transactions over a 7-day window. The total repr
CLUSTER — Impact 2/10
Chemed Corp CEO Kevin McNamara sold $1.08M in open-market shares and surrendered $10.48M in shares for tax withholding a
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
Boston Partners — NEW
280,684 shares ($130.7M)
Analyst ratings buy % -43.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
50% rate it Buy or better · 8 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | UBS | INITIATE | Buy | 55% |
| Jul 31, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 9, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| Apr 27, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 2 | 4 | 0 | 0 | 50% | |
| Aug 1, 2026 | 2 | 2 | 4 | 0 | 0 | 50% | |
| Jul 1, 2026 | 2 | 2 | 4 | 0 | 0 | 50% | |
| Jun 1, 2026 | 2 | 2 | 4 | 0 | 0 | 50% | |
| May 1, 2026 | 2 | 2 | 4 | 0 | 0 | 50% | |
| Apr 1, 2026 | 2 | 2 | 4 | 0 | 0 | 50% | |
| Mar 1, 2026 | 2 | 2 | 4 | 0 | 0 | 50% | |
| Feb 1, 2026 | 3 | 3 | 2 | 0 | 0 | 75% |
Price targets
Where 5 covering analysts think CHE trades over the next 12 months.
$571.60 +13.2% upside Buy
Current$504.88 Low$520.00 Median$550.00 High$650.00 5 analysts
$520.00$650.00
Analyst rating Buy· 2.2/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 2 bullish, 0 bearish, 2 mixed, 5 neutral · avg impact 4.4/10.Plus 1 press releases.
NEUTRALCLUSTER3/10
CEO Kevin McNamara and EVP Spencer Lee sold a combined $1.62M of CHE stock on August 21, 2026, in op
Aug 24, 2026
NEUTRALCLUSTER2/10
Two insiders at Chemed Corp (CHE) sold a combined $1.18M in open-market transactions over a 7-day wi
Aug 6, 2026
NEUTRALCLUSTER2/10
Chemed Corp CEO Kevin McNamara sold $1.08M in open-market shares and surrendered $10.48M in shares f
Aug 5, 2026
BULLISHPRESS-RELEASE7/10
Chemed reported Q2 2026 GAAP EPS of $5.13 (up 43.7% YoY) and revenue of $673.3M (up 8.8% YoY), beati
Jul 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
earnings
Chemed To Report Third Quarter 2026 Earnings October 27, Related Conference Call To Be Held On October 28
Chemed Earnings Release on 10/27/26 and Conference Call on 10/28/26
Sep 16, 2026
m_and_a
Roto-Rooter Buys Largest Franchisee Territory
Roto-Rooter acquires largest California territory for $60.6 million.
Sep 7, 2026
dark_pool
Dark Pool: CHE — 0.1M shares, 12,558 trades
Week starting 2026-09-07. Total ATS volume: 133,903 shares across 12,558 trades.
Aug 31, 2026
dark_pool
Dark Pool: CHE — 0.2M shares, 15,592 trades
Week starting 2026-08-31. Total ATS volume: 162,909 shares across 15,592 trades.
Aug 24, 2026
dark_pool
Dark Pool: CHE — 0.2M shares, 15,723 trades
Week starting 2026-08-24. Total ATS volume: 244,921 shares across 15,723 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.44 | $6.31–$6.54 | 22.1% | -0.6% | 4↑ 0↓ | $0.7B | 5 |
| Next Q | $7.37 | $7.12–$7.55 | 14.9% | +0.4% | 3↑ 1↓ | $0.7B | 5 |
| Current FY | $25.49 | $25.31–$25.69 | 18.3% | -0.1% | 4↑ 0↓ | $2.7B | 5 |
| Next FY | $27.52 | $26.61–$28.42 | 7.9% | -0.0% | 3↑ 1↓ | $2.9B | 5 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.436 | — |
| 7d ago | $6.410 | +0.026 |
| 30d ago | $6.478 | -0.042 |
| 60d ago | $6.022 | +0.413 |
| 90d ago | $6.022 | +0.413 |
Institutional ownership
Which big funds own CHE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.7B total value (10,020,445 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, AQR. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 1,484,282 | $691.3M | 14.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 972,474 | $446.2M | 9.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 787,068 | $366.6M | 7.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 604,420 | $281.5M | 6.0% | — |
| STATE STREET CORP | 444,716 | $207.1M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 413,942 | $192.8M | 4.1% | — |
| JPMORGAN CHASE & CO | 403,395 | $185.8M | 4.0% | — |
| Boston Partners | 280,684 | $130.7M | 2.8% | NEW |
| Epoch Investment Partners, Inc. | 267,290 | $124.5M | 2.7% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Boston Partners | NEW | — | 280,684 | — | $130.7M |
| FULLER & THALER ASSET MANAGEMENT, INC. | ADD | 127,393 | 219,988 | +72.7% | $102.5M |
| GOLDMAN SACHS GROUP INC | ADD | 137,999 | 183,938 | +33.3% | $85.7M |
| NORGES BANK | NEW | — | 163,404 | — | $76.1M |
| Gotham Asset Management, LLC | ADD | 48,693 | 93,085 | +91.2% | $43.4M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 56,959 | 91,254 | +60.2% | $42.5M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | ADD | 62,726 | 90,567 | +44.4% | $42.2M |
| Point72 Asset Management, L.P. | NEW | — | 74,460 | — | $34.7M |
| Amundi | ADD | 35,555 | 53,856 | +51.5% | $25.1M |
| Russell Investments Group, Ltd. | ADD | 31,007 | 52,999 | +70.9% | $24.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net -$7.9M — $0.00 bought, $7.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | LEE SPENCER S | executive vice president | TAX W/H | 11,160 | $508.93 | $5.7M |
| Sep 30, 2026 | LEE SPENCER S | executive vice president | EXERCISE | 12,099 | $445.35 | $5.4M |
| Sep 28, 2026 | MCNAMARA KEVIN J | president and CEO | SELL | 2,000 | $513.45 | $1.0M |
| Sep 28, 2026 | HUTTON THOMAS C | vice president | TAX W/H | 4,270 | $506.65 | $2.2M |
| Sep 28, 2026 | HUTTON THOMAS C | vice president | EXERCISE | 4,629 | $445.35 | $2.1M |
| Sep 18, 2026 | MCNAMARA KEVIN J | president and CEO | SELL | 2,000 | $501.40 | $1.0M |
| Aug 21, 2026 | LEE SPENCER S | executive vice president | SELL | 1,000 | $541.04 | $541.0K |
| Aug 21, 2026 | MCNAMARA KEVIN J | president and CEO | SELL | 2,000 | $541.16 | $1.1M |
| Aug 10, 2026 | Judkins Brian C | VP and Chief Legal Officer | EXERCISE | 6,786 | $445.35 | $3.0M |
| Aug 10, 2026 | Judkins Brian C | VP and Chief Legal Officer | TAX W/H | 5,878 | $548.96 | $3.2M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CHE.
Shares short
653,250
Settlement Sep 15, 2026
Change vs prior
+15.7%
Semi-monthly cycle
Days to cover
5.4
At avg daily volume
Of shares outstanding
≈5.0%
Estimate — not % of float
All CHE filing & press-release reports (10)
- CLUSTER reportAug 24, 2026
- CLUSTER reportAug 6, 2026
- CLUSTER reportAug 5, 2026
- PRESS-RELEASE reportJul 28, 2026
- PRESS-RELEASE reportMay 18, 2026
- CLUSTER reportMay 8, 2026
- 8-K reportApr 23, 2026
- PRESS-RELEASE reportApr 23, 2026
- 8-K reportApr 13, 2026
- 8-K reportFeb 25, 2026