Chemed (NYSE:CHE) Releases FY 2026 Earnings Guidance

Chemed (NYSE:CHE) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 23.250-24.250 for the period, compared to the consensus earnings per share estimate of 23.420. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

CHE has been the subject of several recent research reports. Royal Bank Of Canada reduced their price target on shares of Chemed from $589.00 to $572.00 and set an “outperform” rating for the company in a report on Monday, November 10th. Jefferies Financial Group cut Chemed from a “buy” rating to a “hold” rating in a research report on Thursday, January 22nd. Weiss Ratings reissued a “hold (c-)” rating on shares of Chemed in a research report on Wednesday, January 21st. Finally, Zacks Research raised shares of Chemed from a “strong sell” rating to a “hold” rating in a research report on Thursday, October 30th. Three equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $555.50.

Chemed Trading Down 16.2%

Shares of NYSE CHE traded down $75.50 during midday trading on Thursday, reaching $391.11. The company had a trading volume of 519,097 shares, compared to its average volume of 174,321. Chemed has a 1 year low of $385.00 and a 1 year high of $623.60. The business’s 50-day simple moving average is $447.24 and its 200 day simple moving average is $444.38. The stock has a market cap of $5.54 billion, a P/E ratio of 20.66, a P/E/G ratio of 2.28 and a beta of 0.44.

Chemed (NYSE:CHE) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $6.42 EPS for the quarter, missing the consensus estimate of $7.02 by ($0.60). Chemed had a net margin of 11.02% and a return on equity of 25.89%. The business had revenue of $639.34 million for the quarter, compared to analyst estimates of $659.09 million. During the same quarter in the previous year, the firm posted $6.83 earnings per share. The business’s revenue was down .1% on a year-over-year basis. Chemed has set its FY 2026 guidance at 23.250-24.250 EPS. Analysts predict that Chemed will post 21.43 earnings per share for the current year.

Chemed Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Monday, February 23rd will be issued a $0.60 dividend. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $2.40 dividend on an annualized basis and a yield of 0.6%. Chemed’s dividend payout ratio is presently 12.69%.

Key Stories Impacting Chemed

Here are the key news stories impacting Chemed this week:

• Positive Sentiment: Company provided FY‑2026 EPS guidance of $23.25–$24.25, giving investors a full‑year outlook and some visibility into management’s expectations (guidance is near consensus). Guidance & conference call
• Neutral Sentiment: Company filed its formal Q4 press release summarizing results for VITAS (hospice) and Roto‑Rooter (plumbing) segments; the release provides management commentary and the transcript for further detail. Press release
• Negative Sentiment: Reported Q4 EPS and revenue missed Street estimates: EPS of $6.42 versus ~$7.02 consensus and revenue of ~$639.3M versus ~$659M expected — investors often punish quarterly misses, which drove selling pressure. Earnings miss & market reaction
• Negative Sentiment: Operating cash generation and liquidity showed meaningful deterioration in third‑party summaries (big drop in cash from operations, lower cash balances and increased capex), raising concerns about cash flow sustainability even as revenue was roughly flat year‑over‑year. Cash flow and liquidity details
• Negative Sentiment: Market reaction amplified declines — several outlets note a sharp intraday drop after the report, and trading volume spiked above average as investors re‑priced shares around the weaker quarter and cash‑flow signals. Earnings snapshot & market color

Institutional Investors Weigh In On Chemed

A number of hedge funds have recently modified their holdings of CHE. JPMorgan Chase & Co. increased its position in shares of Chemed by 4.4% during the fourth quarter. JPMorgan Chase & Co. now owns 521,900 shares of the company’s stock valued at $223,301,000 after acquiring an additional 21,932 shares during the last quarter. AQR Capital Management LLC boosted its position in shares of Chemed by 89.2% during the 4th quarter. AQR Capital Management LLC now owns 325,579 shares of the company’s stock worth $139,302,000 after purchasing an additional 153,469 shares during the period. Epoch Investment Partners Inc. increased its holdings in Chemed by 29.4% in the 3rd quarter. Epoch Investment Partners Inc. now owns 307,275 shares of the company’s stock valued at $137,579,000 after purchasing an additional 69,878 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in Chemed by 3.0% in the 4th quarter. Dimensional Fund Advisors LP now owns 247,469 shares of the company’s stock valued at $105,885,000 after purchasing an additional 7,289 shares during the last quarter. Finally, Northern Trust Corp raised its position in Chemed by 6.7% in the third quarter. Northern Trust Corp now owns 215,196 shares of the company’s stock valued at $96,352,000 after purchasing an additional 13,489 shares during the period. 95.85% of the stock is currently owned by institutional investors and hedge funds.

About Chemed

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.