Addus HomeCare Corporation (ADUS)

In the past six months, Addus HomeCare reported robust financial performance in Q3 CY2025 and anticipates additional financial support from a Medicare Hospice rate increase. Despite these positive developments, the stock has shown some volatility and experienced same-store declines due to Medicaid redeterminations. Analyst sentiment remains largely optimistic, but there have been instances of insider selling.

The demand for Addus HomeCare's services is generally stable and less susceptible to significant seasonal fluctuations due to long-term tailwinds such as an aging population and increasing prevalence of chronic diseases. The nature of providing essential personal care, home health, and hospice services suggests a steady demand throughout the year.

Addus HomeCare Corporation is a leading provider of home-based health and wellness services in the United States, primarily serving elderly and disabled individuals. The company operates in the healthcare sector, offering Personal Care, Home Health, and Hospice services. Addus generates revenue through contracts with governmental agencies, managed care organizations, commercial insurers, and private individuals.

Addus HomeCare operates through over 260 locations across 23 states in the United States, serving more than 62,000 patients weekly. The company's growth strategy involves both organic expansion and strategic acquisitions.

Addus HomeCare's brand reputation presents a mixed picture, with solid revenue growth but concerns about subscale operations and the potential for reputational damage from inconsistent operational standards. Consistent revenue growth and positive analyst outlook could be seen as indirectly contributing to a favorable perception among investors and the market.

Institutional investors and hedge funds hold a significant majority of Addus HomeCare's stock, owning 95.35% of the company. Tributary Capital Management LLC, Russell Investments Group Ltd., Nordea Investment Management AB, Creative Planning and Maryland State Retirement & Pension System are major institutional owners with recent activity. Dr. Esteban Lopez, a Director, engaged in stock sales in December 2025. The CEO and Chairman of the Board, R. Dirk Allison, also exercised options and sold stock in September and November 2025, and January 2026.