Stock events for Chemed Corp. (CHE)
Chemed's stock experienced fluctuations with an all-time high of $646.13 on March 19, 2024. Analyst reports in late 2025 and early 2026 varied, with some downgrades and price objective reductions. In July 2025, Chemed reported a revenue increase of 3.8% but a decrease in GAAP and adjusted diluted EPS. The company authorized an additional $300 million for stock repurchase in Q2 2025. A negative update on full-year 2025 guidance was issued due to projected Medicare Cap revenue limitations for VITAS in Florida.
Demand Seasonality affecting Chemed Corp.’s stock price
Demand seasonality for Chemed's products and services is influenced by external factors. VITAS experienced unexpected weakness in admissions in April and May 2025. Roto-Rooter saw a decline in residential demand in the second quarter of 2025, partially offset by commercial demand. The company's 2025 earnings trajectory is weighted towards the second half of the year.
Overview of Chemed Corp.’s business
Chemed Corp. is a diversified holding company operating in healthcare and industrial services through VITAS Healthcare and Roto-Rooter. VITAS Healthcare provides end-of-life hospice and palliative care services. Roto-Rooter offers plumbing, drain cleaning, and water restoration services. In 2024, Chemed reported revenues of $2.43 billion, a 7.37% increase, and earnings of $302.00 million, a 10.82% increase.
CHE’s Geographic footprint
VITAS Healthcare operates 56 hospice programs across 15 states and the District of Columbia. Roto-Rooter provides services across the United States and Canada, with licensed master franchisees in Indonesia, Singapore, and the Philippines.
CHE Corporate Image Assessment
Chemed Corporation has a reputation for reliability and expertise. VITAS Healthcare is recognized as a provider of end-of-life care services. Roto-Rooter is known for plumbing, drain cleaning, and water cleanup services. Concerns have been raised regarding VITAS's profitability due to Medicare Cap revenue limitations and weaker admissions. Roto-Rooter faced unexpected weakness in residential demand for plumbing services.
Ownership
Institutional investors are the primary owners of Chemed Corporation, including Vanguard Group Inc., BlackRock, Inc., and Kayne Anderson Rudnick Investment Management Llc. CEO Kevin McNamara also holds a notable insider stake.
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$479.49
