Chemed Corporation (CHE)

Chemed Corp.'s stock price has declined by 17.55% between December 19, 2024, and December 18, 2025, with a one-year change of -16.36% and a 52-week range between $408.42 and $623.61. The company's market capitalization decreased by 18.38% over the past 12 months but increased by 9.23% in the 30 days leading up to January 8, 2026. In the first quarter of 2025, consolidated revenue increased by 9.8% to $646.9 million, with adjusted diluted EPS rising 8.3% to $5.63. The second quarter of 2025 saw consolidated revenue increase by 3.8% to $618.8 million, but GAAP diluted EPS and adjusted diluted EPS decreased. In the third quarter of 2025, consolidated revenue increased by 3.1% to $624.9 million, with GAAP diluted EPS and adjusted diluted EPS decreasing. Chemed repurchased shares in the second and third quarters of 2025 and revised its full-year 2025 adjusted EPS guidance to $22.00-$22.30.

Chemed's business model benefits from consistent demand in both its healthcare and home services segments, providing resilience and allowing the company to navigate varying economic conditions effectively. Roto-Rooter experiences some fluctuations within its segments, while VITAS Healthcare's revenue is primarily derived from Medicare, Medicaid, and private insurance reimbursements, suggesting a more consistent demand.

Chemed Corporation is a diversified holding company based in Cincinnati, Ohio, operating in healthcare and industrial services. It manages subsidiaries on a decentralized basis, focusing on strategic planning and capital allocation. Chemed operates through two segments: VITAS Healthcare, a hospice and palliative care provider, and Roto-Rooter, a plumbing, drain cleaning, and water restoration service provider.

VITAS Healthcare operates in multiple states across the U.S., with a significant presence in many metropolitan areas. Roto-Rooter has a dominant presence in North America, reaching approximately 90% of the U.S. and 40% of the Canadian population. Roto-Rooter also has licensed master franchisees in Indonesia, Singapore, and the Philippines.

Chemed Corporation maintains a strong brand reputation as a leader in the hospice and utility service industries, attributed to its commitment to quality care, operational efficiency, and innovative solutions. No specific negative events significantly impacting Chemed Corp.'s brand reputation in the past year were found.

The ownership of Chemed Corporation is predominantly institutional, with approximately 83.61% to 96.94% of the company's stock held by institutional investors. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Individual insider ownership is approximately 1.19% to 4.17%, with CEO Kevin J. McNamara and Edward L. Hutton noted as significant individual insider holders.