Chemed Corporation (CHE) Presents at 2026 Jefferies Healthcare Services and Technology Conference Transcript
The sale occurred on Aug. 21 and was valued at approximately $541,000. The disposition reduced the executive's direct equity holdings by 7%.
Chemed (CHE) reported earnings 30 days ago. What's next for the stock?
Chemed Corporation (CHE) receives a Buy rating with a $632/share target, driven by activist pressure for a spin-off to eliminate the conglomerate discount. VITAS has successfully reengineered its patient mix, sharply reducing Medicare Cap penalties and driving 8.8% revenue growth and 18.2% Adjusted EBITDA margin in Q2. Roto-Rooter faces structural margin pressure from rising digital marketing costs, but B2B expansion and operational efficiencies are expected to support future growth.
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Chemed NYSE: CHE reported second-quarter 2026 results marked by stronger-than-expected performance at its VITAS hospice business, while Roto-Rooter delivered revenue growth but continued to face higher customer-acquisition costs.
Chemed (CHE) came out with quarterly earnings of $6.06 per share, beating the Zacks Consensus Estimate of $5.55 per share. This compares to earnings of $4.27 per share a year ago.
CHE's VITAS growth and Roto-Rooter improvements support its outlook, but inflation, tariffs and competitive pressures remain key risks.
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