SEC EDGARSep 30$CHE

MCNAMARA KEVIN J sold $1.0M of CHE

MCNAMARA KEVIN J (president and CEO) sold 2,000 shares of CHEMED CORP (CHE) at $513.45 ($1.03M total) on 2026-09-28.

Original reporting

SEC EDGAR · MCNAMARA KEVIN J

Published Sep 30, 2026, 6:07 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 30, 2026, 6:09 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefInsider activity

Primary signal

$CHE

Bearish

medium confidence

Mentioned

$CHE

Relevance

6/10

AlphAI data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$CHEBearishLow

Why it matters

The disclosed sale provides fresh information on insider sentiment, which can influence short‑term trading decisions.

Market read

A fresh insider sale by the CEO is a material event for CHE, offering a low‑actionability trading signal.

What to watch

No disclosed 10b5‑1 plan and the CEO retains a sizable stake, which may mitigate concerns.

Relevance 6/10Novelty 5/10Timing: filed Sep 30, 2026 (same‑day filing)

Background

Form 4 filings disclose insider transactions and are primary sources for new corporate actions.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$CHEBearishMedium confidence

Context

CEO Kevin J. McNamara sold 2,000 shares of Chemed Corp for $1.03 M, reducing his stake to 66,418 shares.

Expected impact

likely slight downward pressure as investors price in the insider sale

Evidence & confidence

A $1 M sale by the CEO is material for a mid‑cap company and is a fresh Form 4 filing, prompting short‑term caution.

Market effects

Sector

Minimal; the sale does not affect the broader healthcare services sector.

Regional

Limited to U.S. investors tracking Chemed Corp.

Global

None

Counterpoint

What could challenge this read

The sale could be a routine liquidity event unrelated to fundamentals, so the stock may remain stable.

Key entities

company
Chemed Corp
U.S. healthcare services provider (ticker CHE).
person
Kevin J. McNamara
President and CEO of Chemed Corp.

Read at source ← All news

$CHEMedAI 9/10

Chemed 3Q 2026: Revenue $690.9M, EPS $5.45— 10-Q Summary

Chemed reported Q3 2026 revenue of $690.9M, up 10.6% YoY, with net income rising 11.5% to $71.6M and EPS increasing 22.2% to $5.45. Growth in VITAS and Roto-Rooter segments drove results, while higher fuel costs pressured margins. The company acquired RotoCo and other franchises, expanding its territories.

tradingview.comOct 29

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What Chemed (CHE) Said on Its Q3 Earnings Call

Chemed reported Q3 earnings, with Roto-Rooter revenue up 7.5% but EBITDA down 2.5% due to higher costs. Commercial revenue grew 9% to $59.9M, while residential rose 5.2% to $158.8M. The company acquired California franchises for $62.5M, expecting $30M-$35M in 2027 revenue but less than $4M in EBITDA. Chemed repurchased 125,000 shares for $66M. Management expects 2026 EPS to meet or slightly exceed guidance.

finance.yahoo.comOct 29

$CHEHigh

Chemed Corp (CHE) Q3 2026 Earnings Call Highlights: VITAS Strength Drives 28% EPS Growth

Chemed Corp (CHE) reported Q3 2026 earnings with VITAS driving 28% EPS growth. Roto-Rooter saw a 2.5% EBITDA decline due to higher marketing and fuel costs. VITAS faces regulatory audits, reviewing $12-$14M in revenue. Chemed anticipates continued cost headwinds in Q4. Management discussed hiring, acquisitions, and lead generation strategies.

finance.yahoo.comOct 28

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Chemed outlines 12- to 18-month integration timeline for $62.5M California Roto-Rooter franchise buyback while expecting 2026 EPS at or slightly above prior high end (NYSE:CHE)

Chemed (CHE) announced a 12- to 18-month integration timeline for its $62.5M California Roto-Rooter franchise buyback. CEO Kevin McNamara reported VITAS revenue grew 12.2% year-over-year, driven by ADC growth and cost containment. The company expects 2026 EPS to be at or slightly above the prior high end.

seekingalpha.comOct 28

$CHEHighAI 8/10

Chemed (CHE) Q3 2026 Earnings Call Transcript

Chemed (CHE) reported Q3 2026 earnings with total revenue up 10.6% and adjusted EPS up 28.1% YoY. VITAS saw 12.2% revenue growth, while Roto Rooter grew 7.5%. Roto Rooter's margins declined due to higher marketing costs and fuel expenses, but acquisitions are expected to drive long-term growth. The company has $229M in cash flow from operations, enabling strategic acquisitions and share repurchases.