AUG 24·SEC EDGARLow
LEE SPENCER S sold $541K of CHE
LEE SPENCER S (executive vice president) sold 1,000 shares of CHEMED CORP (CHE) at $541.04 ($0.54M total) on 2026-08-21.
StockNYSE · US · USDHealthcare · Medical Care Facilities
$CHE
CHEMED CORP
Price · $CHEvia TradingView
AI sentiment · 7d0 articles
No enriched coverage for $CHE in the last 7 days.
Insider · 30dAll trades →
- Buys
- — 0 txs
- Sells
- $1.6M 2 txs
LEE SPENCER S1× · $541K
10b5-1 share of filings0%
Top stories · $CHEMore →
AUG 24·SEC EDGAR
MCNAMARA KEVIN J sold $1.1M of CHE
MCNAMARA KEVIN J (president and CEO) sold 2,000 shares of CHEMED CORP (CHE) at $541.16 ($1.08M total) on 2026-08-21.
AUG 10·simplywall.st
Did Chemed's (CHE) Dividend Hike and Earnings Beat Just Shift Its Capital Allocation Narrative?
Chemed (CHE) raised its quarterly dividend to $0.70 per share, payable Sept. 3, 2026, up $0.10 from the prior payment, marking 221 consecutive quarterly payouts. The company reported Q2 2026 net income of $67.7 million and higher EPS year over year. The article links the dividend and earnings beat to Chemed’s capital allocation and 2029 revenue and earnings projections.
CHE sentiment & insider activity
Recent CHE coverage spans insider activity, earnings and financial news.
In the last 30 days, CHE insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($1.6M). The most active reporter was LEE SPENCER S, executive vice president, with 1 filing.
What's driving CHE
The insider sale reduces holdings to 13,912 shares, indicating potential negative sentiment from an insider.
Large insider sell may signal negative sentiment; potential short-term pressure on the stock.
Dividend hike plus an earnings beat supports the capital-return narrative, but the article flags ongoing Medicare Cap risk and Roto Rooter margin/demand pressure as key swing factors.
Updated full-year growth guidance and recent revenue growth are actionable for earnings-model adjustments and valuation multiples.
This is an insider open-market sale by the CEO, with no 10b5-1 plan cited, which can modestly affect near-term sentiment but is not a fundamental change by itself.
AlphAI scores every news story that mentions CHE with an AI model for sentiment and relevance, and aggregates insider trades from CHEMED CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
News on $CHE
Score
LEE SPENCER S sold $541K of CHE
LEE SPENCER S (executive vice president) sold 1,000 shares of CHEMED CORP (CHE) at $541.04 ($0.54M total) on 2026-08-21.
1 min readMCNAMARA KEVIN J sold $1.1M of CHE
MCNAMARA KEVIN J (president and CEO) sold 2,000 shares of CHEMED CORP (CHE) at $541.16 ($1.08M total) on 2026-08-21.
1 min readDid Chemed's (CHE) Dividend Hike and Earnings Beat Just Shift Its Capital Allocation Narrative?
Chemed (CHE) raised its quarterly dividend to $0.70 per share, payable Sept. 3, 2026, up $0.10 from the prior payment, marking 221 consecutive quarterly payouts. The company reported Q2 2026 net income of $67.7 million and higher EPS year over year. The article links the dividend and earnings beat to Chemed’s capital allocation and 2029 revenue and earnings projections.
6 min readBiotech Stocks At 52-Week Highs - HALO +20% On Q2 Results, FENC, AVLN, AMLX, CHE
Biotech stocks hit 52-week highs Aug. 7, 2026. Halozyme (HALO) rose 20% after Q2 revenue of $481M (+48% Y/Y) and 2026 revenue guidance of $1.83B-$1.91B. Fennec (FENC) reached $11.66 on PEDMARK sales of $15.1M (+71% Y/Y). Avalyn (AVLN) hit $34.15. Amylyx (AMLX) hit $24.60. Chemed (CHE) rose to $552.72 after Q2 revenue $673M (+8.8%) and 2026 growth guidance of 8.25%-9.25%.
7 min readMCNAMARA KEVIN J sold $1.1M of CHE
MCNAMARA KEVIN J (president and CEO) sold 2,000 shares of CHEMED CORP (CHE) at $539.51 ($1.08M total) on 2026-08-03.
2 min read
5 Insightful Analyst Questions From Chemed’s Q2 Earnings Call
Chemed (CHE) reported Q2 CY2026 results that beat Wall Street, helped by VITAS patient volume growth and improved admission trends, and by Roto-Rooter’s commercial programs. Revenue was $673.3M vs $665M est, adjusted EPS $6.06 vs $5.60, and full-year adjusted EPS guidance $25.38 at midpoint. The article highlights analyst questions on VITAS growth sustainability and Roto-Rooter lead costs and margins.
6 min readGRACE PATRICK P sold $101K of CHE
GRACE PATRICK P sold 190 shares of CHEMED CORP (CHE) at $532.00 ($0.10M total) on 2026-07-31.
1 min read
Chemed (NYSE:CHE) Exceeds Q2 CY2026 Expectations
Chemed Corp (NYSE:CHE) reported Q2 CY2026 revenue of $673.3 million, up 8.8% year on year and 1.2% above Wall Street estimates, and non-GAAP EPS of $6.06, 8.2% above consensus. Analysts expect revenue growth of about 7% and full-year EPS to rise from $23.40 to $25.61.
5 min readCHEMED CORP (CHE): Results of Operations and Financial Condition
CHEMED CORP (CHE) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99 2 che-20260728xex99.htm EX-99 Exhibit 99 CONTACT: Michael D. Witzeman (513) 762- 6714 Chemed Reports Second-Quarter 2026 Results Full-Year Guidance Increased Due Mainly to VITAS Outperformance CINCINNATI, July 28, 2026— Chemed Corporation (Chemed) (NYSE: CHE ), whic
6 min readHow Barington’s Activist Push For Cost Cuts And Governance Changes At Chemed (CHE) Has Changed Its Investment Story
Barington Capital escalated its activist campaign against Chemed (CHE), calling for a strategic review, cost cuts, and governance changes including a new director. It cited weak oversight and two under-optimized businesses. Investors are watching Medicare reimbursement exposure and Roto Rooter margins. Chemed projects $3.1B revenue and $386.5M earnings by 2029, alongside a $3.05B buyback authorization.
6 min read