$CHE

CHEMED CORP

Insider trades
1
0
0
$1.2M
GRACE PATRICK P
0%
See all $CHE insider activity →
Low

MCNAMARA 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.

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.

CHE sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning CHE (CHEMED CORP). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

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 ($1.2M). The most active reporter was GRACE PATRICK P with 1 filing.

What's driving CHE

  • 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.

    SEC EDGAR · Aug 4, 2026

  • The article frames VITAS patient-volume and admission-trend strength plus Roto-Rooter margin resilience despite higher paid-lead marketing.

    financialcontent.com · Aug 4, 2026

  • This is a routine insider sale with no 10b5-1 plan disclosed, but the disclosed size is small relative to typical institutional flows.

    SEC EDGAR · Aug 3, 2026

  • The quarter shows upside versus expectations on both top line and non-GAAP EPS, supporting near-term sentiment and estimates.

    financialcontent.com · Jul 28, 2026

  • Higher VITAS growth and an updated full-year outlook, plus ongoing buybacks, should support near-term earnings expectations.

    SEC EDGAR 8-K · Jul 28, 2026

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

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.

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.

$CHEMed

CHEMED 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

$CHEMed

How 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.

Hazeltree: A Tale of Two Stories Defined the First Half of 2026 for Global Hedge Funds

Hazeltree’s H1 2026 Crowding Report says hedge funds stayed heavily positioned in AI infrastructure and semiconductors despite a Middle East conflict and higher inflation. It reports long crowding in Alphabet, Apple and Meta, while short exposure rose in Amazon, Microsoft and Nvidia. Semiconductor net-long share rose from 53% (Feb) to 70% (Jun), with Texas Instruments’ long-to-short ratio up to 2.2.

Roto-Rooter Buys Franchise Territory in Corpus Christi, Rio Grande Valley, and Beaumont, Texas

Chemed Corp. (NYSE: CHE) said its wholly owned Roto-Rooter unit acquired an independent Roto-Rooter franchise covering 21 south Texas counties, including Corpus Christi, McAllen, Laredo and Brownsville, for about $12.0 million. The company operates Roto-Rooter plumbing and drain cleaning services and VITAS hospice care. The release includes standard forward-looking statement cautions.

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