William Blair Investment Management LLC Has $172.44 Million Stock Holdings in Chemed Corporation $CHE

William Blair Investment Management LLC raised its stake in Chemed Corporation (NYSE:CHE) by 13.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 385,124 shares of the company’s stock after purchasing an additional 46,038 shares during the period. William Blair Investment Management LLC’s holdings in Chemed were worth $172,435,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in CHE. Smartleaf Asset Management LLC increased its position in Chemed by 71.4% in the 3rd quarter. Smartleaf Asset Management LLC now owns 60 shares of the company’s stock valued at $27,000 after buying an additional 25 shares in the last quarter. Creekmur Asset Management LLC acquired a new stake in Chemed in the second quarter valued at approximately $28,000. First Horizon Corp bought a new stake in shares of Chemed during the third quarter valued at approximately $31,000. Pilgrim Partners Asia Pte Ltd acquired a new position in shares of Chemed during the third quarter worth approximately $45,000. Finally, Parkside Financial Bank & Trust raised its position in shares of Chemed by 86.3% during the second quarter. Parkside Financial Bank & Trust now owns 95 shares of the company’s stock worth $46,000 after purchasing an additional 44 shares during the period. Institutional investors own 95.85% of the company’s stock.

Chemed Stock Performance

Shares of CHE stock opened at $410.14 on Friday. The company has a market capitalization of $5.81 billion, a price-to-earnings ratio of 22.33, a PEG ratio of 2.00 and a beta of 0.44. Chemed Corporation has a 52-week low of $385.00 and a 52-week high of $623.60. The company has a 50-day simple moving average of $446.06 and a two-hundred day simple moving average of $443.90.

Chemed (NYSE:CHE) last posted its earnings results on Wednesday, February 25th. The company reported $6.42 EPS for the quarter, missing the consensus estimate of $7.02 by ($0.60). The firm had revenue of $639.34 million for the quarter, compared to the consensus estimate of $659.09 million. Chemed had a return on equity of 24.70% and a net margin of 10.48%.Chemed’s quarterly revenue was down .1% compared to the same quarter last year. During the same period in the prior year, the business earned $6.83 EPS. Chemed has set its FY 2026 guidance at 23.250-24.250 EPS. On average, sell-side analysts forecast that Chemed Corporation will post 21.43 EPS for the current fiscal year.

Chemed Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Monday, February 23rd will be given a dividend of $0.60 per share. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $2.40 annualized dividend and a dividend yield of 0.6%. Chemed’s dividend payout ratio (DPR) is currently 13.06%.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Jefferies Financial Group downgraded shares of Chemed from a “buy” rating to a “hold” rating in a research report on Thursday, January 22nd. Royal Bank Of Canada reissued a “sector perform” rating and set a $422.00 target price (down from $572.00) on shares of Chemed in a research report on Friday. Oppenheimer dropped their price target on shares of Chemed from $580.00 to $500.00 and set an “outperform” rating on the stock in a research report on Friday. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Chemed in a report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $498.00.

More Chemed News

Here are the key news stories impacting Chemed this week:

• Positive Sentiment: Oppenheimer lowered its price target but kept an “outperform” rating (PT cut to $500), signaling some analysts still see multi‑quarter upside despite the recent miss. Oppenheimer PT/Rating
• Neutral Sentiment: RBC reaffirmed a “sector perform” rating and set a $422 target (down from $572), reflecting a more cautious stance but not a full downgrade; this indicates mixed analyst conviction. RBC note
• Neutral Sentiment: Chemed issued FY‑2026 EPS guidance of $23.25–$24.25 (roughly in line but slightly below consensus), and said ~55% of 2026 earnings are likely back‑half weighted as it executes transition initiatives — guidance tempers but does not eliminate investor concern. Earnings release / guidance
• Neutral Sentiment: Full Q4 earnings and conference-call transcripts were posted (Seeking Alpha, Yahoo, others); these provide management commentary on margin compression, VITAS trends and cash‑flow dynamics for investors doing deeper diligence. Earnings call transcript
• Negative Sentiment: Zacks highlights the headline: Q4 EPS and revenue missed consensus, margins contracted and the FY‑2026 EPS outlook came in below street expectations — the earnings shock was the primary catalyst for the sharp share drop. Zacks: Earnings & margins miss
• Negative Sentiment: Detailed quarter metrics (QuiverQuant) show revenue and EPS declines, steeper drops in operating cash flow and lower cash balances — these raise near‑term liquidity and execution risk concerns for investors. QuiverQuant: Financial details
• Negative Sentiment: Johnson Fistel announced an investigation into possible claims tied to Chemed executives — potential litigation risk can amplify selling pressure and valuation uncertainty. GlobeNewswire: Investigation notice
• Negative Sentiment: BofA cut Chemed to neutral after the Q4 miss — another sign of weakening analyst conviction that can pressure sentiment until evidence of margin/cash‑flow stabilization appears. MSN / BofA note

Chemed Company Profile

Chemed Corporation is a diversified provider of essential home services and healthcare solutions in the United States. Headquartered in Cincinnati, Ohio, the company operates through two principal business segments—Roto-Rooter and Vitas Healthcare. Since its founding in 1974, Chemed has built a reputation for reliability and expertise, serving both residential and commercial customers across a broad range of markets.

The Roto-Rooter segment offers a comprehensive suite of plumbing, drain cleaning and water restoration services.