Aristotle Capital Boston LLC Grows Stock Position in Chemed Corporation $CHE

Aristotle Capital Boston LLC increased its stake in Chemed Corporation (NYSE:CHE) by 6.2% in the third quarter, Holdings Channel reports. The institutional investor owned 64,092 shares of the company’s stock after acquiring an additional 3,737 shares during the period. Chemed makes up about 1.5% of Aristotle Capital Boston LLC’s investment portfolio, making the stock its 17th biggest holding. Aristotle Capital Boston LLC’s holdings in Chemed were worth $28,697,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Smartleaf Asset Management LLC increased its position in Chemed by 71.4% during the third quarter. Smartleaf Asset Management LLC now owns 60 shares of the company’s stock valued at $27,000 after acquiring an additional 25 shares during the last quarter. First Horizon Corp bought a new stake in shares of Chemed in the 3rd quarter worth about $31,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Chemed in the 3rd quarter worth about $45,000. HM Payson & Co. boosted its stake in shares of Chemed by 35.5% during the 3rd quarter. HM Payson & Co. now owns 103 shares of the company’s stock worth $46,000 after purchasing an additional 27 shares during the period. Finally, Geneos Wealth Management Inc. boosted its stake in shares of Chemed by 330.4% during the 1st quarter. Geneos Wealth Management Inc. now owns 99 shares of the company’s stock worth $61,000 after purchasing an additional 76 shares during the period. 95.85% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages recently commented on CHE. Oppenheimer cut their price target on shares of Chemed from $580.00 to $500.00 and set an “outperform” rating on the stock in a report on Friday, February 27th. Jefferies Financial Group lowered Chemed from a “buy” rating to a “hold” rating in a research report on Thursday, January 22nd. Zacks Research cut Chemed from a “hold” rating to a “strong sell” rating in a research note on Wednesday, March 4th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Chemed in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada reissued a “sector perform” rating and set a $422.00 price target (down from $572.00) on shares of Chemed in a research note on Friday, February 27th. Two analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $498.00.

Insider Buying and Selling at Chemed

In related news, CEO Kevin J. Mcnamara sold 2,000 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $403.18, for a total value of $806,360.00. Following the completion of the sale, the chief executive officer owned 93,719 shares in the company, valued at approximately $37,785,626.42. The trade was a 2.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 3.29% of the company’s stock.

Chemed Trading Up 0.6%

NYSE CHE opened at $402.03 on Friday. The stock has a market cap of $5.54 billion, a PE ratio of 21.89, a PEG ratio of 1.59 and a beta of 0.46. Chemed Corporation has a 12 month low of $385.00 and a 12 month high of $623.60. The company’s 50-day moving average price is $441.48 and its 200-day moving average price is $440.92.

Chemed (NYSE:CHE) last announced its quarterly earnings data on Wednesday, February 25th. The company reported $6.42 earnings per share for the quarter, missing analysts’ consensus estimates of $7.02 by ($0.60). The company had revenue of $639.34 million for the quarter, compared to the consensus estimate of $659.09 million. Chemed had a net margin of 10.48% and a return on equity of 25.66%. The company’s quarterly revenue was down .1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.83 EPS. Chemed has set its FY 2026 guidance at 23.250-24.250 EPS. As a group, sell-side analysts forecast that Chemed Corporation will post 21.43 earnings per share for the current year.

Chemed Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, March 13th. Stockholders of record on Monday, February 23rd were paid a dividend of $0.60 per share. This represents a $2.40 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Monday, February 23rd. Chemed’s payout ratio is currently 13.06%.

Chemed 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.