CHENYSEServices-Home Health Care ServicesFiscal year ends December 31
CHEMED CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$508.29−4.09 (-0.80%)
Close on Oct 19, 2026
- Market cap
- $6.71B
- P/E (TTM)
- 25.5
- Dividend yield
- 0.43%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
14M of 13M shares
Institutional holders
530
103 new, 56 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 13 sales
Net sold $8.76M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| AQR Capital Management, LLC | 972,474 | 7.25% | 13G (passive) | Jun 30, 2026 |
| Vanguard Portfolio Management | 817,550 | 5.93% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 744,055 | 5.40% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 1,409,958 | 9.40% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CHE | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,484,282 | 11.36% | $691.29M | +147,592 | 0.01% |
| Aqr Capital Management LLC | 972,474 | 7.44% | $446.21M | +556,862 | 0.16% |
| Vanguard Portfolio Management LLC | 787,068 | 6.02% | $366.57M | −28,631 | 0.02% |
| Vanguard Capital Management LLC | 604,420 | 4.62% | $281.50M | −31,650 | 0.01% |
| Acadian Asset Management LLC | 453,238 | 3.47% | $211.05K | +146,352 | 0.25% |
| State Street Corp | 444,716 | 3.40% | $207.12M | −17,454 | 0.01% |
| Geode Capital Management, LLC | 413,942 | 3.17% | $192.82M | +2,896 | 0.01% |
| JPMorgan Chase & Co | 403,395 | 3.09% | $185.81M | −97,592 | 0.01% |
| Boston Partners | 280,684 | 2.15% | $130.75M | New | 0.12% |
| Epoch Investment Partners, Inc. | 267,290 | 2.05% | $124.49M | +17,167 | 0.71% |
| Dimensional Fund Advisors LP | 260,561 | 1.99% | $121.35M | +12,711 | 0.02% |
| TD Asset Management Inc | 256,263 | 1.96% | $119.35M | −23,438 | 0.10% |
| River Road Asset Management, LLC | 237,927 | 1.82% | $110.81M | +166,159 | 1.23% |
| Morgan Stanley | 232,302 | 1.78% | $108.19M | +5,253 | 0.01% |
| Fuller & Thaler Asset Management, Inc. | 219,988 | 1.68% | $102.46M | +92,595 | 0.28% |
| First Trust Advisors LP | 219,788 | 1.68% | $102.36M | −16,604 | 0.06% |
| Boston Trust Walden Corp | 201,275 | 1.54% | $93.74M | −3,922 | 0.71% |
| Northern Trust Corp | 199,148 | 1.52% | $92.75M | +24,482 | 0.01% |
| Goldman Sachs Group Inc | 183,938 | 1.41% | $85.67M | +45,939 | 0.01% |
| Charles Schwab Investment Management Inc | 170,358 | 1.30% | $79.34M | +6,354 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 530 | 14M | 100.0% | 103 / 176 | 188 / 56 | 3M | 2M |
| Q1 2026 | 491 | 13M | 100.0% | 54 / 179 | 189 / 71 | 3M | 2M |
| Q4 2025 | 518 | 14M | 100.0% | 71 / 159 | 222 / 67 | 1M | 2M |
| Q3 2025 | 523 | 14M | 100.0% | 68 / 192 | 198 / 80 | 2M | 2M |
| Q2 2025 | 538 | 14M | 100.0% | 61 / 207 | 187 / 73 | 1M | 1M |
| Q1 2025 | 554 | 14M | 100.0% | 87 / 182 | 199 / 53 | 1M | 1M |
| Q4 2024 | 529 | 14M | 100.0% | 63 / 163 | 214 / 57 | 1M | 1M |
| Q3 2024 | 529 | 14M | 100.0% | 69 / 188 | 180 / 50 | 2M | 1M |
| Q2 2024 | 515 | 15M | 100.0% | 64 / 194 | 181 / 52 | 1M | 2M |
| Q1 2024 | 509 | 15M | 100.0% | 65 / 168 | 185 / 54 | 1M | 1M |
| Q4 2023 | 501 | 15M | 100.0% | 82 / 172 | 171 / 30 | 2M | 1M |
| Q3 2023 | 457 | 14M | 100.0% | 39 / 160 | 175 / 42 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CHE | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 454,441 | 3.48% | $211.65M | 0.17% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 426,035 | 3.26% | $198.42M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 307,739 | 2.35% | $143.33M | 0.08% | Jun 30, 2026 |
| Fullerthaler Behavioral Small Cap Equity | 210,584 | 1.61% | $98.08M | 0.77% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 176,971 | 1.35% | $82.42M | 0.18% | Jun 30, 2026 |
| Disciplined Value Mid Cap Fund | 176,134 | 1.35% | $82.03M | 0.35% | Jun 30, 2026 |
| First Trust SMID Cap Rising Dividend Achievers ETF | 158,302 | 1.21% | $73.73M | 0.65% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 152,207 | 1.16% | $70.89M | 0.07% | Jun 30, 2026 |
| JPMorgan Mid Cap Value Fund | 151,234 | 1.16% | $70.44M | 0.63% | Jun 30, 2026 |
| Invesco S&P MidCap Quality ETF | 110,446 | 0.85% | $58.78M | 1.08% | Jul 31, 2026 |
| AQR Long-Short Equity Fund | 97,263 | 0.74% | $45.30M | 0.58% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 85,050 | 0.65% | $36.27M | 0.04% | May 31, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 82,000 | 0.63% | $38.19M | 0.81% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 75,100 | 0.57% | $39.97M | 0.03% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 72,721 | 0.56% | $31.01M | 0.07% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kevin J. McNamara | president and CEO, Director | 66,418 | 0.51% | Sep 30, 2026 |
| Thomas C. Hutton | vice president, Director | 47,836 | 0.37% | Sep 29, 2026 |
| Spencer S. Lee | executive vice president | 13,912 | 0.11% | Aug 24, 2026 |
| Brian C. Judkins | VP and Chief Legal Officer | 9,222 | 0.07% | Aug 10, 2026 |
| Joel L. Wherley | CEO - Vitas Healthcare | 1,181 | 0.01% | Aug 6, 2026 |
| Michael D. Witzeman | VP & Chief Financial Officer | 6,073 | 0.05% | Feb 17, 2026 |
| Nicholas Michael Westfall | Executive Vice President | 0 | – | Feb 5, 2026 |
| Patrick P. Grace | Director | 3,533 | 0.03% | Aug 3, 2026 |
| Andrea R. Lindell | Director | 4,578 | 0.04% | Jun 10, 2026 |
| George J. Walsh Iii | Director | 3,643 | 0.03% | May 29, 2026 |
| Ron DeLyons | Director | 2,052 | 0.02% | May 19, 2026 |
| Christopher J. Heaney | Director | 2,775 | 0.02% | May 19, 2026 |
| John Meredith Mount Jr. | Director | 1,316 | 0.01% | May 19, 2026 |
| Eileen P. McCarthy | Director | 1,241 | 0.01% | May 19, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kevin J. McNamara president and CEO, Director | Sep 28, 2026 | Sale | −2,000 | $513.45 | $1.03M | 66,418 |
| Thomas C. Hutton vice president, Director | Sep 28, 2026 | Tax withholding | −4,270 | $506.65 | $2.16M | 32,840 |
| Thomas C. Hutton vice president, Director | Sep 28, 2026 | Option exercise | +4,629 | $445.35 | $2.06M | 37,110 |
| Kevin J. McNamara president and CEO, Director | Sep 18, 2026 | Sale | −2,000 | $501.40 | $1.00M | 68,418 |
| Spencer S. Lee executive vice president | Aug 21, 2026 | Sale | −1,000 | $541.04 | $541.04K | 13,912 |
| Kevin J. McNamara president and CEO, Director | Aug 21, 2026 | Sale | −2,000 | $541.16 | $1.08M | 70,418 |
| Brian C. Judkins VP and Chief Legal Officer | Aug 10, 2026 | Option exercise | +6,786 | $445.35 | $3.02M | 9,222 |
| Brian C. Judkins VP and Chief Legal Officer | Aug 10, 2026 | Tax withholding | −5,878 | $548.96 | $3.23M | 3,344 |
| Joel L. Wherley CEO - Vitas Healthcare | Aug 5, 2026 | Tax withholding | −2,270 | $542.62 | $1.23M | 1,181 |
| Joel L. Wherley CEO - Vitas Healthcare | Aug 5, 2026 | Option exercise | +2,599 | $445.35 | $1.16M | 3,451 |
| Kevin J. McNamara president and CEO, Director | Aug 3, 2026 | Sale | −2,000 | $539.51 | $1.08M | 70,418 |
| Kevin J. McNamara president and CEO, Director | Jul 31, 2026 | Tax withholding | −19,802 | $529.22 | $10.48M | 72,418 |
| Kevin J. McNamara president and CEO, Director | Jul 31, 2026 | Option exercise | +2,001 | $445.35 | $891.15K | 92,220 |
| Patrick P. Grace Director | Jul 31, 2026 | Sale | −190 | $532.00 | $101.08K | 3,533 |
| Andrea R. Lindell Director | Jun 9, 2026 | Sale | −1,347 | $447.33 | $602.55K | 4,578 |
| George J. Walsh Iii Director | May 29, 2026 | Sale | −500 | $437.83 | $218.92K | 3,209 |
| Eileen P. McCarthy Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 1,241 |
| George J. Walsh Iii Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 3,709 |
| Christopher J. Heaney Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 2,775 |
| Andrea R. Lindell Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 5,925 |
| John Meredith Mount Jr. Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 1,316 |
| Patrick P. Grace Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 3,723 |
| Ron DeLyons Director | May 18, 2026 | Award | +386 | $440.77 | $170.14K | 2,052 |
| Patrick P. Grace Director | May 8, 2026 | Sale | −60 | $425.78 | $25.55K | 3,337 |
| Kevin J. McNamara president and CEO, Director | May 1, 2026 | Sale | −2,000 | $421.13 | $842.26K | 90,219 |
| Kevin J. McNamara president and CEO, Director | Mar 27, 2026 | Sale | −1,500 | $369.37 | $554.06K | 92,219 |
| Kevin J. McNamara president and CEO, Director | Mar 12, 2026 | Sale | −2,000 | $403.18 | $806.36K | 93,719 |
| Thomas C. Hutton vice president, Director | Feb 13, 2026 | Tax withholding | −72 | $469.56 | $33.81K | 32,481 |
| Thomas C. Hutton vice president, Director | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 32,553 |
| Thomas C. Hutton vice president, Director | Feb 13, 2026 | Option exercise | +199 | $469.56 | $93.44K | 32,553 |
| Michael D. Witzeman VP & Chief Financial Officer | Feb 13, 2026 | Option exercise | +413 | $469.56 | $193.93K | 6,073 |
| Michael D. Witzeman VP & Chief Financial Officer | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 6,073 |
| Michael D. Witzeman VP & Chief Financial Officer | Feb 13, 2026 | Tax withholding | −120 | $469.56 | $56.35K | 5,953 |
| Joel L. Wherley CEO - Vitas Healthcare | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 932 |
| Joel L. Wherley CEO - Vitas Healthcare | Feb 13, 2026 | Option exercise | +273 | $469.56 | $128.19K | 932 |
| Joel L. Wherley CEO - Vitas Healthcare | Feb 13, 2026 | Tax withholding | −80 | $469.56 | $37.56K | 852 |
| Spencer S. Lee executive vice president | Feb 13, 2026 | Option exercise | +499 | $469.56 | $234.31K | 15,066 |
| Spencer S. Lee executive vice president | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 15,066 |
| Spencer S. Lee executive vice president | Feb 13, 2026 | Tax withholding | −154 | $469.56 | $72.31K | 14,912 |
| Kevin J. McNamara president and CEO, Director | Feb 13, 2026 | Tax withholding | −1,192 | $469.56 | $559.72K | 95,719 |
| Kevin J. McNamara president and CEO, Director | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 96,911 |
| Kevin J. McNamara president and CEO, Director | Feb 13, 2026 | Option exercise | +2,714 | $469.56 | $1.27M | 96,911 |
| Brian C. Judkins VP and Chief Legal Officer | Feb 13, 2026 | Option exercise | +351 | $469.56 | $164.82K | 2,538 |
| Brian C. Judkins VP and Chief Legal Officer | Feb 13, 2026 | Tax withholding | −102 | $469.56 | $47.90K | 2,436 |
| Brian C. Judkins VP and Chief Legal Officer | Feb 13, 2026 | Option exercise | +0 | $469.56 | $0 | 2,538 |
| Andrea R. Lindell Director | Dec 26, 2025 | Gift | −463 | – | – | 5,539 |
| Kevin J. McNamara president and CEO, Director | Nov 24, 2025 | Sale | −2,000 | $437.55 | $875.10K | 94,197 |
| Spencer S. Lee executive vice president | Nov 19, 2025 | Gift | −60 | – | – | 14,567 |
| Kevin J. McNamara president and CEO, Director | Sep 26, 2025 | Sale | −3,000 | $461.28 | $1.38M | 96,197 |
| Patrick P. Grace Director | Sep 9, 2025 | Sale | −150 | $463.39 | $69.51K | 3,397 |
| Kevin J. McNamara president and CEO, Director | Aug 5, 2025 | Sale | −2,000 | $428.55 | $857.10K | 99,197 |
| George J. Walsh Iii Director | Aug 4, 2025 | Buy | +200 | $417.10 | $83.42K | 3,523 |
| Nicholas Michael Westfall Executive Vice President | Aug 4, 2025 | Sale | −10,012 | $421.91 | $4.22M | 0 |
| Andrea R. Lindell Director | May 19, 2025 | Award | +277 | $579.04 | $160.39K | 6,002 |
| Eileen P. McCarthy Director | May 19, 2025 | Award | +277 | $579.04 | $160.39K | 855 |
| George J. Walsh Iii Director | May 19, 2025 | Award | +277 | $579.04 | $160.39K | 3,323 |
| Christopher J. Heaney Director | May 19, 2025 | Award | +277 | $579.04 | $160.39K | 2,389 |
| John Meredith Mount Jr. Director | May 19, 2025 | Award | +277 | $579.04 | $160.39K | 930 |
| Ron DeLyons Director | May 19, 2025 | Award | +277 | $579.04 | $160.39K | 1,666 |
| Patrick P. Grace Director | May 19, 2025 | Award | +277 | $579.04 | $160.39K | 3,547 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| McNamara Kevin Officer | Sep 28, 2026 | 2,000 | $1.07M | Sep 28, 2026 | Stock Awared |
| Kevin J. McNamara Officer | Sep 24, 2026 | 2,000 | $998.00K | Sep 18, 2026 | Stock Award |
| J. McNamara Kevin Officer | Aug 21, 2026 | 2,000 | $1.08M | Aug 21, 2026 | Stock Award |
| J. McNamara Kevin Officer | Aug 3, 2026 | 2,000 | $1.06M | Aug 3, 2026 | Stock Award |
| P. Grace Patrick Director | Jul 31, 2026 | 223 | $119.26K | Jul 31, 2026 | Director Compensation |
| P. Grace Patrick Director | May 8, 2026 | 70 | $29.81K | May 8, 2026 | Executive Compensation |
| Kevin J. McNamara Officer | May 1, 2026 | 1,000 | $420.00K | May 1, 2026 | Stock Award |
| McNamara Kevin OFFICER | May 1, 2026 | 1,000 | $419.85K | May 1, 2026 | Stock Award |
| McNamara Kevin Officer | Mar 27, 2026 | 1,500 | $558.86K | Mar 27, 2026 | Stock Award |
| McNamara Kevin Officer | Mar 12, 2026 | 1,000 | $403.82K | Mar 12, 2026 | Stock Award |
| Kevin J. McNamara Officer, Director | Mar 12, 2026 | 1,000 | $404.79K | Mar 12, 2026 | STOCK AWARD |
| Westfall Nicholas former officer | Dec 11, 2025 | 942 | $405.65K | Dec 11, 2025 | private transaction |
| Kevin J. McNamara Officer, Director | Nov 24, 2025 | 2,000 | $876.00K | Nov 24, 2025 | Stock Award |
| McNamara Kevin Officer | Sep 29, 2025 | 2,000 | $857.11K | Sep 26, 2025 | Stock Award |
| Kevin J. McNamara Officer, Director | Sep 26, 2025 | 1,000 | $460.00K | Sep 26, 2025 | Stock Award |