What smart money is saying about Chemed Corporation
2 funds in our archive have pitched Chemed Corporation, most recently KNA Capital in February 2026.
Chemed Corporation provides hospice and palliative care services to patients through a network of physicians, registered nurses, home health aides, social workers, clergy, and volunteers primarily in the United States. The company operates in two segments, VITAS and Roto-Rooter. It offers plumbing, drain cleaning, excavation, water restoration, and other related services to residential and commercial customers through company-owned branches, independent contractors, and franchisees. The company was incorporated in 1970 and is headquartered in Cincinnati, Ohio.
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Position history
Between Q2 2025 and Q3 2026, 5 fund letters reported a position in Chemed Corporation, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 1 | 0 | 1 |
| Q3 2025 | 1 | 0 | 0 | 0 |
| Q2 2025 | 2 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 5 positions · 2 moves
- September 2026
“• Chemed (Sold): Chemed’s stock reverted to my fair value estimate faster than I expected – a good problem to have.”
Chemed Corporation - New positionKNA CapitalFebruary 2026
“KNA Capital Management, LLC February 2026 Review Chemed (CHE) At the end of February, I started an initial position in Cincinnati-based Chemed following its disappointing earnings result.”
Chemed Corporation - HoldsLRT CMSeptember 2025
“StoneX Group Inc. (SNEX) 3.36 Long Equity -1.88 Simpson Manufacturing Co., Inc. (SSD) 3.22 Hedges -0.99 Asbury Automotive Group, Inc. (ABG) 3.04 Unlevered Gross Return -2.88 Chemed Corp. (CHE) 2.99 Leveraged Gross Return -7.91 The Toronto-Dominion Bank (TD) 2.87 Net Return 8.00 RLI Corp.”
Chemed Corporation - June 2025
“Chemed Corp. (CHE) Chemed Corp. represents a unique and highly successful holding company, operating two distinct, market-leading businesses in entirely non-correlated sectors: VITAS Healthcare, the nation’s largest provider of end-of-life hospice care, and Roto-Rooter, the premier provider of plumbing and drain cleaning services in North America.”
Chemed Corporation - June 2025
“• Chemed (CHE), engages in the provision of healthcare and maintenance services operating through two segments: VITAS and Roto-Rooter. The VITAS segment offers hospice and palliative care services to patients through a network of health care providers, social workers, clergy, and volunteers. The Roto-Rooter segment includes plumbing, drain cleaning, water restoration, and other related services to residential and commercial customers. The stock declined due to concerns surrounding the potential Medicare cap limits proposed in current legislation for its VITAS segment alongside weaker residential demand for its plumbing services segment. We continue to maintain our position, as we believe the slowing demand in the Roto-Rooter segment is transitory and the secular demand for hospice care remains strong.”
Chemed Corporation
Fund coverage · 2 theses
- KNA CapitalFebruary 2026
Chemed Corporation operates VITAS hospice care and Roto-Rooter plumbing, faces temporary headwinds expected to normalize, and benefits from strong capital allocation.
Read the full thesis - LRT Capital ManagementJune 2025
Chemed Corp. is a resilient holding company with two non-correlated market leaders in hospice care and plumbing services, strategically managed for long-term shareholder value.
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