Chemed Gestione
Criteri Gestione verificati 3/4
Chemed Il CEO è Kevin McNamara, nominato in Aug1994, e ha un mandato di 31.92 anni. la retribuzione annua totale è $ 12.90M, composta da 14.4% di stipendio e 85.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.68% delle azioni della società, per un valore di $ 44.38M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 26.2 anni e 17.7 anni.
Informazioni chiave
Kevin McNamara
Amministratore delegato
US$12.9m
Compenso totale
| Percentuale dello stipendio del CEO | 14.40% |
| Mandato del CEO | 31.9yrs |
| Proprietà del CEO | 0.7% |
| Durata media del management | 26.2yrs |
| Durata media del Consiglio di amministrazione | 17.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
CHE: Share Repurchases And Steady Margins Will Support Measured Future Returns
Analysts have modestly raised their price target for Chemed to $474.0 from $446.5. This change reflects updated views on fair value, profit margins, and the P/E multiple they consider appropriate for the stock. What’s in the News for Chemed Chemed Corporation (NYSE: CHE) was removed from the Russell Small Cap Comp Growth Benchmark, according to index constituent change disclosures.
CHE: Strong Q1 Results And Buybacks Support Balanced Future Return Potential
Analysts have revised their price target on Chemed to $500 from $580, reflecting updated assumptions for slightly higher discount rates, revenue growth, profit margins, and a lower future P/E multiple. What’s in the News for Chemed Chemed reported Q1 revenue of $657.5 million, which was 1.6% higher year over year and 1.2% above analyst expectations, according to recent earnings coverage.CHE: Share Repurchases And Stable Margins Will Support Balanced Future Returns
Analysts have kept their Chemed price target essentially unchanged at about $446.50, with only minimal tweaks to underlying assumptions such as revenue growth, profit margin, and future P/E to reflect updated modeling rather than a shift in overall outlook. What's in the News From January 1, 2026 to March 31, 2026, Chemed repurchased 500,000 shares, representing 3.65% of its stock, for US$197.7 million under its ongoing buyback program.CHE: Ongoing Buybacks And Stable Margins Will Support Balanced Future Returns
Analysts have nudged their price target on Chemed higher to $446.50 from $443, reflecting updated assumptions around slightly stronger revenue growth, a modestly higher discount rate, stable profit margins, and a lower future P/E multiple. What's in the News Chemed reported that from January 1, 2026 to March 31, 2026, it repurchased 500,000 shares, representing 3.65% of its stock, for US$197.7 million under its ongoing buyback program.CHE: Ongoing Buybacks And Earnings Guidance Will Support Balanced Future Returns
Analysts now see Chemed’s fair value holding at $443, with updated assumptions for revenue growth of 6.52%, a profit margin of 12.54%, and a future P/E of 15.49x shaping their refreshed price target rationale. What's in the News From January 1, 2026 to March 31, 2026, Chemed repurchased 500,000 shares for $197.7 million, representing 3.65% of its shares under the long running buyback program announced in February 2011 (Key Developments).CHE: Expanded Buybacks And Earnings Guidance Will Support Stronger Future Returns
Analysts have kept their price target for Chemed steady at $443. This reflects updated assumptions around slightly different revenue growth, profit margin and future P/E inputs that do not materially change their overall valuation view.CHE: Expanded Buybacks And Higher Margins Will Support Stronger Future Returns
Analysts have maintained Chemed's price target at $443, citing updated assumptions for profit margin and forward P/E as key factors behind the reaffirmed view. What's in the News Chemed issued consolidated earnings guidance for full-year 2026, with projected earnings per diluted share in a range of $23.25 to $24.25, excluding certain non cash items such as stock option expenses, tax benefits from stock option exercises, litigation costs and other discrete items (corporate guidance).CHE: Revised Outlook And Ongoing Buybacks Will Shape Balanced Future Returns
Analysts have revised their price target on Chemed to $443.00 from $555.50, reflecting updated views on revenue growth, profit margins, and the P/E multiple they consider appropriate for the stock. What's in the News Chemed issued consolidated earnings guidance for full-year 2026, projecting earnings per diluted share, excluding specified non cash and discrete items, in a range of $23.25 to $24.25 (company guidance).Repositioned Hospice Mix And Aging Demographics Will Support Stronger Long Term Performance
Catalysts About Chemed Chemed operates VITAS Healthcare, a large hospice provider, and Roto-Rooter, a national plumbing and water restoration service business. What are the underlying business or industry changes driving this perspective?CHE: Stable Margins And Expanded Buybacks Will Support Future Upside
Analysts maintained Chemed's price target at $555.50, citing unchanged views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News On February 13, 2026, Chemed increased its equity buyback authorization by US$300 million to a total of US$3.05 billion under its existing repurchase program (Key Developments).CHE: Stable Margins And Consistent Assumptions Will Support Future Upside
Analysts have maintained their fair value estimate for Chemed at US$555.50 per share, with only small adjustments to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, resulting in a marginally updated price target narrative. Valuation Changes Fair Value: Kept unchanged at US$555.50 per share, indicating no revision to the central valuation output.CHE: Share Buybacks And Margin Outlook Will Support Future Upside
Analysts now see Chemed's fair value at US$555.50, down from US$582.25. This reflects updated views on the discount rate, revenue growth, profit margin and future P/E assumptions.Here's What Chemed's (NYSE:CHE) Strong Returns On Capital Mean
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Analysts Are Updating Their Chemed Corporation (NYSE:CHE) Estimates After Its Third-Quarter Results
It's been a good week for Chemed Corporation ( NYSE:CHE ) shareholders, because the company has just released its...Chemed Corporation (NYSE:CHE) Shares Could Be 38% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Chemed fair value estimate is US$707 Chemed is estimated to be...Chemed Corp: Genius Of The Model Lies In Its Corporate Strategy
Summary Chemed Corp's unconventional structure is masterfully managed with a disciplined focus on operational excellence and shareholder-friendly capital allocation. The company's primary competitive advantage is its brand, a powerful intangible asset cultivated over nearly a century of reliable service and effective marketing. Chemed has constructed a uniquely durable enterprise built to create shareholder value for the long term. Read the full article on Seeking AlphaNew Florida CON Sites Will Advance Home-Based And Hospice Care
Chemed’s modest price target increase to $582.25 reflects stable sentiment, as core metrics like future P/E and revenue growth remain virtually unchanged. What's in the News Increased equity buyback authorization by $300 million, bringing total to $2.75 billion.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$260m |
| Dec 31 2025 | US$13m | US$2m | US$265m |
| Sep 30 2025 | n/a | n/a | US$279m |
| Jun 30 2025 | n/a | n/a | US$290m |
| Mar 31 2025 | n/a | n/a | US$309m |
| Dec 31 2024 | US$13m | US$2m | US$302m |
| Sep 30 2024 | n/a | n/a | US$302m |
| Jun 30 2024 | n/a | n/a | US$301m |
| Mar 31 2024 | n/a | n/a | US$283m |
| Dec 31 2023 | US$13m | US$2m | US$273m |
| Sep 30 2023 | n/a | n/a | US$245m |
| Jun 30 2023 | n/a | n/a | US$226m |
| Mar 31 2023 | n/a | n/a | US$240m |
| Dec 31 2022 | US$12m | US$1m | US$250m |
| Sep 30 2022 | n/a | n/a | US$262m |
| Jun 30 2022 | n/a | n/a | US$277m |
| Mar 31 2022 | n/a | n/a | US$267m |
| Dec 31 2021 | US$12m | US$1m | US$269m |
| Sep 30 2021 | n/a | n/a | US$308m |
| Jun 30 2021 | n/a | n/a | US$303m |
| Mar 31 2021 | n/a | n/a | US$329m |
| Dec 31 2020 | US$12m | US$1m | US$319m |
| Sep 30 2020 | n/a | n/a | US$271m |
| Jun 30 2020 | n/a | n/a | US$263m |
| Mar 31 2020 | n/a | n/a | US$231m |
| Dec 31 2019 | US$10m | US$1m | US$220m |
Compensazione vs Mercato: La retribuzione totale di Kevin ($USD 12.90M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: La retribuzione di Kevin è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Kevin McNamara (72 yo)
Mr. Kevin J. McNamara has been the Chief Executive Officer of Chemed Corporation since May 2001 and President since August 2, 1994. Mr. McNamara served as an Executive Vice President and Secretary of Cheme...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 31.9yrs | US$12.90m | 0.68% $ 44.4m | |
| Executive VP | 14.2yrs | US$3.71m | 0.045% $ 2.9m | |
| VP, Secretary & Chief Legal Officer | 5.9yrs | US$2.66m | 0.018% $ 1.2m | |
| Executive Vice President | 26.2yrs | US$3.21m | 0.11% $ 7.3m | |
| VP & Director | 38.4yrs | Nessun dato | 0.60% $ 39.3m | |
| Executive VP and President & CEO of VITAS Healthcare | 2.5yrs | US$3.05m | 0.0065% $ 419.4k | |
| VP, Chief Administrative Officer & Assistant Secretary | 31.7yrs | Nessun dato | Nessun dato | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| VP & Chief Strategy Officer | no data | Nessun dato | Nessun dato | |
| Vice President & Assistant Controller | no data | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di CHE è esperto e expertise (durata media dell'incarico 26.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 39.5yrs | US$12.90m | 0.68% $ 44.4m | |
| VP & Director | 41.5yrs | Nessun dato | 0.60% $ 39.3m | |
| Director Emeritus | 17.2yrs | US$157.02k | Nessun dato | |
| Independent Director | 30.5yrs | US$313.89k | 0.028% $ 1.8m | |
| Independent Chairman | 31.5yrs | US$495.03k | 0.028% $ 1.8m | |
| Independent Director | 18.2yrs | US$275.39k | 0.035% $ 2.3m | |
| Independent Director | 3.2yrs | US$275.39k | 0.0094% $ 610.6k | |
| Independent Director | 6.2yrs | US$286.39k | 0.021% $ 1.4m | |
| Independent Director | 6.2yrs | US$281.89k | 0.016% $ 1.0m | |
| Independent Director | 3.9yrs | US$281.89k | 0.010% $ 647.6k |
Consiglio di amministrazione esperto: Il consiglio di amministrazione di CHE è composto da personale esperto e esperto (durata media dell'incarico 17.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/15 04:22 |
| Prezzo dell'azione a fine giornata | 2026/07/15 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Chemed Corporation è coperta da 10 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Adam Feinstein | Barclays |
| Joanna Sylvia Gajuk | BofA Global Research |
| Peter Martin | Citizens JMP Securities, LLC |