Chemed Corporation

NYSE:CHE 株式レポート

時価総額:US$7.2b

Chemed 配当と自社株買い

配当金 基準チェック /06

Chemedは配当を支払う会社で、現在の利回りは0.45%です。次の支払い日は 3rd September, 2026で、権利落ち日は17th August, 2026 。

主要情報

0.4%

配当利回り

9.0%

バイバック利回り

総株主利回り9.4%
将来の配当利回り0.5%
配当成長8.0%
次回配当支払日03 Sep 26
配当落ち日17 Aug 26
一株当たり配当金n/a
配当性向12%

最近の配当と自社株買いの更新

Recent updates

Seeking Alpha Aug 05

Chemed Corporation: Why A Spin-Off Could Unlock Its Hidden Value

Summary Chemed Corporation (CHE) receives a Buy rating with a $632/share target, driven by activist pressure for a spin-off to eliminate the conglomerate discount. VITAS has successfully reengineered its patient mix, sharply reducing Medicare Cap penalties and driving 8.8% revenue growth and 18.2% Adjusted EBITDA margin in Q2. Roto-Rooter faces structural margin pressure from rising digital marketing costs, but B2B expansion and operational efficiencies are expected to support future growth. Barington Capital’s activist involvement is a key catalyst, with a spin-off potentially unlocking an 18% upside by repricing both segments at fair multiples. Read the full article on Seeking Alpha
ナラティブ更新 Jul 29

CHE: Buybacks And Activist Pressure Will Shape Margins And Measured Returns

Analysts have lifted their price target fair value for Chemed from $474 to $501.50, citing updated assumptions on revenue growth, profit margins and future P/E that result in a higher overall valuation. What’s in the News for Chemed From April 1, 2026 to June 30, 2026, Chemed repurchased 210,000 shares for US$89.8 million, representing 1.59% of its shares, and has now completed the repurchase of 12,570,646 shares for US$2.91b under the buyback first announced on February 22, 2011.
ナラティブ更新 Jul 13

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.
ナラティブ更新 Jun 29

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.
ナラティブ更新 Jun 15

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.
ナラティブ更新 Jun 01

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.
ナラティブ更新 Apr 27

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).
ナラティブ更新 Apr 10

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.
ナラティブ更新 Mar 27

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).
ナラティブ更新 Mar 10

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).
新しいナラティブ Feb 27

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?
ナラティブ更新 Feb 24

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).
ナラティブ更新 Feb 10

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.
ナラティブ更新 Jan 23

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.
分析記事 Jan 16

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...
分析記事 Oct 31

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...
分析記事 Oct 24

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...
ナラティブ更新 Sep 03

New 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.

配当金の支払いについて

今日Aug 12 2026配当落ち日Aug 17 2026配当支払日Sep 03 202617 days 配当落ちから次の5 days 、次の配当を受け取るために購入する。

決済の安定と成長

配当データの取得

安定した配当: CHEはUS市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。

増加する配当: CHEはUS市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。


配当利回り対市場

Chemed 配当利回り対市場
CHE 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (CHE)0.4%
市場下位25% (US)1.3%
市場トップ25% (US)4.0%
業界平均 (Healthcare)1.9%
アナリスト予想 (CHE) (最長3年)0.5%

注目すべき配当: CHEの配当金 ( 0.45% ) はUS市場の配当金支払者の下位 25% ( 1.32% ) と比べると目立ったものではありません。

高配当: CHEの配当金 ( 0.45% ) はUS市場の配当金支払者の上位 25% ( 4.02% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: CHE US市場において目立った配当金を支払っていません。


株主配当金

キャッシュフローカバレッジ: CHE US市場において目立った配当金を支払っていません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/08/11 14:24
終値2026/08/11 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Chemed Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Adam FeinsteinBarclays
Joanna Sylvia GajukBofA Global Research
Peter MartinCitizens JMP Securities, LLC