Oppenheimer Issues Pessimistic Forecast for Chemed (NYSE:CHE) Stock Price

Analysts cut price target on healthcare and home services company

Feb. 27, 2026 at 3:34pm

Oppenheimer has lowered its price target on Chemed (NYSE:CHE) stock from $580.00 to $500.00 and maintained an "outperform" rating. The firm cited weaker-than-expected Q4 2025 results, including declines in gross and operating profit, lower net income, and a sharp drop in operating cash flow.

Why it matters

Chemed's stock price has been under pressure due to the disappointing Q4 results, with analysts now more cautious on the company's near-term outlook. The stock selloff and reduced price target could increase uncertainty for investors and put additional pressure on Chemed's management to execute on its recovery plans for the VITAS healthcare business and maintain growth in the Roto-Rooter plumbing division.

The details

In its research note, Oppenheimer cited Chemed's Q4 2025 results, which missed analyst estimates on both revenue and earnings per share. The firm highlighted declines in gross and operating profit, lower net income, and a sharp drop in operating cash flow as the core reasons for the immediate stock selloff. BofA also cut its rating on Chemed to "neutral" following the Q4 miss, adding to the near-term analyst pressure on the stock.

  • Chemed reported its Q4 2025 results on February 25, 2026.

The players

Chemed

A diversified provider of essential home services and healthcare solutions in the United States, operating through its Roto-Rooter and Vitas Healthcare segments.

Oppenheimer

An investment bank and financial services firm that provides research coverage on Chemed stock.

BofA

Bank of America, another investment bank that covers Chemed and recently downgraded the stock to "neutral" following the Q4 2025 earnings miss.

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The takeaway

Chemed's disappointing Q4 2025 results have led to a more pessimistic outlook from Wall Street, with analysts cutting price targets and ratings on the stock. The company will need to demonstrate a clear path to recovery in its VITAS healthcare business and maintain momentum in Roto-Rooter to regain investor confidence and reverse the recent stock price decline.