Addus HomeCare (NASDAQ:ADUS) Releases Earnings Results, Beats Expectations By $0.10 EPS

Addus HomeCare (NASDAQ:ADUS) released its quarterly earnings data on Monday. The company reported $1.62 earnings per share for the quarter, topping analysts’ consensus estimates of $1.52 by $0.10, FiscalAI reports. Addus HomeCare had a net margin of 6.89% and a return on equity of 9.95%. The business had revenue of $363.50 million for the quarter, compared to analysts’ expectations of $366.41 million. During the same quarter last year, the company earned $1.42 EPS. The company’s revenue for the quarter was up 7.7% compared to the same quarter last year.

Addus HomeCare Stock Performance

Shares of ADUS opened at $98.44 on Wednesday. The firm has a 50-day moving average price of $98.43 and a 200 day moving average price of $107.69. The firm has a market capitalization of $1.84 billion, a PE ratio of 18.20, a P/E/G ratio of 1.38 and a beta of 0.92. The company has a quick ratio of 1.80, a current ratio of 1.80 and a debt-to-equity ratio of 0.11. Addus HomeCare has a 52-week low of $90.89 and a 52-week high of $124.43.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on ADUS shares. Truist Financial set a $135.00 price objective on shares of Addus HomeCare and gave the stock a “buy” rating in a report on Wednesday, January 7th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Addus HomeCare in a report on Wednesday, January 21st. Wall Street Zen cut shares of Addus HomeCare from a “strong-buy” rating to a “buy” rating in a report on Saturday, March 21st. Stephens dropped their price objective on shares of Addus HomeCare from $140.00 to $135.00 and set an “overweight” rating on the stock in a report on Wednesday, February 25th. Finally, Barclays dropped their price objective on shares of Addus HomeCare from $112.00 to $102.00 and set an “underweight” rating on the stock in a report on Wednesday, March 25th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $133.22.

Insider Transactions at Addus HomeCare

In related news, EVP Brian Poff sold 2,041 shares of the stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $106.98, for a total value of $218,346.18. Following the completion of the transaction, the executive vice president owned 64,512 shares in the company, valued at $6,901,493.76. This represents a 3.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Sean Gaffney sold 817 shares of the stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $106.98, for a total transaction of $87,402.66. Following the completion of the transaction, the executive vice president owned 20,522 shares of the company’s stock, valued at $2,195,443.56. This represents a 3.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 16,788 shares of company stock worth $1,785,633 over the last ninety days. Insiders own 4.50% of the company’s stock.

Hedge Funds Weigh In On Addus HomeCare

Several large investors have recently made changes to their positions in the business. Invesco Ltd. boosted its position in shares of Addus HomeCare by 7.1% during the 4th quarter. Invesco Ltd. now owns 416,857 shares of the company’s stock valued at $44,766,000 after purchasing an additional 27,683 shares in the last quarter. Caitlin John LLC bought a new position in shares of Addus HomeCare during the 4th quarter valued at about $183,000. Empowered Funds LLC boosted its position in shares of Addus HomeCare by 186.1% during the 4th quarter. Empowered Funds LLC now owns 70,927 shares of the company’s stock valued at $7,617,000 after purchasing an additional 46,137 shares in the last quarter. XTX Topco Ltd bought a new position in shares of Addus HomeCare during the 4th quarter valued at about $432,000. Finally, VARCOV Co. bought a new position in shares of Addus HomeCare during the 4th quarter valued at about $382,000. Institutional investors own 95.35% of the company’s stock.

More Addus HomeCare News

Here are the key news stories impacting Addus HomeCare this week:

• Positive Sentiment: Adjusted results and profitability expansion — Addus reported adjusted net income per diluted share of $1.62 (vs. consensus ~$1.52) and adjusted EBITDA rose ~9.7%, showing margin leverage as revenues grew 7.7% year‑over‑year. Addus HomeCare Announces First Quarter 2026 Financial Results
• Positive Sentiment: Stronger balance sheet / liquidity — reported cash of ~ $103M and a meaningful decline in total liabilities year‑over‑year, which reduces financial risk. Q1 2026 Earnings Call Transcript
• Positive Sentiment: Analyst interest and constructive price targets remain — several analysts maintain above‑current price targets (median target cited ~ $127.50), providing upside narrative for longer‑term investors. Addus HomeCare Stock Falls on Q1 2026 Earnings
• Neutral Sentiment: Investor conference participation — CEO, President and CFO will present at the BofA Healthcare Conference in May, giving management a forum to address questions and potentially improve sentiment. Addus HomeCare to Participate in Upcoming Investor Conferences in May
• Neutral Sentiment: Mixed institutional flows — recent 13F and fund activity show both large additions and large reductions by institutions, indicating divergent views among investors. Addus HomeCare Stock Falls on Q1 2026 Earnings
• Negative Sentiment: Revenue and some EPS reads missed certain Street estimates — revenue (~$363.6M) came slightly under some consensus figures and some providers flagged diluted EPS misses on a GAAP basis, which prompted negative market reaction. Addus HomeCare Stock Falls on Q1 2026 Earnings
• Negative Sentiment: Significant insider selling — filings show numerous insider sales (multiple executives) in recent months with no insider purchases, which can weigh on investor confidence. Addus HomeCare Stock Falls on Q1 2026 Earnings
• Negative Sentiment: Cash flow dynamics — operating cash flow was roughly flat year‑over‑year while capex rose, which may temper near‑term free cash flow expectations until growth converts to stronger cash generation. Addus HomeCare Stock Falls on Q1 2026 Earnings

About Addus HomeCare

Addus HomeCare (NASDAQ: ADUS) is a leading provider of home and community-based care services for elderly, disabled, and medically complex individuals across the United States. Through a network of company-owned and franchise locations, the company delivers a broad spectrum of non-medical personal care and licensed home health services designed to support clients’ independence and quality of life.

The company’s core offerings include personal care assistance—covering daily living activities, medication reminders, and light housekeeping—and skilled home health services delivered under the supervision of registered nurses and licensed therapists.