Addus HomeCare Corp
ADUS · Services-Home Health Care Services · 18.7M shares · +3%/yr ↑ shares · EDGAR filings ↗
Reference price $93.77 · est. market cap ~$1.8B — last insider sale, 2026-06-22 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B74Addus HomeCare — home-care/personal-care services operator with strong ROA.
Strengths
- ROA 86th pct, operating margin (72nd), revenue +23%
- Low leverage (30th); fragmented-market roll-up
Risks
- Medicaid/reimbursement and labor exposure
- Acquisition-integration risk
Notable findings
- Customer concentration~37% of revenue from one customer/distributor — 8% and 36
- Insider sellingInsider selling — 32 open-market sale(s) by 11 insider(s) (cluster of 11 insiders, ~$3M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
32.5%
Operating margin
9.7%
Net margin
6.7%
Return on equity
8.8%
Return on assets
6.7%
ROIC
9.1%
Revenue growth (QoQ)
-2.5%
Net-income growth
30.3%
Debt / equity
0.1×
Current ratio
1.8×
Free cash flow
$104M
EBITDA
$155M
Tangible book value
-$14M
Stock comp / revenue
1.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-22 | Dixon Heather Brianne | Sell | 288 | $93.77 |
| 2026-06-10 | Weaver Susan T | Grant | 1.4K | — |
| 2026-06-10 | Hill-Milbourne Veronica | Grant | 1.4K | — |
| 2026-06-10 | FIRST MARK L | Grant | 1.4K | — |
| 2026-06-10 | Lopez Esteban | Grant | 1.4K | — |
| 2026-06-10 | Gordon Darin J. | Grant | 1.4K | — |
| 2026-06-10 | EARLEY MICHAEL | Grant | 1.4K | — |
| 2026-06-10 | RUSH JEAN | Grant | 1.4K | — |
| 2026-05-21 | Lopez Esteban | Sell | 250 | $93.00 |
| 2026-05-19 | Lopez Esteban | Sell | 250 | $93.00 |
| 2026-04-21 | BLESSING CLIFF DONALD | Sell | 178 | $93.61 |
| 2026-03-02 | RAINES MONICA | Sell | 224 | $102.15 |
| 2026-02-25 | WATTENBARGER MICHAEL D. | Sell | 300 | $105.36 |
| 2026-02-25 | TUCKER DAVID W. | Sell | 379 | $105.36 |
| 2026-02-25 | Anderson Darby | Sell | 396 | $105.36 |
| 2026-02-25 | GAFFNEY SEAN | Sell | 442 | $105.36 |
| 2026-02-25 | POFF BRIAN | Sell | 820 | $105.36 |
| 2026-02-25 | RAINES MONICA | Sell | 219 | $105.36 |
| 2026-02-25 | Stevenson Roberton James | Sell | 284 | $105.36 |
| 2026-02-25 | BLESSING CLIFF DONALD | Sell | 177 | $105.36 |
| 2026-02-25 | ALLISON R DIRK | Sell | 2.4K | $105.36 |
| 2026-02-24 | TUCKER DAVID W. | Sell | 704 | $107.35 |
| 2026-02-24 | RAINES MONICA | Sell | 437 | $106.99 |
| 2026-02-24 | Stevenson Roberton James | Sell | 567 | $107.35 |
| 2026-02-24 | BLESSING CLIFF DONALD | Sell | 350 | $107.14 |
| 2026-02-24 | WATTENBARGER MICHAEL D. | Sell | 592 | $107.35 |
| 2026-02-24 | Anderson Darby | Sell | 733 | $106.98 |
| 2026-02-24 | GAFFNEY SEAN | Sell | 817 | $106.98 |
| 2026-02-24 | POFF BRIAN | Sell | 2.0K | $106.98 |
| 2026-02-24 | ALLISON R DIRK | Sell | 5.0K | $106.98 |
| 2026-02-23 | TUCKER DAVID W. | Sell | 658 | $114.91 |
| 2026-02-23 | BLESSING CLIFF DONALD | Sell | 371 | $114.91 |
| 2026-02-23 | Anderson Darby | Sell | 666 | $114.91 |
| 2026-02-23 | Stevenson Roberton James | Sell | 561 | $114.91 |
| 2026-02-23 | GAFFNEY SEAN | Sell | 737 | $114.91 |
| 2026-02-23 | WATTENBARGER MICHAEL D. | Sell | 577 | $114.91 |
| 2026-02-23 | POFF BRIAN | Sell | 1.9K | $114.91 |
| 2026-02-23 | RAINES MONICA | Sell | 446 | $114.91 |
| 2026-02-23 | ALLISON R DIRK | Sell | 4.5K | $114.91 |
| 2026-02-20 | Dixon Heather Brianne | Grant | 12K | — |
| 2026-02-20 | ALLISON R DIRK | Grant | 29K | — |
| 2026-02-20 | RAINES MONICA | Grant | 2.9K | — |
| 2026-02-20 | Stevenson Roberton James | Grant | 2.9K | — |
| 2026-02-20 | BLESSING CLIFF DONALD | Grant | 2.9K | — |
| 2026-02-20 | WATTENBARGER MICHAEL D. | Grant | 3.1K | — |
| 2026-02-20 | TUCKER DAVID W. | Grant | 3.4K | — |
| 2026-02-20 | Anderson Darby | Grant | 3.9K | — |
| 2026-02-20 | GAFFNEY SEAN | Grant | 3.9K | — |
| 2026-02-20 | POFF BRIAN | Grant | 11K | — |
| 2025-12-15 | Lopez Esteban | Sell | 100 | $115.50 |
| 2025-12-15 | Lopez Esteban | Sell | 50 | $114.55 |
| 2025-12-05 | Lopez Esteban | Sell | 166 | $112.78 |
| 2025-11-19 | Anderson Darby | Sell | 20K | $109.00 |
| 2025-11-19 | Anderson Darby | Option exercise | 20K | $22.70 |
| 2025-09-15 | Dixon Heather Brianne | Grant | 28K | — |
| 2025-09-02 | ALLISON R DIRK | Sell | 4.4K | $116.34 |
| 2025-09-02 | BICKHAM W BRADLEY | Sell | 4.0K | $115.75 |
| 2025-09-02 | ALLISON R DIRK | Option exercise | 25K | $19.71 |
| 2025-09-02 | ALLISON R DIRK | Sell | 21K | $115.72 |
| 2025-08-25 | POFF BRIAN | Sell | 4.1K | $116.55 |
| 2025-08-25 | POFF BRIAN | Sell | 3.6K | $117.13 |
| 2025-08-20 | ALLISON R DIRK | Option exercise | 25K | $19.71 |
| 2025-08-20 | ALLISON R DIRK | Sell | 18K | $114.71 |
| 2025-08-20 | ALLISON R DIRK | Sell | 7.4K | $115.53 |
| 2025-08-19 | Hill-Milbourne Veronica | Sell | 1.6K | $114.93 |
| 2025-08-15 | BICKHAM W BRADLEY | Gift | 900 | — |
| 2025-08-13 | BICKHAM W BRADLEY | Sell | 1.0K | $114.18 |
| 2025-08-13 | BICKHAM W BRADLEY | Sell | 8.0K | $115.49 |
| 2025-08-08 | Lopez Esteban | Sell | 522 | $109.00 |
| 2025-06-18 | Hill-Milbourne Veronica | Grant | 1.2K | — |
| 2025-06-18 | Dixon Heather Brianne | Grant | 1.2K | — |
| 2025-06-18 | Lopez Esteban | Grant | 1.2K | — |
| 2025-06-18 | RUSH JEAN | Grant | 1.2K | — |
| 2025-06-18 | Gordon Darin J. | Grant | 1.2K | — |
| 2025-06-18 | Weaver Susan T | Grant | 1.2K | — |
| 2025-06-18 | FIRST MARK L | Grant | 1.2K | — |
| 2025-06-18 | EARLEY MICHAEL | Grant | 1.2K | — |
| 2025-06-16 | Stevenson Roberton James | Sell | 228 | $112.99 |
| 2025-06-10 | TUCKER DAVID W. | Sell | 2.4K | $115.43 |
| 2025-05-27 | WATTENBARGER MICHAEL D. | Sell | 2.0K | $115.00 |
| 2025-04-21 | BLESSING CLIFF DONALD | Sell | 178 | $101.17 |
| 2025-03-10 | POFF BRIAN | Grant | 32K | — |
| 2025-03-10 | ALLISON R DIRK | Grant | 64K | — |
| 2025-03-03 | RAINES MONICA | Sell | 237 | $96.23 |
| 2025-02-25 | POFF BRIAN | Sell | 2.3K | $99.88 |
| 2025-02-25 | Anderson Darby | Sell | 418 | $99.88 |
| 2025-02-25 | Stevenson Roberton James | Sell | 308 | $99.90 |
| 2025-02-25 | GAFFNEY SEAN | Sell | 479 | $99.84 |
| 2025-02-25 | WATTENBARGER MICHAEL D. | Sell | 343 | $99.71 |
| 2025-02-25 | BICKHAM W BRADLEY | Sell | 2.4K | $99.74 |
| 2025-02-25 | RAINES MONICA | Sell | 254 | $99.73 |
| 2025-02-25 | BLESSING CLIFF DONALD | Sell | 191 | $99.81 |
| 2025-02-25 | TUCKER DAVID W. | Sell | 411 | $99.77 |
| 2025-02-25 | ALLISON R DIRK | Sell | 2.6K | $99.98 |
| 2025-02-24 | Anderson Darby | Sell | 1.3K | $108.18 |
| 2025-02-24 | WATTENBARGER MICHAEL D. | Sell | 1.2K | $108.18 |
| 2025-02-24 | Stevenson Roberton James | Sell | 873 | $108.18 |
| 2025-02-24 | RAINES MONICA | Sell | 626 | $108.18 |
| 2025-02-24 | BLESSING CLIFF DONALD | Sell | 385 | $108.18 |
| 2025-02-24 | BICKHAM W BRADLEY | Sell | 3.5K | $108.18 |
| 2025-02-24 | POFF BRIAN | Sell | 3.2K | $108.18 |
| 2025-02-24 | GAFFNEY SEAN | Sell | 1.5K | $108.18 |
| 2025-02-24 | TUCKER DAVID W. | Sell | 1.3K | $108.18 |
| 2025-02-24 | ALLISON R DIRK | Sell | 8.2K | $108.18 |
| 2025-02-21 | POFF BRIAN | Grant | 14K | — |
| 2025-02-21 | Stevenson Roberton James | Grant | 3.8K | — |
| 2025-02-21 | Anderson Darby | Grant | 5.2K | — |
| 2025-02-21 | BLESSING CLIFF DONALD | Grant | 3.8K | — |
| 2025-02-21 | TUCKER DAVID W. | Grant | 4.5K | — |
| 2025-02-21 | WATTENBARGER MICHAEL D. | Grant | 4.1K | — |
| 2025-02-21 | RAINES MONICA | Grant | 3.8K | — |
| 2025-02-21 | BICKHAM W BRADLEY | Grant | 14K | — |
| 2025-02-21 | GAFFNEY SEAN | Grant | 5.2K | — |
| 2025-02-21 | ALLISON R DIRK | Grant | 34K | — |
| 2025-01-02 | ALLISON R DIRK | Option exercise | 25K | $19.71 |
| 2025-01-02 | ALLISON R DIRK | Sell | 18K | $124.59 |
| 2025-01-02 | ALLISON R DIRK | Sell | 7.1K | $125.17 |
| 2024-12-30 | EARLEY MICHAEL | Gift | 1.4K | — |
| 2024-12-30 | EARLEY MICHAEL | Gift | 1.4K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-10 | Shareholder vote | filing ↗ |
| 2026-05-04 | ResultsReg FDExhibits | filing ↗ |
| 2026-02-23 | ResultsReg FDExhibits | filing ↗ |
| 2025-11-03 | ResultsReg FDExhibits | filing ↗ |
| 2025-08-27 | Exhibits | filing ↗ |
| 2025-08-07 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-08-04 | ResultsReg FDExhibits | filing ↗ |
| 2025-06-23 | Shareholder vote | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-10 | 2026-06-10 | 0001437749-26-020152 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0001437749-26-014900 ↗ |
| 8-K | 2026-05-04 | 2026-05-04 | 0001437749-26-014653 ↗ |
| 10-K/A | 2026-03-12 | 2025-12-31 | 0001437749-26-007982 ↗ |
| 10-K | 2026-02-24 | 2025-12-31 | 0001437749-26-005352 ↗ |
| 8-K | 2026-02-23 | 2026-02-23 | 0001437749-26-005106 ↗ |
| 10-Q | 2025-11-04 | 2025-09-30 | 0001437749-25-033041 ↗ |
| 8-K | 2025-11-03 | 2025-11-03 | 0001437749-25-032790 ↗ |
| 8-K/A | 2025-08-27 | 2024-12-02 | 0001437749-25-027876 ↗ |
| 8-K | 2025-08-07 | 2025-08-04 | 0001437749-25-025425 ↗ |
| 10-Q | 2025-08-05 | 2025-06-30 | 0001437749-25-024871 ↗ |
| 8-K | 2025-08-04 | 2025-08-04 | 0001437749-25-024617 ↗ |