ADUS at a glance
Addus HomeCare Corp (ADUS, SEC CIK 1468328) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as June 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Addus HomeCare Corp (ADUS) reported revenue of $1.4 billion (up 23.2% from FY2024) and net income of $95.9 million. Diluted EPS was $5.22.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Addus HomeCare Corp (ADUS) shares worth $961.5 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Dixon Heather Brianne on June 22, 2026 of 288 shares at $93.77 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.4B
- +23.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $961.5M · −3 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 1.01 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Home-based care services including personal care, hospice, and home health primarily for dual-eligible Medicare and Medicaid consumers
- New emphasis: Expansion of clinical care services and full integration of personal care, hospice, and home health in Ohio, Tennessee, Illinois, and New Mexico
- Strategic shift: Increased focus on partnering with managed care organizations amid shift from fee-for-service to managed care models with narrower networks
- Quantitative highlight: Net service revenue $1.423B in 2025, up 23% from $1.155B in 2024; served ~107,000 consumers through 262 offices in 23 states
- Noteworthy fact: Completed four acquisitions in 2025 adding $11.8M revenue, shifting toward market expansion targeting fiscally managed states with favorable minimum wage environments
Risk Factors
- Variable interest rates on $124.3 million revolving loan with $8.5 million interest payable within 12 months at 5.48% as of January 2026
- Inflation-driven wage increases impacting caregiver labor costs amid tight labor market and limited fee rate increases from government programs
- Fixed lease obligations totaling $59.5 million, with $15.8 million payable within 12 months affecting cash flow and operational flexibility
Management Discussion & Analysis
- Revenue $1.423B in 2025, up 23.2% YoY from $1.155B in 2024; personal care +$232.6M, hospice +$34.4M, home health +$0.9M
- Operating margin 9.7% in 2025 vs 8.9% in 2024; gross margin steady at 32.5% both years
- Best performing segment: personal care revenue +27.2% to $1.089B; worst: home health +1.3% to $70.8M
- Net income $95.9M (6.7% margin), up 30.3% from $73.6M (6.4% margin) in 2024
- Interest expense $13.6M vs $7.7M (borrowings increase); income tax rate 24.7% vs 25.9%
- Capital allocation includes acquisitions totaling ~$385.8M (Gentiva $353.6M, Helping Hands $21.4M, others); no cash flow, buyback or dividend details disclosed
- Management highlights reimbursement rate increases in Illinois and Texas for 2026; notes risks from Medicaid funding changes and regulatory uncertainties
- Gain on New York divestiture $3.7M recorded in 2024; no similar gains in 2025
AI summary of the ADUS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $377.4M, up $28.0M YoY from $349.4M
- Net income $27.6M, up from $22.1M YoY
- Best segment personal care revenue $296.0M vs $269.2M; worst home health $17.2M vs $18.0M
- HomeCourt acquisition $12.2M funded with available cash
- Headwinds: caregiver shortages, inflation, Medicaid spending reductions, home health payments expected down 1.3% in 2026
Risk Factors
- No material changes to risk factors disclosed in the December 31, 2025 Form 10-K
- Carried-forward overall risk: investment in common stock involves a high degree of risk
- Unidentified or previously immaterial risks could materially harm business, financial condition, or operating results
AI summary of the ADUS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $275 million cash acquisition of AccentCare’s personal and community care business outside New York
- Scope includes 10 operating entities plus selected Colorado assets and liabilities
Item 7.01: Regulation FD Disclosure
- September 14, 2026 press release announced Addus HomeCare’s entry into a Purchase Agreement
- Purchase Agreement details are provided in furnished Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- President and COO Heather Dixon departed Addus HomeCare on August 7, 2026
- Former COO W. Bradley Bickham appointed interim COO, providing experienced internal leadership
Item 7.01: Regulation FD Disclosure
- Q2 2026 operating results announced for quarter ended June 30, 2026
- Exhibit 99.1 contains the press release and detailed financial results
Item EX-99.1: Item EX-99.1
- Q2 revenue rose 8.0% to $377.4M, while net income increased 25.2% to $27.6M
- Adjusted EBITDA grew 11.9% to $49.2M, with adjusted diluted EPS up 16.1% to $1.73
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 results for quarter ended June 30, 2026
- Press release issued August 3, 2026
AI summaries of ADUS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ADUS
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Dixon Heather Brianne | Sell | Jun 22, 2026 | 288 | $93.77 |
| Weaver Susan T | A | Jun 10, 2026 | 1,449 | - |
| Gordon Darin J. | A | Jun 10, 2026 | 1,449 | - |
| Lopez Esteban | A | Jun 10, 2026 | 1,449 | - |
| FIRST MARK L | A | Jun 10, 2026 | 1,449 | - |
| EARLEY MICHAEL | A | Jun 10, 2026 | 1,449 | - |
| Hill-Milbourne Veronica | A | Jun 10, 2026 | 1,449 | - |
| RUSH JEAN | A | Jun 10, 2026 | 1,449 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.2B | $1.4B |
| Gross Profit | - | $375.0M | $461.9M |
| Operating Income | - | $102.7M | $138.6M |
| Net Income | - | $73.6M | $95.9M |
| Gross Margin | - | 32.5% | 32.5% |
| Op. Margin | - | 8.9% | 9.7% |
| Net Margin | - | 6.4% | 6.7% |
| Balance Sheet | |||
| Total Assets | $1.0B | $1.4B | $1.4B |
| Equity | $706.7M | $970.5M | $1.1B |
| ROE | - | 7.6% | 8.8% |
| Per Share | |||
| EPS | - | $4.23 | $5.22 |
| Cash Flow | |||
| Operating CF | - | $116.4M | $111.5M |
| CapEx | - | $6.0M | $7.7M |
Source: XBRL data in Addus HomeCare Corp (ADUS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ADUS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $961.5M |
| Q1 2026 | 34 | $865.3M |
| Q4 2025 | 29 | $984.6M |
| Q3 2025 | 29 | $1.08B |
| Q2 2025 | 30 | $1.02B |
| Q1 2025 | 25 | $571.5M |
| Q4 2024 | 24 | $576.6M |
| Q3 2024 | 21 | $445.6M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 223 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ADUS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| 4 | Apr 22, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
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ADUS SEC filings: frequently asked questions
Which institutions hold ADUS stock?
As of June 30, 2026, the largest Addus HomeCare Corp (ADUS) holders among the 13F filers tracked by SignalX were BlackRock ($344.2 million), Dimensional Fund Advisors ($83.9 million), Vanguard Capital Management LLC ($79.3 million), State Street Corp ($78.1 million), Principal Financial Group ($41.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ADUS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Addus HomeCare Corp (ADUS) reported revenue of $1.4 billion (up 23.2% from FY2024) and net income of $95.9 million. Diluted EPS was $5.22. The figures come from the XBRL data in the 10-K.
What are the main risks in ADUS's latest 10-K?
In the 10-K filed February 24, 2026, Addus HomeCare Corp (ADUS) flagged: Variable interest rates on $124.3 million revolving loan with $8.5 million interest payable within 12 months at 5.48% as of January 2026. Inflation-driven wage increases impacting caregiver labor costs amid tight labor market and limited fee rate increases from government programs. (AI summary of the Risk Factors section.)
What did ADUS report in its latest 8-K?
Addus HomeCare Corp (ADUS) filed an 8-K on September 14, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 7.01 (Regulation FD Disclosure). $275 million cash acquisition of AccentCare’s personal and community care business outside New York.
What are the latest ADUS SEC filings?
Addus HomeCare Corp (ADUS) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on June 23, 2026.
What is ADUS's SEC CIK number?
Addus HomeCare Corp (ADUS)'s SEC Central Index Key (CIK) is 1468328. EDGAR lists every ADUS filing under that number.
Ask anything about ADUS
The research agent reads ADUS's filings, financials, insider trades and 13F holders, then answers with sources.