Monica Raines, who serves as Executive Vice President, Chief Commercial Officer and Quality Officer at Addus HomeCare Corp (NASDAQ:ADUS), reported the sale of 656 shares of common stock in a Form 4 filing with the Securities and Exchange Commission. The trades took place on February 24 and February 25, 2026, and were carried out under an existing 10b5-1 trading plan.
The two transactions produced total gross proceeds of $69,828. On February 24, Raines sold 437 shares at $106.99 per share. The following day she sold an additional 219 shares at $105.36 per share. After these dispositions, Raines is recorded as directly owning 13,801 shares of Addus HomeCare Corp.
The Form 4 filing notes that the 10b5-1 plan was adopted on March 13, 2025. The plan was put in place to satisfy tax obligations tied to the vesting of restricted stock awards. The sale prices during the two trading sessions ranged from $105.36 to $106.99 per share.
As of the most recently reported market snapshot, Addus common stock is trading at $104.04 and the company carries a market capitalization of $1.89 billion. Separately, InvestingPro analysis included in the disclosure characterizes the company as appearing undervalued at current levels, with a price-to-earnings ratio of 19.6. Investors are noted as having access to a Pro Research Report on ADUS, which is described as one of more than 1,400 U.S. equities covered.
Analyst response to fourth-quarter results
Several research houses have reacted to Addus HomeCare's fourth-quarter performance, and the consensus of the published notes is generally positive, albeit with some variation in near-term assessments and model adjustments.
- Truist Securities reiterated a Buy rating and kept a $135 price target, citing improved margins and robust growth in the Personal Care and Hospice segments.
- RBC Capital maintained an Outperform rating and a $139 price target, observing that the recent pullback in the stock appeared unwarranted given continuing demand and rate momentum.
- KeyBanc left an Overweight rating in place with a $105 price target following a reported 3% EBITDA beat, attributing outperformance to strong same-store revenue growth in the Personal Care business.
- Stephens adjusted its price target to $135 from $140 while retaining an Overweight rating, pointing to a 1.1% year-over-year decline in segment billable census alongside a 2.4% increase in same-store hours.
- Citizens reiterated a Market Outperform rating and kept a $150 price target, making no changes to its 2026-2027 EBITDA estimates.
What the filing shows
The public filing documents the mechanics of the trades and the rationale behind the trading-plan execution - specifically, the plan's use to cover tax obligations from restricted stock vesting. The transactions themselves were completed within the narrow price band noted above and left Raines with direct ownership of 13,801 shares.
Market participants tracking insider activity often view such disclosures as data points rather than standalone signals. In this instance, the filing explicitly ties the sales to pre-arranged tax planning under a 10b5-1 program adopted on March 13, 2025.
Investors and analysts continue to monitor operational metrics and guidance that underpinned recent analyst actions. The mix of reiterations, one price-target reduction and maintained estimates among the firms cited reflects a generally constructive but nuanced view of Addus's near-term performance and demand environment.