Barington Companies Management significantly increased its holding in BILL Holdings (NYSE:BILL), adding 325,000 shares in the fourth quarter, an estimated $16.70 million trade based on quarterly average pricing, according to a February 12, 2026, SEC filing. What happened According to an SEC filing dated February 12, 2026, Barington Companies Management purchased 325,000 shares of BILL Holdings during the fourth quarter. The estimated transaction value was $16.70 million, based on the average unadjusted c ...

Company Overview - Chemed is a diversified services company operating in healthcare and essential home services markets, with a dual-segment model that provides stable revenue streams through hospice care and property maintenance [6] - As of February 12, 2026, Chemed's market capitalization is $6.76 billion, with a revenue of $2.53 billion and a net income of $278.81 million [4] Recent Developments - On February 12, 2026, Barington Companies Management disclosed a new position in Chemed, acquiring 13,000 shares valued at approximately $5.56 million [1][2] - This new position represents 3.65% of Barington Companies Management's reportable U.S. equity assets [8] Financial Performance - Chemed reported third-quarter revenue of $624.9 million, reflecting a year-over-year increase of 3.1%, while adjusted diluted EPS decreased by 6.6% to $5.27 [10] - VITAS revenue increased by 4.2% to $407.7 million, with admissions up 5.6% and average daily census up 2.5% [11] - Roto-Rooter revenue grew by 1.1% to $217.2 million, although margins experienced compression [11] - Chemed ended the quarter with $129.8 million in cash and no current or long-term debt, maintaining full-year guidance of $22.00 to $22.30 per share [11] Market Position and Strategy - Chemed operates through two main segments: VITAS for hospice and palliative care services, and Roto-Rooter for plumbing and water restoration services, targeting both healthcare and property maintenance sectors [9] - The company leverages its national network, brand strength, and operational expertise to maintain a competitive position in its core markets [6] - The recent investment by Barington Companies Management adds defensive exposure to Chemed's portfolio, which is primarily focused on consumer and technology sectors [12]

You've heard the benchmarks. You've seen the surveys. Retirement experts have long floated targets like $1 million or $1.5 million. But when BlackRock asked Americans directly how much they think they'll need, the average answer shot much higher — and CEO Larry Fink said almost no one is on track to reach it. "In January, BlackRock surveyed Americans, asking how much money they'd need to retire comfortably," Fink wrote in his 2025 annual chairman's letter. "When we took the average of those responses, it ...

President Donald Trump predicted on Monday that Americans will witness the “largest tax refund season ever” this spring, crediting his administration's legislative reforms for a massive infusion of cash into household bank accounts. The ‘One Big Beautiful Bill Act' Legacy Speaking with Fox Business host Larry Kudlow, the President touted the success of the “One Big Beautiful Bill,” a comprehensive four-year legislative package passed earlier in his term. Trump emphasized that the bill was designed to str ...

Ethereum co-founder Vitalik Buterin has argued that hedging on prediction markets could provide the same kind of price stability as stablecoins, potentially rendering fiat currency unnecessary. In a long tweet, Buterin offered his views on how to make prediction markets more useful, with the Russian-Canadian programmer arguing that, while achieving a “high level” of success, they are currently producing an increasing quantity of “corposlop.” He wrote, “[Prediction markets] seem to be over-converging to a ...

Company Overview - TriMas is a diversified manufacturer with a global presence, focusing on packaging and aerospace fasteners, leveraging established brands and engineering expertise to meet evolving customer needs [6] - The company generates revenue primarily through the design, manufacture, and sale of proprietary and custom-engineered products for consumer, industrial, and aerospace applications [8] - Key customers include consumer product companies, aerospace original equipment manufacturers, industrial distributors, and commercial end-users worldwide [8] Financial Performance - TriMas reported revenue of $1.01 billion and net income of $44.08 million for the trailing twelve months (TTM) [4] - The company recently posted $269.3 million in third quarter sales, reflecting a 17.4% year-over-year increase, with adjusted diluted EPS rising 41.9% to $0.61 [10] - Adjusted operating profit increased 33.9% to $30.3 million, and year-to-date free cash flow reached $43.9 million, nearly quadrupling the prior year period [10] Stock Performance - As of February 12, 2026, shares of TriMas were priced at $35.75, up 51.4% over the past year, significantly outperforming the S&P 500 by 38.45 percentage points [7] - Following a sale of 143,900 shares, TriMas represents 3.05% of Barington Companies Management's reported U.S. equity assets under management [7] Market Position and Strategy - TriMas emphasizes innovation in its product lines and operational efficiency, supporting a competitive position in the packaging and industrial components sectors [6] - The company is positioned to benefit from aerospace and industrial recovery, with a focus on sustaining momentum in these sectors [11]

Dynatrace logo over a blue stock chart with green upward arrows, suggesting software shares rising after buybacks. Key Points The massive decline in software stocks, dubbed the "SaaS Apocalypse," has left many names deeply in the red during 2026. However, three software names are expressing confidence going forward, increasing their buyback capacity. Two names now have buyback authorizations equal to 9% or more of their market caps. Interested in Shopify Inc.? Here are five stocks we like better. T ...

Metaplanet became the latest Bitcoin-buying firm to acknowledge that its business came under pressure as the digital asset’s price plunged from record levels in October. On Monday, the Japanese firm disclosed a full-year loss of ¥95 billion, or $605 million, on ¥8.9 billion, or $58 million in revenue, according to an earnings presentation. The performance was largely driven by a decrease in the value of its 35,100 Bitcoin, which was worth $2.4 billion on Monday. Since it began accumulating Bitcoin 21 mont ...

Intel (NASDAQ: INTC) has served as a cautionary tale for investors about the perils of counting on a company to remain an industry leader. Intel reached peak prominence in the 1990s during the tech boom as the key producer of microprocessors for personal computers, but a series of miscues led Intel to let its leadership position slip out of its fingers. Now, the company is scurrying to catch up to rivals Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD), both of which have passed up Intel in ex ...

Quick Read iShares Silver Trust (SLV) surged 137% from February 2025 to February 2026. SLV climbed from $29.46 to $69.72. First Majestic Silver (AG) returned 304% over one year but trades at 164x trailing earnings. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Silver delivered one of the most explosive commodity performances of the past year, surging 137% from February 2025 to February 2026. The iS ...