On February 12, 2026, Barington Companies Management disclosed a new position in Chemed (NYSE:CHE), acquiring 13,000 shares in an estimated $5.56 million trade.
According to an SEC filing dated February 12, 2026, Barington Companies Management established a new position in Chemed, acquiring 13,000 shares. The quarter-end value of the stake was $5.56 million.
This new position accounts for 3.65% of Barington Companies Management’s reportable U.S. equity assets following the filing.
Top five holdings after the filing:
NYSE: M: $28.66 million (18.8% of AUM)
NASDAQ: MATW: $26.12 million (17.1% of AUM)
NYSE: VSCO: $23.02 million (15.1% of AUM)
NYSE: BILL: $21.27 million (14.0% of AUM)
NYSE: GIL: $15.94 million (10.5% of AUM)
As of February 12, 2026, shares of Chemed were priced at $463.95, down 15.18% over the prior year and trailing the S&P 500 by 28.09 percentage points.
Metric
Value
Price (as of market close February 12, 2026)
$463.95
Market capitalization
$6.76 billion
Revenue (TTM)
$2.53 billion
Net income (TTM)
$278.81 million
Chemed operates through two main segments: VITAS, which provides hospice and palliative care services, and Roto-Rooter, offering plumbing, drain cleaning, and water restoration services.
The company generates revenue primarily from healthcare services delivered to patients and from residential and commercial plumbing and maintenance solutions.
Its primary customers include patients and families in need of end-of-life care, as well as residential and commercial property owners requiring plumbing and related services.
Chemed is a diversified services company with a strong presence in both the healthcare and essential home services markets. Its dual-segment model enables stable revenue streams by serving critical needs in hospice care and property maintenance. The company leverages its national network, brand strength, and operational expertise to maintain a competitive position in its core markets.
This move matters because it signals conviction in a steady,…
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