Carriage Services Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BST:C57 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
05 Nov 24	Sell€173,014	Paul Elliott	Individual	5,000	€34.60
22 Aug 24	Buy€84,898	Chad Fargason	Individual	3,000	€28.31
13 Aug 24	Sell€544,492	Shawn Phillips	Individual	19,916	€27.42
06 Aug 24	Buy€53,858	Carlos Quezada	Individual	2,000	€26.93
26 Jun 24	Sell€36,886	Shane Pudenz	Individual	1,443	€25.57
13 Jun 24	Sell€89,352	L. Granmayeh	Individual	3,282	€27.26
11 Jun 24	Buy€105,257	Chad Fargason	Individual	4,000	€26.48
09 May 24	Sell€508,085	Shawn Phillips	Individual	21,186	€24.23
20 Mar 24	Sell€154,888	Paul Elliott	Individual	6,500	€23.83
19 Mar 24	Buy€141,324	Chad Fargason	Individual	6,000	€23.55
13 Mar 24	Sell€41,033	L. Granmayeh	Individual	1,718	€23.88
08 Mar 24	Buy€119,225	Chad Fargason	Individual	5,000	€23.84

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of C57?
Owner Type	Number of Shares	Ownership Percentage
State or Government	0	0%
VC/PE Firms	775,000	5.09%
Individual Insiders	1,638,330	10.8%
General Public	1,805,231	11.9%
Institutions	11,004,543	72.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 68.89% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.95%	Columbia Management Investment Advisers, LLC	1,514,613	€59.0m	-7.81%	0.01%
7.66%	Melvin Payne	1,165,452	€45.4m	0%	no data
6.45%	BlackRock, Inc.	982,346	€38.3m	0.4%	no data
6.03%	The Vanguard Group, Inc.	917,274	€35.7m	-1.53%	no data
5.09%	Vineyard Capital Partners, L.L.C.	775,000	€30.2m	0%	no data
4.83%	Dimensional Fund Advisors LP	734,828	€28.6m	1.25%	no data
3.88%	LSV Asset Management	590,917	€23.0m	12.4%	0.05%
3.53%	Renaissance Technologies LLC	537,800	€20.9m	-3.64%	0.03%
2.74%	FMR LLC	417,072	€16.2m	52,400%	no data
2.19%	Heartland Advisors, Inc.	333,600	€13.0m	-3.46%	0.72%
2.08%	Geode Capital Management, LLC	315,936	€12.3m	0.34%	no data
1.97%	State Street Global Advisors, Inc.	299,311	€11.7m	3.94%	no data
1.56%	Arrowstreet Capital, Limited Partnership	237,228	€9.2m	16.9%	0.01%
1.25%	Boston Partners Global Investors, Inc.	190,724	€7.4m	0.09%	no data
1.13%	Morgan Stanley, Investment Banking and Brokerage Investments	172,317	€6.7m	9.05%	no data
0.99%	Allspring Global Investments, LLC	149,949	€5.8m	14.2%	0.01%
0.94%	RBF Capital LLC	143,430	€5.6m	0%	0.29%
0.91%	Charles Schwab Investment Management, Inc.	138,663	€5.4m	-18%	no data
0.89%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	134,808	€5.3m	0.97%	no data
0.87%	Nicholas Company, Inc.	133,200	€5.2m	0%	0.09%
0.85%	JPMorgan Chase & Co, Brokerage and Securities Investments	129,584	€5.0m	19.1%	no data
0.82%	De Lisle Partners Llp	124,071	€4.8m	0%	0.77%
0.79%	BNY Asset Management	119,558	€4.7m	-11.4%	no data
0.76%	Two Sigma Advisers, LP	115,100	€4.5m	15%	0.01%
0.75%	Northern Trust Global Investments	114,409	€4.5m	3.85%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/02/23 07:03
End of Day Share Price	2025/02/21 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Carriage Services, Inc. is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Gary Prestopino	Barrington Research Associates, Inc.
Alexander Paris	Barrington Research Associates, Inc.
Liam Burke	B. Riley Securities, Inc.