Carriage Services, Inc.

NYSE:CSV Stock Report

Market Cap: US$616.2m

Carriage Services Ownership

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

Recent Insider Transactions

NYSE:CSV Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
05 Nov 24SellUS$188,900Paul ElliottIndividual5,000US$37.78
22 Aug 24BuyUS$94,300Chad FargasonIndividual3,000US$31.44
13 Aug 24SellUS$596,443Shawn PhillipsIndividual19,916US$30.04
06 Aug 24BuyUS$58,880Carlos QuezadaIndividual2,000US$29.44
26 Jun 24SellUS$39,396Shane PudenzIndividual1,443US$27.31
13 Jun 24SellUS$96,181L. GranmayehIndividual3,282US$29.34
11 Jun 24BuyUS$112,900Chad FargasonIndividual4,000US$28.40
09 May 24SellUS$547,446Shawn PhillipsIndividual21,186US$26.11
20 Mar 24SellUS$168,155Paul ElliottIndividual6,500US$25.87
19 Mar 24BuyUS$153,480Chad FargasonIndividual6,000US$25.58
13 Mar 24SellUS$44,909L. GranmayehIndividual1,718US$26.14
08 Mar 24BuyUS$130,500Chad FargasonIndividual5,000US$26.10
22 Feb 24SellUS$21,257Rob FranchIndividual831US$25.58
22 Feb 24SellUS$35,505Steven MetzgerIndividual1,388US$25.58
22 Feb 24SellUS$21,871Paul ElliottIndividual855US$25.58
22 Feb 24SellUS$21,871Shawn PhillipsIndividual855US$25.58
22 Feb 24SellUS$16,704Shane PudenzIndividual653US$25.58
22 Feb 24SellUS$42,616Carlos QuezadaIndividual1,666US$25.58
22 Feb 24SellUS$90,144Melvin PayneIndividual3,524US$25.58
22 Feb 24SellUS$21,257Robbie PapeIndividual831US$25.58
22 Feb 24SellUS$18,264Peggy SchappaughIndividual714US$25.58
22 Feb 24SellUS$11,844Adeola OlaniyanIndividual463US$25.58

Insider Trading Volume

Insider Buying: CSV insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CSV?
Owner TypeNumber of SharesOwnership Percentage
State or Government10,4820.0689%
VC/PE Firms775,0005.09%
Individual Insiders1,703,59211.2%
General Public2,117,75013.9%
Institutions10,616,28069.7%

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

Top Shareholders

Top 25 shareholders own 66.96% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
10.8%
Columbia Management Investment Advisers, LLC
1,642,979US$66.5m23.8%0.01%
7.66%
Melvin Payne
1,165,452US$47.2m0%no data
6.43%
BlackRock, Inc.
978,449US$39.6m-0.66%no data
6.12%
The Vanguard Group, Inc.
931,512US$37.7m1.77%no data
5.09%
Vineyard Capital Partners, L.L.C.
775,000US$31.4m0%no data
4.77%
Dimensional Fund Advisors LP
725,748US$29.4m1.96%no data
3.67%
Renaissance Technologies LLC
558,100US$22.6m-9.47%0.03%
3.45%
LSV Asset Management
525,559US$21.3m12.8%0.04%
2.27%
Heartland Advisors, Inc.
345,550US$14.0m-5.37%0.73%
2.07%
Geode Capital Management, LLC
314,864US$12.7m4.35%no data
1.89%
State Street Global Advisors, Inc.
287,960US$11.7m0.21%no data
1.33%
Arrowstreet Capital, Limited Partnership
202,886US$8.2m175%0.01%
1.25%
Boston Partners Global Investors, Inc.
190,550US$7.7m-1.95%no data
1.11%
Charles Schwab Investment Management, Inc.
169,163US$6.8m-16%no data
1.04%
Morgan Stanley, Investment Banking and Brokerage Investments
158,011US$6.4m162%no data
0.94%
RBF Capital LLC
143,430US$5.8m-2.98%0.29%
0.89%
BNY Asset Management
134,914US$5.5m-4.49%no data
0.88%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
133,507US$5.4m0%no data
0.87%
Nicholas Company, Inc.
133,200US$5.4m0%0.09%
0.86%
Allspring Global Investments, LLC
131,288US$5.3m0%0.01%
0.73%
Bard Associates Inc.
111,861US$4.5m0%1.55%
0.73%
Kennedy Capital Management LLC
110,881US$4.5m-1.34%0.1%
0.72%
Northern Trust Global Investments
110,165US$4.5m1.61%no data
0.71%
JPMorgan Chase & Co, Brokerage and Securities Investments
108,763US$4.4m114%no data
0.68%
Assenagon Asset Management S.A.
104,072US$4.2m-54.7%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 02:00
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

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 .

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.

AnalystInstitution
Gary PrestopinoBarrington Research Associates, Inc.
Alexander ParisBarrington Research Associates, Inc.
Liam BurkeB. Riley Securities, Inc.