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
Date	Value	Name	Entity	Shares	Max Price
05 Nov 24	SellUS$188,900	Paul Elliott	Individual	5,000	US$37.78
22 Aug 24	BuyUS$94,300	Chad Fargason	Individual	3,000	US$31.44
13 Aug 24	SellUS$596,443	Shawn Phillips	Individual	19,916	US$30.04
06 Aug 24	BuyUS$58,880	Carlos Quezada	Individual	2,000	US$29.44
26 Jun 24	SellUS$39,396	Shane Pudenz	Individual	1,443	US$27.31
13 Jun 24	SellUS$96,181	L. Granmayeh	Individual	3,282	US$29.34
11 Jun 24	BuyUS$112,900	Chad Fargason	Individual	4,000	US$28.40

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 CSV?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	398,572	2.54%
General Public	2,762,624	17.6%
Institutions	12,531,739	79.9%

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

Top Shareholders

Top 25 shareholders own 64.38% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.1%	FMR LLC	2,206,085	US$99.3m	429%	0.01%
6.21%	BlackRock, Inc.	974,450	US$43.9m	-0.8%	no data
6%	The Vanguard Group, Inc.	941,412	US$42.4m	2.63%	no data
4.94%	Vineyard Capital Partners, L.L.C.	775,000	US$34.9m	0%	no data
4.24%	Dimensional Fund Advisors LP	665,256	US$30.0m	-9.47%	no data
4.13%	LSV Asset Management	648,417	US$29.2m	9.73%	0.06%
3.27%	Renaissance Technologies LLC	512,900	US$23.1m	-4.63%	0.03%
2.7%	Columbia Management Investment Advisers, LLC	424,349	US$19.1m	-72%	no data
2.12%	Geode Capital Management, LLC	332,161	US$15.0m	5.14%	no data
1.89%	State Street Global Advisors, Inc.	296,093	US$13.3m	-1.08%	no data
1.74%	Heartland Advisors, Inc.	273,491	US$12.3m	-18%	0.67%
1.44%	Arrowstreet Capital, Limited Partnership	225,314	US$10.1m	-5.02%	0.01%
1.2%	Boston Partners Global Investors, Inc.	188,525	US$8.5m	-1.15%	no data
1.17%	De Lisle Partners Llp	184,101	US$8.3m	48.4%	1.25%
1.07%	Allspring Global Investments, LLC	168,079	US$7.6m	12.1%	0.01%
1.01%	Morgan Stanley, Investment Banking and Brokerage Investments	158,808	US$7.2m	-7.84%	no data
0.92%	Manatuck Hill Partners, LLC	145,000	US$6.5m	164%	2.73%
0.91%	RBF Capital LLC	143,430	US$6.5m	0%	0.39%
0.87%	LPL Financial Corporation, Asset Management Arm	135,893	US$6.1m	120%	no data
0.85%	Nicholas Company, Inc.	133,265	US$6.0m	0.05%	0.1%
0.84%	Peregrine Capital Management, LLC	131,947	US$5.9m	40.3%	0.16%
0.74%	BNY Asset Management	115,393	US$5.2m	-3.48%	no data
0.71%	Bard Associates Inc.	110,760	US$5.0m	-0.53%	1.71%
0.68%	Northern Trust Global Investments	107,024	US$4.8m	-6.45%	no data
0.68%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	106,598	US$4.8m	-20.9%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/06/09 04:50
End of Day Share Price	2025/06/06 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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

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 Github.

Analyst Sources

Carriage Services, Inc. is covered by 7 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
Alexander Paris	Barrington Research Associates, Inc.
Liam Burke	B. Riley Securities, Inc.
Clint Fendley	Davenport & Company