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CSV · Carriage Services Inc

$38.91 +1.14 (+3.02%) At close · Jul 24
Market Cap
$618.39M
Shares
15.87M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$37.77 Open$36.55 Day$36.45–38.44 52W$36.39–52.10 Avg vol 30d134K Short int450K · 2.8% float · 4.3d Short vol27% Last earningsMay 6, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 7

Up next

Next earnings call
Aug 9, 2026 Est · unconfirmed · in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 7, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Sell Momentum Very Weak Sentiment Bullish Fundamentals Strong Quant / Vol Moderate
      Market backdrop VIX 18.6 · elevated Equity put/call 0.79
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −12%
      below
      Price vs 50-day avg −5%
      below
      RSI (14) 46
      neutral
      MACD trend Positive
      52-week position 9%
      near low
      Momentum
      relative strength
      Very Weak
      1-month return −2%
      trailing
      6-month return −11%
      trailing
      YTD return −10%
      this year
      Relative strength −17%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $40 › 200d $43 — 200d above 50d
      Institutional flow Accumulating
      17 of 167 funds reported for Jun 30 · net +120.1K sh shares · +1 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      2.84% of float · ▼ -3.4% MoM · 4.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      167 holders — mid 3-yr range
      Squeeze score 45
      elevated · 0–100
      Fundamentals
      Strong
      Revenue growth +3%
      Y/Y
      Gross margin 35%
      contracting
      EPS growth +55%
      Y/Y
      Free cash flow $40.1M
      Valuation P/E 14.2
      below peers
      Buyback $48.9M
      remaining
      Balance sheet $4.5M
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 27%
      annualized · 1-yr
      Max drawdown −29%
      past year
      ATR 3.2%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Technicals

      trend & momentum for long-term holders Sell
      2 · 3 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −12% Bearish
      Price vs 50-day avg
      −5% Neutral
      RSI (14)
      46 Neutral
      MACD trend
      Positive Bullish
      52-week position
      9% Bearish
      Market signals — smart money & positioning
      Bullish · 2 of 6
      Trend (MA cross) No cross
      50d $40 › 200d $43 — 200d above 50d
      Institutional flow Accumulating
      17 of 167 funds reported for Jun 30 · net +120.1K sh shares · +1 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      2.84% of float · ▼ -3.4% MoM · 4.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      167 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $36 Now $38 · 9% 52-wk high $52
      vs 200-day avg -12% vs 50-day avg -5%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Financial revenue growth 17.7% FY2025
      Funeral operating contract volume 6.8% Q4 FY2025
      Funeral operating contract volume growth 2.3% FY2025
      Insurance-funded preneed funeral contracts sold growth 27.4% FY2025
      Preneed cemetery sales production growth 13.4% FY2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Personal Services — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      CSV
      Carriage Services Inc
      this stock
      $618.39M -10.5% +3.3% 14.2 2.8%
      ROL
      Rollins Inc
      $18.55B -33.9% +8.8% 35.1 2.7%
      SCI
      Service Corp International
      $11.37B +2.2% +2.9% 21.7 5.3%
      HRB
      H&R Block Inc
      $5.18B -7.1% -1.3% 14.0%
      FTDR
      Frontdoor, Inc.
      $5.02B +22.2% +13.6% 20.4 4.4%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      167
      % held
      78.0%
      Reported
      17 of 167
      Top holder
      FMR LLC
      Held Float
      View
      Held by Funds
      Fund positions
      175
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      450.0K
      Days to cover
      4.3d
      Change
      -16.0K sh
      View
      Short Volume
      Short vol %
      27%
      As of
      Jul 24, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      59
      Value
      $2.3K
      As of
      Jun 17, 2026
      View
      Off-Exchange
      Off-exchange %
      53.3%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Financials
      Financials
      Revenue (FY)
      $417.4M
      Net income (FY)
      $51.5M
      EPS diluted
      $3.25
      View
      Buybacks
      Authorized
      $48.9M
      Remaining
      $48.9M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      May 14, 2026
      This year
      7
      View
      Proposed Sales
      Value
      $196.1K
      Shares
      4.3K
      Filed
      Oct 7, 2025
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 6, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      CSV -2.9% -2.3% -10.9% -1.5% -10.5%
      SPY -1.7% +0.7% +6.4% -1.2% +8.3%
      vs SPY -1.2% -2.9% -17.2% -0.3% -18.7%

      Capital returns

      Latest dividend
      $0.113 / share · ex May 4, 2026
      Paid (TTM)
      $0.452 / share · 4 payouts
      Dividend yield (TTM, derived)
      1.20%
      Buyback program · as of Mar 31, 2026
      Authorized
      $48.90M
      Spent (derived)
      $0
      Remaining
      $48.90M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1016281 CUSIP 143905107 13F (30d) 17 filings 17 filers Visit website Investor relations