Is Carriage Services, Inc. (CSV) a Buy, Sell, or Hold?
NYSE : CSV
Carriage Services, Inc. — Institutional Ownership
$35.87 USD
-$1.13 (-3.05%)
- Volume
- 421.62K
- Average Volume
- 126.59K
- Market Capitalization
- $569.34M
- P/E Ratio
- 12.59
- Dividend Yield
- 1.25%
- Price Target
- $48.00
- Year High
- $52.10
- Year Low
- $35.29
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.20
- Current Ratio
- $1.46
Institutional Ownership Summary
Institutional Ownership %
21.39%
Investors Holding
57
change: -109.0 | last: 166
Increased Positions
30
change: -62.0 | last: 92
Reduced Positions
13
change: -34.0 | last: 47
New Positions
6
change: -24.0 | last: 30
Sold Positions
115
change: 97.0 | last: 18
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: 0.0 | last: 0
Total Invested
127.69M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-03-26 | The Vanguard Group | - | 0.00% |
| 2026-02-12 | VINEYARD CAPITAL PARTNERS, L.L.C. | 1.1M | 7.10% |
| 2025-05-15 | Ameriprise Financial, Inc. | 424.35K | 2.70% |
| 2025-05-12 | FMR LLC | 2.21M | 14.10% |
| 2025-03-07 | FMR LLC | 1.84M | 12.10% |
| 2024-08-07 | Vineyard Capital Partners, L.L.C. | 775K | 5.10% |
| 2024-08-07 | Jeff Boutwell | 779K | 5.10% |
| 2022-02-14 | TAM UK International Holdings Limited | 1.03M | 6.16% |
| 2022-02-14 | Threadneedle Asset Management Oversight Limited | 1.03M | 6.16% |
| 2022-02-14 | Threadneedle Asset Management Holdings Limited | 1.03M | 6.16% |
| 2022-02-14 | TC Financing Ltd | 1.03M | 6.16% |
| 2022-02-14 | Threadneedle Holdings Limited | 1.03M | 6.16% |
| 2022-02-14 | Threadneedle Asset Management Holdings Sarl | 1.03M | 6.16% |
| 2022-02-14 | TAM UK Holdings Limited | 1.03M | 6.16% |
| 2022-02-14 | Ameriprise International Holdings GmbH | 1.03M | 6.16% |
| 2022-02-14 | Threadneedle Asset Management Limited | 1.03M | 6.16% |
| 2022-02-14 | Threadneedle Investment Services Limited | 1.03M | 6.16% |
| 2022-02-14 | Financial, Inc. | 1.05M | 6.32% |
| 2022-02-11 | 26-0385758 | 880.5K | 5.29% |
| 2022-02-11 | 13-3127734 | 880.5K | 5.29% |
| 2022-02-09 | The Vanguard Group - 23-1945930 | 886.43K | 5.32% |
| 2022-02-08 | 30-0447847 | 1.25M | 7.50% |
| 2022-02-01 | (1) BlackRock, Inc. | 1.14M | 6.90% |
| 2021-02-12 | Financial, Inc. | 1.05M | 5.85% |
| 2021-02-12 | 30-0447847 | 1.44M | 8.00% |
| 2021-02-11 | 26-0385758 | 1.09M | 6.07% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 905.6K | 5.04% |
| 2021-02-11 | 13-3127734 | 1.09M | 6.07% |
| 2021-01-29 | (1) BlackRock, Inc. | 1.3M | 7.30% |
| 2020-02-13 | 13-3127734 | 1.28M | 7.20% |
| 2020-02-13 | 26-0385758 | 1.28M | 7.20% |
| 2020-02-07 | Abigail P. Johnson | 930K | 5.22% |
| 2020-02-07 | FMR LLC | 930K | 5.22% |
| 2020-02-05 | (1) BlackRock, Inc. | 1.3M | 7.30% |
| 2019-02-14 | 2. | 10.0 | 0.20% |
| 2019-02-14 | 2. | 10.0 | 0.50% |
| 2019-02-14 | 2. | 10.0 | 0.20% |
| 2019-02-14 | 2. | 10.0 | 0.20% |
| 2019-02-13 | Abigail P. Johnson | 2.36M | 12.31% |
| 2019-02-13 | FMR LLC | 2.36M | 12.31% |
| 2019-02-13 | 13-3127734 | 1.14M | 5.93% |
| 2019-02-13 | 26-0385758 | 1.14M | 5.93% |
| 2019-02-04 | (1) BlackRock, Inc. | 1.3M | 6.80% |
| 2018-05-11 | 2. | 10.0 | 0.50% |
| 2018-05-11 | 2. | 10.0 | 0.80% |
| 2018-05-11 | 2. | 10.0 | 0.50% |
| 2018-05-11 | 2. | 10.0 | 0.50% |
| 2018-02-13 | 23-2772200 | 785.58K | 4.88% |
| 2018-02-14 | 13-3127734 | 979.5K | 6.09% |
| 2018-02-13 | 23-2772200 | 785.58K | 4.88% |
| 2018-02-14 | 26-0385758 | 979.5K | 6.09% |
| 2018-02-12 | 2. | 646.71K | 4.00% |
| 2018-02-08 | Zazove Associates, LLC 36-3984373 | 886.64K | 11.00% |
| 2018-02-08 | Zazove Associates, Inc. 36-3630548 | 886.64K | 11.00% |
| 2018-02-08 | Gene T. Pretti | 886.64K | 11.00% |
| 2018-01-29 | (1) BlackRock, Inc. | 1.19M | 7.40% |
| 2017-02-14 | Abigail P. Johnson | 2.55M | 15.00% |
| 2017-02-14 | FMR LLC | 2.55M | 15.00% |
| 2017-02-10 | Gene T. Pretti | 888.03K | 11.00% |
| 2017-02-10 | Zazove Associates, Inc. 36-3630548 | 888.03K | 11.00% |
| 2017-02-10 | Zazove Associates, LLC 36-3984373 | 888.03K | 11.00% |
| 2017-02-10 | 2. | 874.85K | 5.30% |
| 2017-02-06 | 23-2772200 | 861.68K | 5.19% |
| 2017-01-23 | (1) BlackRock, Inc. | 1.02M | 6.10% |
| 2016-02-09 | (. | 1.56M | 8.98% |
| 2016-02-08 | Zazove Associates, LLC 36-3984373 | 1.12M | 11.00% |
| 2016-02-08 | Zazove Associates, Inc. 36-3630548 | 1.12M | 11.00% |
| 2016-02-08 | Gene T. Pretti | 1.12M | 11.00% |
| 2016-02-08 | Keeley Small Cap Value Fund | - | 0.00% |
| 2016-02-08 | Keeley Asset Management Corp. | 336.76K | 1.90% |
| 2016-01-28 | (1) BlackRock, Inc. | 952.94K | 5.50% |
| 2015-03-10 | (1) BlackRock, Inc. | 979.05K | 4.40% |
| 2015-02-13 | Abigail P. Johnson | 2.92M | 15.00% |
| 2015-02-13 | FMR LLC | 2.92M | 15.00% |
| 2015-02-13 | Edward C. Johnson 3d | 2.92M | 15.00% |
| 2015-02-12 | 26-0385758 | 627.58K | 3.39% |
| 2015-02-12 | 13-3127734 | 627.58K | 3.39% |
| 2015-02-09 | John L. Keeley, Jr. | 1100.0 | 0.01% |
| 2015-02-09 | Keeley Small Cap Value Fund | 1.41M | 7.60% |
| 2015-02-09 | Keeley Asset Management Corp. | 1.83M | 9.90% |
| 2015-02-05 | (. | 1.44M | 7.80% |
| 2015-02-02 | (1) BlackRock, Inc. | 991.48K | 5.40% |
| 2015-01-22 | Gene T. Pretti | 1.15M | 11.00% |
| 2015-01-22 | Zazove Associates, LLC 36-3984373 | 1.15M | 11.00% |
| 2015-01-22 | Zazove Associates, Inc. 36-3630548 | 1.15M | 11.00% |
| 2014-04-10 | Zazove Associates, LLC 36-3984373 | 849.11K | 11.00% |
| 2014-04-10 | Zazove Associates, Inc. 36-3630548 | 849.11K | 11.00% |
| 2014-04-10 | Gene T. Pretti | 849.11K | 11.00% |
| 2014-04-04 | Keeley Small Cap Value Fund | 1.41M | 7.70% |
| 2014-04-04 | John L. Keeley, Jr. | 1700.0 | 0.01% |
| 2014-04-04 | Keeley Asset Management Corp. | 1.88M | 10.30% |
| 2014-02-13 | 13-3127734 | 1.1M | 6.01% |
| 2014-02-13 | 26-0385758 | 1.1M | 6.01% |
| 2014-01-28 | (1) BlackRock, Inc. | 962.17K | 5.30% |
| 2014-01-09 | Gene T. Pretti | 2.67M | 11.00% |
| 2014-01-09 | Zazove Associates, Inc. 36-3630548 | 2.67M | 11.00% |
| 2014-01-09 | Zazove Associates, LLC 36-3984373 | 2.67M | 11.00% |
| 2013-02-14 | FMR LLC | 1.75M | 9.67% |
| 2013-02-14 | Edward C. Johnson 3d | 1.75M | 9.67% |
| 2013-01-30 | (1) BlackRock, Inc. | 951.77K | 5.26% |
| 2013-01-10 | Zazove Associates, Inc. 36-3630548 | 2.11M | 11.00% |
| 2013-01-10 | Zazove Associates, LLC 36-3984373 | 2.11M | 11.00% |
| 2013-01-10 | Gene T. Pretti | 2.11M | 11.00% |
| 2012-02-14 | (. | 1.48M | 8.00% |
| 2012-02-14 | FMR LLC | 1.95M | 10.58% |
| 2012-02-14 | Edward C. Johnson 3d | 1.95M | 10.58% |
| 2012-01-25 | The Northwestern Mutual Life Insurance Company | 966.86K | 5.00% |
| 2012-01-05 | Zazove Associates, Inc. 36-3630548 | 2.29M | 11.00% |
| 2012-01-05 | Zazove Associates, LLC 36-3984373 | 2.29M | 11.00% |
| 2012-01-05 | Gene T. Pretti | 2.29M | 11.00% |
| 2011-02-01 | The Northwestern Mutual Life Insurance Company | 966.86K | 5.20% |
| 2010-02-16 | Edward C. Johnson 3d | 1.9M | 10.98% |
| 2010-02-16 | FMR LLC | 1.9M | 10.98% |
| 2010-02-08 | (. | 1.51M | 8.70% |
| 2010-01-28 | The Northwestern Mutual Life Insurance Company | 961.48K | 5.30% |
| 2009-06-03 | Cobbs Wharf Master Fund, L.P. | - | 0.00% |
| 2009-06-03 | 51-0504477 | - | 0.00% |
| 2009-05-11 | FMR LLC | 1.95M | 10.73% |
| 2009-05-11 | Edward C. Johnson 3d | 1.95M | 10.73% |
| 2009-02-17 | FMR LLC | 2.93M | 16.02% |
| 2009-02-17 | Edward C. Johnson 3d | 2.93M | 16.02% |
| 2009-02-13 | 51-0504477 | - | 0.00% |
| 2009-02-13 | 26-0385758 | 940.8K | 5.17% |
| 2009-02-13 | James H. Simons | 940.8K | 5.17% |
| 2009-02-09 | (. | 1.56M | 8.59% |
| 2008-02-14 | 51-0504477 | 1.37M | 7.12% |
| 2008-02-14 | FMR LLC | 2.9M | 14.99% |
| 2008-02-14 | Edward C. Johnson 3d | 2.9M | 14.99% |
| 2008-02-06 | (. | 1.58M | 8.21% |
| 2007-03-05 | Tax ID #95-2844956 | 1.32M | 7.10% |
| 2007-02-14 | FMR Corp. | 2.76M | 14.76% |
| 2007-02-14 | Edward C. Johnson 3d | 2.76M | 14.76% |
| 2007-02-09 | (. | 1.56M | 8.40% |
| 2007-02-02 | (. | 1.56M | 8.40% |
| 2006-02-14 | FMR Corp. | 2.78M | 14.99% |
| 2006-02-14 | Edward C. Johnson 3d | 2.78M | 14.99% |
| 2006-02-07 | 39-0509570 | 961.48K | 4.90% |
| 2006-02-06 | (. | 1.47M | 7.95% |
| 2005-07-11 | Edward C. Johnson 3d | 1.85M | 10.04% |
| 2005-07-11 | Abigail P. Johnson | 1.85M | 10.04% |
| 2005-07-11 | FMR Corp. | 1.85M | 10.04% |
| 2005-04-15 | Tax ID #95-2844956 | 1.54M | 8.60% |
| 2005-02-15 | Zazove Associates, LLC 36-3984373 | 1.34M | 7.00% |
| 2005-02-09 | (. | 1.26M | 7.05% |
| 2005-01-13 | ###-##-#### | 1.04M | 5.80% |
| 2005-01-13 | Dean Witter III | 1.04M | 5.80% |
| 2004-05-05 | Tax ID #95-2844956 | 1.41M | 7.97% |
| 2004-03-26 | ###-##-#### | 1.03M | 5.90% |
| 2004-03-26 | ###-##-#### | 1.03M | 5.90% |
| 2004-02-17 | Richard S. Strong | 422.8K | 2.40% |
| 2004-02-06 | (. | 1.11M | 6.32% |
| 2003-02-14 | The Anegada Fund Limited | 37300.0 | 0.20% |
| 2003-02-14 | The Cuttyhunk Fund Limited | 38300.0 | 0.20% |
| 2003-02-14 | (. | 1.03M | 6.56% |
| 2003-02-14 | J. Carlo Cannell | 172.5K | 1.00% |
| 2003-02-14 | 94-3164039 | 76400.0 | 0.40% |
| 2003-02-14 | 23-2688812 | 8300.0 | 0.05% |
| 2003-02-14 | 94-3366999 | 172.5K | 1.00% |
| 2003-02-14 | 98-0232642 | 12200.0 | 0.10% |
| 2002-12-12 | 94-3366999 | 893.7K | 5.20% |
| 2002-12-12 | J. Carlo Cannell | 893.7K | 5.20% |
| 2002-12-12 | The Anegada Fund Limited | 192.9K | 1.10% |
| 2002-12-12 | 98-0232642 | 62600.0 | 0.40% |
| 2002-12-12 | 94-3164039 | 396.2K | 2.30% |
| 2002-12-12 | The Cuttyhunk Fund Limited | 198.9K | 1.20% |
| 2002-12-12 | 23-2688812 | 43100.0 | 0.30% |
| 1999-10-07 | 13-3043476 | 469.43K | 3.76% |
| 1999-10-07 | WILLIAM C. MORRIS | 469.43K | 3.76% |
| 1999-02-09 | 13-3043476 | 1.36M | 12.34% |
| 1999-02-09 | WILLIAM C. MORRIS | 1.36M | 12.34% |
| 1998-10-16 | 13-3043476 | 1.12M | 10.46% |
| 1998-10-16 | WILLIAM C. MORRIS | 1.12M | 10.45% |
| 1998-10-16 | 13-3228346 | 416K | 3.88% |
| 1998-09-17 | 13-3228346 | 382K | 4.00% |
| 1998-09-17 | 13-3043476 | 1.02M | 9.56% |
| 1998-09-17 | WILLIAM C. MORRIS | 1.02M | 9.56% |
| 1998-07-15 | 13-3228346 | 382K | 4.00% |
| 1998-07-15 | WILLIAM C. MORRIS | 1.12M | 11.72% |
| 1998-07-15 | 13-3043476 | 1.12M | 11.72% |
| 1998-06-12 | 13-3228346 | 382K | 5.56% |
| 1998-06-12 | 13-3043476 | 1.11M | 16.22% |
| 1998-06-12 | WILLIAM C. MORRIS | 1.11M | 16.22% |
| 1998-02-12 | 13-3043476 | 466.7K | 8.42% |
| 1998-02-12 | 13-3228346 | 302K | 5.45% |
| 1998-02-12 | WILLIAM C. MORRIS | 466.7K | 8.42% |
| 1997-10-10 | 143905107 | 558.5K | 10.50% |
| 1997-10-10 | 143905107 | 558.5K | 10.50% |
| 1997-07-24 | 59-3263582 | 178K | 5.24% |
| 1997-02-14 | Metropolitan Life Insurance Company | 271.1K | 6.87% |
| 1997-02-06 | Metropolitan Life Insurance Company | 271.1K | 7.97% |
CSV Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $42.30 | 15.43M | $652.6M | $1.69M | $563.05M | $1.21B |
| 2024-12-31 | $39.85 | 14.97M | $596.59M | $1.16M | $560.87M | $1.16B |
| 2023-12-31 | $25.01 | 14.8M | $370.22M | $1.52M | $604.63M | $973.33M |
| 2022-12-31 | $27.54 | 14.86M | $409.16M | $1.17M | $612.75M | $1.02B |
| 2021-12-31 | $64.44 | 17.41M | $1.12B | $1.15M | $578.93M | $1.7B |
| 2020-12-31 | $31.32 | 17.87M | $559.75M | $889K | $478.32M | $1.04B |
| 2019-12-31 | $25.60 | 17.88M | $457.65M | $716K | $519.8M | $976.73M |
| 2018-12-31 | $15.50 | 17.97M | $278.55M | $644K | $366.38M | $644.29M |
| 2017-12-31 | $25.71 | 16.44M | $422.62M | $952K | $360.21M | $781.88M |
| 2016-12-31 | $28.64 | 16.52M | $472.99M | $3.29M | $339.9M | $809.6M |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38.34 | 15.65M | $600.06M | $2.55M | $549.27M | $1.15B |
| 2026-03-31 | $45.66 | 15.57M | $710.83M | $2.91M | $546.05M | $1.25B |
| 2025-12-31 | $42.30 | 15.52M | $656.37M | $1.69M | $563.05M | $1.22B |
| 2025-09-30 | $44.54 | 15.4M | $685.83M | $1.25M | $561.92M | $1.25B |
| 2025-06-30 | $45.74 | 15.35M | $702.2M | $1.4M | $539.8M | $1.24B |
| 2025-03-31 | $38.75 | 15.24M | $590.67M | $4.64M | $546.84M | $1.13B |
| 2024-12-31 | $39.85 | 15.03M | $599.07M | $1.16M | $560.87M | $1.16B |
| 2024-09-30 | $32.83 | 15.01M | $492.81M | $1.26M | $564.85M | $1.06B |
| 2024-06-30 | $26.51 | 14.96M | $396.72M | $1.5M | $580.1M | $975.32M |
| 2024-03-31 | $26.52 | 14.88M | $394.51M | $1.69M | $579.58M | $972.4M |
| 2023-12-31 | $25.01 | 14.84M | $371.1M | $1.52M | $604.63M | $974.21M |
| 2023-09-30 | $28.25 | 14.82M | $418.66M | $1.68M | $611.2M | $1.03B |