Stocks Consumer discretionary CSV
NYSE · Consumer discretionaryCarriage Services Inc (CSV)
Carriage Services Inc brought in $414.8M of revenue over the twelve months to September 30, 2026, up 1.3% from a year earlier. Net income was $46.9M, a net margin of 11.3%. Operating cash flow minus capital spending left $40.1M of free cash flow in fiscal 2025. At September 30, 2026 it held $8.1M in cash against $516.2M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 5, 2026.
Key facts about Carriage Services Inc
- Net worth
- Carriage Services Inc has a market value (market cap) of $467.6M at the latest share price, and shareholders' equity of $288.4M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $417.4M (+3.3% year on year), with net income of $51.5M. Over the 12 months to September 30, 2026: revenue $414.8M, net income $46.9M.
- Cash flow
- In fiscal 2025 operations brought in $60.7M of cash; after $20.6M of capital spending, free cash flow was $40.1M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 5, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- Carriage Services Inc's next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Carriage Services Inc declared dividends of $0.45 per share in fiscal 2025, a yield of 1.53% at the current price.
What Carriage Services Inc does
Carriage Services Inc is registered with the SEC under industry code SIC 7200 (Services-Personal Services). Its shares trade on NYSE under the ticker CSV.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $417.4M | $51.5M | $3.25 | $40.1M |
| 2024 | $404.2M | $33M | $2.10 | $35.9M |
| 2023 | $382.5M | $33.4M | $2.14 | $57.6M |
| 2022 | $370.2M | $41.4M | $2.63 | $34.9M |
| 2021 | $375.9M | $33.2M | $1.81 | $59.4M |
| 2020 | $329.4M | $16.1M | $0.89 | $67.7M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where CSV ranks in Consumer discretionary
Dividends
Carriage Services Inc declared $0.45 per share in fiscal 2025. At the current price that is a yield of 1.53%. It paid out $7M in cash dividends, 14% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.45 | $7M | 14% |
| 2024 | $0.45 | $6.8M | 21% |
| 2023 | $0.45 | $6.7M | 20% |
| 2022 | $0.45 | $6.8M | 16% |
| 2021 | $0.41 | $7.3M | 22% |
| 2020 | $0.34 | $6M | 38% |
Latest SEC filings
What Carriage Services Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Quarterly report 10-Q · period to September 30, 2026Revenue fell 2.4% to $100.3M versus the same quarter last year; diluted EPS $0.56 versus $0.41.
- November 4, 2026
- October 21, 2026Passive stake (5% or more) SCHEDULE 13G
- October 5, 2026Material agreement ended8-KCarriage Services terminated its up to $100 million at-the-market equity offering program.
- September 30, 2026Material agreement8-KCarriage Services entered into a new $300,000,000 senior secured revolving credit facility to replace its existing $250 million credit facility.
- August 14, 2026
- August 12, 2026Passive stake changed SCHEDULE 13G/A
- August 6, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 0.8% to $102.9M versus the same quarter last year; diluted EPS $0.77 versus $0.74.
- August 5, 2026
- May 14, 2026
What is CSV worth? A DCF from its reported cash flow
Insider trades
What the people running Carriage Services Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
No insider bought or sold shares on the open market in the last 90 days. The 5 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| September 30, 2026 | Brudnicki Greg MBoard Advisor | Received as pay | 160 | $5K |
| September 30, 2026 | Robinson EdmondoDirector | Received as pay | 986 | $30.7K |
| September 30, 2026 | Webb SomerDirector | Received as pay | 866 | $27K |
| September 30, 2026 | Fargason CharlesDirector | Received as pay | 1,443 | $45K |
| September 30, 2026 | Sanders JulieDirector | Received as pay | 312 | $9.7K |
| June 30, 2026 | Brudnicki Greg MBoard Advisor | Received as pay | 130 | $5K |
| June 30, 2026 | Webb SomerDirector | Received as pay | 612 | $23.5K |
| June 30, 2026 | Robinson EdmondoDirector | Received as pay | 664 | $25.5K |
Who owns CSV
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 14.1% | May 12, 2025 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 158 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| Fmr LLC | 2,380,839 | +1,693 |
| BlackRock, Inc. | 1,099,733 | +78,615 |
| Vanguard Capital Management LLC | 644,644 | +6,526 |
| Dimensional Fund Advisors LP | 633,970 | +23,624 |
| Ameriprise Financial Inc | 545,021 | +28,960 |
| Renaissance Technologies LLC | 437,125 | +9,225 |
| Geode Capital Management, LLC | 380,262 | +24,356 |
| Polar Asset Management Partners Inc. | 326,173 | +71,905 |
| State Street Corp | 309,391 | +1,659 |
| Two Sigma Investments, LP | 303,115 | -61,640 |
| Vanguard Portfolio Management LLC | 298,879 | +11,527 |
| Boston Partners | 253,505 | +44,655 |
| Punch & Associates Investment Management, Inc. | 249,404 | -14,346 |
| De Lisle Partners LLP | 239,593 | +3,501 |
| Heartland Advisors Inc | 207,300 | 0 |
| Morgan Stanley | 191,346 | +56,283 |
| Qube Research & Technologies Ltd | 182,905 | +34,697 |
| Swedbank AB | 147,525 | +65,325 |
| RBF Capital, LLC | 143,430 | 0 |
| Nicholas Company, Inc. | 132,700 | +75 |
Insiders
12 insiders reported holding 351,554 shares in total, about $10.3M at the last price.
| Holder | Shares |
|---|---|
| Quezada Carlos R.CEO, Director | 109,110 |
| Metzger Steven DPresident & COO | 83,634 |
| Brudnicki Greg MBoard Advisor | 29,193 |
| Fargason CharlesDirector | 27,369 |
| Franch Rob PaulChief Information Officer | 25,454 |
| Pudenz ShaneVice President of Sales | 19,223 |
| Enwright JohnSVP, CFO and Treasurer | 15,217 |
| Webb SomerDirector | 12,029 |
| Shanley KathrynChief Accounting Officer | 11,616 |
| Mazzu Sam A. IIIVP, GC & Secretary | 8,219 |
Questions about CSV
What does Carriage Services Inc do?
Carriage Services Inc is a company in the Consumer discretionary sector, listed on NYSE as CSV. Its shares trade on NYSE under the ticker CSV.
What is Carriage Services Inc's net worth?
Carriage Services Inc has a market value (market cap) of $467.6M at the latest share price, and shareholders' equity of $288.4M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Carriage Services Inc profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $46.9M on revenue of $414.8M, a net margin of 11.3%.
How much revenue does Carriage Services Inc make?
Over the twelve months to September 30, 2026 Carriage Services Inc reported revenue of $414.8M. That is 1.3% more than a year earlier.
When did Carriage Services Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 5, 2026. It covers the period to September 30, 2026.
When is Carriage Services Inc's next earnings report?
Carriage Services Inc's next report is expected around February 25, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Carriage Services Inc pay a dividend?
Yes. Carriage Services Inc declared dividends of $0.45 per share in fiscal 2025, a yield of 1.53% at the current price.
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Where the numbers come from
Financial figures are the values Carriage Services Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.