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Carriage Services, Inc.
1W: +0.0% 1M: +9.9% 3M: -13.8% YTD: -15.2% 1Y: -22.1% 3Y: +57.3% 5Y: -17.4%
$35.82
+0.71 (+2.02%)
After Hours: $36.64 (+0.82, +2.28%)
Weekly Expected Move ±4.7%
$32 $34 $35 $37 $39
NYSE · Consumer Cyclical · Personal Products & Services · Tech Score Buy · Power 64 · $557.6M mcap · 14M float · 1.28% daily turnover · Short 76% of daily vol
Credit Risk of going bust: lower than 52% of companies Debt: 49.6% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $1.77 (down 95%), Carriage Services, Inc. would be worth roughly what it owes.
Total debt $549.3M against a stock market value of $557.6M.
Distance to default 5.36 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $267.7M (short-term plus half of long-term), stock volatility 30.9%; Altman Z'' 1.58. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
183
Institutions Holding
+5 vs prior
83.9%
Ownership
-16.31%
19 New
68 Increased
64 Reduced
21 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-09-30 Robinson Edmondo director A-Grant/Award 986 $31.17 $31K Filing
2026-09-30 Webb Somer director A-Grant/Award 866 $31.17 $27K Filing
2026-09-30 Fargason Charles director A-Grant/Award 1,443 $31.17 $45K Filing
2026-09-30 Sanders Julie director A-Grant/Award 312 $31.17 $10K Filing
2026-09-30 BRUDNICKI GREG M other A-Grant/Award 160 $31.17 $5K Filing
2026-06-30 Sanders Julie director A-Grant/Award 208 $38.34 $8K Filing
2026-06-30 Robinson Edmondo director A-Grant/Award 664 $38.34 $25K Filing
2026-06-30 Webb Somer director A-Grant/Award 612 $38.34 $23K Filing
2026-06-30 BRUDNICKI GREG M other A-Grant/Award 130 $38.34 $5K Filing
2026-03-31 Robinson Edmondo director A-Grant/Award 557 $45.66 $25K Filing
2026-02-22 Pudenz Shane other F-Tax Withholding 462 $44.86 $21K Filing
2026-02-22 Franch Rob Paul officer: chief information officer F-Tax Withholding 589 $44.86 $26K Filing
2026-02-22 Metzger Steven D officer: president & coo F-Tax Withholding 983 $44.86 $44K Filing
2026-02-22 Quezada Carlos R. officer: ceo F-Tax Withholding 1,180 $44.86 $53K Filing
2026-02-22 Mazzu Sam A. III officer: vp, gc & secretary F-Tax Withholding 136 $44.86 $6K Filing
2026-02-21 Pudenz Shane other F-Tax Withholding 784 $44.86 $35K Filing
2026-02-21 Franch Rob Paul officer: chief information officer F-Tax Withholding 869 $44.86 $39K Filing
2026-02-21 Metzger Steven D officer: president & coo F-Tax Withholding 1,741 $44.86 $78K Filing
2026-02-21 Quezada Carlos R. officer: ceo F-Tax Withholding 2,651 $44.86 $119K Filing
2026-02-21 Mazzu Sam A. III officer: vp, gc & secretary F-Tax Withholding 109 $44.86 $5K Filing
2026-02-19 Pudenz Shane other F-Tax Withholding 671 $44.22 $30K Filing
2026-02-19 Shanley Kathryn officer: chief accounting officer F-Tax Withholding 579 $44.22 $26K Filing
2026-02-19 Franch Rob Paul officer: chief information officer F-Tax Withholding 671 $44.22 $30K Filing
2026-02-19 Metzger Steven D officer: president & coo F-Tax Withholding 1,150 $44.22 $51K Filing
2026-02-19 Quezada Carlos R. officer: ceo F-Tax Withholding 1,627 $44.22 $72K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
FMR LLC 2,380,839 $91M +1,693 2026-06-30 Filing
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DIMENSIONAL FUND ADVISORS LP 633,970 $24M +23,624 2026-06-30 Filing
AMERIPRISE FINANCIAL INC 545,021 $21M +28,960 2026-06-30 Filing
RENAISSANCE TECHNOLOGIES LLC 437,125 $17M +9,225 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 380,262 $15M +24,356 2026-06-30 Filing
Polar Asset Management Partners Inc. 326,173 $13M +71,905 2026-06-30 Filing
STATE STREET CORP 309,391 $12M +1,659 2026-06-30 Filing
TWO SIGMA INVESTMENTS, LP 303,115 $12M -61,640 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 298,879 $11M +11,527 2026-06-30 Filing
Boston Partners 253,505 $10M +44,655 2026-06-30 Filing
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT 249,404 $10M -14,346 2026-06-30 Filing
De Lisle Partners LLP 239,593 $9M +3,501 2026-06-30 Filing
HEARTLAND ADVISORS INC 207,300 $8M — 2026-06-30 Filing
MORGAN STANLEY 191,346 $7M +56,283 2026-06-30 Filing
Qube Research & Technologies Ltd 182,905 $7M +34,697 2026-06-30 Filing
Swedbank AB 147,525 $6M +65,325 2026-06-30 Filing
RBF Capital, LLC 143,430 $5M — 2026-06-30 Filing
NICHOLAS COMPANY, INC. 132,700 $5M +75 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms