Stock Fundamentals

Company Information

Company Name
Carriage Services Inc
Sector
Consumer Cyclical
Industry
Personal Services
Exchange
NYSE
ISIN: US1439051079
CIK: 0001016281
CUSIP: 143905107
Currency: USD
Full Time Employees: 1,248
Phone: 713 332 8400
Fiscal Year End: December
IPO Date: Aug 08, 1996
Description:

Carriage Services, Inc. provides funeral and cemetery services, and merchandise in the United States. It operates through two segments, Funeral Home Operations and Cemetery Operations. The Funeral Home Operations segment provides consultation services; funeral home facilities for visitation and memorial services; transportation services; removal and preparation of remains; cremation services; and related funeral merchandise, as well as engages in the sale of caskets and urns. The Cemetery Operations segment sells interment rights for grave sites, lawn crypts, mausoleum spaces, and niches; related cemetery merchandise, including memorial markers, outer burial containers, and monuments; and interments, inurnments, and installation of cemetery merchandise services. Carriage Services, Inc. was founded in 1991 and is based in Houston, Texas.

Address:

3040 Post Oak Boulevard, Houston, TX, United States, 77056

Directors & Officers

Name Title Year Born
Mr. Carlos R. Quezada CEO & Vice Chairman 1971
Mr. Steven D. Metzger J.D. President & COO 1979
Mr. John Enwright Senior VP, CFO & Treasurer 1973
Ms. Kathryn Shanley Chief Accounting Officer 1969
Mr. Rob Paul Franch Chief Information Officer 1974
Mr. Sam A. Mazzu III Vice President of General Counsel and Secretary 1981
Mr. Shane T. Pudenz Vice President Of Sales 1991
Mr. Alfred White Vice President of Marketing NA
Mr. Christopher Manceaux Senior VP & Regional Partner 1971
Mr. Jeremy Weaver Director of Operations Support of the East Region NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Aug 27, 2025 Shane Pudenz N/A Sale 13.03K $44.36 $577.88K
Jul 07, 2025 Steven D Metzger N/A Sale 348.00 $46.78 $16.28K
May 07, 2025 Steven D Metzger N/A Sale 3.00K $40.60 $121.80K
Apr 28, 2025 Steven D Metzger N/A Sale 2.49K $40.01 $99.70K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
FMR Inc 2.38M Mar 31, 2026 14.99% $0.01 0.74%
Vanguard Group Inc 1.02M Dec 31, 2025 6.44% $0.00 0.14%
BlackRock Inc 1.02M Mar 31, 2026 6.43% $0.00 -0.96%
Dimensional Fund Advisors, Inc. 610.35K Mar 31, 2026 3.85% $0.01 0.58%
LSV Asset Management 546.73K Mar 31, 2026 3.44% $0.05 -3.48%
Ameriprise Financial Inc 516.06K Mar 31, 2026 3.25% $0.01 7.16%
Renaissance Technologies Corp 427.90K Mar 31, 2026 2.70% $0.03 -5.35%
Two Sigma Investments LLC 364.76K Mar 31, 2026 2.30% $0.01 155.76%
Geode Capital Management, LLC 355.91K Mar 31, 2026 2.24% $0.00 -7.80%
State Street Corp 307.73K Mar 31, 2026 1.94% $0.00 -1.14%
Punch & Associates Inv Mgmt Inc 263.75K Mar 31, 2026 1.66% $0.69 6.91%
Polar Asset Management Partners 254.27K Mar 31, 2026 1.60% $0.23 0.00%
Boston Partners Global Investors, Inc 208.85K Mar 31, 2026 1.32% $0.01 -14.32%
Heartland Advisors Inc 207.30K Mar 31, 2026 1.31% $0.48 0.00%
T. Rowe Price Investment Management,Inc. 172.32K Mar 31, 2026 1.09% $0.01 0.00%
Two Sigma Advisers, LLC 148.60K Dec 31, 2025 0.94% $0.01 16.28%
Qube Research & Technologies 148.21K Mar 31, 2026 0.93% $0.01 -0.65%
RBF LLC 143.43K Mar 31, 2026 0.90% $0.32 -50.00%
Morgan Stanley - Brokerage Accounts 135.06K Mar 31, 2026 0.85% $0.00 -7.61%
Nicholas Company Inc 132.63K Mar 31, 2026 0.84% $0.12 -0.51%

Shares Statistics

Shares Outstanding: 15.87M
Shares Float: 14.35M
% Insiders: 1,062.60%
% Institutions: 8,128.80%
Short % Float: 3.19%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Strategic Advisers Fidelity US TtlStk 524.59K 3.31% ▲ 3.15% Mar 31, 2026
2 Vanguard Total Stock Mkt Idx Inv 447.65K 2.82% ▲ 0.00% Apr 30, 2026
3 Fidelity Small Cap Discovery 383.27K 2.41% ▲ 0.00% Feb 28, 2026
4 Fidelity Low-Priced Stock 336.97K 2.12% ▼ 0.08% Feb 28, 2026
5 iShares Russell 2000 ETF 327.38K 2.06% ▲ 0.85% Apr 30, 2026
6 CT (Lux) American Smaller Com 9U USD 301.43K 1.90% ▲ 1.53% Mar 31, 2026
7 Fidelity Series Small Cap Discovery 294.60K 1.86% ▲ 0.00% Feb 28, 2026
8 VT De Lisle America B USD 236.09K 1.49% ▲ 0.00% Apr 30, 2026
9 Heartland Value Investor 207.30K 1.31% ▲ 0.00% Apr 30, 2026
10 Heartland Value Strategy 207.30K 1.31% ▲ 0.00% Mar 31, 2026

Valuation Metrics

Enterprise Value: $1.19B
Trailing P/E: 14.27
Forward P/E: 11.70

Financial Highlights

Market Cap: $622.83M
EBITDA: $122.04M
P/E Ratio: $14.27
PEG Ratio: $0.84
Book Value: $16.82
Dividend/Share: $0.45
Dividend Yield: 1.11%
Earnings/Share: $2.75
Profit Margin: 10.58%
Operating Margin: 24.08%
ROA (TTM): 4.66%
ROE (TTM): 17.99%
Revenue (TTM): $416.49M
Revenue/Share (TTM): $26.85
Earnings Growth (YOY): -37.30%
Revenue Growth (YOY): -0.90%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.98x 2.09x 0.81x 3.46x 4.28x
2024-12-31 0.77x 2.59x 0.84x 2.55x 6.61x
2023-12-31 0.82x 3.37x 0.86x 2.23x 5.61x
2022-12-31 0.84x 4.31x 0.89x 3.08x 5.73x
2021-12-31 0.66x 4.34x 0.89x 3.68x 6.06x
2020-12-31 0.73x 1.88x 0.79x 1.75x 5.80x
2019-12-31 1.12x 0.83x 0.80x 2.03x 2.85x
2018-12-31 0.84x 0.35x 0.76x 1.86x 1.31x
2017-12-31 0.71x 1.79x 0.79x 2.83x 5.36x
2016-12-31 0.74x 1.90x 0.80x 3.22x 5.93x
2015-12-31 0.91x 2.07x 0.81x 3.47x 4.93x
2014-12-31 1.11x 1.54x 0.78x 3.11x 5.30x
2013-12-31 0.76x 1.00x 0.79x 2.93x 3.20x
2012-12-31 1.05x 1.29x 0.82x 2.25x 3.77x
2011-12-31 0.97x 1.07x 0.81x 1.61x 3.39x
2010-12-31 1.10x 1.92x 0.82x 1.68x 5.52x
2009-12-31 1.56x 2.13x 0.83x 1.65x 5.67x
2008-12-31 1.30x 2.24x 0.82x 1.36x 7.18x
2007-12-31 1.53x 2.18x 0.55x 1.62x 5.75x
2006-12-31 2.39x 2.43x 0.77x -1.23x -17.47x
2005-12-31 2.11x 2.44x 0.77x 1.37x 6.75x
2004-12-31 1.18x 1.75x 0.79x 1.59x 5.44x
2003-12-31 0.59x 2.13x 0.85x 2.57x 6.17x
2002-12-31 0.94x 2.44x 0.86x 2.47x 5.52x
2001-12-31 0.98x 3.02x 0.88x N/A 5.07x
2000-12-31 1.49x 1.63x 0.76x N/A 6.35x
1999-12-31 2.00x 0.02x 0.44x N/A 0.10x
1998-12-31 1.57x 0.03x 0.57x N/A 0.17x
1997-12-31 1.31x 0.02x 0.59x N/A 0.11x
1996-12-31 1.81x 0.01x 0.43x N/A 0.13x

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