CSV at a glance
CARRIAGE SERVICES INC (CSV, SEC CIK 1016281) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CARRIAGE SERVICES INC (CSV) reported revenue of $417.4 million (up 3.3% from FY2024) and net income of $51.5 million. Diluted EPS was $3.25.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding CARRIAGE SERVICES INC (CSV) shares worth $296.2 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $417.4M
- +3.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 28 funds
- $296.2M · +0 vs prior quarter
- Latest 8-K
- Sep 30, 2026
- Item 1.02 · Item 2.03 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Funeral Home Operations largest segment, approximately 66% of total revenue
- Cemetery Operations smallest segment, approximately 34% of total revenue
- ATM program authorized up to $100.0 million; no shares sold to date
- Liquidity supported by operating cash flows and Credit Facility; no significant constraints anticipated
Risk Factors
- New ATM Program risk triggered by May 6, 2026 Equity Distribution Agreement
- Equity dilution risk from future common-stock offerings under the ATM Program
- Insider-selling risk from planned exercise of 110,090 and 146,413 vested executive options
- Market risk from potential option-related open-market sales beginning August 17 and 18, 2026
- Share-repurchase capacity: $48,898,769 remained under the program at June 30, 2026
AI summary of the CSV 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.02: Termination of a Material Definitive Agreement
- Existing $250 million revolving credit facility fully repaid and terminated
- Replacement Credit Agreement funded repayment on the closing date
Item 2.03: Creation of a Direct Financial Obligation
- September 30, 2026 press releases announced entry into a Credit Agreement
- Capital allocation framework disclosed alongside termination of the $100 million at-the-market equity offering program
Item 7.01: Regulation FD Disclosure
- Standard Regulation FD disclaimer limiting Exchange Act Section 18 liability
- Disclosure not incorporated by reference into other Securities Act or Exchange Act filings
Item EX-99.1: Item EX-99.1
- New $300 million senior secured revolver replaces $250 million facility, adding $50 million committed borrowing capacity
- Maturity extended to September 30, 2031 from July 31, 2029, subject to 4.25% notes’ springing-maturity provision
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CIO Rob Franch resigned effective August 13, 2026, without reported disagreements involving operations, controls, accounting, or disclosures
- Company began searching for a successor, creating near-term execution risk for technology and strategic growth initiatives
AI summaries of CSV 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CSV
Don't miss the next CSV filing
- Alerts as it files. A push when CSV files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CSV, by share count.
- Ask anything. An AI agent that reads every CSV filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fargason Charles | A | Sep 30, 2026 | 1,443 | $31.17 |
| Webb Somer | A | Sep 30, 2026 | 866 | $31.17 |
| Robinson Edmondo | A | Sep 30, 2026 | 986 | $31.17 |
| Sanders Julie | A | Sep 30, 2026 | 312 | $31.17 |
| BRUDNICKI GREG M | A | Sep 30, 2026 | 160 | $31.17 |
| Webb Somer | A | Jun 30, 2026 | 612 | $38.34 |
| Robinson Edmondo | A | Jun 30, 2026 | 664 | $38.34 |
| Sanders Julie | A | Jun 30, 2026 | 208 | $38.34 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $404.2M | $417.4M |
| Gross Profit | - | $143.4M | $146.7M |
| Operating Income | - | $81.8M | $97.7M |
| Net Income | - | $33.0M | $51.5M |
| Gross Margin | - | 35.5% | 35.1% |
| Op. Margin | - | 20.2% | 23.4% |
| Net Margin | - | 8.2% | 12.3% |
| Balance Sheet | |||
| Total Assets | $1.3B | $1.3B | $1.3B |
| Equity | $173.1M | $208.6M | $254.8M |
| ROE | - | 15.8% | 20.2% |
| Per Share | |||
| EPS | - | $2.10 | $3.25 |
| Cash Flow | |||
| Operating CF | - | $52.0M | $60.7M |
| CapEx | - | $16.1M | $20.6M |
Source: XBRL data in CARRIAGE SERVICES INC (CSV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CSV share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $296.2M |
| Q1 2026 | 28 | $345.8M |
| Q4 2025 | 24 | $314.8M |
| Q3 2025 | 25 | $337.9M |
| Q2 2025 | 27 | $332.8M |
| Q1 2025 | 24 | $229.9M |
| Q4 2024 | 18 | $197.8M |
| Q3 2024 | 15 | $125.5M |
- BlackRock+78.6K (+8%)
- Morgan Stanley+56.3K (+42%)
- T. Rowe Price Group+33.0K (+27%)
- Ameriprise Financial+29.0K (+6%)
- Dimensional Fund Advisors+23.6K (+4%)
- Two Sigma Investments−61.6K (-17%)
- Millennium Management−56.0K (-61%)
- JPMorgan Chase & Co−20.4K (-17%)
- Invesco Ltd−6.3K (-23%)
- Goldman Sachs Group−5.2K (-7%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 189 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CSV filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 5, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 8-K | Sep 30, 2026 | - | Analysis | - |
| 8-K | Aug 14, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | May 14, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
| 4 | Feb 27, 2026 | - | - | - |
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CSV SEC filings: frequently asked questions
Which institutions hold CSV stock?
As of June 30, 2026, the largest CARRIAGE SERVICES INC (CSV) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($91.3 million), BlackRock ($42.2 million), Vanguard Capital Management LLC ($24.7 million), Dimensional Fund Advisors ($24.3 million), Ameriprise Financial ($20.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CSV's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CARRIAGE SERVICES INC (CSV) reported revenue of $417.4 million (up 3.3% from FY2024) and net income of $51.5 million. Diluted EPS was $3.25. The figures come from the XBRL data in the 10-K.
What did CSV report in its latest 8-K?
CARRIAGE SERVICES INC (CSV) filed an 8-K on September 30, 2026 reporting Item 1.02 (Termination of a Material Definitive Agreement), Item 2.03 (Creation of a Direct Financial Obligation) and Item 7.01 (Regulation FD Disclosure). Existing $250 million revolving credit facility fully repaid and terminated.
What are the latest CSV SEC filings?
CARRIAGE SERVICES INC (CSV) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 5, 2026 and a Form 4 insider filing on October 2, 2026.
What is CSV's SEC CIK number?
CARRIAGE SERVICES INC (CSV)'s SEC Central Index Key (CIK) is 1016281. EDGAR lists every CSV filing under that number.
Ask anything about CSV
The research agent reads CSV's filings, financials, insider trades and 13F holders, then answers with sources.