Founded in 1991, Carriage Services has become a funeral market leader that is currently operating 230+ funeral homes and cemeteries nationwide. The team spans 2000+ team members composed of local people serving their communities at the highest level of service.
This is an organization that aims to work with the best funeral homes and cemeteries in the country.

Company profile
Ticker
CSV
Exchange
Website
CEO
Melvin C. Payne
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Carriage Funeral Holdings, Inc. • CFS Funeral Services, Inc. • Carriage Holding Company, Inc. • Carriage Funeral Services of Michigan, Inc. • Carriage Funeral Services of Kentucky, Inc. • Carriage Funeral Services of California, Inc. • Carriage Cemetery Services of Idaho, Inc. • Carriage Services of Connecticut, Inc. • CSI Funeral Services of Massachusetts, Inc. • CHC Insurance Agency of Ohio, Inc. ...
IRS number
760423828
CSV stock data
News

This Healthcare Stock Tumbled 43%; Here Are 88 Biggest Movers From Yesterday
29 Jul 22
Barrington Research Maintains Outperform on Carriage Servs, Lowers Price Target to $55
29 Jul 22
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28 Jul 22
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28 Jul 22
Recap: Carriage Servs Q2 Earnings
27 Jul 22
Analyst ratings and price targets
Calendar
2 Aug 22
16 Aug 22
31 Dec 22
Financial summary
Quarter (USD) | Jun 22 | Mar 22 | Dec 21 | Sep 21 | |
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Diluted EPS |
Annual (USD) | Dec 21 | Dec 20 | Dec 19 | Dec 18 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 1.06M | 1.06M | 1.06M | 1.06M | 1.06M | 1.06M |
Cash burn (monthly) | (no burn) | 36.25K | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 56.91K | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 1M | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 27.6 | n/a | n/a | n/a | n/a |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
8 Aug 22 | Steven D Metzger | Common Stock | Buy | Acquire P | No | No | 37.65 | 1,000 | 37.65K | 8,796 |
5 Aug 22 | Shawn R Phillips | Common Stock | Buy | Acquire P | No | No | 34.315 | 1,150 | 39.46K | 106,019 |
5 Aug 22 | Peggy Schappaugh | Common Stock | Buy | Acquire P | No | No | 36.68 | 700 | 25.68K | 20,501 |
4 Aug 22 | Carlos R. Quezada | Common Stock | Buy | Acquire P | No | No | 36.33 | 1,500 | 54.5K | 8,634 |
30 Jun 22 | Achille Messac | Common Stock | Grant | Acquire A | No | No | 39.65 | 913 | 36.2K | 8,990 |
Institutional ownership, Q1 2022
63.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 155 |
Opened positions | 16 |
Closed positions | 20 |
Increased positions | 40 |
Reduced positions | 69 |
13F shares | Current |
---|---|
Total value | 617.71M |
Total shares | 11.58M |
Total puts | 0 |
Total calls | 197.5K |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Dimensional Fund Advisors | 1.21M | $64.65M |
AMP Ameriprise Financial | 1.16M | $61.69M |
BLK Blackrock | 1.1M | $58.64M |
Vanguard | 946.96K | $50.5M |
Global Alpha Capital Management | 946.91K | $50.5M |
Renaissance Technologies | 830.5K | $44.29M |
STT State Street | 402.03K | $21.44M |
Arrowstreet Capital, Limited Partnership | 307.88K | $16.42M |
Fenimore Asset Management | 280.6K | $14.97M |
Geode Capital Management | 278.61K | $14.86M |
Financial report summary
?Risks
- We may be adversely affected by the effects of inflation.
Management Discussion
- The term “same store” refers to funeral homes and cemeteries acquired prior to January 1, 2018 and owned and operated for the entirety of each period being presented, excluding certain funeral home and cemetery businesses that we intend to divest in the near future.
- The term “acquired” refers to funeral homes and cemeteries purchased after December 31, 2017, excluding any funeral home and cemetery businesses that we intend to divest in the near future. This classification of acquisitions has been important to management and investors in monitoring the results of these businesses and to gauge the leveraging performance contribution that a selective acquisition program can have on total company performance.
- The term “divested” when discussed in the Funeral Home Segment, refers to two funeral homes we sold and one funeral home we merged with another business in an existing market in the first six months of 2022 and three funeral homes we sold in the first six months of 2021. The term “divested” when discussed in the Cemetery Segment, refers to one cemetery we sold during 2021.
Content analysis
?Positive | ||
Negative | ||
Uncertain | ||
Constraining | ||
Legalese | ||
Litigous | ||
Readability |
H.S. junior Avg
|
New words:
beneficial, Bloomberg, broader, BSBY, discretionary, factor, felt, Franch, grid, inflation, inflationary, joined, labor, largely, light, magnitude, manufacturing, marketplace, modest, raw, recruitment, Rob, shipping, structure, twelve, weakening, wide
Removed:
comprising, conform, scenario, slightly, statutory, surrendered, uncertainty, updated, withheld
Financial reports
Current reports
8-K
Results of Operations and Financial Condition
28 Jul 22
8-K
Entry into a Material Definitive Agreement
1 Jun 22
8-K
Departure of Directors or Certain Officers
20 May 22
8-K
Carriage Services Announces First Quarter Results
29 Apr 22
8-K
Carriage Services Announces Record Fourth Quarter and Full Year 2021 Results
24 Feb 22
8-K
Entry into a Material Definitive Agreement
23 Nov 21
8-K
Results of Operations and Financial Condition
29 Oct 21
8-K
Results of Operations and Financial Condition
30 Jul 21
8-K
Carriage Services Announces Executive Team Appointments and Promotions
2 Jun 21
8-K
Departure of Directors or Certain Officers
19 May 21
Registration and prospectus
S-8
Registration of securities for employees
22 Feb 22
S-8
Registration of securities for employees
23 May 18
S-8
Registration of securities for employees
18 May 17
S-3/A
Shelf registration (amended)
18 Apr 17
S-8
Registration of securities for employees
28 May 12
424B3
Prospectus supplement
1 Mar 11
S-3
Shelf registration
13 Jan 11
Other
UPLOAD
Letter from SEC
16 Feb 22
CORRESP
Correspondence with SEC
3 Feb 22
CORRESP
Correspondence with SEC
6 Jan 22
UPLOAD
Letter from SEC
12 Dec 21
CORRESP
Correspondence with SEC
1 Nov 21
UPLOAD
Letter from SEC
25 Oct 21
CORRESP
Correspondence with SEC
4 Oct 21
UPLOAD
Letter from SEC
21 Sep 21
EFFECT
Notice of effectiveness
12 Jun 20
CORRESP
Correspondence with SEC
8 Jun 20
Ownership
4
CARRIAGE SERVICES / Peggy Schappaugh ownership change
8 Aug 22
4
CARRIAGE SERVICES / Steven D Metzger ownership change
8 Aug 22
4
CARRIAGE SERVICES / Shawn R Phillips ownership change
5 Aug 22
4
CARRIAGE SERVICES / Carlos R. Quezada ownership change
4 Aug 22
4
CARRIAGE SERVICES / GREG M BRUDNICKI ownership change
5 Jul 22
4
CARRIAGE SERVICES / Douglas B. Meehan ownership change
5 Jul 22
4
CARRIAGE SERVICES / Bryan Leibman ownership change
5 Jul 22
4
CARRIAGE SERVICES / Donald Douglas Patteson Jr ownership change
5 Jul 22
4
CARRIAGE SERVICES / Achille Messac ownership change
5 Jul 22
4
CARRIAGE SERVICES / Carlos R. Quezada ownership change
23 May 22
Transcripts
2002 Q2
Earnings call transcript
31 Jul 22
2022 Q1
Earnings call transcript
30 Apr 22
2021 Q4
Earnings call transcript
26 Feb 22
2021 Q3
Earnings call transcript
29 Oct 21
2021 Q2
Earnings call transcript
28 Jul 21
2021 Q1
Earnings call transcript
22 Apr 21
2020 Q4
Earnings call transcript
18 Feb 21
2020 Q3
Earnings call transcript
28 Oct 20
2020 Q2
Earnings call transcript
30 Jul 20
2020 Q1
Earnings call transcript
20 May 20
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