CARRIAGE SERVICES INC(CSV)Stock Analysis
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Rank #1,661 of 2,962 stocks
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CSV Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for CARRIAGE SERVICES INC (CSV), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores CSV at 49.4/100 on a 32-signal composite quality model, placing it at rank #1,661 of 2,962 stocks — the bottom half of the AI-ranked universe. CSV scores in the top quartile across institutional flow (78.6). Areas of concern include revenue growth (33.8) and revenue scale (33.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 41.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), CARRIAGE SERVICES INC reports quarterly revenue of $102.9M, net income of $12.3M, an operating margin of 23.3%. Top institutional holders of CSV by reported 13-F value include FMR, BlackRock, T. Rowe Price Investment Management, based on the most recent SEC filings. CSV trades on the NYSE exchange and files with the SEC under CIK 1016281. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CSV daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for CARRIAGE SERVICES INC directly from SEC EDGAR. CARRIAGE SERVICES INC's 13F Pro composite quality score has ranged between 45 and 61 since 2021, currently 49.4 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.
Revenue
Q2 2026
$102.9M
Net Income
Q2 2026
$12.3M
Free Cash Flow
Q2 2026
$2.2M
Operating Margin
Q2 2026
23.3%
ROIC
Q2 2026
11.9%
D/E Ratio
Q2 2026
1.89
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+3.3% YoYNet Income
+56.3% YoYOperating Income
+19.4% YoYEPS (Diluted)
+54.8% YoYTotal Assets
+5.2% YoYTotal Debt
+9576.9% YoYOp. Cash Flow
+16.7% YoYFree Cash Flow
+11.6% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $417.4M +3.3% | $404.2M +5.7% | $382.5M +3.3% | $370.2M -1.5% | $375.9M +14.1% | $329.4M |
| Net Income | $51.5M +56.3% | $33.0M -1.4% | $33.4M -19.3% | $41.4M +24.8% | $33.2M +106.1% | $16.1M |
| Operating Income | $97.7M +19.4% | $81.8M +1.0% | $81.0M +1.6% | $79.7M -14.9% | $93.7M +63.7% | $57.2M |
| EPS (Diluted) | $3.25 +54.8% | $2.10 -1.9% | $2.14 -18.6% | $2.63 +45.3% | $1.81 +103.4% | $0.89 |
| Total Assets | $1.35B +5.2% | $1.28B +0.9% | $1.27B +6.3% | $1.19B +1.2% | $1.18B +2.9% | $1.15B |
| Total Debt | $528.9M +9576.9% | $5.5M -8.9% | $6.0M +50.2% | $4.0M -11.3% | $4.5M -18.3% | $5.5M |
| Operating Cash Flow | $60.7M +16.7% | $52.0M -31.2% | $75.6M +23.9% | $61.0M -27.6% | $84.2M +1.6% | $82.9M |
| Free Cash Flow | $40.1M +11.6% | $35.9M -37.6% | $57.6M +64.7% | $34.9M -41.1% | $59.4M -12.3% | $67.7M |
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Available Research
13F Pro tracks comprehensive data for CARRIAGE SERVICES INC including:
Top Institutional Holders of CSV
FMR LLC
$91.3M2,380,839 shBlackRock, Inc.
$42.2M1,099,733 shT. Rowe Price Investment Management, Inc.
$27.8M725,953 shVANGUARD CAPITAL MANAGEMENT LLC
$24.7M644,644 shDIMENSIONAL FUND ADVISORS LP
$24.3M633,970 shAMERIPRISE FINANCIAL INC
$20.9M545,021 shLSV ASSET MANAGEMENT
$20.8M542,927 shRENAISSANCE TECHNOLOGIES LLC
$16.8M437,125 shGEODE CAPITAL MANAGEMENT, LLC
$14.6M380,262 shPolar Asset Management Partners Inc.
$12.5M326,173 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $91.3M | 2,380,839 |
| BlackRock, Inc. | $42.2M | 1,099,733 |
| T. Rowe Price Investment Management, Inc. | $27.8M | 725,953 |
| VANGUARD CAPITAL MANAGEMENT LLC | $24.7M | 644,644 |
| DIMENSIONAL FUND ADVISORS LP | $24.3M | 633,970 |
| AMERIPRISE FINANCIAL INC | $20.9M | 545,021 |
| LSV ASSET MANAGEMENT | $20.8M | 542,927 |
| RENAISSANCE TECHNOLOGIES LLC | $16.8M | 437,125 |
| GEODE CAPITAL MANAGEMENT, LLC | $14.6M | 380,262 |
| Polar Asset Management Partners Inc. | $12.5M | 326,173 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is CSV a good stock to buy?
13F Pro's AI-powered analysis of CARRIAGE SERVICES INC (CSV) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CSV are available on the CSV stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. CSV is classified as a small company.
Which hedge funds own CSV?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CSV. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of CARRIAGE SERVICES INC's investment landscape.