CARRIAGE SERVICES INC(CSV)Stock Analysis
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Rank #904 of 2,879 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CSV Stock Analysis & AI Quality Score
AI 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 59.7/100 on a 32-signal composite quality model, placing it at rank #904 of 2,879 stocks — the top half of the AI-ranked universe. CSV scores in the top quartile across profitability (80.8), earnings quality (79.4). Areas of concern include revenue scale (34.2), which score below median versus the broader universe. Shareholder dilution risk is elevated at 42.2/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), CARRIAGE SERVICES INC reports quarterly revenue of $106.1M, net income of $13.5M, an operating margin of 23.8%. Top institutional holders of CSV by reported 13-F value include FMR, BlackRock,, VANGUARD CAPITAL 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 59.7 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.
Revenue
Q1 2026
$106.1M
Net Income
Q1 2026
$13.5M
Free Cash Flow
Q1 2026
$11.0M
Operating Margin
Q1 2026
23.8%
ROIC
Q1 2026
3.2%
D/E Ratio
Q1 2026
1.96
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+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% 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 +0.0% | $1.18B |
| 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 |
AI Insight: CSV Financial Trends
A massive debt spike to $523M in Q1 2026 — from just $6M a year prior — dominates the investment narrative despite steady revenue and rising equity.
• Equity has grown consistently from $188M in Q2 2024 to $267M in Q1 2026, reflecting retained earnings accumulation.
• Revenue has remained range-bound between $98M and $107M across all eight quarters, showing limited top-line growth.
• Operating income in Q1 2026 held at $25M, unchanged from Q4 2025, but well below the Q1 2025 peak of $32M.
• Operating cash flow improved to $15M in Q1 2026 from $8M in Q2 2025, showing modest sequential recovery.
⚠ Total debt surged from $5M in Q4 2025 to $523M in Q1 2026 — an extraordinary jump requiring explanation on use of proceeds.
⚠ Net income of $13M in Q1 2026 versus $21M in Q1 2025 signals year-over-year earnings pressure despite stable revenues.
⚠ Whether operating cash flow can service the new $523M debt load is a critical near-term solvency question.
AI Insight: CSV Ratio Trends
ROIC collapsed from 37.7% in Q4 2025 to 12.8% in Q1 2026, signaling a major capital-structure shift as D/E surged from 0.02 to 1.96.
• D/E ratio jumped from 0.02 in Q4 2025 to 1.96 in Q1 2026, indicating significant new debt taken on in the quarter.
• Operating margin improved to 23.8% in Q1 2026 from 17.0% in Q3 2025, recovering toward the 29.5% peak seen in Q1 2025.
• NPM rose to 12.7% in Q1 2026, the highest outside the anomalous Q1 2025 reading of 19.5%, suggesting underlying profitability is solid.
• ROIC dropped sharply to 12.8% in Q1 2026 versus a range of 28–55% across the prior five quarters, reflecting the new leverage.
⚠ D/E at 1.96 is a stark reversal from near-zero leverage; monitor what acquisition or refinancing event triggered this and its debt-service cost.
⚠ ROIC at 12.8% must be benchmarked against the cost of the new debt — if WACC exceeds ROIC, value destruction follows.
⚠ Q1 2025's 29.5% operating margin and 19.5% NPM appear one-off; watch whether Q1 2026's 23.8% margin is sustainable as leverage costs rise.
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Available Research
13F Pro tracks comprehensive data for CARRIAGE SERVICES INC including:
Top Institutional Holders of CSV
FMR LLC
$108.6M2,379,146 shBlackRock, Inc.
$46.6M1,021,118 shVANGUARD CAPITAL MANAGEMENT LLC
$29.1M638,118 shDIMENSIONAL FUND ADVISORS LP
$27.9M610,346 shAMERIPRISE FINANCIAL INC
$23.6M516,061 shRENAISSANCE TECHNOLOGIES LLC
$19.5M427,900 shTWO SIGMA INVESTMENTS, LP
$16.7M364,755 shGEODE CAPITAL MANAGEMENT, LLC
$16.3M355,906 shSTATE STREET CORP
$14.1M307,732 shVANGUARD PORTFOLIO MANAGEMENT LLC
$13.1M287,352 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $108.6M | 2,379,146 |
| BlackRock, Inc. | $46.6M | 1,021,118 |
| VANGUARD CAPITAL MANAGEMENT LLC | $29.1M | 638,118 |
| DIMENSIONAL FUND ADVISORS LP | $27.9M | 610,346 |
| AMERIPRISE FINANCIAL INC | $23.6M | 516,061 |
| RENAISSANCE TECHNOLOGIES LLC | $19.5M | 427,900 |
| TWO SIGMA INVESTMENTS, LP | $16.7M | 364,755 |
| GEODE CAPITAL MANAGEMENT, LLC | $16.3M | 355,906 |
| STATE STREET CORP | $14.1M | 307,732 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $13.1M | 287,352 |
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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.
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.