Carriage Services (CSV)

• Market cap: $603M
• 1 day: -0.62%
• 5 days: 0.92%
• 1 month: -3.07%
• 3 months: -1.31%
• 6 months: 17.59%
• Year to date: -1.31%
• 1 year: 45.21%
• 5 years: 144.97%
• 10 years: 63.52%
• Sector: Consumer Discretionary
• Industry: Personal Services

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

654% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $190K

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

28% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 43

26% more capital invested

Capital invested by funds: $347M [Q3] → $436M (+$88.6M) [Q4]

5% more funds holding

Funds holding: 144 [Q3] → 151 (+7) [Q4]

2.32% more ownership

Funds ownership: 69.56% [Q3] → 71.88% (+2.32%) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $50 30% upside
• Avg. target: $50 30% upside
• High target: $50 30% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Barrington Research Alexander Paris 60% 1-year accuracy 77 / 128 met price target

30% upside $50

Outperform Maintained

28 Feb 2025