Carriage Services Inc (CSV) — SEC Filings
Carriage Services Inc (CSV) — 32 SEC filings. Latest: 10-Q (Nov 6, 2025). Includes 15 8-K, 6 10-Q, 6 SC 13G/A.
View Carriage Services Inc on SEC EDGAR
Overview
Carriage Services Inc (CSV) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 6, 2025: CARRIAGE SERVICES, INC. (CSV) reported a net income of $6.57 million for the three months ended September 30, 2025, a decrease from $9.87 million in the same period of 2024. For the nine months ended September 30, 2025, net income significantly increased to $39.24 million from $23.10 million in 2024
Sentiment Summary
Across 32 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 28 neutral, 2 mixed. The dominant filing sentiment for Carriage Services Inc is neutral.
Filing Type Overview
Carriage Services Inc (CSV) has filed 6 10-Q, 15 8-K, 2 DEF 14A, 2 10-K, 6 SC 13G/A, 1 SC 13G with the SEC between Jan 2024 to Nov 2025.
Filings by Year
Recent SEC Filings (32)
Risk Profile
Risk Assessment: Of CSV's 27 recent filings, 0 were flagged as high-risk, 11 as medium-risk, and 16 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $102.74M |
| Net Income | $6.57M |
| Debt-to-Equity | 4.55 |
| Cash Position | $1.25B |
| Total Assets | $1.34B |
| Total Debt | $1.10B |
Key Executives
- J. David Smith
- Michael J. McShane
- Robert W. Worsley
- Steven L. Johnson
- Steven L. Watson
- David L. Moody
- three Class III directors
- CEO
- CFO
- COO
- Robert W. "Bob" McInerney, Jr.
- J. Michael "Mike" McInerney
Industry Context
The funeral and cemetery services industry is characterized by stable demand driven by demographic trends, but also faces evolving consumer preferences towards personalization and potentially lower-cost options. Companies like Carriage Services operate in a fragmented market, often consolidating smaller regional players. Key industry trends include the growth of preneed sales for services and merchandise, and the management of perpetual care trusts for cemetery maintenance.
Top Tags
corporate-governance (4) · governance (4) · institutional-ownership (4) · 10-Q (3) · financials (3) · executive-compensation (3) · Carriage Services (3) · amendment (3) · Deathcare Industry (2) · Funeral Services (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Income (Q3 2025) | $6.57M | Decreased from $9.87M in Q3 2024, a 33.5% decline. |
| Net Income (YTD 2025) | $39.24M | Increased from $23.10M in YTD 2024, a 70% increase. |
| Total Revenue (Q3 2025) | $102.74M | Increased from $100.69M in Q3 2024, a 2.0% increase. |
| Total Revenue (YTD 2025) | $311.96M | Increased from $306.50M in YTD 2024, a 1.8% increase. |
| Net Loss on Divestitures & Impairment (Q3 2025) | $6.56M | Significantly higher than $0.39M in Q3 2024, indicating strategic portfolio adjustments. |
| Acquisitions of Businesses (YTD 2025) | $56.50M | Reflects substantial investment in growth compared to zero in YTD 2024. |
| Proceeds from Divestitures (YTD 2025) | $37.31M | Increased from $12.02M in YTD 2024, indicating active portfolio management. |
| Net Cash from Operating Activities (YTD 2025) | $46.57M | Increased from $42.72M in YTD 2024, showing improved operational cash generation. |
| Q2 2025 Total Revenue | $85.3M | Decreased by 2.1% from Q2 2024's $87.1M |
| Q2 2025 Service Revenue | $60.1M | Slightly decreased from Q2 2024's $60.5M |
| Q2 2025 Property & Merchandise Revenue | $24.0M | Decreased from Q2 2024's $25.4M |
| YTD 2025 Total Revenue | $170.6M | Decreased from YTD 2024's $174.2M |
| Retained Earnings as of June 30, 2025 | $290.3M | Increased from $285.1M at December 31, 2024, indicating profitability |
| Q2 Revenue Decline | 2.1% | Percentage decrease in total revenue from Q2 2024 to Q2 2025 |
| Reporting Period End | 2025-03-31 | End of the first quarter of 2025 |
Forward-Looking Statements
- {"claim":"Vanguard will continue to be a significant institutional holder of Carriage Services Inc. stock.","entity":"The Vanguard Group","targetDate":"December 31, 2024","confidence":"high"}
- {"claim":"The slight reduction in Vanguard's stake will not significantly impact Carriage Services' stock price in the short term.","entity":"Carriage Services Inc.","targetDate":"May 13, 2024","confidence":"medium"}
- {"claim":"Dimensional Fund Advisors LP will maintain a significant, but potentially fluctuating, institutional stake in Carriage Services Inc.","entity":"Dimensional Fund Advisors LP","targetDate":"Next 12 months","confidence":"high"}
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Frequently Asked Questions
What are the latest SEC filings for Carriage Services Inc (CSV)?
Carriage Services Inc has 32 recent SEC filings from Jan 2024 to Nov 2025, including 15 8-K, 6 10-Q, 6 SC 13G/A. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of CSV filings?
Across 32 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 28 neutral, 2 mixed. The dominant sentiment is neutral.
Where can I find Carriage Services Inc SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Carriage Services Inc (CSV) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Carriage Services Inc?
Key financial highlights from Carriage Services Inc's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for CSV?
The investment thesis for CSV includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Carriage Services Inc?
Key executives identified across Carriage Services Inc's filings include J. David Smith, Michael J. McShane, Robert W. Worsley, Steven L. Johnson, Steven L. Watson and 7 others.
What are the main risk factors for Carriage Services Inc stock?
Of CSV's 27 assessed filings, 0 were flagged high-risk, 11 medium-risk, and 16 low-risk.
What are recent predictions and forward guidance from Carriage Services Inc?
Recent forward-looking statements from Carriage Services Inc include guidance on {"claim":"Vanguard will continue to be a significant institutional holder of Carriage Services Inc. stock.","entity":"Th and 2 other predictions.