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CARRIAGE SERVICES INC (CSV) SEC Filings

CSV NYSE

Welcome to our dedicated page for CARRIAGE SERVICES SEC filings (Ticker: CSV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on CARRIAGE SERVICES's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into CARRIAGE SERVICES's regulatory disclosures and financial reporting.

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Carriage Services, Inc. reported that Chief Information Officer Rob Franch resigned effective August 13, 2026. The company stated his resignation was not due to any disagreement regarding operations, policies, practices, controls, or financial and accounting matters. A search process has begun to identify a successor and support the company’s long-term strategic growth objectives.

Under a Separation Agreement, Mr. Franch will receive certain salary payments for 12 months after his departure, a pro-rated 2026 annual target bonus based on full-year performance, the option to elect up to 18 months of COBRA health coverage, and will provide consulting and transition assistance through December 31, 2026. The agreement includes customary release, confidentiality, non-competition, and non-disparagement provisions and terminates his prior employment agreement as of the effective date.

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Carriage Services Inc (CSV) received an amended Schedule 13G filing from Vineyard Capital Partners, L.L.C. and Jeffrey K Boutwell. Vineyard Capital beneficially owns 41,800 shares of Carriage Services Inc common stock, representing 0.3% of the class. These shares are held by Vineyard Capital, with shared voting and dispositive power; as managing member, Jeffrey K Boutwell may direct the vote and disposition of these shares but personally owns 0 shares of the common stock.

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Carriage Services, Inc. reported stable results for the quarter ended June 30, 2026. Total revenue was 102,949 (thousands) versus 102,147 (thousands) a year earlier, with funeral revenue of 65,692 (thousands) and cemetery revenue of 37,257 (thousands).

Gross profit decreased to 35,044 (thousands) from 35,935 (thousands) as cemetery property amortization and field depreciation rose, but lower corporate expenses and interest kept operating income essentially flat at 23,953 (thousands). Net income increased to 12,272 (thousands), or diluted EPS of 0.77, compared with 11,739 (thousands), or 0.74.

For the first six months, revenue was 209,069 (thousands) and net income 25,764 (thousands), below 32,665 (thousands) in 2025 when gains on divestitures were higher. Operating cash flow was 22,450 (thousands). The company acquired one funeral home for 4,500 (thousands), ended with cash of 2,550 (thousands), long‑term debt of 526,016 (thousands) including 124,000 (thousands) drawn on its Credit Facility, and maintained 15,882,296 common shares outstanding. An at‑the‑market equity program authorizes up to $100.0 million of common stock; no shares have been sold.

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Carriage Services reported modestly higher results for the quarter ended June 30, 2026. Total revenue rose to $102.9 million, driven by strong pricing and financial revenue, despite lower volumes tied to softer national mortality trends. GAAP net income increased to $12.3 million with diluted EPS of $0.77, while adjusted diluted EPS was $0.78. Adjusted consolidated EBITDA grew to $33.3 million, and the adjusted EBITDA margin expanded to 32.3%. The company also completed the strategic acquisition of one funeral home while maintaining a leverage ratio of 4.0x.

For the first six months of 2026, revenue was $209.1 million, roughly flat year over year, while net income declined to $25.8 million, primarily because the prior year included a $7.7 million gain on divestitures and real estate sales. Cash provided by operating activities for the first half was $22.5 million. Carriage updated its 2026 outlook, trimming total revenue guidance to $435–$445 million but reaffirming adjusted consolidated EBITDA of $135–$140 million and adjusted diluted EPS of $3.35–$3.55, while reducing expected capital expenditures to $20–$25 million.

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Sanders Julie reported acquisition or exercise transactions in this Form 4 filing.

Carriage Services director Julie Sanders received a stock grant of 208 shares of Common Stock at $38.34 per share. The award was made under Carriage’s Director Compensation Policy for compensation earned during the second quarter, bringing her directly held stake to 4,481 shares.

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Carriage Services director Edmondo Robinson received a stock grant as part of routine board compensation. He was awarded 664 shares of Carriage Services common stock on June 30, 2026, at a value of $38.34 per share, described as unrestricted shares granted under the company’s Director Compensation Policy for second-quarter service.

After this award, Robinson directly owns 4,711 shares of common stock. This transaction is classified as a grant or award acquisition, not an open-market purchase or sale.

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Webb Somer reported acquisition or exercise transactions in this Form 4 filing.

Carriage Services director Somer Webb received a stock grant as part of regular board compensation. On June 30, 2026, Webb was awarded 612 shares of Carriage Services common stock at a reference price of $38.34 per share under the company’s Director Compensation Policy, bringing direct holdings to 11,163 shares.

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BRUDNICKI GREG M reported acquisition or exercise transactions in this Form 4 filing.

Carriage Services Inc. reported that board advisor Greg M. Brudnicki received an equity grant of 130 shares of Common Stock on June 30, 2026. The shares were awarded under Carriage’s Director Compensation Policy as unrestricted stock for director compensation earned during the second quarter. Following this grant, Brudnicki directly owns 29,033 shares of Carriage Services common stock.

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Carriage Services, Inc. reported the results of its 2026 annual shareholder meeting held on May 12, 2026. Shareholders elected Class III directors Donald D. Patteson, Jr. and Douglas B. Meehan with 11,137,853 and 11,336,853 votes for, respectively.

Shareholders supported declassifying the board with 11,975,332 votes for, but this did not meet the required 80% of outstanding shares, so the amendment was not approved. An advisory vote on named executive officer compensation passed with 11,879,875 votes for, and the Second Amendment to the 2017 Omnibus Incentive Plan was approved with 6,138,408 votes for and 5,843,510 against.

Shareholders also ratified Grant Thornton LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 13,803,398 votes for and 43,409 against.

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Carriage Services, Inc. reported first‑quarter 2026 revenue of $106.1 million, slightly below $107.1 million a year earlier, while net income declined to $13.5 million from $20.9 million. Funeral volumes softened, but average revenue per funeral and cemetery property pricing increased, supporting higher gross profit of $38.6 million versus $37.8 million.

Operating cash flow rose to $14.9 million, helping reduce Credit Facility borrowings to $120.5 million. The company ended the quarter with $2.9 million in cash and total long‑term debt of $522.3 million. After quarter‑end, Carriage established an at‑the‑market equity program allowing sales of up to $100 million of common stock, which could provide added funding flexibility for growth, debt reduction, or other corporate uses.

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FAQ

How many CARRIAGE SERVICES (CSV) SEC filings are available on StockTitan?

StockTitan tracks 64 SEC filings for CARRIAGE SERVICES (CSV), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for CARRIAGE SERVICES (CSV)?

The most recent SEC filing for CARRIAGE SERVICES (CSV) was filed on August 14, 2026.