Welcome to our dedicated page for Carriage Svcs 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.
Carriage Services, Inc. filings document the regulatory record for a U.S. funeral and cemetery services company and its publicly traded common stock. Recent Form 8-K reports cover operating results, non-GAAP financial measures and Regulation G reconciliations, executive appointments, and material definitive agreements, including an at-the-market common stock offering program.
Carriage Services proxy materials cover annual meeting matters, shareholder voting, board governance and related corporate practices. The filing record also documents capital-structure matters, disclosure controls around earnings releases, and governance changes tied to the company’s funeral home and cemetery operating platform.
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.
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.
Carriage Services entered an Equity Distribution Agreement for an at-the-market equity program allowing sales of up to $100 million of common stock through two sales agents. The company reported first-quarter 2026 revenue of $106.1 million, slightly below last year, with net income of $13.5 million and diluted EPS of $0.84.
Adjusted consolidated EBITDA rose to $33.8 million, and the adjusted EBITDA margin improved to 31.8%. Management reaffirmed its 2026 outlook, guiding to total revenue of $440–$450 million, adjusted diluted EPS of $3.35–$3.55, and adjusted free cash flow of $40–$50 million, emphasizing disciplined capital allocation and selective growth.
Carriage Services, Inc. is offering up to $100,000,000 of common stock through an Equity Distribution Agreement with Oppenheimer & Co. and Raymond James in an at-the-market program.
The Sales Agents may sell shares from time to time at prevailing market prices; they may act as agents or principals and will receive commissions of up to 3.0%. Net proceeds are to be used for potential acquisitions and general corporate purposes, including debt repayments. The prospectus supplement assumes 15,872,328 shares outstanding as of March 31, 2026 and illustrates a pro forma maximum of up to 17,988,282 shares if 2,115,954 shares are sold at an assumed price of $47.26 per share. Sales under the agreement are discretionary, there is no minimum amount required, and offering expenses are estimated at approximately $181,000.
Robinson Edmondo reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services director Edmondo Robinson received a stock grant as part of regular board compensation. On March 31, 2026 he was awarded 557 unrestricted shares of Carriage’s common stock at a reference price of $45.66 per share under the company’s Director Compensation Policy.
After this award, Robinson directly holds 4,047 common shares, reflecting routine, compensation-related share ownership rather than an open‑market purchase.
Sanders Julie reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services director Julie Sanders received a stock grant as part of director compensation. She was awarded 174 shares of Carriage Services common stock on March 31, 2026, at a reference price of $45.66 per share, increasing her direct holdings to 4,273 shares.
The footnote explains this award was made under Carriage’s Director Compensation Policy and represents unrestricted common shares granted for director compensation earned during the first quarter.
Webb Somer reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services Inc. director Somer Webb received a stock grant as part of director compensation. The Form 4 shows an award of 541 shares of Common Stock at $45.66 per share on March 31, 2026, granted under Carriage’s Director Compensation Policy for first-quarter service. Following this grant, Webb directly holds 10,551 Common Stock shares.
BRUDNICKI GREG M reported acquisition or exercise transactions in this Form 4 filing.
Carriage Services board advisor Greg M. Brudnicki received a stock grant of 109 shares of Common Stock on March 31, 2026. The award was made under Carriage’s Director Compensation Policy as unrestricted shares for director compensation earned during the first quarter, bringing his direct holdings to 28,903 shares of Common Stock.
Carriage Services is asking shareholders to vote at its 2026 Annual Meeting on May 12, 2026 in Houston. The agenda includes electing two Class III directors, declassifying the board so all directors stand for annual elections starting in 2027, an advisory vote on 2025 executive pay, approval of a second amendment to the 2017 Omnibus Incentive Plan, and ratification of Grant Thornton LLP as auditor for 2026.
The company highlights about $60 million of strategic acquisitions completed in 2025, a focus on balance sheet discipline, and a shift to fully performance-based incentives for the Executive Leadership team. It also emphasizes ongoing governance enhancements, director independence, and broader culture, diversity, and community initiatives.