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Carriage Svcs Inc SEC Filings

CSV NYSE

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.

The Carriage Services, Inc. (NYSE: CSV) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports and earnings-related information furnished to the U.S. Securities and Exchange Commission. Carriage Services uses Form 8-K to furnish press releases that present quarterly financial results and commentary on its operations.

In a Form 8-K dated November 5, 2025, the company reported results for the quarter ended September 30, 2025 and attached an earnings press release as an exhibit. That release includes GAAP metrics such as total revenue, operating income, net income, and diluted EPS, along with non-GAAP measures like adjusted consolidated EBITDA, adjusted diluted EPS, adjusted free cash flow, and reconciliations required under Regulation G. Similar filings accompany other quarterly results and provide condensed operating and financial trend reports, segment performance for funeral and cemetery operations, and details on financial and ancillary revenue.

Through this page, users can review how Carriage Services discloses preneed and at-need metrics, preneed trust balances, leverage, and special items affecting results. The filings also describe the company’s use of non-GAAP financial measures and clarify that certain information furnished in earnings releases is not deemed filed under Section 18 of the Exchange Act unless specifically incorporated by reference.

Stock Titan enhances these filings with AI-powered summaries that highlight key figures, segment trends, and notable management commentary, helping readers interpret lengthy exhibits more quickly. Real-time updates from the SEC’s EDGAR system ensure that new 8-Ks and other forms appear promptly, while structured views of exhibits make it easier to locate earnings tables, reconciliations, and other details relevant to CSV’s funeral and cemetery operations.

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Carriage Services Inc. Chief Accounting Officer Kathryn Shanley reported a tax-related share withholding. On February 19, 2026, 579 shares of common stock were withheld by the company at $44.22 per share to cover withholding taxes tied to the vesting of restricted stock granted on February 19, 2025. After this tax-withholding disposition, Shanley directly held 5,663 shares of Carriage Services common stock.

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Carriage Services Inc. received a new Schedule 13G showing a sizable passive shareholder position. Vineyard Capital Partners, L.L.C., a Florida entity, reports beneficial ownership of 1,100,000 shares of Carriage Services common stock, representing 7.1% of the outstanding class as of December 31, 2025.

Manager Jeffrey K. Boutwell may direct the voting and disposition of the 1,100,000 shares held by Vineyard Capital and also owns 21,000 shares personally. The filing states that Boutwell’s beneficial ownership represents 7.3% of the class in total and certifies the holdings are not for the purpose of changing or influencing control of the company.

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Carriage Services Inc. executive Sam A. Mazzu III, VP, General Counsel and Secretary, filed an initial ownership report showing 7,069 shares of Common Stock held directly. He also holds stock options for 4,500 shares at $34.79 expiring on 02/17/2031, 1,200 shares at $49.48 expiring on 02/23/2032, and 2,610 shares at $24.48 expiring on 02/21/2034. These options were granted under the Carriage Services, Inc. 2017 Omnibus Incentive Plan and vest in equal annual increments over three to five years.

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Carriage Services, Inc. announced that its Board of Directors has appointed Steven D. Metzger, age 47, as President and Chief Operating Officer, effective February 2, 2026. His new role is part of a broader set of executive leadership changes intended to better align with the company’s business strategy.

Metzger joined Carriage Services in May 2018 and has served as President and Secretary since June 2023, after previously holding senior legal and administrative roles at the company and at other public companies. The company states there are no new compensatory arrangements tied to this appointment, no family relationships with other executives or directors, and no related-party transactions requiring disclosure.

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Carriage Services Inc. reported that a board advisor received an equity award in company stock. On December 31, 2025, the reporting person acquired 118 shares of Carriage common stock at $42.30 per share as part of director compensation for the fourth quarter. Following this grant, the reporting person beneficially owns 28,794 shares of common stock, held as a direct ownership position.

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Carriage Services Inc. director reports stock award for board compensation. A board member of Carriage Services Inc. received an award of 584 shares of common stock on December 31, 2025, recorded as an acquisition at a price of $42.3 per share. This grant was made under the company’s Director Compensation Policy as unrestricted common stock for director compensation earned during the fourth quarter.

After this transaction, the reporting person beneficially owns 10,010 shares of Carriage Services common stock, held directly. The filing is made on behalf of the director by an attorney-in-fact, confirming the equity component of fourth-quarter board compensation.

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Carriage Services Inc. reported a small insider stock award to a director. Director Julie Sanders received 188 unrestricted shares of Carriage Services common stock on December 31, 2025 as compensation earned during the fourth quarter under the company’s Director Compensation Policy, at a price of $42.30 per share. Following this grant, she directly beneficially owned 4,099 shares of Carriage Services common stock.

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Carriage Services Inc. reported a routine director stock grant. A board member received 601 shares of Carriage common stock on 12/31/2025 under the company’s Director Compensation Policy, at a reported price of $42.3 per share. This award represents stock granted for director compensation earned during the fourth quarter.

After this grant, the director beneficially owns 3,490 shares held directly. The filing reflects standard equity-based compensation for board service, rather than an open-market purchase or sale.

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Carriage Services (CSV) reported Q3 2025 results with revenue of $102.7M and diluted EPS of $0.41. Net income was $6.6M as operating income reached $17.5M while interest expense was $6.9M and taxes were $3.1M.

For the first nine months, revenue totaled $312.0M and net income was $39.2M, translating to diluted EPS of $2.47. Operating cash flow was $46.6M, supporting both growth and portfolio reshaping. The company closed two Florida acquisitions for $56.5M, adding six funeral homes, one cemetery, and a cremation business in Orlando, plus two funeral homes in Pensacola. It also sold nine funeral homes and four cemeteries year‑to‑date for $33.8M, with Q3 reflecting $6.6M in net divestiture and impairment charges.

On the balance sheet, the credit facility stood at $133.5M and senior notes at $397.1M. Goodwill rose to $433.5M following acquisitions, and stockholders’ equity increased to $242.1M. Shares outstanding were 15,745,193 as of October 30, 2025.

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Carriage Services, Inc. furnished a press release announcing financial results for the quarter ended September 30, 2025. The November 5, 2025 release, provided as Exhibit 99.1, includes non‑GAAP measures with quantitative reconciliations to GAAP.

The information was furnished under Item 2.02 and is not deemed “filed” for Section 18 purposes. Exhibits include the press release (99.1), cover page Inline XBRL tags (101), and the Inline XBRL cover page (104).

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FAQ

What is the current stock price of Carriage Svcs (CSV)?

The current stock price of Carriage Svcs (CSV) is $43.255 as of March 9, 2026.

What is the market cap of Carriage Svcs (CSV)?

The market cap of Carriage Svcs (CSV) is approximately 684.4M.

CSV Rankings

CSV Stock Data

684.39M
13.85M
Personal Services
Services-personal Services
Link
United States
HOUSTON

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