CSV — Carriage Services Inc

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Carriage Services Inc

Carriage Services, Inc. provides funeral and cemetery services, and merchandise in the United States. It operates through two segments, Funeral Home Operations and Cemetery Operations. The Funeral Home Operations segment provides consultation services; funeral home facilities for visitation and memorial services; transportation services; removal and preparation of remains; cremation services; and related funeral merchandise, as well as engages in… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$44.20
Market Cap$697M
Float14.3M
Shares Outstanding15.9M
P/E (Forward)12.67
P/E (TTM)15.96
Price/Sales (TTM)1.67
vs. Analyst Target+35.7% to analyst PT
Profit Margin10.58%
Operating Margin (TTM)24.08%
Revenue (TTM)$416M
Earnings Growth (YoY)-37.30%
Dividend Rate0.5%
Analyst Target Price$60.00 (4 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $329M $16.1M $106M $78.1M
2021 $376M $33.2M $130M $91.6M
2022 $370M $41.4M $119M $103M
2023 $383M $33.4M $124M $104M
2024 $404M $33.0M $143M $81.8M
2025 $417M $51.5M $147M $124M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $102M $11.7M
Sep 2025 $103M $6.5M
Dec 2025 $105M $12.3M
Mar 2026 $106M $13.5M

Ownership & Float

Insider Ownership10.6%
Institutional Ownership81.3%
Short Float2.6%
% of All Funds Holding1.85%
Number of Funds Holding152

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$46.49Near-term / short-term trend
Weekly40-Week SMA$44.25Medium-term trend
Weekly80-Week SMA$43.00Cyclical trend (business cycle)
Weekly200-Week SMA$34.59Secular trend (multi-year)
Monthly10-Month SMA$44.66Near-term monthly trend
Monthly20-Month SMA$42.91Medium-term monthly trend
Monthly40-Month SMA$35.62Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$39.90 support 1.05x 11 months ago
$27.10 support 1.00x 21 months ago

Historical Earnings Reactions (119 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.17% 0.00% 47.90% 6.12% -11.76%
1 Day -0.74% -0.53% 38.66% 16.84% -27.03%
1 Week -1.09% -1.04% 39.50% 24.81% -33.33%
2 Weeks -1.04% -1.32% 42.86% 23.28% -37.08%
1 Month -0.71% 0.62% 50.85% 38.89% -35.69%

Next earnings: July 25, 2026 (59 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan3.1%60.0%30
Feb2.2%53.3%30
Mar0.7%53.3%30
Apr2.2%46.7%30
May2.9%44.8%29
Jun2.5%44.8%29
Jul-1.7%44.8%29
Aug0.6%44.8%29
Sep-2.3%46.7%30
Oct-0.0%50.0%30
Nov0.1%53.3%30
Dec3.1%56.7%30

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.03% 45.8% 1409
Tuesday 0.00% 46.7% 1539
Wednesday 0.09% 46.9% 1537
Thursday 0.04% 47.6% 1507
Friday 0.16% 48.0% 1501

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 81.3%

Insider Transactions — Smart Summary

Total insider ownership: 10.6%

Founder-led management: Carlos R. Quezada (Vice Chairman of the Board and Chief Executive Officer), Steven D. Metzger (President and Chief Operating Officer)

12-Month Insider Activity Summary

Total Filings5
Net Value-$487,748.99
Net Shares Change-23,528
% of Float-0.2%
C-Suite Filings4
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Pudenz Shane -$577,890.747 1 1 sell
Quezada Carlos R. CEO -$397,332.5 2 N/A
Metzger Steven D President -$90,416.49 2 N/A

Significant Filings

DateInsiderTitleNet ValuePrice After
2025-08-29 Pudenz Shane -$577,890.747 Transaction at $44.36, now -0.4%
2025-10-09 Quezada Carlos R. CEO -$196,095 Transaction at $46.14, now -4.2%
2025-08-12 Quezada Carlos R. CEO -$201,237.5 Transaction at $47.35, now -6.7%
2025-06-11 Metzger Steven D President -$74,137.05 Transaction at $44.85, now -1.4%
2025-07-09 Metzger Steven D President -$16,279.44 Transaction at $46.78, now -5.5%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Carriage Services Inc (CSV) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for CSV on Trend Edge →