Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge Setup Score
Trend Edge rates CSV Bullish with a Setup Score of 36, net conviction 22, actionability 58. How the Setup Score works →
Total Setup Score
36
Directional Bias
Bullish
Net Conviction
22
Actionability
58 (in range)
Key signals behind this score
Fresh Trend Turn — 200wk turn 9w
200wk Uptrend — trend only (sma 34.77 vs px 34.45)
Founder-Led — founder/CEO led
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 →
Sector: Consumer Cyclical
Industry: Personal Services
Exchange: NYSE
IPO Date: August 8, 1996
Headquarters: 3040 Post Oak Boulevard, Houston, TX, United States, 77056
Founder-Led: Yes — Carlos R. Quezada (Vice Chairman of the Board and Chief Executive Officer), Steven D. Metzger (President and Chief Operating Officer)
Key Metrics
Current Price
$34.57
Market Cap
$548M
Float
15.5M
Shares Outstanding
15.9M
P/E (Forward)
10.19
P/E (TTM)
12.33
Price/Sales (TTM)
1.31
vs. Analyst Target
+52.3% to analyst PT
Profit Margin
10.69%
Operating Margin (TTM)
23.35%
Revenue (TTM)
$417M
Earnings Growth (YoY)
4.10%
Dividend Rate
0.5%
Analyst Target Price
$52.67 (4 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
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
$106M
2025
$417M
$51.5M
$147M
$124M
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Sep 2025
$103M
$6.5M
Dec 2025
$105M
$12.3M
Mar 2026
$106M
$13.5M
Jun 2026
$103M
$12.3M
Ownership & Float
Insider Ownership
2.8%
Institutional Ownership
87.6%
Short Float
3.0%
% of All Funds Holding
1.81%
Number of Funds Holding
159
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.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$37.43
Near-term / short-term trend
Weekly
40-Week SMA
$42.19
Medium-term trend
Weekly
80-Week SMA
$42.58
Cyclical trend (business cycle)
Weekly
200-Week SMA
$34.82
Secular trend (multi-year)
Monthly
10-Month SMA
$42.38
Near-term monthly trend
Monthly
20-Month SMA
$42.54
Medium-term monthly trend
Monthly
40-Month SMA
$36.04
Secular 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 Level
Type
Volume Ratio
Age
$40.00
resistance
1.67x
0 months ago
$41.00
resistance
1.69x
1 months ago
$49.00
resistance
1.14x
2 months ago
$27.10
support
1.00x
24 months ago
Historical Earnings Reactions (120 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
-0.24%
0.00%
47.50%
6.12%
-11.76%
1 Day
-0.83%
-0.53%
38.33%
16.84%
-27.03%
1 Week
-1.21%
-1.16%
39.17%
24.81%
-33.33%
2 Weeks
-1.17%
-1.40%
42.50%
23.28%
-37.08%
1 Month
-0.85%
0.55%
50.42%
38.89%
-35.69%
Next earnings: October 24, 2026 (60 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
3.1%
60.0%
30
Feb
2.2%
53.3%
30
Mar
0.7%
53.3%
30
Apr
2.2%
46.7%
30
May
2.2%
43.3%
30
Jun
2.2%
43.3%
30
Jul
-1.5%
46.7%
30
Aug
0.6%
44.8%
29
Sep
-2.3%
46.7%
30
Oct
-0.0%
50.0%
30
Nov
0.1%
53.3%
30
Dec
3.1%
56.7%
30
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.04%
45.8%
1421
Tuesday
0.00%
46.7%
1552
Wednesday
0.09%
46.9%
1550
Thursday
0.03%
47.7%
1520
Friday
0.16%
47.9%
1512
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 87.6%
Insider Transactions — Smart Summary
Total insider ownership: 2.8%
Founder-led management: Carlos R. Quezada (Vice Chairman of the Board and Chief Executive Officer), Steven D. Metzger (President and Chief Operating Officer)
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.