NYSE:SOR

Source Capital Stock Forecast, Price & News

$40.96

-0.27 (-0.65 %)

(As of 01/15/2021 12:00 AM ET)

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Today's Range

$40.83

Now: $40.96▼

$41.18

50-Day Range

$38.86

MA: $40.17▼

$41.31

52-Week Range

$24.23

Now: $40.96▼

$41.82

Volume18,471 shs

Average Volume12,877 shs

Market Capitalization$347.18 million

P/E RatioN/A

Dividend Yield2.42%

Beta0.76

Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.

Overall MarketRank^™

1.06 out of 5 stars

Finance Sector

967th out of 1,704 stocks

Investment Offices, Not Elsewhere Classified Industry

25th out of 149 stocks

0.0 Analyst's Opinion

Consensus Rating
There is not enough analysis data for Source Capital.

2.8 Community Rank

Outperform Votes
Source Capital has received 115 “outperform” votes. (Add your “outperform” vote.)
Underperform Votes
Source Capital has received 88 “underperform” votes. (Add your “underperform” vote.)
Community Sentiment
Source Capital has received 56.65% “outperform” votes from our community.

MarketBeat's community ratings are surveys of what our community members think about Source Capital and other stocks. Vote “Outperform” if you believe SOR will outperform the S&P 500 over the long term. Vote “Underperform” if you believe SOR will underperform the S&P 500 over the long term. You may vote once every thirty days.

0.8 Dividend Strength

Dividend Yield
Source Capital pays a meaningful dividend of 2.42%, higher than the bottom 25% of all stocks that pay dividends.
Dividend Growth
Source Capital has only been increasing its dividend for 1 years.

1.7 Company Ownership

Insider Buying vs. Insider Selling
In the past three months, Source Capital insiders have not sold or bought any company stock.
Percentage Held by Insiders
76.97% of the stock of Source Capital is held by insiders. A high percentage of insider ownership can be a sign of company health.
Percentage Held by Institutions
Only 21.80% of the stock of Source Capital is held by institutions.

0.0 Earnings and Valuation

See Top Rated MarketRank™ Stocks Here

Industry, Sector and Symbol

Stock Exchange NYSE

Industry Investment offices, not elsewhere classified

Sub-IndustryN/A

SectorFinance

Current SymbolNYSE:SOR

Previous Symbol

CUSIPN/A

CIK746776

Webwww.fpafunds.com

Phone310-473-0225

EmployeesN/A

Debt

Debt-to-Equity RatioN/A

Current RatioN/A

Quick RatioN/A

Price-To-Earnings

Trailing P/E RatioN/A

Forward P/E RatioN/A

P/E GrowthN/A

Sales & Book Value

Annual SalesN/A

Price / SalesN/A

Cash FlowN/A

Price / Cash FlowN/A

Book ValueN/A

Price / BookN/A

Profitability

EPS (Most Recent Fiscal Year)N/A

Net IncomeN/A

Net MarginsN/A

Return on EquityN/A

Return on AssetsN/A

Miscellaneous

Outstanding Shares8,476,000

Market Cap$347.18 million

Next Earnings DateN/A

OptionableNot Optionable

$40.96

-0.27 (-0.65 %)

(As of 01/15/2021 12:00 AM ET)

30 days | 90 days | 365 days | Advanced Chart

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Source Capital (NYSE:SOR) Frequently Asked Questions

How has Source Capital's stock been impacted by Coronavirus (COVID-19)?

Source Capital's stock was trading at $33.38 on March 11th, 2020 when Coronavirus (COVID-19) reached pandemic status according to the World Health Organization (WHO). Since then, SOR stock has increased by 22.7% and is now trading at $40.96.
View which stocks have been most impacted by COVID-19.

What stocks does MarketBeat like better than Source Capital?

Wall Street analysts have given Source Capital a "N/A" rating, but there may be better short-term opportunities in the market. Some of MarketBeat's past winning trading ideas have resulted in 5-15% weekly gains. MarketBeat just released five new trading ideas, but Source Capital wasn't one of them. MarketBeat thinks these five stocks may be even better buys.
View MarketBeat's top stock picks here.

How often does Source Capital pay dividends? What is the dividend yield for Source Capital?

Source Capital declared a quarterly dividend on Friday, January 8th. Investors of record on Tuesday, January 19th will be given a dividend of $0.083 per share on Friday, January 29th. This represents a $0.33 annualized dividend and a yield of 0.81%. The ex-dividend date of this dividend is Friday, January 15th.
View Source Capital's dividend history.

Is Source Capital a good dividend stock?

Source Capital pays an annual dividend of $1.00 per share and currently has a dividend yield of 2.42%.
View Source Capital's dividend history.

Who are some of Source Capital's key competitors?

Some companies that are related to Source Capital include Tortoise Energy Infrastructure (TYG), Boulder Growth & Income Fund (BIF), Aberdeen Asia-Pacific Income Fund (FAX), SPDR Bloomberg Barclays International Treasury Bond ETF (BWX), Nuveen Nasdaq 100 Dynamic Overwrite Fund (QQQX), Tekla Healthcare Investors (HQH), AllianceBernstein Global High Income Fund (AWF), BlackRock MuniYield Quality Fund III (MYI), General American Investors (GAM), Cornerstone Strategic Value Fund (CLM), Invesco Municipal Opportunity Trust (VMO), Central Securities (CET), Templeton Dragon Fund (TDF), PIMCO High Income Fund (PHK) and Apollo Investment (AINV).
View all of SOR's competitors.

What other stocks do shareholders of Source Capital own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Source Capital investors own include Altria Group (MO), Twitter (TWTR), AbbVie (ABBV), Bank of America (BAC), The Blackstone Group (BX), KeyCorp (KEY), (NWL), Wells Fargo & Company (WFC), Arconic (ARNC) and Broadcom (AVGO).

Who are Source Capital's key executives?

Source Capital's management team includes the following people:

Mr. James Richard Atwood CPA, Managing Partner, Chief Admin. Officer, COO, CFO & Director (Age 59)
Mr. Mark Landecker CFA, Portfolio Mang.
Mr. Gregory Allen Herr C.F.A., CFA, Portfolio Mang. (Age 47)
Mr. Steven Todd Romick CFA, Portfolio Mang. (Age 54)
Mr. Brian A. Selmo C.F.A., CFA, Portfolio Mang. (Age 42)
Mr. Thomas Hunter Atteberry, Portfolio Mang.

What is Source Capital's stock symbol?

Source Capital trades on the New York Stock Exchange (NYSE) under the ticker symbol "SOR."

How do I buy shares of Source Capital?

Shares of SOR can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.

What is Source Capital's stock price today?

One share of SOR stock can currently be purchased for approximately $40.96.

How big of a company is Source Capital?

Source Capital has a market capitalization of $347.18 million.

What is Source Capital's official website?

The official website for Source Capital is www.fpafunds.com.

How can I contact Source Capital?

The financial services provider can be reached via phone at 310-473-0225.

This page was last updated on 1/17/2021 by MarketBeat.com Staff

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Source Capital Stock Forecast, Price & News

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