NYSE:SORSource Capital Stock Price, Forecast & News

$32.97

+0.31 (+0.95 %)

(As of 05/27/2020 04:00 PM ET)

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Today's Range

$32.54

Now: $32.97▼

$33.47

50-Day Range

$28.88

MA: $31.55▼

$32.54

52-Week Range

$24.23

Now: $32.97▼

$41.34

Volume21,700 shs

Average Volume22,405 shs

Market Capitalization$279.45 million

P/E RatioN/A

Dividend Yield3.06%

Beta0.73

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.

Beat the Market (BTM) Rank^™

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.

1.7 Dividend Strength

Dividend Leadership
Source Capital is a leading dividend payer. It pays a dividend yield of 3.06%, putting its dividend yield in the top 25% of dividend-paying stocks.
Dividend Growth
Source Capital does not have a long track record of dividend growth.

1.0 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 20.27% of the stock of Source Capital is held by institutions.

0.0 Earnings and Valuation

Overall Beat the Market Rank^™

1.09 out of 5 stars

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

WebN/A

PhoneN/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

EmployeesN/A

Outstanding Shares8,476,000

Market Cap$279.45 million

Next Earnings DateN/A

OptionableNot Optionable

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Source Capital (NYSE:SOR) Frequently Asked Questions

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

Source Capital's stock was trading at $33.38 on March 11th, 2020 when COVID-19 (Coronavirus) reached pandemic status according to the World Health Organization. Since then, SOR stock has decreased by 1.2% and is now trading at $32.97. View which stocks have been most impacted by Coronavirus.

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

Source Capital announced a quarterly dividend on Monday, May 11th. Investors of record on Friday, May 29th will be given a dividend of $0.25 per share on Monday, June 15th. This represents a $1.00 annualized dividend and a dividend yield of 3.03%. The ex-dividend date of this dividend is Thursday, May 28th. View Source Capital's dividend history.

Has Source Capital been receiving favorable news coverage?

News headlines about SOR stock have trended somewhat positive this week, InfoTrie Sentiment reports. The research firm identifies negative and positive news coverage by monitoring more than six thousand blog and news sources in real-time. The firm ranks coverage of publicly-traded companies on a scale of negative five to positive five, with scores closest to five being the most favorable. Source Capital earned a daily sentiment score of 1.4 on InfoTrie's scale. They also gave news headlines about the financial services provider a news buzz of 10.0 out of 10, indicating that recent news coverage is extremely likely to have an impact on the company's share price in the next several days. View the latest news aboutSource Capital.

Who are some of Source Capital's key competitors?

Some companies that are related to Source Capital include Boulder Growth & Income Fund (BIF), Tortoise Energy Infrastructure (TYG), Tekla Healthcare Investors (HQH), Blackrock Muniyield Insured Fund (MYI), AllianceBernstein Global Hgh Incm Fd (AWF), Invesco Van Kampen Munpl Oprtnty Tr (VMO), General American Investors (GAM), Templeton Global Income Fund (GIM), Solar Capital (SLRC), PIMCO High Income Fund (PHK), Goldman Sachs BDC (GSBD), Invesco Trust for Investment GradeMncpls (VGM), Invesco Municipal Trust (VKQ), Apollo Investment (AINV) and Templeton Dragon Fund (TDF). View all 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), AbbVie (ABBV), Vermilion Energy (VET), Walgreens Boots Alliance (WBA), American Electric Power (AEP), Blackstone Group (BX), Enbridge (ENB), Gilead Sciences (GILD), KeyCorp (KEY) and Magellan Midstream Partners (MMP).

Who are Source Capital's key executives?

Source Capital's management team includes the following people:

Mr. Steven Todd Romick CFA, Managing Partner, Chief Investment Officer and Portfolio Mang. (Age 53)
Ms. Leora Rebecca Weiner J.D., Managing Director and Gen. Counsel
Mr. Brian A. Selmo C.F.A., CFA, Partner, Director of Research and Portfolio Mang. (Age 42)
Mr. Mark Landecker CFA, Partner and Portfolio Mang.
Mr. James Richard Atwood CPA, Managing Partner, Chief Admin. Officer, COO, CFO & Director (Age 58)

What is Source Capital's stock symbol?

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

Who are Source Capital's major shareholders?

Source Capital's stock is owned by many different retail and institutional investors. Top institutional shareholders include RiverNorth Capital Management LLC (3.10%), Saba Capital Management L.P. (2.10%), Wells Fargo & Company MN (1.57%), Pecaut & CO. (1.04%), First Trust Advisors LP (0.90%) and D.A. Davidson & CO. (0.85%). View institutional ownership trends for Source Capital.

Which major investors are selling Source Capital stock?

SOR stock was sold by a variety of institutional investors in the last quarter, including Shaker Financial Services LLC, Thomas J. Herzfeld Advisors Inc., Mraz Amerine & Associates Inc., UBS Group AG, HighTower Advisors LLC, Breiter Capital Management Inc., D.A. Davidson & CO., and Shepherd Kaplan Krochuk LLC. View insider buying and selling activity for Source Capital.

Which major investors are buying Source Capital stock?

SOR stock was bought by a variety of institutional investors in the last quarter, including Saba Capital Management L.P., RiverNorth Capital Management LLC, Wells Fargo & Company MN, First Trust Advisors LP, Advisor Group Holdings Inc., Envestnet Asset Management Inc., AMI Investment Management Inc., and Boenning & Scattergood Inc.. View insider buying and selling activity for Source Capital.

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 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 $32.97.

How big of a company is Source Capital?

Source Capital has a market capitalization of $279.45 million.

This page was last updated on 5/27/2020 by MarketBeat.com Staff

NYSE:SORSource Capital Stock Price, Forecast & News

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