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Source Capital Stock Forecast, Price & News

-0.06 (-0.16 %)
(As of 09/18/2020 09:39 PM ET)
Today's Range
Now: $36.94
50-Day Range
MA: $36.59
52-Week Range
Now: $36.94
Volume6,800 shs
Average Volume19,587 shs
Market Capitalization$313.10 million
P/E RatioN/A
Dividend Yield2.71%
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.
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Beat the Market (BTM) Rank

Analyst Opinion: 0.0Community Rank: 2.8Dividend Strength: 0.8Insider Behavior: 4.0Valuation: 0.0 5 -4 -3 -2 -1 -

Overall Beat the Market Rank

1.53 out of 5 stars

Industry, Sector and Symbol

Industry Investment offices, not elsewhere classified



Sales & Book Value

Annual SalesN/A



Market Cap$313.10 million
Next Earnings DateN/A
OptionableNot Optionable
-0.06 (-0.16 %)
(As of 09/18/2020 09:39 PM 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. Since then, SOR shares have increased by 10.7% and is now trading at $36.94.
View which stocks have been most impacted by COVID-19

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

Source Capital declared a quarterly dividend on Monday, August 10th. Shareholders of record on Friday, August 28th will be paid a dividend of $0.25 per share on Tuesday, September 15th. This represents a $1.00 annualized dividend and a dividend yield of 2.71%. The ex-dividend date is Thursday, August 27th.
View Source Capital's dividend history

Are investors shorting Source Capital?

Source Capital saw a decline in short interest during the month of August. As of August 31st, there was short interest totaling 9,000 shares, a decline of 33.8% from the August 15th total of 13,600 shares. Based on an average trading volume of 17,300 shares, the short-interest ratio is presently 0.5 days.
View Source Capital's Short Interest

Who are some of Source Capital's key 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), Blackstone Group (BX), KeyCorp (KEY), Newell Brands (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. 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 a variety of institutional and retail investors. Top institutional shareholders include Shaker Financial Services LLC (1.26%), First Trust Advisors LP (0.95%), Cornerstone Advisors LLC (0.94%), Pecaut & CO. (0.90%), D.A. Davidson & CO. (0.87%) and Mraz Amerine & Associates Inc. (0.53%). Company insiders that own Source Capital stock include Sandra Brown and Steven T Romick.
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 Thomas J. Herzfeld Advisors Inc., UBS Group AG, Bank of America Corp DE, Pecaut & CO., HighTower Advisors LLC, Mraz Amerine & Associates Inc., and Raymond James Financial Services Advisors Inc..
View insider buying and selling activity for Source Capital

Which major investors are buying Source Capital stock?

SOR stock was purchased by a variety of institutional investors in the last quarter, including Shaker Financial Services LLC, Park Avenue Securities LLC, RMB Capital Management LLC, Cornerstone Advisors LLC, Doliver Advisors LP, First Trust Advisors LP, Envestnet Asset Management Inc., and CNH Partners LLC. Company insiders that have bought Source Capital stock in the last two years include Sandra Brown, and Steven T Romick.
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 $36.94.

How big of a company is Source Capital?

Source Capital has a market capitalization of $313.10 million.

This page was last updated on 9/21/2020 by MarketBeat.com Staff

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