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.
Industry, Sector and Symbol
Industry Investment offices, not elsewhere classified
Sub-IndustryN/A
SectorFinance
WebN/A
PhoneN/A
Debt
Price-To-Earnings
Sales & Book Value
Annual SalesN/A
Profitability
Miscellaneous
EmployeesN/A
OptionableNot Optionable
Source Capital (NYSE:SOR) Frequently Asked Questions
What is Source Capital's stock symbol?
Source Capital trades on the New York Stock Exchange (NYSE) under the ticker symbol "SOR."
How often does Source Capital pay dividends? What is the dividend yield for Source Capital?
Source Capital announced a quarterly dividend on Tuesday, November 13th. Investors of record on Friday, November 30th will be given a dividend of $0.25 per share on Saturday, December 15th. This represents a $1.00 dividend on an annualized basis and a yield of 2.92%. The ex-dividend date of this dividend is Thursday, November 29th. View Source Capital's Dividend History.
Has Source Capital been receiving favorable news coverage?
News stories about SOR stock have been trending negative recently, InfoTrie Sentiment reports. InfoTrie ranks the sentiment of media coverage by reviewing more than six thousand news and blog sources in real time. The firm ranks coverage of companies on a scale of negative five to positive five, with scores closest to five being the most favorable. Source Capital earned a media sentiment score of -2.1 on InfoTrie's scale. They also gave media headlines about the financial services provider a news buzz of 6.0 out of 10, meaning that recent media coverage is somewhat likely to have an effect on the company's share price in the next few days.
Who are some of Source Capital's key competitors?
Some companies that are related to Source Capital include Liberty All-Star Equity Fund (USA), Boulder Growth & Income Fund (BIF), PIMCO High Income Fund (PHK), Apollo Investment (AINV), AllianceBernstein Global Hgh Incm Fd (AWF), Tekla Healthcare Investors (HQH), Solar Capital (SLRC), Templeton Global Income Fund (GIM), Blackrock Muniyield Insured Fund (MYI), Goldman Sachs BDC (GSBD), General American Investors (GAM), Invesco Van Kampen Munpl Oprtnty Tr (VMO), Invesco Van Kmpn Trst Fr Invst Grd Mncpl (VGM), Invesco Municipal Trust (VKQ) and John Hancock Financial Opprts Fund (BTO).
Who are Source Capital's key executives?
Source Capital's management team includes the folowing people:
- Mr. Steven Todd Romick CFA, Managing Partner, Chief Investment Officer and Portfolio Mang. (Age 52)
- Ms. Leora Rebecca Weiner J.D., Managing Director and Gen. Counsel
- Mr. Brian A. Selmo CFA, Partner, Director of Research and Portfolio Mang. (Age 40)
- Mr. Mark Landecker CFA, Partner and Portfolio Mang.
- Mr. James Richard Atwood CPA, Managing Partner, Chief Admin. Officer, COO, CFO & Director (Age 57)
Who are Source Capital's major shareholders?
Source Capital's stock is owned by a number of of institutional and retail investors. Top institutional shareholders include Boenning & Scattergood Inc. (0.09%), Matisse Capital (0.08%) and Blue Bell Private Wealth Management LLC (0.05%). Company insiders that own Source Capital stock include Abhijeet V Patwardhan, Mark L Lipson and Thomas H Atteberry. View Institutional Ownership Trends for Source Capital.
Which institutional investors are selling Source Capital stock?
Which institutional investors are buying Source Capital stock?
SOR stock was bought by a variety of institutional investors in the last quarter, including Boenning & Scattergood Inc.. Company insiders that have bought Source Capital stock in the last two years include Abhijeet V Patwardhan, Mark L Lipson and Thomas H Atteberry. View Insider Buying and Selling 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, Scottrade, Fidelity and Charles Schwab.
What is Source Capital's stock price today?
One share of SOR stock can currently be purchased for approximately $34.1950.
How big of a company is Source Capital?
Source Capital has a market capitalization of $294.76 million.
MarketBeat Community Rating for Source Capital (NYSE SOR)
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.
