S&P 500   4,577.11
DOW   35,368.47
QQQ   370.55
S&P 500   4,577.11
DOW   35,368.47
QQQ   370.55
S&P 500   4,577.11
DOW   35,368.47
QQQ   370.55
S&P 500   4,577.11
DOW   35,368.47
QQQ   370.55

Source Capital Stock Forecast, Price & News

+0.02 (+0.05%)
(As of 01/18/2022 12:00 AM ET)
Today's Range
50-Day Range
52-Week Range
6,147 shs
Average Volume
15,222 shs
Market Capitalization
$362.72 million
P/E Ratio
Dividend Yield
30 days | 90 days | 365 days | Advanced Chart
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Source Capital logo

About Source Capital

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.


See More Headlines

Industry, Sector and Symbol

Investment offices, not elsewhere classified
Year Founded

Sales & Book Value

Annual Sales


Pretax Margin




Free Float
Market Cap
$362.72 million
Not Optionable

Company Calendar

Ex-Dividend for 1/31 Dividend
Dividend Payable
Ex-Dividend for 2/28 Dividend
Dividend Payable
Fiscal Year End


Overall MarketRank

1.63 out of 5 stars

Finance Sector

930th out of 1,349 stocks

Investment Offices, Not Elsewhere Classified Industry

21st out of 156 stocks

Analyst Opinion: 0.0Community Rank: 4.8Dividend Strength: 1.7Insider Behavior: 1.7Valuation: 0.0 5 -4 -3 -2 -1 -

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 stock has increased by 29.3% and is now trading at $43.1550.
View which stocks have been most impacted by COVID-19

Are investors shorting Source Capital?

Source Capital saw a increase in short interest in December. As of December 15th, there was short interest totaling 10,600 shares, an increase of 1,414.3% from the November 30th total of 700 shares. Based on an average daily volume of 9,300 shares, the days-to-cover ratio is presently 1.1 days.
View Source Capital's Short Interest

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

Source Capital announced a monthly dividend on Monday, December 6th. Investors of record on Wednesday, February 16th will be paid a dividend of $0.185 per share on Monday, February 28th. This represents a $2.22 dividend on an annualized basis and a yield of 5.14%. The ex-dividend date of this dividend is Tuesday, February 15th.
View Source Capital's dividend history

Is Source Capital a good dividend stock?

Source Capital pays an annual dividend of $2.02 per share and currently has a dividend yield of 4.68%. SOR has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer.
View Source Capital's dividend history.

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 60)
  • Mr. Mark Landecker CFA, Portfolio Mang.
  • Mr. Gregory Allen Herr C.F.A., CFA, Portfolio Mang. (Age 48)
  • Mr. Steven Todd Romick CFA, Portfolio Mang. (Age 55)
  • Mr. Brian A. Selmo C.F.A., CFA, Portfolio Mang. (Age 43)
  • Mr. Thomas Hunter Atteberry, Portfolio Mang.

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).

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 number of institutional and retail investors. Top institutional investors include Mraz Amerine & Associates Inc. (0.35%). Company insiders that own Source Capital stock include Alfred E Osborne Jr, Brian A Selmo, J Richard Atwood, Mark L Lipson, Ryan A Leggio, Sandra Brown, Steven T Romick and Thomas H Atteberry.
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 Mraz Amerine & Associates Inc..
View insider buying and selling activity for Source Capital
or view top insider-selling stocks.

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.
Compare Top Brokerages Here.

What is Source Capital's stock price today?

One share of SOR stock can currently be purchased for approximately $43.16.

How much money does Source Capital make?

Source Capital has a market capitalization of $362.72 million.

What is Source Capital's official website?

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

This page was last updated on 1/19/2022 by MarketBeat.com Staff


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