NYSE:SOR

Source Capital (SOR) Stock Price, News & Analysis

$43.70
+1.01 (+2.37%)
(As of 05/16/2024 ET)
Today's Range
$42.17
$43.76
50-Day Range
$40.99
$43.70
52-Week Range
$36.54
$43.76
Volume
32,622 shs
Average Volume
8,124 shs
Market Capitalization
$358.34 million
P/E Ratio
N/A
Dividend Yield
5.72%
Price Target
N/A
SOR stock logo

About Source Capital Stock (NYSE:SOR)

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.

SOR Stock Price History

SOR Stock News Headlines

1 Main Capital Partners Q1 2024 Fund Letter
A new venture capital supergroup is forming
Let’s Rise To Stop The Bleeding
Aristotle Capital Small Cap Equity Q4 2023 Commentary
FPA Source Capital Inc. Fourth Quarter 2023 Commentary
Capital One to buy Discover for $35.3 bn
Capital One is Buying Discover Financial
APAC 2024 Regulatory Outlook
Capital One Financial: Time To Get Out
See More Headlines
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Company Calendar

Ex-Dividend for 5/31 Dividend
5/15/2024
Ex-Dividend for 5/31 Dividend
5/15/2024
Today
5/16/2024
Next Earnings (Estimated)
5/30/2024
Dividend Payable
5/31/2024
Dividend Payable
5/31/2024
Fiscal Year End
12/31/2024

Industry, Sector and Symbol

Sector
Finance
Industry
Investment offices, not elsewhere classified
Sub-Industry
N/A
Fax
N/A
Employees
N/A
Year Founded
N/A

Profitability

Pretax Margin
N/A

Debt

Sales & Book Value

Annual Sales
N/A

Miscellaneous

Free Float
1,888,000
Market Cap
$358.34 million
Optionable
Not Optionable
Beta
0.67
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SOR Stock Analysis - Frequently Asked Questions

How have SOR shares performed in 2024?

Source Capital's stock was trading at $40.38 on January 1st, 2024. Since then, SOR shares have increased by 8.2% and is now trading at $43.70.
View the best growth stocks for 2024 here
.

Are investors shorting Source Capital?

Source Capital saw a increase in short interest in the month of April. As of April 30th, there was short interest totaling 3,300 shares, an increase of 50.0% from the April 15th total of 2,200 shares. Based on an average daily trading volume, of 12,500 shares, the short-interest ratio is currently 0.3 days.
View Source Capital's Short Interest
.

When is Source Capital's next earnings date?

The company is scheduled to release its next quarterly earnings announcement on Thursday, May 30th 2024.
View our SOR earnings forecast
.

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

Source Capital declared a monthly dividend on Friday, April 19th. Investors of record on Thursday, August 15th will be given a dividend of $0.2083 per share on Friday, August 30th. This represents a $2.50 dividend on an annualized basis and a yield of 5.72%. The ex-dividend date is Thursday, August 15th.
Read our dividend analysis for SOR
.

Is Source Capital a good dividend stock?

Source Capital (NYSE:SOR) pays an annual dividend of $2.48 per share and currently has a dividend yield of 5.85%. SOR has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer.
Read our dividend analysis for SOR.

What ETF holds Source Capital's stock?

First Trust Income Opportunities ETF holds 24,715 shares of SOR stock, representing 3.27% of its portfolio.

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 (BX), KeyCorp (KEY), Wells Fargo & Company (WFC), Arconic (ARNC) and Broadcom (AVGO).

Who are Source Capital's major shareholders?

Source Capital's stock is owned by many different institutional and retail investors. Top institutional shareholders include Chemistry Wealth Management LLC (1.23%), Mesirow Financial Investment Management Inc. (0.92%), Pecaut & CO. (0.28%), Hennion & Walsh Asset Management Inc. (0.26%), Park Avenue Securities LLC (0.21%) and Nations Financial Group Inc. IA ADV (0.12%). Insiders that own company stock include Brian A Selmo, Mark L Lipson, Ryan A Leggio and Sandra Brown.
View institutional ownership trends
.

How do I buy shares of Source Capital?

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

This page (NYSE:SOR) was last updated on 5/17/2024 by MarketBeat.com Staff

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