Source Capital (SOR) Stock Price, News & Analysis

Company Overview

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.

Key Stats

• Today's Range: $43.75 to $44.40
• 50-Day Range: $42.40 to $44.59
• 52-Week Range: $38.66 to $46.34
• Volume: 4,552 shs
• Average Volume: 12,169 shs
• Market Capitalization: $360.06 million
• P/E Ratio: N/A
• Dividend Yield: 5.71%
• Price Target: N/A
• Consensus Rating: N/A

SOR Stock Analysis - Frequently Asked Questions

How have SOR shares performed this year?

Source Capital's stock was trading at $43.49 on January 1st, 2025. Since then, SOR shares have increased by 0.6% and is now trading at $43.75.

Who are Source Capital's major shareholders?

Source Capital's top institutional investors include DKM Wealth Management Inc. (3.42%), D.A. Davidson & CO. (2.09%), Mesirow Financial Investment Management Inc. (0.94%) and Shaker Financial Services LLC (0.74%). Insiders that own company stock include Mark L Lipson, Brian A Selmo, 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.

What other stocks do shareholders of Source Capital own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Source Capital investors own include Verizon Communications (VZ), Altria Group (MO), Enterprise Products Partners (EPD), Bank of America (BAC), Consolidated Edison (ED), Intel (INTC) and Walgreens Boots Alliance (WBA).

Company Calendar

• Ex-Dividend for 6/30 Dividend: 6/17/2025
• Record date for 6/30 Dividend: 6/18/2025
• Dividend Payable: 6/30/2025
• Ex-Dividend for 7/31 Dividend: 7/16/2025
• Record date for 7/31 Dividend: 7/17/2025
• Dividend Payable: 7/31/2025
• Today: 8/09/2025
• Next Earnings (Estimated): 9/04/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - INVEST FUND
• Sub-Industry: Banking
• Current Symbol: NYSE:SOR
• CIK: 746776
• Web: www.fpafunds.com
• Phone: 800-982-4372
• Fax: N/A
• Employees: N/A
• Year Founded: N/A

Profitability

• EPS (Trailing Twelve Months): N/A
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: N/A
• P/E Growth: N/A
• Net Income: N/A
• Net Margins: N/A
• Pretax Margin: N/A
• Return on Equity: N/A
• Return on Assets: N/A

Debt

• Debt-to-Equity Ratio: N/A
• Current Ratio: N/A
• Quick Ratio: N/A

Sales & Book Value

• Annual Sales: N/A
• Price / Sales: N/A
• Cash Flow: N/A
• Price / Cash Flow: N/A
• Book Value: N/A
• Price / Book: N/A

Miscellaneous

• Outstanding Shares: 8,230,000
• Free Float: 1,894,000
• Market Cap: $360.06 million
• Optionable: Not Optionable
• Beta: 0.58