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SOR

Source Capital, Inc.

Apr 18 • 04:00PM ET

41.26

Dollar change +0.20
Percentage change 0.49	%

Financial • Closed-End Fund - Equity • USA • NYSE

Stock Detail • Compare Perf. • Revenue • Options Chain • Save to Portfolio • Create Alert

Index	-	P/E	6.32	EPS (ttm)	6.53	Insider Own	0.10%	Shs Outstand	8.25M	Perf Week	-1.13%
Market Cap	340.37M	Forward P/E	-	EPS next Y	-	Insider Trans	-13.40%	Shs Float	8.24M	Perf Month	0.56%
Income	53.60M	PEG	-	EPS next Q	-	Inst Own	15.50%	Short Float	0.05%	Perf Quarter	4.27%
Sales	19.60M	P/S	17.37	EPS this Y	300.60%	Inst Trans	-30.68%	Short Ratio	0.31	Perf Half Y	8.96%
Book/sh	44.14	P/B	0.93	EPS next Y	-	ROA	15.40%	Short Interest	0.00M	Perf Year	11.19%
Cash/sh	0.05	P/C	850.91	EPS next 5Y	-	ROE	15.50%	52W Range	36.00 - 42.92	Perf YTD	2.19%
Dividend Est.	-	P/FCF	6.35	EPS past 5Y	32.00%	ROI	4.50%	52W High	-3.86%	Beta	0.68
Dividend TTM	2.46 (5.96%)	Quick Ratio	-	Sales past 5Y	19.00%	Gross Margin	85.20%	52W Low	14.60%	ATR (14)	0.55
Dividend Ex-Date	May 15, 2024	Current Ratio	-	EPS Y/Y TTM	-	Oper. Margin	83.00%	RSI (14)	43.19	Volatility	1.16% 1.29%
Employees	-	Debt/Eq	0.00	Sales Y/Y TTM	-	Profit Margin	-	Recom	-	Target Price	-
Option/Short	No / Yes	LT Debt/Eq	0.00	EPS Q/Q	383.00%	Payout	39.30%	Rel Volume	0.46	Prev Close	41.06
Sales Surprise	-	EPS Surprise	-	Sales Q/Q	86.20%	Earnings	-	Avg Volume	14.63K	Price	41.26
SMA20	-1.53%	SMA50	-0.55%	SMA200	4.49%	Trades		Volume	6,782	Change	0.49%

Apr-16-24 05:30PM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
Jan-23-24 07:00PM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
Jan-02-24 01:50PM	Source Capital, Inc. Provides Update on Discount Management Program and Announces Updated Investment Guidelines and Q4 Webcast (Business Wire)
Dec-07-23 04:30PM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
Oct-16-23 07:09AM	Source Capital Inc's Dividend Analysis (GuruFocus.com)
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Sep-15-23 07:17AM	Source Capital Inc (SOR): An In-depth Look at its Dividend Sustainability (GuruFocus.com)
Aug-14-23 04:15PM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
May-08-23 05:41PM	Source Capital, Inc. Increases Monthly Distribution Rate Almost 13% (Business Wire)
Feb-28-23 08:45AM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
Jan-03-23 09:30AM	Source Capital, Inc. Provides Update on Discount Management Program and Announces Q4 Webcast (Business Wire)
Nov-14-22 04:19PM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
Aug-08-22 05:45PM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
May-09-22 06:00PM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
Feb-14-22 06:00PM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
Jan-04-22 09:30AM	Source Capital, Inc. Provides Update on Discount Management Program and Announces Q4 Webcast (Business Wire)
12:31PM	Loading…
Dec-02-21 12:31PM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
Sep-08-21 09:18AM	CORRECTING and REPLACING Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
May-18-21 10:09AM	FPA Announces Update to the Source Capital Stock Repurchase Program (Business Wire)
May-10-21 08:26PM	Source Capital, Inc. Declares Monthly Distributions on Common Stock (Business Wire)
Mar-05-21 07:30PM	Source Capital, Inc. Increases Monthly Distribution Rate to 5.25%, Implements Discount Management Program, and Announces Investor Call (Business Wire)
Feb-24-21 05:29PM	Source Capital, Inc. Increases Monthly Distribution Rate 46% (Business Wire)
Feb-02-21 06:30AM	Source Capital, Inc. Declares Monthly Distribution on Common Stock (Business Wire)
Jan-14-21 10:19AM	Ex-Dividend Date Insight: Source Capital (Benzinga)
Jan-08-21 04:48PM	Source Capital, Inc. Declares Monthly Distribution on Common Stock (Business Wire)
Nov-09-20 06:00PM	Source Capital, Inc. Declares Regular Quarterly and Special Distributions on Common Stock (Business Wire)
Oct-13-20 12:35PM	Source Capital, Inc. Announces Portfolio and Stock Repurchase Update (Business Wire)
Sep-22-20 11:28AM	Insider Buys Source Capital's Shares (Benzinga)
Sep-16-20 09:30AM	Source Capital, Inc. Announces Reinstatement of Stock Repurchase Program and Update on Portfolio (Business Wire)
Aug-10-20 04:21PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
May-31-20 05:15PM	Hedge Funds Have Never Been This Bullish On Source Capital, Inc. (SOR) (Insider Monkey)
05:15PM	Loading…
May-11-20 05:15PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
May-01-20 08:09PM	Source Capital, Inc. Announces Change to Virtual Format for the Annual Meeting of Shareholders to be Held on May 11, 2020 (Business Wire)
Apr-27-20 11:30AM	Garrett Motion: A Margin of Safety and a Turbo-Catalyst (GuruFocus.com)
Feb-10-20 05:03PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Nov-26-19 09:44AM	Is Source Capital, Inc. (SOR) A Good Stock To Buy ? (Insider Monkey)
Nov-12-19 11:55AM	Source Capital, Inc. Termination of Repurchase Program (Business Wire)
Nov-11-19 06:01PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Sep-12-19 09:15AM	Source Capital, Inc. Announces Intent to Not Move Forward with Proposed Rights Offering (Business Wire)
Sep-06-19 09:15AM	Source Capital, Inc. Announces Terms of Rights Offering (Business Wire)
Aug-12-19 04:50PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Jun-25-19 03:27PM	Cheap CEFs: 7 Closed-End Funds With Unusually Low Fees (Kiplinger)
May-13-19 04:30PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Feb-11-19 06:11PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Nov-12-18 05:00PM	Source Capital, Inc. Declares Regular Quarterly and Special Distributions on Common Stock (Business Wire)
Aug-13-18 05:10PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Jun-19-18 08:41AM	3 Funds That Will Crush The Market This Summer (Forbes)
May-14-18 04:55PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Feb-12-18 05:22PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Nov-13-17 05:44PM	Source Capital, Inc. Declares Regular Quarterly and Special Distributions on Common Stock (Business Wire)
Aug-14-17 07:10PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
May-08-17 08:00PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Feb-13-17 05:30PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Dec-02-16 01:04PM	SOURCE CAPITAL INC /DE/ Financials
Nov-14-16 06:00PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Aug-08-16 06:30PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
May-09-16 12:42PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Feb-18-16 01:21PM	Additional Information on Source Capital, Inc. (Business Wire)
Feb-08-16 05:43PM	Source Capital, Inc. Declares Special and Regular Quarterly Distributions on Common Stock (Business Wire)
Jan-29-16 10:21AM	Applied DNA Sciences to Present at the Source Capital Group 2016 Disruptive Growth and Healthcare Conference (noodls)
Jan-27-16 03:03PM	Simulations Plus to Present at Source Capital Group's 2016 Disruptive Growth & Healthcare Conference (noodls)
07:24AM	NTN Buzztime to Present at the Source Capital 2016 Disruptive Growth & Healthcare Conference (noodls)
Jan-26-16 08:39AM	Remark Media to Present at the Source Capital Group's 2016 Disruptive Growth & Healthcare Conference (noodls)
08:09AM	CDTi to Present at the Source Capital Group's 2016 Disruptive Growth & Healthcare Conference (noodls)
Jan-08-16 04:13PM	FPA Announces Details Regarding Source Capital Stock Repurchase Program and Managed Distribution Policy (Business Wire)
Nov-17-15 09:56AM	SOURCE CAPITAL INC /DE/ Files SEC form 8-K, Other Events, Financial Statements and Exhibits
09:20AM	Source Capital Portfolio Manager Eric Ende to Retire (Business Wire)
Nov-09-15 07:17PM	Source Capital, Inc. Declares Quarterly and Special Year-End Distributions on Common Stock (Business Wire)
Nov-02-15 11:04AM	Source Capital, Inc. Announces Total Net Assets (Business Wire)
Aug-19-15 11:22AM	Sora Capital Investee Company HelpHub Services Inc. Receives Strategic Investment (Marketwired)
Aug-10-15 06:16PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Jul-29-15 11:53AM	Source Capital, Inc. Announces Total Net Assets (Business Wire)
Jun-05-15 10:00AM	Sora Capital Investee Company HelpHub.Com Receives Honours (Marketwired)
May-11-15 12:19PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Apr-09-15 03:00PM	Source Capital, Inc. Announces Total Net Assets (Business Wire)
Mar-03-15 02:59PM	Source Capital, Inc. Files Certified Shareholder Report for the Year Ended December 31, 2014 and Announces Total Net Assets (Business Wire)
Feb-09-15 03:39PM	Source Capital, Inc. Increases Quarterly Distribution on Common Stock (Business Wire)
Nov-10-14 05:32PM	Source Capital, Inc. Declares Quarterly and Special Year-End Distributions on Common Stock (Business Wire)
Oct-06-14 01:30PM	Source Capital, Inc. Announces Total Net Assets (Business Wire)
Aug-11-14 07:29PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Jul-02-14 01:07PM	Source Capital, Inc. Announces Total Net Assets (Business Wire)
May-30-14 06:00PM	FPA's Steven Geist Retires
May-16-14 03:13PM	Is Source Capital A Better Option For Mid-Cap Growth Then An ETF? (Seeking Alpha)
May-12-14 01:03PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Apr-04-14 05:45PM	Source Capital, Inc. Announces Total Net Assets (Business Wire)
Feb-21-14 01:04PM	Source Capital, Inc. Files Certified Shareholder Report for the Year Ended December 31, 2013 and Announces Total Net Assets (Business Wire)
Feb-10-14 04:21PM	Source Capital, Inc. Increases Quarterly Distribution on Common Stock (Business Wire)
Nov-11-13 04:21PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Nov-05-13 12:13PM	Source Capital Gets Morningstar's Gold (Barrons.com)
Oct-22-13 08:57PM	Source Capital's CEO Discusses Q3 2013 Results - Earnings Call Transcript (Seeking Alpha)
Oct-14-13 02:52PM	Source Capital, Inc. Announces Total Net Assets (Business Wire)
Oct-08-13 05:03PM	Source Capital, Inc. 3rd Quarter 2013 Conference Call (Business Wire)
Aug-19-13 10:32AM	Source Capital Incorporated About To Put More Money In Your Pocket (SOR) (Forbes)
Aug-05-13 09:55PM	Source Capital Keeps Dividend Steady (Motley Fool)
04:58PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)
Jul-30-13 10:45PM	Source Capital's CEO Hosts Q2 2013 Results - Earnings Call Transcript (Seeking Alpha)
Jul-19-13 01:32PM	Source Capital, Inc. 2nd Quarter 2013 Conference Call (Business Wire)
Jul-15-13 03:58PM	InPlay: Source Capital, Inc. announces total net assets for quarter ended June 30, $567.7mln (Briefing.com)
03:56PM	Source Capital, Inc. Announces Total Net Assets (Business Wire)
May-20-13 10:37AM	Ex-Div Reminder for Source Capital Incorporated (SOR) (Forbes)
May-06-13 12:46PM	Source Capital, Inc. Declares Quarterly Distribution on Common Stock (Business Wire)

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.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Brown Sandra	Director	Feb 01 '24	Buy	40.28	373	15,024	373	Feb 05 02:49 PM
Brown Sandra	Director	Feb 01 '24	Sale	40.27	1,650	66,427	0	Feb 05 02:49 PM
Lipson Mark L.	Director	Jun 01 '23	Buy	37.90	1,315	49,838	6,761	Jun 02 11:59 AM
Selmo Brian A.	VP & Portfolio Manager	Jun 01 '23	Buy	37.82	400	15,128	5,187	Jun 05 11:59 AM

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SOR

Source Capital, Inc.

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