Source Capital, Inc.
Source Capital, Inc., known by its ticker SOR, is a closed-end, balanced investment fund under the management of First Pacific Advisors, LLC. Its investment mandate primarily targets the public equity markets within the United States, aiming to allocate capital across a broad spectrum of industry sectors. A core tenet…
1D
+0.8%
1W
+0.2%
1M
-0.2%
6M
-2.0%
YTD
-0.4%
1Y
+0.0%
2Y
+3.4%
5Y
-0.1%
10Y
+26.7%
Next earnings date
No date known
Volatility around earnings
~45% weaker price swings than usual
0
STRONG BUY
1
BUY
0
HOLD
0
SELL
0
STRONG SELL
1
TOTAL · Buy
As of: 15/08/2012
P/E
7.53
P/B
0.92
EV/EBITDA
6.92
RETURN ON EQUITY
5.0%
NET MARGIN
106.6%
DEBT/EQUITY
0
DIVIDEND YIELD
5.5%
AS OF
30/06/2026
FREE FLOAT
19.4%
FLOAT SHARES
1,593,647
AVG. DAILY VOLUME (30D)
7,948
Source Capital, Inc. is a company in the Financial Services sector, Asset Management industry, headquartered in United States.
The IPO was on 17/03/1980; the stock trades on NYSE under the ticker SOR.
1 analysts rate the stock, the consensus is Buy (as of 15/08/2012).
This is an external assessment, not a statement by Market Jury.
Around past earnings, price swings were roughly -45% stronger than usual.
Yes. The last dividend was US$0.21 per share, ex-date 13/11/2026, paid on 30/11/2026.
The dividend yield is 5.5% (as of 30/06/2026).
Comparable stocks include BlackRock, Blackstone, KKR &, Apollo Global Management, State Street, Ameriprise Financial, Ares Management and Northern Trust.
Clicking "Analyze stock" lets five strategies assess Source Capital against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.
Not investment advice. Past performance is not an indicator of future results.