SOR · Source Capital
Source Capital Inc (SOR)
What's happening
- SOR is down 0.30% today, trading at $46.64. — Live quote
- Volume today (266) is well below its 3-month average of 11,920. (Finnhub fundamentals)
- Reports earnings on 2026-09-07, 4 days away. (Finnhub earnings calendar)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Valuation Measures & Ratios
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 55.5% on the provider's reported measure. Finnhub fundamentals ↗
- Net profit margin is 276.1%. Finnhub fundamentals ↗
- Trailing 52-week price return is +4.8%. Finnhub market metrics ↗
Potential concerns
- Latest SEC filing is Form 8-K, filed 2026-03-27; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on SOR
No accessible free API for these — links go to the source directly.
Financials
Institutional holders
SEC Form 13F filers holding SOR as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2019-10-07 to 2024-02-01
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Brown Sandra | Director | Open market sale | 2024-02-01 | 1,650 |
| Selmo Brian A. | VP & Portfolio Manager | Open market purchase | 2023-06-01 | 400 |
| Lipson Mark L. | Director | Open market purchase | 2023-06-01 | 1,315 |
| LEGGIO RYAN A. | Vice President - Strategy | Open market purchase | 2023-04-03 | 500 |
| OSBORNE ALFRED E JR | Director | Open market purchase | 2021-07-01 | 1,410 |
| ATTEBERRY THOMAS H | VP & Portfolio Manager | Open market purchase | 2020-10-02 | 919 |
| Landecker Mark | VP & Portfolio Manager | Open market purchase | 2020-09-30 | 3,000 |
| ATWOOD J RICHARD | President | Open market purchase | 2020-09-30 | 2,000 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 12:08 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-03-27 | 8-K | 2026-03-27 | View on SEC.gov → |
| 2026-01-30 | 8-K | 2026-01-30 | View on SEC.gov → |
| 2026-01-29 | 8-K | 2026-01-28 | View on SEC.gov → |
| 2024-11-19 | 8-K | 2024-11-19 | View on SEC.gov → |
| 2024-02-05 | 4 | 2024-02-01 | View on SEC.gov → |
| 2024-01-02 | 8-K | 2024-01-02 | View on SEC.gov → |
| 2023-06-05 | 4 | 2023-06-01 | View on SEC.gov → |
| 2023-06-02 | 4 | 2023-06-01 | View on SEC.gov → |
| 2023-04-05 | 4 | 2023-04-03 | View on SEC.gov → |
| 2022-10-05 | 4 | 2022-10-03 | View on SEC.gov → |
| 2022-07-01 | 4 | 2022-07-01 | View on SEC.gov → |
| 2022-06-03 | 4 | 2022-06-02 | View on SEC.gov → |
Recent news
Headlines about SOR (Source Capital). Links open the publisher — we don’t host full articles.
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Source Capital declares $0.2083 dividend
Seeking Alpha · 2026-07-22 -
Source Capital Declares September, October, and November 2026 Distribution on Common Stock
Yahoo Finance · 2026-07-21 -
First Pacific Advisors' Strategic Moves: Baxter International Inc. Takes Center Stage
Yahoo Finance · 2026-05-14 -
Source Capital (SOR) Discusses Closed-End Fund Structure, Performance, and Private Credit Strategy Transcript
Seeking Alpha · 2026-02-26 -
First Pacific Advisors' Strategic Moves: Spotlight on Becton Dickinson & Co
Yahoo Finance · 2026-02-17 -
First Pacific Advisors' Strategic Moves: Becton Dickinson & Co Takes Center Stage
Yahoo Finance · 2025-11-13 -
SOR: 60/40 CEF Chugging Along
Seeking Alpha · 2025-09-15 -
Soaring With SOR? Let's Run The Numbers
Seeking Alpha · 2025-06-05
No headlines in this category right now — try “All”.