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Carriage Services CSV Perpetual Care Trust Investments — Preneed funeral trust investments
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Where this comes from
Reported directly by Carriage Services in its filing.
Tagged under the XBRL concept us-gaap:AvailableForSaleSecuritiesDebtSecuritiesCurrent.
The source filing: Carriage Services’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 4:35 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001016281-26-000055
| Line item | Fair Value Hierarchy Level | Cost | Unrealized Gains | Unrealized Losses | Fair Market Value |
|---|---|---|---|---|---|
| Mutual funds: | |||||
| Equity | 1 | 9,386 | 120 | (1,054) | 8,452 |
| Fixed income | 2 | 40,564 | 90 | (330) | 40,324 |
| Alternative investments | 28,535 | 344 | (138) | 28,741 | |
| Trust securities | $98,156 | $3,010 | $(2,994) | $98,172 | |
| Accrued investment income | $600 | $600 | |||
| Preneed cemetery trust investments | $98,772 | ||||
| Market value as a percentage of cost | 100.0% |
Item 1.Financial Statements.
FAQ
- What is Carriage Services's perpetual care trust investments — preneed funeral trust investments?
- Carriage Services (CSV) reported perpetual care trust investments — preneed funeral trust investments of $98.77M in Q2 2026.
- How has Carriage Services's perpetual care trust investments — preneed funeral trust investments changed year-over-year?
- Carriage Services's perpetual care trust investments — preneed funeral trust investments increased by 13.4% year-over-year, from $87.07M to $98.77M.
- What is the long-term trend for Carriage Services's perpetual care trust investments — preneed funeral trust investments?
- Over 3 years (2022 to 2025), Carriage Services's perpetual care trust investments — preneed funeral trust investments has grown at a 11.4% compound annual growth rate (CAGR), from $264.1M to $364.79M.
- What does perpetual care trust investments — preneed funeral trust investments mean?
- This represents the total value of assets held in trust specifically designated for preneed funeral contracts. These investments ensure that funds are available to fulfill future service obligations when the funeral services are eventually rendered. It serves as a critical indicator of the company's ability to meet long-term service commitments.
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