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Carriage Services CSV Preneed Cemetery Trust Investments — Investment Income, Investment Expense
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Where this comes from
Reported directly by Carriage Services in its filing.
Tagged under the XBRL concept us-gaap:InvestmentIncomeInvestmentExpense.
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 | Three months ended June 30, 2026 | Three months ended June 30, 2025 | Six months ended June 30, 2026 | Six months ended June 30, 2025 |
|---|---|---|---|---|
| Investment income | $648 | $770 | $1,156 | $1,417 |
| Realized gains | 40 | 6,199 | 402 | 8,202 |
| Realized losses | (16) | (5,494) | (98) | (7,097) |
| Unrealized gains (losses), net | 294 | (886) | (34) | (31) |
| Expenses and taxes | (271) | (585) | (923) | (809) |
| Net change in deferred preneed cemetery receipts held in trust | (695) | (4) | (503) | (1,682) |
| — | — | — | — |
Item 1.Financial Statements.
FAQ
- What is Carriage Services's preneed cemetery trust investments — investment income, investment expense?
- Carriage Services (CSV) reported preneed cemetery trust investments — investment income, investment expense of $271K in Q2 2026.
- How has Carriage Services's preneed cemetery trust investments — investment income, investment expense changed year-over-year?
- Carriage Services's preneed cemetery trust investments — investment income, investment expense decreased by 53.7% year-over-year, from $585K to $271K.
- What is the long-term trend for Carriage Services's preneed cemetery trust investments — investment income, investment expense?
- Over 4 years (2021 to 2025), Carriage Services's preneed cemetery trust investments — investment income, investment expense has grown at a 3.3% compound annual growth rate (CAGR), from $1.72M to $1.95M.
- What does preneed cemetery trust investments — investment income, investment expense mean?
- The net cost or fee structure associated with managing the preneed cemetery trust investment portfolio. This represents the operational expenses incurred to generate investment returns on funds held in trust. Investors use this to evaluate the efficiency of the trust's management and the net yield available to support future service liabilities.
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