Loading...

Intellectia LogoIntellectia
AI Trading Bot
Features
Markets
News
Resources
Pricing
Get Started
  1. Home
  2. Stock
  3. SOR
SOR logo

SOR Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
OverviewStock Price PredictionTechnicalValuationFinancialsEarningsShould I BuyNews & Events
an image of Intellectia Logoan image of Intellectia

Most Trusted AI Platform for Winning Trades

TwitterYoutubeQuoraDiscordLinkedinTelegram

Copyright © 2026 Intellectia.AI. All Rights Reserved.

Company

  • Home
  • Contact
  • About Us
  • Press
  • Privacy
  • Terms of Service
  • Service Terms of Use

Resources

  • Blog
  • Tutorial
  • Help Center
  • Affiliate Program

Markets

  • Market Analysis
  • Crypto
  • Featured Screeners
  • AI Earnings Calendar
  • Market Movers
  • Stock Monitor
  • Economic Calendar
  • All US Stocks
  • All Cryptos

Tools

  • Dividend Calculator
  • Dividend Yield Calculator
  • Options Profit Calculator

Features

  • QuantAI Alpha Pick
  • SwingMax Portfolio
  • Swing Trading
  • AI Stock Picker
  • Whales Auto Tracker
  • Daytrading Center
  • Patterns Detection
  • AI Screener
  • Financial AI Agent
  • Backtesting Playground
  • AI Earnings Prediction
  • Stock Monitor
  • Technical Analysis

News

  • Overview
  • Top News
  • Daily Market Brief
  • Earnings Analysis
  • Newswire
  • Stock News
  • Crypto News
  • Institution News
  • Congress News
  • Monitor News

Compare

  • TradingView
  • SeekingAlpha
Intellectia

Loading chart...

High
46.270
Open
45.840
VWAP
45.84
Vol
21.26K
Mkt Cap
--
Low
45.520
Amount
974.44K
EV/EBITDA(TTM)
--
Total Shares
--
EV
--
EV/OCF(TTM)
--
P/S(TTM)
--
Source Capital, Inc. (the Fund) is a diversified, closed-end management investment company. The investment objective of the Fund is to seek maximum total return for common shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. The Fund's investments include semiconductor devices; industrial distribution and rental; cement and aggregates; Internet media; cable and satellite; application software; electrical components; chemicals; insurance brokers; diversified banks; base metals; banks; investment companies; food services; integrated utilities; railroad rolling stock, apparel, footwear and accessory design; e-commerce discretionary, hotels; restaurants and leisure; commercial and residential building equipment and systems; automotive retailers; real estate owners and developers; entertainment content; energy; health care services and others. The Fund's investment adviser is First Pacific Advisors, LP.
Show More

Events Timeline

(ET)
2025-02-11
12:35:52
Marlton Partners 'concerned' about 180 Degree Capital merger plan
select
2025-01-24 (ET)
2025-01-24
16:33:56
Source Capital proposes merger with 180 Degree Capital
select

News

Yahoo Finance
6.5
05-14Yahoo Finance
First Pacific Advisors' Q1 2026 Investment Moves
  • New Additions: In Q1 2026, First Pacific Advisors added 27 stocks, with Baxter International Inc (BAX) being the largest addition at 6,700,925 shares, representing 1.61% of the portfolio and valued at $112.58 million, indicating strong confidence in the healthcare sector.
  • Significant Increases: The firm increased stakes in 22 stocks, notably Liberty Broadband Corp (LBRDK), with an additional 1,973,262 shares, a 73.92% increase impacting the portfolio by 1.42% and valued at $233.52 million, reflecting optimism in the communications industry.
  • Complete Exits: First Pacific Advisors fully exited 5 holdings this quarter, including Charter Communications Inc (CHTR), selling 461,525 shares, resulting in a -1.29% impact on the portfolio, indicating a cautious outlook on this stock.
  • Position Reductions: The firm reduced positions in 23 stocks, with Kinder Morgan Inc (KMI) seeing a significant reduction of 2,743,789 shares, a 67.31% decrease impacting the portfolio by -1.01%, suggesting a reassessment of the energy sector's prospects.
Newsfilter
8.0
04-21Newsfilter
Source Capital Maintains 2026 Distribution Rates
  • Distribution Maintenance: The Board of Trustees of Source Capital (NYSE:SOR) has approved maintaining the monthly distribution rate at $0.2083 per common share for June, July, and August 2026, ensuring a stable cash flow for investors in the upcoming months.
  • Investment Objective: The Fund aims to achieve maximum total return through capital appreciation and investment income, targeting long-term investors, particularly those willing to hold investments for five years or more, reflecting its focus on stable income generation.
  • Risk Considerations: Distributions may include ordinary income, net capital gains, and/or returns of capital, necessitating careful consideration of the Fund's investment objectives, risks, and expenses by investors to avoid confusing distributions with yield.
  • Market Volatility Impact: The Fund's distribution rate may be influenced by various factors including market returns and Fund performance, prompting investors to monitor market changes that could affect future distributions to make informed investment decisions.
Newsfilter
6.5
03-27Newsfilter
FPA Nominated for 2026 Morningstar Exemplary Stewardship Award
  • Nomination Honor: FPA has been nominated for the 2026 Morningstar Exemplary Stewardship Award due to its unwavering focus on investor interests, highlighting its excellence and recognition in the investment management field.
  • Investor First: FPA's founding partner, Steven Romick, emphasizes that the firm's culture is centered around serving investor interests, committed to delivering superior risk-adjusted returns while ensuring alignment with client interests.
  • Industry Competition: Competing for this award alongside industry giants like PIMCO and Vanguard underscores FPA's significant position and influence in the asset management sector, further solidifying its competitive advantage in the market.
  • Capacity Management Strategy: FPA's two largest funds, FPA Crescent and FPA New Income, have historically soft-closed and are currently not accepting new institutional separate account relationships due to capacity considerations, demonstrating a strong commitment to prioritizing investor returns and effective management capabilities.
Yahoo Finance
8.0
01-28Yahoo Finance
Source Capital Announces 2025 Dividend Tax Treatment
  • Dividend Distribution Details: Source Capital announced a 2025 dividend of $0.208300 per share, covering ordinary income and long-term capital gains, which is expected to directly impact shareholders' tax filings and enhance investment returns.
  • Taxable Distribution Explanation: The deemed distribution of $2.50739554 per share will take effect for shareholders of record as of December 31, 2025, providing shareholders with a corresponding tax credit that enhances their tax basis and promotes future investment opportunities.
  • Tax Treatment Transparency: The fund will send a 1099 form to all shareholders detailing taxable amounts, ensuring accurate tax reporting and reducing tax risks while enhancing compliance.
  • Investment Strategy Adjustment: The Board's decision to declare a deemed distribution instead of a cash dividend aims to retain capital to support the fund's continued growth and future investment opportunities, reflecting a commitment to long-term investment strategies.
Businesswire
8.0
01-20Businesswire
Source Capital (SOR) Maintains Monthly Distribution Rate of $0.2083 for March-May 2026
  • Distribution Maintenance: The Board of Trustees of Source Capital (NYSE: SOR) has approved maintaining a monthly distribution rate of $0.2083 per share for March, April, and May 2026, reflecting the company's commitment to providing stable income for long-term investors.
  • Record and Payment Dates: The record date for the March distribution is set for March 13, 2026, with payment on March 31, followed by April's and May's record and payment dates of April 15, April 30, and May 14, May 29 respectively, ensuring timely returns for investors.
  • Investment Objective: Source Capital aims to maximize total returns for shareholders through capital appreciation and investment income, indicating a strategic focus on long-term investment returns suitable for investors with a horizon of five years or more.
  • Risk Advisory: While maintaining the distribution rate, investors should be aware that various factors, including market fluctuations and fund performance, may impact future distribution rates, underscoring the inherent risks and uncertainties in investment decisions.
Businesswire
8.5
01-16Businesswire
Source Capital (SOR) Updates 2025 Discount Management Program, No Tender Offer Planned
  • Discount Management Program: Source Capital's average discount to NAV was below 10% during the 2025 measurement period, resulting in no tender offer for 2025, indicating the fund's stability and market confidence.
  • Future Tender Offers: The Board approved contingent tender offers for 2026 and 2027, allowing for a buyback of 10% of shares if the average discount exceeds 10% in 2027, ensuring potential benefits for investors.
  • Private Credit Investments: As of December 31, 2025, approximately 21.7% of NAV was allocated to private credit, reflecting the fund's ongoing efforts to diversify its portfolio and enhance long-term returns.
  • Investor Call Announcement: The fund will host an investor call on February 26, 2026, providing an opportunity for investor engagement and enhancing transparency and investor relations.

Valuation Metrics

The current forward P/E ratio for Source Capital Inc (SOR.N) is 0.00, compared to its 5-year average forward P/E of 0.00. For a more detailed relative valuation and DCF analysis to assess Source Capital Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
0.00
Current PE
0.00
Overvalued PE
0.00
Undervalued PE
0.00

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
0.00
Current EV/EBITDA
0.00
Overvalued EV/EBITDA
0.00
Undervalued EV/EBITDA
0.00

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
0.00
Current PS
0.00
Overvalued PS
0.00
Undervalued PS
0.00

Financials

AI Analysis
Annual
Quarterly

Whales Holding SOR

Trading Trends

    Insider
    Hedge Fund
    Congress Trading

People Also Watch

Frequently Asked Questions

What is Source Capital Inc (SOR) stock price today?

The current price of SOR is 45.72 USD — it has decreased -1.15

What is Source Capital Inc (SOR)'s business?

Source Capital, Inc. (the Fund) is a diversified, closed-end management investment company. The investment objective of the Fund is to seek maximum total return for common shareholders from both capital appreciation and investment income to the extent consistent with protection of invested capital. The Fund's investments include semiconductor devices; industrial distribution and rental; cement and aggregates; Internet media; cable and satellite; application software; electrical components; chemicals; insurance brokers; diversified banks; base metals; banks; investment companies; food services; integrated utilities; railroad rolling stock, apparel, footwear and accessory design; e-commerce discretionary, hotels; restaurants and leisure; commercial and residential building equipment and systems; automotive retailers; real estate owners and developers; entertainment content; energy; health care services and others. The Fund's investment adviser is First Pacific Advisors, LP.

What is the price predicton of SOR Stock?

Wall Street analysts forecast SOR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SOR is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Source Capital Inc (SOR)'s revenue for the last quarter?

Source Capital Inc revenue for the last quarter amounts to NaN USD, decreased

What is Source Capital Inc (SOR)'s earnings per share (EPS) for the last quarter?

Source Capital Inc. EPS for the last quarter amounts to USD, decreased

How many employees does Source Capital Inc (SOR). have?

Source Capital Inc (SOR) has 0 emplpoyees as of May 15 2026.

What is Source Capital Inc (SOR) market cap?

Today SOR has the market capitalization of 0.00 USD.