Source Capital (NYSE: SOR)
Financials · Capital Markets · US
$46.43
-0.78% today · +5.9% 1Y
Source Capital (NYSE: SOR) operates in the Capital Markets industry within the Financials sector. The company is valued at $382.12M and employs 0 people.
Over the last twelve months the share price has gained 5.9%, trading between 43.61 and 50.41.
Tweenvest scores Source Capital across four factors: quality 47/100, value 58/100, growth 84/100, dividend 90/100. Its strongest factor is dividend.
SOR price history
Not enough price history to draw a chart yet.
Key figures
- Market cap
- $382.12M
- Revenue (TTM)
- $20.73M
- P/E
- 6.42
- EPS
- 7.23
- Dividend yield
- 5.38%
- Beta (5Y)
- 0.47
- 52-week high
- $50.41
- 52-week low
- $43.61
- Avg volume (3M)
- —
- Shares outstanding
- 8.23M
- Employees
- 0
- Next earnings
- —
About Source Capital
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 of its strategy involves identifying value-oriented equities, specifically within the small and mid-capitalization segments. The construction of its portfolio is driven by a meticulous, bottom-up fundamental analysis. This involves a rigorous screening process that prioritizes companies exhibiting robust liquidity, conservative balance sheets (characterized by low leverage), and a proven long-term capacity to generate superior returns on invested capital. Source Capital's performance is gauged against a trio of prominent market benchmarks: the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. The fund itself was established on June 1, 1968, and operates from its base in the United States.
- ISIN
- US8361443034
- Founded
- 1968
- Listed since
- Mar 17, 1980
- Exchange
- New York Stock Exchange
- Currency
- USD
Other Capital Markets companies
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|---|---|---|---|
| Vanguard Index Funds - Vanguard Morningstar Total Stock Market ETFARCA: VTI | $2.31T | $378.15 | +0.29% |
| Vanguard Index Funds - Vanguard S&P 500 ETFARCA: VOO | $1.67T | $704.02 | +0.31% |
| iShares Trust - iShares Core S&P 500 ETFARCA: IVV | $892.30B | $769.62 | +0.32% |
| State Street SPDR S&P 500 ETF TrustARCA: SPY | $811.28B | $765.91 | +0.32% |
| Invesco QQQ Trust, Series 1NasdaqGM: QQQ | $483.79B | $710.72 | +0.62% |
| Vanguard Index Funds - Vanguard Morningstar Growth ETFARCA: VUG | $377.81B | $87.40 | +0.54% |
| Morgan StanleyNYSE: MS | $340.45B | $216.77 | +1.26% |
| The Goldman Sachs Group, Inc.NYSE: GS | $320.59B | $1,058.88 | +2.18% |
Figures last refreshed Aug 18, 2026.