Tweenvest Stocks

Source Capital (NYSE: SOR)

Financials · Capital Markets · US

$45.50

+1.22% today · -0.3% 1Y

Source Capital (NYSE: SOR) operates in the Capital Markets industry within the Financials sector. The company is valued at $374.51M and employs 0 people.

Over the last twelve months the share price has lost 0.3%, trading between 44.20 and 50.41.

Tweenvest scores Source Capital across four factors: quality 70/100, value 51/100, growth 84/100, dividend 100/100. Its strongest factor is dividend.

SOR price history

Not enough price history to draw a chart yet.

Key figures

Market cap
$374.51M
Revenue (TTM)
$20.30M
P/E
7.52
EPS
6.05
Dividend yield
5.49%
Beta (5Y)
0.47
52-week high
$50.41
52-week low
$44.20
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
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Eaton Vance Municipal Income TrustNYSE: EVN$373.93M$9.37+0.97%
Altshuler Shaham Finance LtdTASE: ALTF$372.46M₪5.75-8.94%
EQT Holdings LimitedASX: EQT$372.06MAU$19.90-5.24%
Deutsche Beteiligungs AGXTRA: DBAN$369.10M€19.12+0.84%

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Figures last refreshed Oct 11, 2026.