Service Corporation International (SCI)

In the past six months, Service Corp. International's stock price has been influenced by its quarterly earnings reports and broader market trends. In October 2025, SCI reported its third-quarter 2025 earnings, surpassing Wall Street expectations, leading to a stock price increase. However, the fourth-quarter 2025 earnings, reported in February 2026, fell short of expectations, resulting in a negative market reaction. Despite the Q4 miss, the company's board approved a quarterly dividend. An insider, Director Tony Coelho, sold shares on March 10, 2026. Overall, the stock's price in March 2026 showed some fluctuation within the six-month period. Over the last 12 months (as of January 3, 2026), SCI shares underperformed the S&P 500, attributed to subdued funeral volumes, weak preneed sales due to insurance transitions, higher effective tax rates, and the impact of higher interest rates on leveraged companies.

Demand for Service Corp. International's products and services is generally considered stable and predictable, primarily driven by long-term demographic trends rather than significant seasonal fluctuations. The aging Baby Boomer generation is a strong demographic tailwind, leading to a visible and consistent demand profile over the medium term. The company also benefits from a substantial pre-need contract backlog, providing high revenue visibility. The company's business model is not typically subject to pronounced seasonal peaks or troughs in demand.

Service Corp. International (SCI) is North America's largest provider of deathcare products and services, operating in the Consumer Discretionary sector, specifically in the Personal Services industry, which includes Funeral Homes and Cemetery Services. SCI's major products and services encompass funeral services, cremations, and cemetery services, including professional services, funeral merchandise, and cemetery property interment rights. The company operates under various brand names, including Dignity Memorial, Dignity Planning, National Cremation Society, Advantage Funeral and Cremation Services, Funeraria del Angel, Making Everlasting Memories, Neptune Society, and Trident Society.

Service Corp. International has an extensive geographic footprint primarily across North America. As of late 2025, the company operated approximately 1,487 to 1,493 funeral service locations and 496 to 499 cemeteries across 44 U.S. states, eight Canadian provinces, the District of Columbia, and Puerto Rico.

Service Corp. International maintains a dominant market position in North America's deathcare industry, benefiting from its extensive operational scale and strong brand recognition. However, within the past year, the company's reputation was impacted by a significant legal settlement. In May 2024, SCI agreed to pay a $23 million civil penalty and provide consumer restitution for violating consumer protection laws, including false advertising and deceptive practices in the marketing and sale of pre-need cremation packages.

Service Corp. International's ownership structure is primarily held by institutional investors, with approximately 76.94% to 86.99% of the company's stock owned by them, 2.12% to 5.41% held by insiders, and 7.61% to 20.94% by public companies and individual investors. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and Baillie Gifford & Co. The largest individual shareholder is Thomas L. Ryan, who serves as the CEO and Chairman.