|
Q2 FY2026
As of Jun 30, 2026
|
Q1 FY2026
As of Mar 31, 2026
|
Q4 FY2025
As of Dec 31, 2025
|
Q3 FY2025
As of Sep 30, 2025
|
Q2 FY2025
As of Jun 30, 2025
|
Q1 FY2025
As of Mar 31, 2025
|
Q4 FY2024
As of Dec 31, 2024
|
Q3 FY2024
As of Sep 30, 2024
|
Q2 FY2024
As of Jun 30, 2024
|
Q1 FY2024
As of Mar 31, 2024
|
Q4 FY2023
As of Dec 31, 2023
|
Q3 FY2023
As of Sep 30, 2023
|
Q1 FY2023
As of Mar 31, 2023
|
Q4 FY2022
As of Dec 31, 2022
|
Q3 FY2022
As of Sep 30, 2022
|
Q2 FY2022
As of Jun 30, 2022
|
Q1 FY2022
As of Mar 31, 2022
|
Q4 FY2021
As of Dec 31, 2021
|
Q3 FY2021
As of Sep 30, 2021
|
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets | |||||||||||||||||||
| Investments: | |||||||||||||||||||
| Estimated fair value | |||||||||||||||||||
| Available-for-sale securities, gross unrealized gain | |||||||||||||||||||
| Mortgage loans held for investment | |||||||||||||||||||
| Real estate held for investment (net of accumulated depreciation) | |||||||||||||||||||
| Real estate held for sale | |||||||||||||||||||
| Other investments | |||||||||||||||||||
| Accrued investment income | |||||||||||||||||||
| Total investments | |||||||||||||||||||
| Cash and cash equivalents | |||||||||||||||||||
| Loans held for sale at estimated fair value | |||||||||||||||||||
| Receivables (net of allowance for credit losses of $1,546,298 and $1,428,672 for 2026 and 2025, respectively) | |||||||||||||||||||
| Restricted assets | |||||||||||||||||||
| Cemetery perpetual care trust investments | |||||||||||||||||||
| Receivable from reinsurers | |||||||||||||||||||
| Cemetery land and improvements | |||||||||||||||||||
| Mortgage servicing rights, net | |||||||||||||||||||
| Property and equipment, net | |||||||||||||||||||
| Deferred policy and pre-need contract acquisition costs | |||||||||||||||||||
| Value of business acquired | |||||||||||||||||||
| Goodwill | |||||||||||||||||||
| Other | |||||||||||||||||||
| Total Assets | |||||||||||||||||||
| Liabilities and Stockholders’ Equity | |||||||||||||||||||
| Liabilities | |||||||||||||||||||
| Future policy benefits and unpaid claims | |||||||||||||||||||
| Total | |||||||||||||||||||
| Unearned premium reserve | |||||||||||||||||||
| Bank and other loans payable | |||||||||||||||||||
| Deferred pre-need funeral home and cemetery contract revenues | |||||||||||||||||||
| Cemetery perpetual care obligation | |||||||||||||||||||
| Accounts payable | |||||||||||||||||||
| Other liabilities and accrued expenses | |||||||||||||||||||
| Income taxes | |||||||||||||||||||
| Total liabilities | |||||||||||||||||||
| Stockholders’ Equity | |||||||||||||||||||
| Common stock value | |||||||||||||||||||
| Common Class A | |||||||||||||||||||
| Common Class C | |||||||||||||||||||
| Additional paid-in capital | |||||||||||||||||||
| Accumulated other comprehensive gain, net of taxes | |||||||||||||||||||
| Retained earnings | |||||||||||||||||||
| Treasury stock at cost - 1,221,516 Class A shares and 117,184 Class C shares as of June 30, 2026; and 1,154,131 (1) Class A shares and 110,184 (1) Class C shares as of December 31, 2025 | |||||||||||||||||||
| Total stockholders’ equity | |||||||||||||||||||
| Total Liabilities and Stockholders’ Equity |
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