Latest revenue
$18.5M
as of 2026-03-31
Latest net income
$7.0M
as of 2026-03-31
Net margin
37.8%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $164.5M
- Enterprise value
- $164.5M
- P/E (trailing)
- 5.1×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $10.50
- 52-wk low
- $7.70
- Beta
- —
- Shares out
- 17.6M
5-year trend
What this company does
Item 1. Business Security National Financial Corporation (the “Company”) operates in three reportable business segments: life insurance, cemetery and mortuary, and mortgages. The life insurance segment is engaged in the business of selling and servicing selected lines of life insurance, annuity products, and accident and health insurance. These products are marketed in 42 states through a commissioned sales force of independent licensed insurance agents who may also sell insurance products of other companies. The cemetery and mortuary segment consists of eleven mortuaries and five cemeteries in the state of Utah, one cemetery in the state of California, and one cemetery and four mortuaries…
AI summary unavailable — showing raw filing excerpt
Generated from SNFCA's filing dated 2026-03-16
Key risks
Item 1A. Risk Factors As a smaller reporting company, the Company is not required to provide information typically disclosed under this item.
AI summary unavailable — showing raw filing excerpt
Generated from SNFCA's filing dated 2026-03-16
Profitability
Net margin
9.3%
7.2%Return on equity
7.8%
15.8%Return on assets
2.1%
5.3%Leverage
Debt / equity
2.81×
25.4%Debt / assets
73.7%
6.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $18.5M | -3.7% | $7.0M | +61.4% | 37.8% |
Q4 2025 2025-12-31 | $284.7M | +2.1% | $13.5M | +430.9% | 4.7% |
Q3 2025 2025-09-30 | $20.1M | +13.0% | $7.8M | -33.9% | 38.9% |
Q2 2025 2025-06-30 | $20.6M | +14.1% | $6.5M | -10.5% | 31.6% |
Q1 2025 2025-03-31 | $19.2M | -3.7% | $4.3M | -42.0% | 22.6% |
Q4 2024 2024-12-31 | $278.7M | — | $2.5M | — | 0.9% |
Q3 2024 2024-09-30 | $17.8M | -7.5% | $11.8M | +192.8% | 66.5% |
Q2 2024 2024-06-30 | $18.0M | -10.5% | $7.3M | +14.5% | 40.3% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Finance Services · SIC 6199
Your notes
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Insider activity
Insider buying
$0
Insider selling
$94.5K
Net activity
−$94.5K
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns SNFCA
Institutional value
$28.6M
Total shares held
5.2M
Distinct holders
40
-32 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 936.4K | $8.9M | +17.2K (+1.9%) | Added |
| 2 | DIMENSIONAL FUND ADVISORS LP | 793.6K | $7.5M | +25.6K (+3.3%) | Added |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 752.1K | $7.1M | — | New |
| 4 | VANGUARD FIDUCIARY TRUST CO | 124.7K | $1.2M | — | New |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 94.4K | $894.5K | — | New |
| 6 | Physician Wealth Advisors, Inc. | 52.4K | $496.5K | +0 (+0.0%) | No change |
| 7 | Bank of New York Mellon Corp | 37.3K | $353.2K | +1.5K (+4.3%) | Added |
| 8 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 25.6K | $242.5K | -8.3K (-24.4%) | Trimmed |
| 9 | Nuveen, LLC | 22.3K | $211.0K | +0 (+0.0%) | No change |
| 10 | RITHOLTZ WEALTH MANAGEMENT | 20.9K | $198.0K | -2.3K (-9.9%) | Trimmed |
| 11 | HSBC HOLDINGS PLC | 20.9K | $197.5K | -20.9K (-50.0%) | Trimmed |
| 12 | Lunt Capital Management, Inc. | 18.0K | $170.4K | +0 (+0.0%) | No change |
| 13 | DEUTSCHE BANK AG\ | 17.8K | $168.3K | +4.6K (+34.7%) | Added |
| 14 | Invesco Ltd. | 17.2K | $162.7K | +190 (+1.1%) | Added |
| 15 | RHUMBLINE ADVISERS | 11.1K | $105.5K | -150 (-1.3%) | Trimmed |
| 16 | UBS Group AG | 10.9K | $102.9K | +1.0K (+10.3%) | Added |
| 17 | Callan Family Office, LLC | 10.0K | $95.0K | — | New |
| 18 | NEW YORK STATE COMMON RETIREMENT FUND | 8.5K | $80.6K | +0 (+0.0%) | No change |
| 19 | JPMORGAN CHASE & CO | 6.8K | $64.3K | -9.8K (-59.0%) | Trimmed |
| 20 | Farther Finance Advisors, LLC | 6.4K | $60.4K | +3 (+0.0%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once SNFCA's latest filing finishes processing.