EP Wealth Advisors LLC Takes $521,000 Position in Security National Financial Co. (NASDAQ:SNFCA)

EP Wealth Advisors LLC purchased a new stake in Security National Financial Co. (NASDAQ:SNFCAFree Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 57,929 shares of the credit services provider’s stock, valued at approximately $521,000. EP Wealth Advisors LLC owned 0.25% of Security National Financial as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of SNFCA. Barclays PLC boosted its holdings in shares of Security National Financial by 4.6% in the 3rd quarter. Barclays PLC now owns 31,184 shares of the credit services provider’s stock valued at $245,000 after buying an additional 1,366 shares during the period. Janney Montgomery Scott LLC acquired a new position in shares of Security National Financial in the 3rd quarter valued at about $394,000. Acadian Asset Management LLC bought a new stake in Security National Financial in the 3rd quarter valued at about $96,000. O Shaughnessy Asset Management LLC lifted its position in Security National Financial by 102.5% in the 3rd quarter. O Shaughnessy Asset Management LLC now owns 31,407 shares of the credit services provider’s stock valued at $246,000 after purchasing an additional 15,899 shares during the last quarter. Finally, Soltis Investment Advisors LLC bought a new stake in Security National Financial in the 4th quarter valued at about $26,399,000. 45.58% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Separately, StockNews.com upgraded shares of Security National Financial from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, May 15th.

Read Our Latest Stock Analysis on Security National Financial

Security National Financial Stock Down 1.5 %

Shares of NASDAQ:SNFCA opened at $7.40 on Wednesday. The company has a market cap of $170.42 million, a PE ratio of 8.04 and a beta of 1.00. The company’s 50-day moving average price is $7.33 and its 200 day moving average price is $7.94. Security National Financial Co. has a fifty-two week low of $6.50 and a fifty-two week high of $9.75.

Security National Financial (NASDAQ:SNFCAGet Free Report) last issued its quarterly earnings data on Tuesday, May 14th. The credit services provider reported $0.33 earnings per share for the quarter. The firm had revenue of $81.19 million for the quarter. Security National Financial had a net margin of 6.47% and a return on equity of 6.74%.

About Security National Financial

(Free Report)

Security National Financial Corporation engages in the life insurance, cemetery and mortuary, and mortgage businesses. The company's Life Insurance segment is involved in selling and servicing lines of life insurance, annuity products, and accident and health insurance. It offers various life insurance products, including funeral plans and interest-sensitive life insurance, as well as other traditional life, accident, and health insurance products; annuity products comprising single and flexible premium deferred annuities, and immediate annuities; and diver's accident insurance policies.

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Institutional Ownership by Quarter for Security National Financial (NASDAQ:SNFCA)

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