Insider Activity Highlights a Strategic Shift at Service Corp International
On January 21 2026, Executive Vice President and Chief Financial Officer Eric Tanzberger executed a buy of 2,080 shares of Service Corp International’s common stock at the prevailing price of $80.91, bringing his holding to 127,008 shares. This transaction follows a series of recent sales and exercise of deferred stock options that have reduced his stake from a high of 205,750 shares in late November 2025 to 15,119 shares after the January sales. The buy suggests a renewed confidence in the company’s trajectory, especially after the recent JPMorgan “overweight” coverage that highlighted upside potential amid a modest 2.8 % weekly decline.
What Investors Should Take Away
The timing of the purchase—coinciding with a positive research note—signals that management believes the stock is undervalued at its current level. However, the overall insider activity remains mixed: while Tanzberger’s net position is declining, other executives such as Nash Elisabeth G. and Marcus Watts have both bought and sold significant blocks, reflecting a broader realignment of personal portfolios rather than a systematic shift in sentiment. For investors, the key takeaway is that insider confidence is not waning; rather, insiders are pruning holdings to free liquidity for other opportunities while still maintaining a long‑term stake in a stable consumer‑service business.
Tanzberger’s Transaction Pattern – A Profile
Tanzberger’s historical trades paint a picture of a CFO who balances liquidity needs with strategic positioning. In November 2025, he sold 58 shares at $81.38, then purchased 58 shares at $50.82, effectively capturing a discount of roughly 37 %. He also exercised a sizable block of 80,742 option shares at no cost, indicating a strong belief in the company’s future prospects. His recent sales—totaling 4,160 shares across two transactions—are consistent with a pattern of periodic divestiture to meet personal tax or diversification goals. The current buy, therefore, can be seen as a corrective move to rebuild a core holding after a short‑term reduction.
Implications for the Company’s Future
Service Corp International operates in a niche yet resilient industry: funeral, cremation, and cemetery services. Its diversified global footprint and strong brand recognition provide a moat against competitive pressures. The recent insider activity, combined with JPMorgan’s bullish stance, points to a potential rebound in the stock’s valuation. Yet, the 52‑week high of $85 and a trailing 2.9 % monthly rise suggest that the market is already pricing in some upside. Investors should monitor upcoming earnings releases and any operational initiatives—such as expansions in digital memorial platforms—to gauge whether the insider confidence translates into tangible growth.
Bottom Line
Eric Tanzberger’s recent share purchase, set against a backdrop of mixed insider trades and a favorable analyst outlook, underscores a cautious yet optimistic stance toward Service Corp International. For shareholders, the CFO’s decision to add shares signals that executive confidence remains intact, offering a subtle endorsement of the company’s long‑term value proposition in a sector where stability and brand trust are paramount.
| Date | Owner | Transaction Type | Shares | Price per Share | Security |
|---|---|---|---|---|---|
| 2026-01-21 | TANZBERGER ERIC D (Exec. VP, and CFO) | Buy | 2,080.00 | N/A | Common Stock |
| N/A | TANZBERGER ERIC D (Exec. VP, and CFO) | Holding | 28,755.00 | N/A | Common Stock |
| 2026-01-21 | TANZBERGER ERIC D (Exec. VP, and CFO) | Sell | 2,080.00 | 82.51 | Common Stock |
| 2026-01-21 | TANZBERGER ERIC D (Exec. VP, and CFO) | Sell | 2,080.00 | 82.51 | Common Stock |




