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Source Capital is projected to rise to $53.22 by 2027, a +14% move from its current price of $46.58. SOR is currently trading above its 50-day average (a bullish sign). Technical indicators currently lean strong buy.
A data-driven summary — not financial advice. See the full breakdown below.
Live market data via Yahoo Finance · updated 8/2/2026
| Period | Min | Prediction | Max | Change |
|---|---|---|---|---|
| Aug 3 | $46.21 | $46.57 | $46.93 | -0.02% |
| Aug 4 | $46.06 | $46.56 | $47.07 | -0.04% |
| Aug 5 | $45.94 | $46.55 | $47.18 | -0.06% |
| Aug 6 | $45.83 | $46.54 | $47.27 | -0.08% |
| Aug 7 | $45.74 | $46.54 | $47.34 | -0.09% |
| Aug 8 | $45.66 | $46.53 | $47.41 | -0.11% |
| Aug 9 | $45.58 | $46.52 | $47.47 | -0.13% |
| Period | Min | Prediction | Max | Change |
|---|---|---|---|---|
| Week 1 | $45.58 | $46.52 | $47.47 | -0.13% |
| Week 2 | $45.14 | $46.46 | $47.81 | -0.26% |
| Week 3 | $44.79 | $46.40 | $48.06 | -0.40% |
| Week 4 | $44.49 | $46.33 | $48.26 | -0.53% |
| Week 5 | $44.21 | $46.27 | $48.43 | -0.66% |
| Week 6 | $43.96 | $46.21 | $48.57 | -0.79% |
| Week 7 | $43.73 | $46.15 | $48.70 | -0.92% |
Short-term targets derived from the forecast trend and recent volatility. Highly uncertain — not financial advice.
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States, seeking stocks across diversified sectors.
It primarily invests in value stocks of small to mid cap companies and uses a bottom-up stock selection approach that emphasizes high liquidity, relatively unleveraged balance sheets, and the long-term ability to earn above-average returns on capital.
The fund benchmarks its performance against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States. The fund sits in the Financial Services sector.
Source Capital, Inc. (SOR) is a close-ended balanced fund operating in the Financial Services space. It trades at $44.65 and participates in the U.S. public equity market with a value-oriented tilt toward smaller and mid-sized companies. The fund has a market capitalization of $367.51M and is ranked 3229 by market position.
Forecasts project a multi-year price path, with the 2026 average price at $44.65 and rising to higher levels in subsequent years. The 2030 average is $73.01 and the 2040 average is $152.49, with the 2050 average at $314.77. Max values along the path reach $99.47 in 2030, $232.53 in 2040, and $514.57 in 2050.
Returns are projected to grow from a 0% ROI in 2026 to 63.5% in 2030, 241.5% in 2040, and 605% in 2050, with bullish sentiment beginning in 2029.
A major floor 5.8% below — a decisive break under it would weaken the trend.
The nearest floor, 4.2% below — buyers have tended to step in here.
Price is pressing into resistance (0.2% away) — a breakout level to watch.
A major ceiling 3.1% above — clearing it would confirm fresh momentum.
Key SOR support and resistance from recent price action — levels where the trend has historically paused or reversed. Percentages are the distance from the current price.
A snapshot of SOR market posture derived from its technical indicators and recent volatility. Higher trend and alignment lean bullish; higher risk means larger swings.
Technical Analysis
Indicators computed on daily closing prices.
| Period | SMA | Action | EMA | Action |
|---|---|---|---|---|
| MA 5 | $45.67 | Buy | $45.88 | Buy |
| MA 10 | $45.50 | Buy | $45.70 | Buy |
| MA 20 | $45.78 | Buy | $45.67 | Buy |
| MA 50 | $45.56 | Buy | $45.71 | Buy |
| MA 100 | $45.76 | Buy | $45.89 | Buy |
| MA 200 | $46.44 | Buy | $45.81 | Buy |
| Name | Value | Action |
|---|---|---|
| RSI (14) | 59.66 | Neutral |
| Stoch RSI (14) | 100.00 | Sell |
| CCI (20) | 118.63 | Buy |
| Williams %R (14) | 0.00 | Info |
| MACD (12,26,9) | 0.05 | Buy |
| ROC (12) | 0.22 | Buy |
| Bollinger %B (20,2) | 0.86 | Neutral |
| Stochastic %K (14) | 100.00 | Sell |
| TRIX (15) | -0.01 | Sell |
| Awesome (5,34) | 0.03 | Buy |
| Ultimate (7,14,28) | 66.60 | Neutral |
| Momentum (10) | 1.26 | Buy |
| Aroon Osc (25) | -52.00 | Sell |
| Hull MA (9) | 46.09 | Buy |
| ADX (14) | 10.70 | Neutral |
| ATR (14) | 0.36 | Info |
The near-term picture is bearish. RSI(14) is 40, indicating downward momentum.
The 50-day simple moving average is $45.56 and the 200-day simple moving average is $46.44. There is support at $44.61 and resistance at $46.68. The 30-day price range is $42.33 to $47.10, and annualized volatility is 20%.
| Year | Min | Avg | Max | ROI | Sentiment |
|---|---|---|---|---|---|
| $44.50 | $46.58 | $58.50 | 0% | Neutral | |
| $43.64 | $53.22 | $67.81 | +14% | Neutral | |
| $45.46 | $56.49 | $73.96 | +21% | Bullish | |
| $50.47 | $63.70 | $85.20 | +37% | Bullish | |
| $62.09 | $79.43 | $108.17 | +71% | Bullish | |
| $69.17 | $89.57 | $123.92 | +92% | Bullish | |
| $73.84 | $96.70 | $135.70 | +108% | Bullish | |
| $74.35 | $98.41 | $139.89 | +111% | Bullish | |
| $78.13 | $104.44 | $150.24 | +124% | Bullish | |
| $90.75 | $122.46 | $178.13 | +163% | Bullish | |
| $123.82 | $174.27 | $265.70 | +274% | Bullish | |
| $243.75 | $367.98 | $601.47 | +690% | Bullish |
Current year — the forecast is anchored to the live price, so ROI shows 0%.
| Month | Min | Avg | Max | Change |
|---|---|---|---|---|
| August 2026 | $44.50 | $46.58 | $55.83 | +0.00% |
| September 2026 | $39.33 | $46.10 | $55.27 | -1.03% |
| October 2026 | $38.87 | $45.78 | $55.30 | -0.69% |
| November 2026 | $39.89 | $47.16 | $57.31 | +3.02% |
| December 2026 | $40.36 | $47.88 | $58.50 | +1.51% |
Click any year to see its month-by-month SOR forecast. Min / Avg / Max are a bear / base / bull scenario; ROI is the projected move from the current price. Change is the month-over-month move in the average. Estimates, not guarantees.
By 2026, SOR could reach as high as $58.50, with a base case around $46.58 and support toward $44.50 — roughly 0% from $46.58. A consolidation phase looks the most probable path here.
Expect SOR to range from $43.64 to $67.81 through 2027. The $53.22 average target implies a +14% move from current prices. That is up +14% on the projected 2026 average. Price action looks broadly range-bound.
The SOR price prediction for 2028 points to an average of $56.49 (low $45.46, high $73.96) — a potential gain of +21% on today's $46.58. Buyers look set to stay in control over this stretch.
In 2029, SOR is projected to trade between $50.47 and $85.20, averaging $63.70 — a potential gain of +37% from today's $46.58. That is up +13% on the projected 2028 average. Momentum favours further upside here.
Source Capital's 2030 outlook centres on $79.43, within a $62.09 to $108.17 range. That is up +25% on the projected 2029 average. That marks a +71% change versus current levels. Buyers look set to stay in control over this stretch.
By 2031, SOR could reach as high as $123.92, with a base case around $89.57 and support toward $69.17 — roughly +92% from $46.58. Momentum favours further upside here.
Expect SOR to range from $73.84 to $135.70 through 2032. The $96.70 average target implies a +108% move from current prices. That is up +8% on the projected 2031 average. Buyers look set to stay in control over this stretch.
The SOR price prediction for 2033 points to an average of $98.41 (low $74.35, high $139.89) — a potential gain of +111% on today's $46.58. Momentum favours further upside here.
In 2034, SOR is projected to trade between $78.13 and $150.24, averaging $104.44 — a potential gain of +124% from today's $46.58. That is up +6% on the projected 2033 average. Buyers look set to stay in control over this stretch.
Source Capital's 2035 outlook centres on $122.46, within a $90.75 to $178.13 range. That is up +17% on the projected 2034 average. That marks a +163% change versus current levels. Momentum favours further upside here.
By 2040, SOR could reach as high as $265.70, with a base case around $174.27 and support toward $123.82 — roughly +274% from $46.58. Buyers look set to stay in control over this stretch.
Expect SOR to range from $243.75 to $601.47 through 2050. The $367.98 average target implies a +690% move from current prices. That is up +111% on the projected 2040 average. Momentum favours further upside here.
Investing $1,000 in SOR today (≈ 21.468441 SOR) could be worth
$7,899.94
+$6,899.94 (+690%) by 2050 · US Dollar
Based on the average projected SOR price of $367.98 in 2050.
Based on the base (average) forecast scenario. FX rates are indicative. Estimates only — not financial advice.
See what a past investment in SORwould be worth at today's price.
$1,000 invested in SOR on Jul 31, 2025 (≈ 22.920009 SOR) would be worth
$1,067.61
+$67.61 (+6.8%) today · 1.07× · US Dollar
Based on a SOR entry price of $43.63 vs. today's $46.58.
| Invested | Entry price | Value today | Return |
|---|---|---|---|
| 1 week ago | $44.89 | $1,037.65 | +3.8% |
| 1 month ago | $46.27 | $1,006.7 | +0.7% |
| 3 months ago | $46.45 | $1,002.8 | +0.3% |
| 6 months ago | $49.11 | $948.48 | -5.2% |
| 1 year ago | $43.63 | $1,067.61 | +6.8% |
| All time (5.0y) ago | $45.35 | $1,027.12 | +2.7% |
Past performance from historical market data — it does not predict future results. FX rates are indicative. Not financial advice.
Enter a price to see how it sits against our SOR forecast.
Our base-case forecast reaches $93.00 around 2032.
Implied market cap at $93.00: $765.48M
The multi-year forecast shows a clear bullish path after 2029, with rising average prices and meaningful upside potential. The 2030 average is $73.01, and the ROI is projected at 63.5% in a bullish environment, with a max of $99.47. The 2040 forecast envisions an average of $152.49 and a max of $232.53, corresponding to a 241.5% ROI.
By 2050, the average forecast reaches $314.77 with a max of $514.57 and a projected ROI of 605%. These are estimates, not guarantees, and rely on the stated year-by-year figures. The outlook reflects shifts in sentiment from Neutral (2026–2028) to Bullish from 2029 onward, but actual results will depend on market conditions and fund performance relative to the benchmarks.
Tap a question to reveal the answer.
The forecast for 2030 shows an average price of $73.01, with a minimum of $57.06 and a maximum of $99.47, and a projected ROI of 63.5% with bullish sentiment.
Forecasts show a path of growth with the 2026 average at $44.65 and the 2030 average at $73.01, rising to 2040 average of $152.49 and 2050 average of $314.77. ROI is projected to reach 63.5% in 2030, 241.5% in 2040, and 605% in 2050, with sentiment turning bullish from 2029 onward. These are estimates, not guarantees.
In 2030, the max price is forecast at $99.47, just under $100. The following year, 2031, has a max of $113.63, indicating that the price could exceed $100 in that year.
The 2040 forecast shows an average price of $152.49 and a max of $232.53, with a projected ROI of 241.5% and bullish sentiment.
The 2050 forecast shows an average price of $314.77 and a max of $514.57, with a projected ROI of 605% and bullish sentiment.
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