SERVICE (SCI)

Sector: Consumer Discretionary

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2026 Annual Meeting Analysis

SERVICE · Meeting: May 6, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

9

Directors AGAINST

1

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of 10 Directors

9 FOR/1 AGAINST

Against Analysis

✗ AGAINST
Anthony L. Coelhooverboarding: holds 2 public company board seats as non-executive director (Esquire Financial Holdings and EVO Transportation), but primary concern is age and extremely long tenure (35 years) — however policy trigger is overboarding at 4+ seats, which is not met; re-evaluating: 2 outside boards does not trigger overboarding for non-CEO director; no other policy triggers fire

No policy triggers are met for Anthony Coelho — he holds 2 outside public board seats (below the 4-seat threshold for non-executive directors), attendance is strong at 98% board-wide, and SCI's 3-year TSR of 32.5% is strongly positive, so the named-peer underperformance threshold of 65 percentage points would need to be exceeded to trigger a No vote, which the proxy does not indicate.

For Analysis

✓ FOR
Jakki L. Haussler

No policy triggers are met — Haussler holds 3 public company board seats (below the 4-seat threshold), attendance is strong, and SCI's 3-year TSR of 32.5% is strongly positive with no indication of significant peer underperformance exceeding the 65-percentage-point threshold required for a No vote under strong positive TSR conditions.

✓ FOR
Thad Hillnew director: joined in 2025, within 24-month exemption window

Thad Hill joined the board in 2025, placing him within the 24-month new-director exemption from the TSR underperformance trigger; no other policy flags apply.

✓ FOR
Carl Loredonew director nominee: no prior board tenure at SCI

Carl Loredo is a new nominee with no prior SCI board tenure, so the TSR trigger does not apply; his background in consumer brand management and digital marketing at Yum! Brands and Wendy's is relevant to SCI's customer-facing strategy, and no other policy flags are triggered.

✓ FOR
Victor L. Lund

No policy triggers are met — Lund holds no current public company board seats, has strong meeting attendance, and SCI's 3-year TSR of 32.5% is strongly positive with no indication of peer underperformance approaching the 65-percentage-point threshold required under strong positive TSR conditions.

✓ FOR
Ellen Ochoa

No policy triggers are met — Ochoa holds no current public company board seats, meeting attendance is strong at 100% on the Compensation Committee, and SCI's strongly positive 3-year TSR means the 65-percentage-point underperformance threshold would need to be exceeded, which the record does not suggest.

✓ FOR
Thomas L. Ryan

As CEO and board member, Ryan is subject to the TSR trigger, but SCI's 3-year price return of 32.5% is strongly positive; under strong positive absolute TSR the named-peer underperformance threshold is 65 percentage points, and the proxy discloses SCI's 10-year TSR of 255% significantly outpaced both its peer group and the S&P MidCap 400 (^MDY — S&P MidCap 400), so the underperformance trigger does not fire; no other policy flags apply.

✓ FOR
C. Park Shaper

No policy triggers are met — Shaper holds 1 outside public board seat (Kinder Morgan), well below the 4-seat threshold, has strong attendance, and SCI's strongly positive 3-year TSR means the 65-percentage-point peer underperformance threshold would need to be exceeded to trigger a No vote, which the record does not support.

✓ FOR
Sara Martinez Tucker

No policy triggers are met — Tucker holds 1 outside public board seat (American Electric Power), meeting attendance is strong at 98% board-wide, and SCI's strongly positive 3-year TSR with documented outperformance versus the S&P MidCap 400 (^MDY — S&P MidCap 400) means the 65-percentage-point underperformance threshold is not approached.

✓ FOR
Marcus A. Watts

No policy triggers are met — Watts holds 1 outside public board seat (Coterra Energy), has a 100% Nominating and Corporate Governance Committee attendance record, and SCI's strongly positive 3-year TSR means the 65-percentage-point peer underperformance threshold required under strong positive TSR conditions is not met.

The 10-director slate is broadly supportable: 9 of 10 directors are independent, meeting attendance across the board was 98% in 2025, SCI's 3-year price return of 32.5% (strongly positive) means the named-peer underperformance threshold of 65 percentage points would need to be breached to trigger a No vote — and SCI's disclosed outperformance versus both its peer group and the S&P MidCap 400 (^MDY — S&P MidCap 400) over 5 and 10 years supports FOR votes across the slate. Two new directors (Hill, Loredo) are within or at the 24-month exemption window. Vote FOR all 10 nominees. Note: an initial flag was raised for Anthony Coelho but on application of the correct non-executive director threshold (4+ seats) it does not trigger; he holds 2 outside seats.

Say on Pay

✓ FOR

CEO

Thomas L. Ryan

Total Comp

$13,222,269

Prior Support

88%%

The prior year say-on-pay vote received 88% support, well above the 70% threshold that would require a response, and shareholder feedback confirms the program is viewed as well-structured. The CEO's total compensation of $13.2 million is within a reasonable range for a large-cap consumer services company with $12.1 billion market capitalization and 29-year tenure; critically, 81% of CEO pay is performance-based or stock-based (well above the 50-60% policy threshold), with long-term incentive compensation tied to relative TSR versus the S&P MidCap 400 (^MDY — S&P MidCap 400) constituents — directly aligning executive pay with shareholder outcomes. The pay-for-performance alignment check is satisfied: SCI's 5-year TSR of 76.6% outpaced the S&P MidCap 400 (^MDY — S&P MidCap 400) return of approximately 55% over the same period, meaning above-benchmark incentive pay is justified by actual shareholder returns delivered.

Auditor Ratification

✓ FOR

Auditor

PricewaterhouseCoopers LLP

Tenure

N/A

Audit Fees

$7,129,106

Non-Audit Fees

$390,800

Non-audit fees (audit-related fees of $148,106 plus tax fees of $343,800 plus other fees of $47,000 = $538,906) represent approximately 7.6% of core audit fees ($6,981,000), well below the 50% threshold that would raise independence concerns; PwC is a Big 4 firm appropriate for a $12 billion market cap company; the proxy discloses a new lead audit partner rotation completed in 2025, a positive governance indicator; auditor tenure is not explicitly disclosed so the tenure trigger cannot fire per policy, and no material restatements are noted.

Actual Vote Results

Meeting held May 6, 2026

View 8-K ↗

Director Elections

Nominee% FORVotes ForWithheld / AgainstResult
Carl Loredo
99.7%
123.3M345,369✓ Elected
Thad Hill
99.6%
123.1M525,195✓ Elected
Jakki L. Haussler
99.5%
123.0M615,314✓ Elected
Ellen Ochoa
95.0%
117.4M6.2M✓ Elected
Thomas L. Ryan
92.4%
114.2M9.4M✓ Elected
Sara Martinez Tucker
82.6%
102.2M21.5M✓ Elected
C. Park Shaper
82.4%
101.9M21.7M✓ Elected
Victor L. Lund
79.5%
98.3M25.3M✓ Elected
Anthony L. Coehlo
79.4%
98.2M25.4M✓ Elected
Marcus A. Watts
43.5%
53.8M69.8M✗ Failed

Say on Pay

89.0%

For 110.1M · Against 13.4M · Abstain 224,166

✓ Passed

Auditor Ratification

88.7%

For 115.6M · Against 12.4M · Abstain 2.3M

✓ Passed

Other Proposals

Proposal 4

Approval of an Amendment to the Articles of Incorporation and Bylaws to Reduce the Minimum Required Number of Directors

97.5%
✓ Passed

Proposal 5

Approval of an Amendment to the Articles of Incorporation and Bylaws to Permit the Board to Increase the Number of Directors and Fill Newly Created Vacancies to the Board

95.7%
✓ Passed

Proposal 6

Approval of an Amendment to the Articles of Incorporation to Limit the Liability of Officers as Permitted by Law

52.1%
✓ Passed

Proposal 7

Approval of the 2026 Equity Incentive Plan

78.0%
✓ Passed

Overall Assessment

The 2026 SCI annual meeting ballot is straightforward and broadly supportable: the 10-director slate is composed of highly independent, experienced directors with strong attendance and a compensation structure that passes all policy screens, the auditor (PwC) passes on fees and independence, and the say-on-pay program is well-designed with 81% performance-based CEO pay, strong prior-year shareholder support of 88%, and documented TSR outperformance versus the S&P MidCap 400 (^MDY — S&P MidCap 400). There are no stockholder-submitted proposals on this ballot, and the board-proposed charter amendments are routine governance updates that do not raise material anti-shareholder concerns.

Filing date: March 26, 2026·Policy v1.2·high confidence

Compensation Peer Group

4 companies disclosed in 2026 proxy filing

CSVCarriage Services, Inc.
HIHillenbrand Inc.
MATWMatthews International Corp.
Park Lawn Corporation