Capital Southwest
CSWC
Market cap $1.19B

25.37 USD

+0.18

0.71%

At close Oct 10, 4:00 PM EDT

1 day

0.71%

5 days

-0.12%

1 month

1.24%

3 months

-5.62%

6 months

1.89%

Year to date

6.96%

1 year

14.64%

5 years

16.64%

About: Capital Southwest Corp is a U.S.-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective is to produce attractive risk-adjusted returns by generating current income from debt investments and capital appreciation from equity and equity related investments. It focuses on providing flexible financing solutions through partnerships with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien, and subordinated debt, preferred stocks, common stocks, and warrants. The primary source company's revenue comprises interest income and dividend income from investments made as well as management fees.

Employees: 27

0

Funds holding %

of 6,740 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

9% more capital invested

Capital invested by funds: $266M [Q1] → $289M (+$23.6M) [Q2]

3% more funds holding

Funds holding: 140 [Q1] → 144 (+4) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

0.6% less ownership

Funds ownership: 24.79% [Q1] → 24.19% (-0.6%) [Q2]

40% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $2.97M

See Fund Rankings

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target

$24

5%

downside

Avg. target

$24

5%

downside

High target

$24

5%

downside

1 analyst rating

0 positive

0%

1 neutral

100%

0 negative

0%

B. Riley Securities

Bryce Rowe

20% 1-year accuracy

1 / 5 met price target

5%downside

$24

Neutral

Maintained

7 Aug 2024

See Analyst Rankings

Financial journalist opinion

Based on 9 articles about CSWC published over the past 30 days

I'm Buying Up To 9% Yield For Recurring Income

Dividend stocks can offer current income and long-term growth, and it pays to be choosy when it comes to REITs and BDCs. Capital Southwest carries a low-cost structure, strong dividend track record, and conservative first-lien debt investments. Healthpeak Properties has a diversified portfolio in life sciences, outpatient medical, and senior housing, benefiting from rent escalations and favorable demographic trends.

I'm Buying Up To 9% Yield For Recurring Income

Invest $100,000 For Durable Income Without Losing Sleep At Night

Achieving the first $100,000 is crucial for portfolio diversification and accessing material reinvestment opportunities. If the objective is to build a massive snowball from durable income investments, there are only a few asset classes that tick the necessary boxes. In this article, I explain how I would allocate $100,000 among MLPs, BDCs, equity REITs, and SCHD.

Invest $100,000 For Durable Income Without Losing Sleep At Night

2 Lessons From BDCs That Recently Cut Their Dividends

The fears of BDC dividends becoming unsustainable are rising. The primary driver for this is falling interest rates. While I fully appreciate this risk, in my opinion, by being very selective, investors can keep their attractive BDC dividends safe.

2 Lessons From BDCs That Recently Cut Their Dividends

Zacks Investment Research

New Strong Sell Stocks for September 23rd

ASO, ARCH and CSWC have been added to the Zacks Rank #23 (Strong Sell) List on September 23, 2024.

New Strong Sell Stocks for September 23rd

The High Yield Desert

I frequently discuss high-yield sectors like mortgage REITs, BDCs, and preferred shares, emphasizing the importance of knowing when not to buy. Preferred shares have rallied above targets, reducing buying opportunities, while common shares offer higher risks. Some offer upside, but others mostly offer downside. I'll kick off the weekend by highlighting one with a high valuation, as investors pay top dollar for earnings that are about to melt away.

The High Yield Desert

Looking For Another Internally Managed BDC? Capital Southwest Will Do The Job

Business Development Companies (BDCs) like CSWC fill financing gaps for smaller businesses, focusing on secured debt and equity investments in lower middle-market entities. CSWC's internally managed structure aligns management and shareholder interests, avoiding external advisory fees and benefiting from a favorable operating expense structure. Despite risks like rising non-accruals and interest rate uncertainty, CSWC remains a top-tier BDC.

Looking For Another Internally Managed BDC? Capital Southwest Will Do The Job

Capital Southwest: 10% Quality Yield Has Its Price

Capital Southwest: 10% Quality Yield Has Its Price

Capital Southwest: 10% Quality Yield Has Its Price

Capital Southwest Increases Corporate Credit Facility to $485 million

DALLAS, Sept. 12, 2024 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced an increase to the total commitments under its senior secured credit facility (the “Corporate Credit Facility”). The Corporate Credit Facility was increased under the existing accordion feature by $25 million, bringing total commitments from $460 million to $485 million. The $25 million increase was provided by one new lender, bringing the total bank syndicate to 11 participants. The existing Corporate Credit Facility accordion feature allows for maximum commitments of up to $750 million.

Capital Southwest Increases Corporate Credit Facility to $485 million

Harvest These 8-9% Yields For Recurring Income

Capital Southwest offers a 9.1% yield, conservative portfolio, low expense ratio, and strong balance sheet, making it a solid high-income investment. Ladder Capital provides a 7.7% yield, high-quality loan portfolio, low leverage, and is trading at meaningful discount to undepreciated book value. Both companies benefit from internal management, aligning shareholder and management interests, and offer well-covered dividends with potential for portfolio growth.

Harvest These 8-9% Yields For Recurring Income

Zacks Investment Research

New Strong Sell Stocks for September 6th

OWL, PMTS and CSWC have been added to the Zacks Rank #6 (Strong Sell) List on September 6, 2024.

New Strong Sell Stocks for September 6th

See News Rankings

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