CSWC stock icon

Capital Southwest
CSWC

$26.1
0.78%
 

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 6,689 funds
0
Analysts bullish %
of 4 analysts
0
News positive %
of 13 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

104% more call options, than puts

Call options by funds: $4.98M | Put options by funds: $2.45M

72% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 32

12% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 25

9% more capital invested

Capital invested by funds: $239M [Q4 2023] → $261M (+$21.7M) [Q1 2024]

2% more funds holding

Funds holding: 134 [Q4 2023] → 137 (+3) [Q1 2024]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q4 2023] → 2 (+0) [Q1 2024]

0.92% less ownership

Funds ownership: 25.26% [Q4 2023] → 24.34% (-0.92%) [Q1 2024]

Research analyst outlook

4 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$24
10%
downside
Avg. target
$25
4%
downside
High target
$27
2%
upside

4 analyst ratings

positive
50%
neutral
50%
negative
0%
JMP Securities
Kevin Fischbeck
0%downside
$26
Market Outperform
Reiterated
26 Mar 2024
B. Riley Securities
Bryce Rowe
8%downside
$24
Neutral
Maintained
31 Jan 2024
Raymond James
Robert Dodd
2%upside
$26.5
Outperform
Maintained
31 Jan 2024
B. Riley Securities
Bryce Rowe
10%downside
$23.5
Neutral
Downgraded
8 Jan 2024

Financial journalist opinion

Based on 13 articles about CSWC published over the past 30 days