CSWC icon

Capital Southwest

21.69 USD
-0.10
0.46%
At close Mar 14, 4:00 PM EDT
After hours
21.50
-0.19
0.88%
1 day
-0.46%
5 days
-5.12%
1 month
-7.54%
3 months
1.02%
6 months
-13.83%
Year to date
-2.08%
1 year
-8.52%
5 years
98.44%
10 years
-55.56%
 

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 7,372 funds
Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $290M [Q3] → $318M (+$28.2M) [Q4]

7% more funds holding

Funds holding: 148 [Q3] → 158 (+10) [Q4]

6.12% more ownership

Funds ownership: 24.42% [Q3] → 30.54% (+6.12%) [Q4]

35% less call options, than puts

Call options by funds: $3.08M | Put options by funds: $4.76M

Research analyst outlook

We haven’t received any recent analyst ratings for CSWC.

Financial journalist opinion

Based on 14 articles about CSWC published over the past 30 days

Neutral
Seeking Alpha
3 days ago
Forget Growth: 5 Big Safe Yields Worth Considering
The stock market has been ugly (particularly growth stocks), and it could get much worse. Thankfully, however, there is another way. Income investing focuses on big, steady dividend and interest payments, thereby allowing investors to worry far less about price volatility (as long as those big income payments keep coming in). This report shares 5 big safe yield strategies (including a variety of top income ideas), and then concludes with an important takeaway about succeeding in this market.
Forget Growth: 5 Big Safe Yields Worth Considering
Positive
Seeking Alpha
1 week ago
54 Upcoming Dividend Increases, Including A King
This week features the largest list of dividend increases ever, with 50 companies, including Coca-Cola extending its 63-year streak with a 5.2% increase. My strategy focuses on companies with consistent dividend growth and outperforming benchmarks, using data from the "U.S. Dividend Champions" spreadsheet and NASDAQ. I recommend the Schwab U.S. Dividend Equity ETF for broad U.S. equity exposure and the Cohen & Steers REIT & Preferred Income Fund for REITs.
54 Upcoming Dividend Increases, Including A King
Negative
Seeking Alpha
1 week ago
An Important Warning For BDC Investors
Why BDCs may be entering a dangerous phase. Avoid these risks before it's too late. One BDC stands out as a safe bet, and is my top pick right now.
An Important Warning For BDC Investors
Neutral
Seeking Alpha
1 week ago
9% Yields From Baby Bonds
Yield to maturity is crucial in baby bond analysis. Yield to call can also be relevant when call risk is more relevant. We're starting with a hypothetical for demonstrating a key point, then we'll look at two baby bonds as they are trading today. Market inefficiencies can arise from liquidity issues, creating trading opportunities between similar preferred shares or baby bonds.
9% Yields From Baby Bonds
Neutral
Seeking Alpha
2 weeks ago
8% Or Higher Yields Face Off
Six investments enter, six leave. This isn't a death match. All six have huge yields, but the valuations create some material differences. We've added three more baby bonds to our sector charts.
8% Or Higher Yields Face Off
Positive
Seeking Alpha
2 weeks ago
Capital Southwest: Long-Term Bullish, But Not Adding Here
Capital Southwest remains a top BDC for income, with strong financials and portfolio growth, despite a high premium and limited short-term upside. The latest earnings report showed a beat on the top and bottom lines, solid dividend coverage, and increased first-lien loan exposure. Non-accruals are slightly high, but the portfolio quality and liquidity position suggest resilience against economic volatility.
Capital Southwest: Long-Term Bullish, But Not Adding Here
Positive
Seeking Alpha
2 weeks ago
Ride The Fat Dividend Train, +10% Yield: Capital Southwest
I don't buy holdings hoping and praying that they climb in value. I buy holdings to get paid. A promised value increase tomorrow does little for me or you today. Collect income. It's the most powerful resource in the world.
Ride The Fat Dividend Train, +10% Yield: Capital Southwest
Positive
Seeking Alpha
3 weeks ago
Buy These 7-11% Yielding Cash Cows For Retirement Income
Capital Southwest offers an 11% yield, strong balance sheet, and robust deal flow, making it a compelling investment in the underserved lower middle market. Omega Healthcare Investors provides a 7.4% yield, steady long-term leases, and improving operator fundamentals, offering growth in supply constrained markets. Both CSWC and OHI present attractive high-yielding opportunities, offering stability and potentially strong returns amidst market volatility and high-growth stock pressures.
Buy These 7-11% Yielding Cash Cows For Retirement Income
Positive
Seeking Alpha
3 weeks ago
2 Glorious Dividends To Retire In Style, Yields +7.5%
Inflation erodes purchasing power, and retirees must maintain their lifestyle during their golden years. We emphasize deep diversification and reinvesting a portion of collected dividends to combat inflation and ensure growing income for a secure retirement. We discuss our top picks with up to 10% yields.
2 Glorious Dividends To Retire In Style, Yields +7.5%
Positive
Seeking Alpha
3 weeks ago
My Dividend Stock Portfolio: New January Dividend Record - 100 Holdings With 14 Buys
January saw solid investment activity with $1,500 in net capital added, primarily into Business Development Companies like Owl Rock Capital, Goldman Sachs BDC, and Blackstone Secured Lending Fund. Dividend income hit a record $814 in January, up 21% Y/Y, driven by ongoing investments in high-yield BDCs, aiming for $11,000 annual net dividends. Focus on maintaining steady BDC dividends and achieving a monthly increase of $100 in dividend income.
My Dividend Stock Portfolio: New January Dividend Record - 100 Holdings With 14 Buys
Charts implemented using Lightweight Charts™