Capital Southwest

CSWC

Market cap $1.27B

Overview Fund Activity

22.80 USD

-0.12

0.52%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

22.87

+0.07

0.31%

1 day

-0.52%

5 days

-0.96%

1 month

0%

3 months

5.95%

6 months

2.43%

Year to date

2.93%

1 year

-10.27%

5 years

59.78%

10 years

30.88%

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: 30

Financials Asset Management

0

Funds holding %

of 7,462 funds

0

Analysts bullish %

of 5 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

14% more capital invested

Capital invested by funds: $379M [Q1] → $432M (+$53.3M) [Q2]

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 172 [Q1] → 173 (+1) [Q2]

1.49% less ownership

Funds ownership: 33.53% [Q1] → 32.04% (-1.49%) [Q2]

20% less call options, than puts

Call options by funds: $3.1M | Put options by funds: $3.9M

40% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 3 (-2) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target

$22

-4% downside

Avg. target

$24

4% upside

High target

$25

10% upside

5 analyst ratings

3 positive

60%

2 neutral

40%

0 negative

0%

Clear Street Mickey Schleien	$22	Hold Initiated	5 Sep 2025
Raymond James Robert Dodd	$25	Outperform Maintained	8 Aug 2025
B. Riley Securities Bryce Rowe	$24	Buy Maintained	8 Aug 2025
UBS Vilas Abraham	$23	Neutral Maintained	16 Jul 2025
JMP Securities Devin Ryan	$25	Market Outperform Upgraded	24 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 5 articles about CSWC published over the past 30 days

Capital Southwest: My Favorite 11% Yield On The Market

Capital Southwest offers an 11% yield and pays monthly dividends, making it attractive for income investors. CSWC's internally managed structure results in low operating expenses, strong alignment with shareholders and has nearly 90% of its portfolio in safer first-lien debt. Recent results show improved credit quality, robust NII coverage of dividends, and growth opportunities from a new SBIC license and equity issuance at a substantial premium to NAV.

Capital Southwest: My Favorite 11% Yield On The Market

Capital Southwest Corporation Prices Public Offering of $350 million 5.950% Notes due 2030

DALLAS, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (NASDAQ: CSWC) (the “Company”, “Capital Southwest”, “we”, “us” and “our”) is pleased to announce that it has priced an underwritten public offering of $350 million in aggregate principal amount of 5.950% notes due 2030 (the “Notes”). The Notes will bear interest at a rate of 5.950% per year, payable semi-annually, will mature on September 18, 2030 and may be redeemed in whole or in part at the Company's option at any time prior to August 18, 2030, at par plus a “make-whole” premium, and thereafter at par. The Notes will be issued to the public at a price of 99.345% of the aggregate principal amount of the Notes, resulting in a yield-to-maturity of 6.104%. The offering is subject to customary closing conditions and is expected to close on September 18, 2025.

Capital Southwest Corporation Prices Public Offering of $350 million 5.950% Notes due 2030

Retirement Passive Income: Safer +8% Yields For Your Portfolio

We continue our discussion on debt, this time focusing on corporate borrowing. CLOs and BDCs are two pillars of the credit markets, powering the U.S. economy. Securities from these asset classes tend to be volatile due to interest rates and credit health, but have safer preferreds/baby bonds.

Retirement Passive Income: Safer +8% Yields For Your Portfolio

Capital Southwest Announces Monthly Regular Dividends for the Quarter Ending December 31, 2025 and Quarterly Supplemental Dividend Payable on December 31, 2025

DALLAS, Aug. 27, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest” or the “Company”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce that its Board of Directors has declared monthly regular dividends of $0.1934 per share for each of October, November, and December 2025 and a quarterly supplemental dividend of $0.06 per share payable in December 2025, each of which is detailed in the table below.

Capital Southwest Announces Monthly Regular Dividends for the Quarter Ending December 31, 2025 and Quarterly Supplemental Dividend Payable on December 31, 2025

Capital Southwest: Still A Hold, But Monthly Dividend And Improvements Are Attractive For Income Investors

Capital Southwest (CSWC) stands out among BDCs for its strong earnings, robust liquidity, and impressive credit quality, even amid macro uncertainty. Management's ability to harvest equity gains and maintain low leverage positions CSWC to weather economic headwinds and sustain its dividend. The recent switch to a monthly dividend and improved non-accruals further enhance CSWC's appeal for long-term income investors.

Capital Southwest: Still A Hold, But Monthly Dividend And Improvements Are Attractive For Income Investors

Attention High-Yield Investors: More BDC Dividend Cuts Are Likely Coming

The BDC sector faces mounting risks from a weakening economy, high consumer debt, and the potential for further dividend cuts as interest rates decline. Recent dividend cuts by several BDCs highlight the sector's vulnerability, despite some names maintaining resilience and attractive valuations. Spillover income offers only limited protection; tight dividend coverage and rising non-accruals signal caution for income-focused investors.

Attention High-Yield Investors: More BDC Dividend Cuts Are Likely Coming

It's All Downhill For Most BDCs, Here Is My Approach

Q2 earnings confirmed my call for a market rotation in BDCs; quality bias and selectivity remain critical for outperformance. Structural headwinds—spread compression, falling base rates, and thin dividend coverage—signal elevated risk of further dividend cuts across the sector. Current sector repricing is insufficient for broad new BDC allocations; most remain unattractive except for select names with strong fundamentals.

It's All Downhill For Most BDCs, Here Is My Approach

My Dividend Stock Portfolio: New July Dividend Record - 100 Holdings With 12 Buys

July saw strong market gains, especially in tech, but finding bargains is tough as indices approach all-time highs. I focused July investments on high-yield BDCs like OBDC, MFIC, and BXSL, maintaining a 7.9% yield on cost. Dividend income hit a July record, up 22% year-over-year, with BDCs set to play an even bigger role in the coming months.

My Dividend Stock Portfolio: New July Dividend Record - 100 Holdings With 12 Buys

Buy Great Elm Capital Corporation's GECCI, Sell Capital Southwest's CSWCZ

GECCI's baby bond offers a high 7.92% yield, short maturity, and strong financials, making it a compelling buy opportunity. CSWCZ's baby bond has a negative yield to maturity of -16.72%, signaling a clear sell recommendation despite its solid company background. Both bonds are unrated, so investors should carefully check yield versus price before making decisions, as market conditions can change.

Buy Great Elm Capital Corporation's GECCI, Sell Capital Southwest's CSWCZ

If I Could Buy Just 1 Income Stock Right Now, This Would Be It: Capital Southwest

Get paid monthly to enjoy sharing in the success of a well-run company. Not all companies focus on share price growth alone. Many investors get caught up in price and miss tons of cash being paid out.

If I Could Buy Just 1 Income Stock Right Now, This Would Be It: Capital Southwest

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