Capital SouthwestCSWC
CSWC
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 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures 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 (+$28.3M) [Q4]
7% more funds holding
Funds holding: 148 [Q3] → 158 (+10) [Q4]
6.13% more ownership
Funds ownership: 24.41% [Q3] → 30.54% (+6.13%) [Q4]
35% less call options, than puts
Call options by funds: $3.08M | Put options by funds: $4.76M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$21
4%
downside
Avg. target
$22
2%
upside
High target
$23
8%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Raymond James Robert Dodd 75% 1-year accuracy 3 / 4 met price target | 8%upside $23 | Outperform Maintained | 16 May 2025 |
UBS Vilas Abraham 0 / 0 met price target | 4%downside $21 | Neutral Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 15 articles about CSWC published over the past 30 days
Neutral
Seeking Alpha
1 day ago
Capital Southwest (CSWC) Q4 2025 Earnings Conference Call Transcript
Capital Southwest (NASDAQ:CSWC ) Q4 2025 Earnings Conference Call May 15, 2025 11:00 AM ET Company Participants Amy Baker - EVP Accounting Michael Sarner - President and CEO Josh Weinstein - Senior MD and Chief Investment Officer Chris Rehberger - CFO, Treasurer and Secretary Conference Call Participants Mickey Schleien - Ladenburg Corey Johnson - UBS Erik Zwick - Lucid Capital Markets Robert Dodd - Raymond James Operator Thank you for joining today's Capital Southwest Fourth Quarter Fiscal Year 2025 Earnings Call. Participating on the call today are Michael Sarner, Chief Executive Officer, Chris Rehberger, Chief Financial Officer, Josh Weinstein, Chief Investment Officer, and Amy Baker, Executive Vice President, Accounting.
Negative
Zacks Investment Research
2 days ago
Capital Southwest (CSWC) Misses Q4 Earnings and Revenue Estimates
Capital Southwest (CSWC) came out with quarterly earnings of $0.54 per share, missing the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.66 per share a year ago.
Neutral
GlobeNewsWire
2 days ago
Capital Southwest Announces Financial Results for Fourth Fiscal Quarter and Fiscal Year Ended March 31, 2025
DALLAS, May 14, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest,” “CSWC” 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, today announced its financial results for the fourth fiscal quarter and year ended March 31, 2025.
Positive
Zacks Investment Research
2 days ago
Capital Southwest (CSWC) Crossed Above the 50-Day Moving Average: What That Means for Investors
After reaching an important support level, Capital Southwest (CSWC) could be a good stock pick from a technical perspective. CSWC surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.
Positive
Zacks Investment Research
3 days ago
Capital Southwest (CSWC) Crossed Above the 20-Day Moving Average: What That Means for Investors
Capital Southwest (CSWC) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, CSWC crossed above the 20-day moving average, suggesting a short-term bullish trend.
Negative
Seeking Alpha
6 days ago
Dividend Investors, It's Time To Raise Cash, Here's Why
Despite my usual inclination to invest in dividend-paying stocks, current market valuations and economic risks lead me to prefer raising cash over investing. The 10-year Treasury yield reflects a tug-of-war between inflation and economic weakness, influenced by tariffs and trade uncertainties. The recent U.S.-U.K. trade deal is a positive development, but it doesn't fully offset the higher tariffs still in place post-"Liberation Day."
Positive
Seeking Alpha
1 week ago
Capital Southwest: Stronger Than You Think, The Good And The Bad
Despite a 25% stock price drop in the past year, I believe CSWC is an attractive investment opportunity. Trump's tariffs and elevated non-accruals pose challenges, but CSWC is prepared better than it seems. CSWC's focus on lower middle-market companies with an average EBITDA of $20m makes it more vulnerable to economic downturns.
Positive
Zacks Investment Research
1 week ago
Capital Southwest (CSWC) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Capital Southwest (CSWC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Positive
Seeking Alpha
1 week ago
BDC Weekly Review: BDCs Are Taking Advantage Of Wider Spreads
We take a look at the action in business development companies through the fourth week of April and highlight some of the key themes we are watching. BDCs saw a 3% total return last week, with the median valuation improving from a 20% to a 10% discount. Rising credit spreads present both challenges and opportunities for BDCs, enabling them to reinvest at wider spreads due to high portfolio turnover.
Neutral
GlobeNewsWire
2 weeks ago
Capital Southwest Announces Regular Dividend of $0.58 per share and Supplemental Dividend of $0.06 per share for the Quarter Ending June 30, 2025
DALLAS, April 28, 2025 (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, is pleased to announce that its Board of Directors has declared a regular dividend of $0.58 per share and a supplemental dividend of $0.06 per share for the quarter ending June 30, 2025.
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