Capital Southwest
CSWC
Market cap $1.26B

23.01 USD

-0.01

0.04%

At close Jul 29, 4:00 PM EDT

After hours

23.01

+0.00

0.00%

1 day

-0.04%

5 days

-0.73%

1 month

4.40%

3 months

12.08%

6 months

4.69%

Year to date

3.88%

1 year

-10.95%

5 years

77.68%

10 years

30.59%

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 7,323 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 5 (+2) [Q1 2025]

44% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 43

19% more capital invested

Capital invested by funds: $318M [Q4 2024] → $379M (+$60.6M) [Q1 2025]

9% more funds holding

Funds holding: 158 [Q4 2024] → 172 (+14) [Q1 2025]

2.98% more ownership

Funds ownership: 30.55% [Q4 2024] → 33.53% (+2.98%) [Q1 2025]

74% less call options, than puts

Call options by funds: $2.33M | Put options by funds: $8.86M

See Fund Rankings

Research analyst outlook

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

Low target

$23

2%

downside

Avg. target

$24

2%

upside

High target

$25

9%

upside

3 analyst ratings

2 positive

67%

1 neutral

33%

0 negative

0%

UBS Vilas Abraham	2%downside $23	Neutral Maintained	16 Jul 2025
JMP Securities Devin Ryan	9%upside $25	Market Outperform Upgraded	24 Jun 2025
Raymond James Robert Dodd	0%downside $23	Outperform Maintained	16 May 2025

See Analyst Rankings

Financial journalist opinion

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

My Favorite Retirement Strategy - And 3 Dividend Stocks That Perfectly Fit It

I build my retirement portfolio using a pyramid strategy: growth stocks for compounding, mid-yielders to hold forever, and income picks for later-stage cash flow. As time passes, I plan to shift from low-yield growth into high-yield income stocks, without sacrificing total return or yield-on-cost along the way. This strategy blends flexibility with discipline. Start early, think in baskets, and use growth today to fund income tomorrow.

My Favorite Retirement Strategy - And 3 Dividend Stocks That Perfectly Fit It

Forget Main Street And Hercules: 11%-Yielding Capital Southwest Is Cheaper, Safer, And Pays More

Internally managed BDCs tend to massively outperform externally managed BDCs over time. I look at why this is. I also share why CSWC is my favorite externally managed BDC right now.

Forget Main Street And Hercules: 11%-Yielding Capital Southwest Is Cheaper, Safer, And Pays More

Capital Southwest: 40% Premium And Recent Struggles Turn Me To 'Hold' (Rating Downgrade)

CSWC remains a top internally-managed BDC with a strong track record, but recent price recovery and premium valuation warrant caution. The portfolio's focus on first-lien debt and improving credit quality are positives, though some portfolio companies face challenges under current rates. Preliminary Q1 2026 results show improving non-accruals and stable NII, but NAV continues to edge lower, requiring close monitoring.

Capital Southwest: 40% Premium And Recent Struggles Turn Me To 'Hold' (Rating Downgrade)

BDC Weekly Review: Q2 Credit Spread Tightening Bodes Well For NAVs

We take a look at the action in business development companies through the third week of July and highlight some of the key themes we are watching. BDCs outperformed most income sectors so far in July. Q2 earnings season should show flat net investment income but modest NAV gains, supported by tighter high-yield credit spreads.

BDC Weekly Review: Q2 Credit Spread Tightening Bodes Well For NAVs

I'm Buying Monthly Dividends Up To 11% Yield

Monthly dividend stocks are ideal for replacing job income and/or accelerating compounding. I highlight two excellent monthly dividend stocks that stand out in their respective industries. Both carry strong balance sheets and have diversified revenue streams, making them attractive picks for income investors.

I'm Buying Monthly Dividends Up To 11% Yield

High Yields, Weird Prices

Similar preferred shares trade at materially different prices. One of these preferred shares is surprisingly expensive. One of the best BDCs is nearing an incredibly rare threshold.

High Yields, Weird Prices

Capital Southwest Announces Preliminary Estimate of First Quarter 2026 Operating Results and Earnings Release and Conference Call Schedule

DALLAS, July 15, 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 its preliminary operating results for the first quarter of its 2026 fiscal year (quarter ended June 30, 2025) and its first quarter 2026 earnings release and conference call schedule. Capital Southwest's preliminary estimate of its first quarter 2026 pre-tax net investment income is in the range of $0.60 to $0.61 per share.

Capital Southwest Announces Preliminary Estimate of First Quarter 2026 Operating Results and Earnings Release and Conference Call Schedule

BDC Weekly Review: Should We Trust BDC NAVs?

We take a look at the action in business development companies through the first week of July and highlight some of the key themes we are watching. BDCs delivered a strong 3% total return this week, with underperformers rebounding and sector valuations nearing historical averages. NAVs in volatile markets are best guesses and not precise; historical price behavior and resilience matter more for allocation decisions.

BDC Weekly Review: Should We Trust BDC NAVs?

My Forever 11: The Dividend Stocks I'd Build My Retirement On

I built a simple, high-conviction dividend portfolio designed to support a stress-free retirement, no risky yield traps or complex products required. Using my 5% Rule and pyramid strategy, I focus on quality stocks with strong dividends, durable growth, and inflation-beating income potential. Retirement isn't one-size-fits-all, but peace of mind is universal. My strategy aims to deliver just that through simplicity, flexibility, and discipline.

My Forever 11: The Dividend Stocks I'd Build My Retirement On

The Smartest Dividend Stocks To Own For What's Coming

Asking 'why' repeatedly is crucial for investors to understand the root causes of macroeconomic shifts and avoid being blind sided by market disruptions. The current U.S. policy shift favors growth over inflation control, increasing risks of higher inflation and short-term debt refinancing challenges. Given these risks, I recommend increasing exposure to real assets, REITs, and cyclical value stocks for inflation protection and potential outperformance.

The Smartest Dividend Stocks To Own For What's Coming

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