Capital Southwest
CSWC
Market cap $1.1B

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

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Research analyst outlook

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

See Analyst Rankings

Financial journalist opinion

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

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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

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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.

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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

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