CSWC

Capital Southwest Corp

Oct 16 • 03:47PM ET

20.35

0.00 0.00 %

Financial • Asset Management • USA • NASD

Peers: MAIN ARCC HTGC TCPC GAIN PNNT TSLX PFLT NMFC GSBD

| Held by: BIZD PBDC FBDC VPC PSP PEX LBO PCR

Index	-	P/E	12.79	EPS (ttm)	1.59	Insider Own	4.69%	Shs Outstand	55.23M	Perf Week	2.21%
Market Cap	1.13B	Forward P/E	8.73	EPS next Y	2.33	Insider Trans	0.08%	Shs Float	53.02M	Perf Month	-9.92%
Enterprise Value	2.01B	PEG	-	EPS next Q	0.59	Inst Own	32.21%	Short Float	5.34%	Perf Quarter	-12.28%
Income	82.50M	P/S	6.17	EPS this Y	-3.54%	Inst Trans	-	Short Ratio	4.70	Perf Half Y	4.80%
Sales	183.54M	P/B	1.23	EPS next Y	-1.81%	ROA	4.81%	Short Interest	2.83M	Perf YTD	-6.23%
Book/sh	16.59	P/C	23.32	EPS next 5Y	-3.84%	ROE	9.74%	52W High	25.70 -20.83%	Perf Year	-18.85%
Cash/sh	0.87	P/FCF	10.80	EPS past 3/5Y	-7.83% -	ROIC	4.59%	52W Low	17.41 16.86%	Perf 3Y	25.02%
Dividend Est.	2.55 (12.55%)	EV/EBITDA	12.74	Sales past 3/5Y	20.79% 8.63%	Gross Margin	96.58%	Volatility	2.91% 2.36%	Perf 5Y	52.53%
Dividend TTM	2.56 (12.59%)	EV/Sales	10.98	EPS Y/Y TTM	-5.37%	Oper. Margin	82.75%	ATR (14)	0.49	Perf 10Y	69.85%
Dividend Ex-Date	Nov 14, 2025	Quick Ratio	1.42	Sales Y/Y TTM	12.82%	Profit Margin	44.95%	RSI (14)	34.78	Recom	2.25
Dividend Gr. 3/5Y	8.27% 7.62%	Current Ratio	1.42	EPS Q/Q	55.45%	SMA20	-5.12%	Beta	0.99	Target Price	23.36
Payout	157.40%	Debt/Eq	1.02	Sales Q/Q	49.58%	SMA50	-8.26%	Rel Volume	0.84	Prev Close	20.35
Employees	30	LT Debt/Eq	0.96	Earnings	Aug 06 AMC	SMA200	-6.82%	Avg Volume	602.09K	Price	20.35
IPO	Mar 17, 1980	Option/Short	Yes / Yes	EPS/Sales Surpr.	-1.27% 3.03%	Trades		Volume	492,403	Change	0.00%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-07-25	Downgrade	Raymond James	Outperform → Mkt Perform
Jun-24-25	Upgrade	Citizens JMP	Mkt Perform → Mkt Outperform	$25
May-15-24	Downgrade	JMP Securities	Mkt Outperform → Mkt Perform
Jan-08-24	Downgrade	B. Riley Securities	Buy → Neutral	$23.50
Apr-11-23	Initiated	UBS	Neutral	$19
Dec-09-22	Upgrade	B. Riley Securities	Neutral → Buy	$20
Sep-16-22	Resumed	B. Riley Securities	Neutral	$18
Sep-24-21	Initiated	Oppenheimer	Perform
Mar-05-21	Initiated	Hovde Group	Outperform	$24
Nov-05-20	Resumed	JMP Securities	Mkt Outperform	$17
Mar-17-20	Upgrade	National Securities	Neutral → Buy
Mar-03-20	Downgrade	National Securities	Buy → Neutral
Dec-12-19	Initiated	Raymond James	Outperform	$23.50
Oct-10-19	Initiated	Jefferies	Buy	$24
Sep-23-19	Initiated	National Securities	Buy	$23
Jan-25-19	Initiated	B. Riley FBR	Neutral	$23
Nov-30-17	Initiated	Ladenburg Thalmann	Buy	$19
Aug-30-17	Initiated	Robert W. Baird	Outperform	$19
Jun-30-17	Initiated	Janney	Neutral
Jun-27-17	Initiated	National Securities	Buy	$22

Show Previous Ratings

Today 09:11AM	Is the Options Market Predicting a Spike in Capital Southwest Stock? (Zacks)
Oct-15-25 11:33PM	Q2 Earnings Roundup: Capital Southwest (NASDAQ:CSWC) And The Rest Of The Specialty Finance Segment (StockStory)
04:01PM	Capital Southwest Announces Preliminary Estimate of Second Quarter 2026 Operating Results and Earnings Release and Conference Call Schedule (GlobeNewswire)
Oct-07-25 01:28AM	Capital Southwest Corporation (CSWC): Examining the Performance of This Rising BDC Dividend Stock (Insider Monkey)
Sep-12-25 12:03AM	1 Reason to Sell CSWC and 1 Stock to Buy Instead (StockStory)
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Sep-09-25 06:28PM	Capital Southwest Corporation Prices Public Offering of $350 million 5.950% Notes due 2030 (GlobeNewswire)
Aug-27-25 04:01PM	Capital Southwest Announces Monthly Regular Dividends for the Quarter Ending December 31, 2025 and Quarterly Supplemental Dividend Payable on December 31, 2025 (GlobeNewswire)
Aug-13-25 09:06AM	Surge PE Closes Investment Into White Plains Linen (Business Wire)
Aug-08-25 03:30AM	Capital Southwest Corp (CSWC) Q1 2026 Earnings Call Highlights: Strong Investment Income and ... (GuruFocus.com)
Aug-06-25 05:15PM	Capital Southwest (CSWC) Q1 Earnings Match Estimates (Zacks)
04:11PM	Capital Southwest: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Capital Southwest Announces Financial Results for First Fiscal Quarter Ended June 30, 2025 (GlobeNewswire)
Aug-05-25 09:56AM	Capital Southwest Corp (CSWC) Q1 2026: Everything You Need to Know Ahead of Earnings (GuruFocus.com)
Aug-01-25 08:15AM	T. Rowe Price (TROW) Q2 Earnings Top Estimates (Zacks)
Jul-15-25 04:30PM	Capital Southwest Announces Preliminary Estimate of First Quarter 2026 Operating Results and Earnings Release and Conference Call Schedule (GlobeNewswire)
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Jul-02-25 04:01PM	Capital Southwest Receives Affirmed Investment Grade Rating from Fitch Ratings (GlobeNewswire)
Jun-11-25 04:01PM	Capital Southwest Announces Transition to Monthly Regular Dividends and Declares Total Dividends of $0.64 per share for the Quarter Ending September 30, 2025 (GlobeNewswire)
May-16-25 03:12AM	Capital Southwest Corp (CSWC) Q4 2025 Earnings Call Highlights: Robust Portfolio Growth and ... (GuruFocus.com)
02:26AM	Q4 2025 Capital Southwest Corp Earnings Call (Thomson Reuters StreetEvents)
May-14-25 05:55PM	Capital Southwest (CSWC) Misses Q4 Earnings and Revenue Estimates (Zacks)
04:01PM	Capital Southwest Announces Financial Results for Fourth Fiscal Quarter and Fiscal Year Ended March 31, 2025 (GlobeNewswire)
09:50AM	Capital Southwest (CSWC) Crossed Above the 50-Day Moving Average: What That Means for Investors (Zacks)
09:32AM	Capital Southwest Corp (CSWC) Q4 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
May-13-25 10:55AM	TTWO Set to Report Q4 Earnings: What's in Store for the Stock? (Zacks)
09:35AM	Capital Southwest (CSWC) Crossed Above the 20-Day Moving Average: What That Means for Investors (Zacks)
09:31AM	What To Expect From Capital Southwest Corp (CSWC) Q4 2025 Earnings (GuruFocus.com)
May-12-25 05:45PM	Cannae Holdings, Inc. (CNNE) Reports Q1 Loss, Lags Revenue Estimates (Zacks)
01:01PM	Will Healthy Y/Y Revenue Growth Boost Keysight's Q2 Earnings? (Zacks)
12:23PM	TCEHY Set to Report Q1 Earnings: What's in Store for the Stock? (Zacks)
May-07-25 10:00AM	Capital Southwest (CSWC) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
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08:50AM	How to Boost Your Portfolio with Top Finance Stocks Set to Beat Earnings (Zacks)
May-06-25 10:29AM	HUT Set to Report Q1 Earnings: What's in Store for the Stock? (Zacks)
10:23AM	CLSK Set to Report Q2 Earnings: What's in Store for the Stock? (Zacks)
May-02-25 11:44PM	BDC Weekly Review: BDCs Are Taking Advantage Of Wider Spreads (Seeking Alpha)
09:45AM	Franklin Resources (BEN) Q2 Earnings Meet Estimates (Zacks)
May-01-25 08:45AM	Janus Henderson Group plc (JHG) Beats Q1 Earnings and Revenue Estimates (Zacks)
Apr-28-25 04:01PM	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 (GlobeNewswire)
Apr-26-25 09:03AM	BDC Weekly Review: Q2 Guidance Starts To Trickle In (Seeking Alpha)
Apr-24-25 08:15AM	Ameriprise Financial Services (AMP) Beats Q1 Earnings Estimates (Zacks)
Apr-22-25 09:39AM	Can Rithm Capital Navigate Lower Servicing Revenues in Q1 Earnings? (Zacks)
Apr-21-25 07:31PM	Focusing On Lower Risk Shares (And Updated Charts For High-Yield Stocks) (Seeking Alpha)
04:01PM	Capital Southwest Announces Receipt of Second SBIC License (GlobeNewswire)
12:36PM	Can Discover Financial Beat Q1 Earnings on PULSE Strength? (Zacks)
10:37AM	Can Synchrony Beat Q1 Earnings Estimates on Improving Margin? (Zacks)
08:50AM	How to Find Strong Finance Stocks Slated for Positive Earnings Surprises (Zacks)
Apr-20-25 07:45AM	Kayne Anderson BDC: 10% Yield And Low Leverage Make It A Buy (Seeking Alpha)
Apr-17-25 08:50AM	These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar (Zacks)
08:10AM	My Dividend Stock Portfolio: New All-Time Dividend Record In March - 100 Holdings With 15 Buys (Seeking Alpha)
Apr-14-25 04:36PM	Capital Southwest Announces Preliminary Estimate of Fourth Quarter 2025 Operating Results and Earnings Release and Conference Call Schedule (GlobeNewswire)
06:32AM	Attention Income Investors: Two Dip Opportunities To Consider Buying For Reliable Income (Seeking Alpha)
02:55AM	BDCs Offer The First Good Buying Opportunity After The Tariff Shock (Seeking Alpha)
Apr-09-25 04:05PM	Capital Southwest Increases Corporate Credit Facility to $510 million (GlobeNewswire) +9.67%
Apr-08-25 01:39PM	Big Yielders Down Big: 3 Top Ideas (REITs, BDCs And CEFs) (Seeking Alpha)
Apr-07-25 07:30AM	Capital Southwest: Buy The Dip (Rating Upgrade) (Seeking Alpha) -5.46%
Mar-27-25 11:38PM	Capital Southwest: Technical Strength, Attractive Dividend Yield - Initiate With Buy (SeekingAlpha)
Mar-26-25 06:38PM	Let's Talk Mortgage REITs (But Not For Too Long) (SeekingAlpha)
03:08PM	Golub Capital BDC's NAV, Valuation And Dividend Vs. 11 BDC Peers - Part 2 (Includes Updated Dividend Projections) (SeekingAlpha)
03:07PM	Capital Southwest: A Solid BDC, But This Isn't The Entry Point (SeekingAlpha)
09:00AM	I'm Buying Up To 11% Yield For Recurring Income (SeekingAlpha)
07:32AM	MSC Income Fund: I Like What I See, But Investors Shouldn't Get Too Excited Yet (SeekingAlpha)
Mar-25-25 04:01PM	Capital Southwest Receives Affirmed Investment Grade Rating from Moody's Investors Service (GlobeNewswire)
Mar-22-25 12:31AM	Dividend Champion, Contender, And Challenger Highlights: Week Of March 23 (SeekingAlpha)
Mar-20-25 09:40AM	My Dividend Stock Portfolio: New February Dividend Record - 100 Holdings With 11 Buys (SeekingAlpha)
Feb-25-25 12:21PM	Is Capital Southwest Corporation (CSWC) the Small-Cap Dividend Stock Drive Year-to-Date Gains? (Insider Monkey)
Feb-18-25 04:41PM	Capital Southwest Announces Leadership Changes (GlobeNewswire)
Feb-17-25 10:05AM	Why Capital Southwest Corporation (CSWC) Is Gaining In 2025 (Insider Monkey)
Feb-05-25 02:13AM	Capital Southwest Corp (CSWC) Q3 2025 Earnings Call Highlights: Strong Investment Activity and ... (GuruFocus.com)
01:27AM	Q3 2025 Capital Southwest Corp Earnings Call (Thomson Reuters StreetEvents)
Feb-03-25 06:25PM	Capital Southwest (CSWC) Surpasses Q3 Earnings and Revenue Estimates (Zacks)
05:26PM	Capital Southwest: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
04:01PM	Capital Southwest Announces Financial Results for Third Fiscal Quarter Ended December 31, 2024 and Announces Increase in Total Dividends to $0.64 per share for the Quarter Ending March 31, 2025 (GlobeNewswire)
07:07AM	Capital Southwest Corp (CSWC) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Jan-31-25 04:01PM	Capital Southwest Announces U.S. Federal Income Tax Treatment of 2024 Dividends (GlobeNewswire)
07:06AM	Capital Southwest Corp (CSWC) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Jan-15-25 04:10PM	Capital Southwest Announces Preliminary Estimate of Third Quarter 2025 Operating Results and Earnings Release and Conference Call Schedule (GlobeNewswire)
Dec-13-24 08:30PM	KBW Announces Index Rebalancing for Fourth-Quarter 2024 (GlobeNewswire)
Dec-10-24 05:41PM	Capital Southwest Receives Green Light Letter from the U.S. Small Business Administration to Submit Its Second SBIC License Application (GlobeNewswire)
Nov-05-24 07:21AM	Capital Southwest announces proposed convertible notes offering (TipRanks)
12:33AM	Capital Southwest Announces Pricing of Convertible Notes Offering (GlobeNewswire)
Nov-04-24 07:05AM	Capital Southwest Announces Proposed Convertible Notes Offering (GlobeNewswire) -6.88%
Oct-30-24 03:10AM	Capital Southwest Corp (CSWC) Q2 2025 Earnings Call Highlights: Strong Dividend Coverage Amidst ... (GuruFocus.com)
02:55AM	Q2 2025 Capital Southwest Corp Earnings Call (Thomson Reuters StreetEvents)
Oct-28-24 05:15PM	Capital Southwest (CSWC) Meets Q2 Earnings Estimates (Zacks)
04:11PM	Capital Southwest: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
04:01PM	Capital Southwest Announces Financial Results for Second Fiscal Quarter Ended September 30, 2024, Declares Regular Dividend of $0.58 per share and Supplemental Dividend of $0.05 per share for the Quarter Ending December 31, 2024 (GlobeNewswire)
09:06AM	Capital Southwest Corp (CSWC) Q2 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-25-24 09:02AM	What To Expect From Capital Southwest Corp (CSWC) Q2 2025 Earnings (GuruFocus.com)
Oct-17-24 04:01PM	Capital Southwest Announces Second Quarter 2025 Earnings Release and Conference Call Schedule (GlobeNewswire)
Sep-12-24 04:01PM	Capital Southwest Increases Corporate Credit Facility to $485 million (GlobeNewswire)
Aug-07-24 05:04PM	Is Capital Southwest Corporation (CSWC) a Good Dividend Stock to Invest In Now? (Insider Monkey)
06:11AM	Q1 2025 Capital Southwest Corp Earnings Call (Thomson Reuters StreetEvents)
Aug-05-24 08:59PM	CSWC Stock Earnings: Capital Southwest Misses EPS, Beats Revenue for Q1 2025 (InvestorPlace)
05:35PM	Capital Southwest (CSWC) Misses Q1 Earnings Estimates (Zacks)
04:31PM	Capital Southwest: Fiscal Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Capital Southwest Announces Financial Results for First Fiscal Quarter Ended June 30, 2024, Increases Regular Dividend to $0.58 per share and Declares a Supplemental Dividend of $0.06 per share for the Quarter Ending September 30, 2024 (GlobeNewswire)
Jul-17-24 04:01PM	Capital Southwest Announces Preliminary Estimate of First Quarter 2025 Operating Results and Earnings Release and Conference Call Schedule (GlobeNewswire)
Jun-05-24 01:59PM	Hedge Fund and Insider Trading News: George Soros, Ray Dalio, Izzy Englander, David Tepper, Elliott Management, Capital Southwest Corporation (CSWC), and More (Insider Monkey)
May-23-24 11:49AM	Want an Extra $12K Per Year? Put 100K in These 7 Dividend Stocks. (InvestorPlace)
May-17-24 12:00PM	Capital Southwest (CSWC) Upgraded to Buy: Here's What You Should Know (Zacks)
May-16-24 07:44AM	B. Riley Raises Price Target on Capital Southwest to $25 From $24, Keeps Neutral Rating (MT Newswires)

Capital Southwest is a publicly-owned business development company with total assets of $496 million as of June 30, 2010. We provide patient capital to exceptional businesses with significant growth potential. As a public company, we have the flexibility to hold investments indefinitely, which has provided the management teams of our holdings a stable ownership platform since we were founded in 1961. We are not a private equity firm or a venture capital firm or a fund. Capital Southwest is a business development company with a refreshingly different investment mindset.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Rogers-Windsor Ramona Lynn	Director	Oct 01 '25	Buy	21.55	463	9,979	21,612	Oct 01 05:28 PM
BATTIST CHRISTINE	Director	Aug 20 '25	Buy	22.45	667	14,972	12,615	Aug 21 04:11 PM
Rogers-Windsor Ramona Lynn	Director	Jun 23 '25	Buy	21.19	471	9,980	18,092	Jun 23 04:02 PM
BATTIST CHRISTINE	Director	May 27 '25	Buy	20.87	476	9,935	9,755	May 28 05:03 PM
Rogers-Windsor Ramona Lynn	Director	Mar 26 '25	Buy	22.52	450	10,134	17,238	Mar 26 04:22 PM
Rogers-Windsor Ramona Lynn	Director	Dec 12 '24	Buy	22.67	250	5,667	16,407	Dec 12 04:07 PM
BATTIST CHRISTINE	Director	Nov 08 '24	Buy	23.13	256	5,921	9,279	Nov 08 05:48 PM
Rogers-Windsor Ramona Lynn	Director	Nov 07 '24	Buy	23.07	500	11,533	16,157	Nov 07 04:25 PM

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CSWC

Capital Southwest Corp

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