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 7,398 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
Research analyst outlook
We haven’t received any recent analyst ratings for CSWC.
Financial journalist opinion
Based on 11 articles about CSWC published over the past 30 days
Positive
Seeking Alpha
1 week ago
Capital Southwest: Technical Strength, Attractive Dividend Yield - Initiate With Buy
Capital Southwest's chart remains bearish, but the moving averages and indicators show a bullish technical outlook for CSWC stock. Most recent earnings were mixed as prepayment and fees boosted total investment income while losses are piling up in their investments. The P/B ratio's contraction since mid-2024 is justified as confidence has weakened and so the stock is near fair valuation currently.
Neutral
Seeking Alpha
1 week ago
Let's Talk Mortgage REITs (But Not For Too Long)
A bunch of mortgage REITs were severely overvalued. Now they are less overvalued. But some others are actually bargains. Tons of charts because images are fun. Ellington Financial's higher price-to-book ratio may be due to lower volatility in the total economic return by period. Digital Realty Trust deserves to be mocked. I am reporting for duty!
Positive
Seeking Alpha
1 week ago
Capital Southwest: A Solid BDC, But This Isn't The Entry Point
Capital Southwest offers a high dividend yield and strong underwriting but is riskier than larger peers like ARCC due to its size and business model. Despite solid fundamentals and attractive valuation, economic uncertainties suggest holding off on new investments in CSWC to avoid potential sharp declines. CSWC's diversified portfolio, primarily in first-lien senior secured loans, provides some protection, but the company remains vulnerable to economic downturns.
Positive
Seeking Alpha
1 week ago
I'm Buying Up To 11% Yield For Recurring Income
Income investing offers flexibility and peace of mind, with Capital Southwest and Kimco Realty providing high yields and diversification for retail investors. Capital Southwest, an internally managed BDC, carries an 11.5% yield, a conservative first-lien-heavy portfolio, and strong fundamentals, making it an attractive buy. Kimco Realty, the largest U.S. shopping center REIT, offers a stable 4.7% yield, strong leasing activity, and strategic growth through acquisitions and capital recycling.
Neutral
GlobeNewsWire
1 week ago
Capital Southwest Receives Affirmed Investment Grade Rating from Moody's Investors Service
DALLAS, March 25, 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, today announced that Moody's Investors Service, Inc. (“Moody's”) has affirmed Capital Southwest's investment grade long-term issuer rating of Baa3 with a stable outlook. Factors cited by Moody's in support of its rating include Capital Southwest's strong capitalization and diverse funding profile, first-lien oriented investment portfolio, recurring earnings generation, and internally managed structure.
Positive
Benzinga
2 weeks ago
Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Stocks Delivering High-Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Positive
Seeking Alpha
2 weeks ago
My Dividend Stock Portfolio: New February Dividend Record - 100 Holdings With 11 Buys
February investments fell below $1,000, mainly in BDCs like Owl Rock Capital and Ares Capital, boosting annual dividend income by $77. Dividend income hit a new February record of $505, up 5% Y/Y driven by organic dividend growth. Focus remains firmly on maintaining rising BDC dividends and achieving a monthly increase of at least $100 in dividend income.
Neutral
Seeking Alpha
3 weeks ago
Forget Growth: 5 Big Safe Yields Worth Considering
The stock market has been ugly (particularly growth stocks), and it could get much worse. Thankfully, however, there is another way. Income investing focuses on big, steady dividend and interest payments, thereby allowing investors to worry far less about price volatility (as long as those big income payments keep coming in). This report shares 5 big safe yield strategies (including a variety of top income ideas), and then concludes with an important takeaway about succeeding in this market.
Positive
Seeking Alpha
3 weeks ago
54 Upcoming Dividend Increases, Including A King
This week features the largest list of dividend increases ever, with 50 companies, including Coca-Cola extending its 63-year streak with a 5.2% increase. My strategy focuses on companies with consistent dividend growth and outperforming benchmarks, using data from the "U.S. Dividend Champions" spreadsheet and NASDAQ. I recommend the Schwab U.S. Dividend Equity ETF for broad U.S. equity exposure and the Cohen & Steers REIT & Preferred Income Fund for REITs.
Negative
Seeking Alpha
4 weeks ago
An Important Warning For BDC Investors
Why BDCs may be entering a dangerous phase. Avoid these risks before it's too late. One BDC stands out as a safe bet, and is my top pick right now.
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