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 7,419 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
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$21
1%
upside
Avg. target
$21
1%
upside
High target
$21
1%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
UBS Vilas Abraham 0 / 0 met price target | 1%upside $21 | Neutral Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 11 articles about CSWC published over the past 30 days
Neutral
Seeking Alpha
7 hours ago
BDC Weekly Review: Q2 Guidance Starts To Trickle In
We take a look at the action in business development companies through the third week of April and highlight some of the key themes we are watching. BDCs rallied with a 4% gain over a holiday-shortened week, though the sector remains down month-to-date, with GAIN outperforming. Q1 guidance is coming in: MAIN expects a record NAV, while CSWC anticipates a 14% drop in NII but a slight NAV increase.
Positive
Seeking Alpha
4 days ago
Focusing On Lower Risk Shares (And Updated Charts For High-Yield Stocks)
Market volatility has increased, making it challenging to predict future Treasury rates and impacting the frequency of my article publications. Price-to-book ratios reveal bargains. Preferred shares offer lower risk and high yields; recent trades in DX-C and EFC-B have been profitable.
Neutral
GlobeNewsWire
5 days ago
Capital Southwest Announces Receipt of Second SBIC License
DALLAS, April 21, 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, today announced its wholly owned subsidiary, Capital Southwest SBIC II, LP (“SBIC II”), has received a license from the U.S. Small Business Administration (“SBA”) to operate as a Small Business Investment Company (“SBIC”).
Positive
Zacks Investment Research
1 week ago
These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Positive
Seeking Alpha
1 week ago
My Dividend Stock Portfolio: New All-Time Dividend Record In March - 100 Holdings With 15 Buys
March investments totaled around $1,200, mainly in BDCs like Blue Owl Capital and Ares Capital, boosting annual dividend income by $100. Dividend income hit a new all-time record of $1,404, up 17% Y/Y driven by substantial purchases over the last twelve months. Focus remains firmly on maintaining rising BDC dividends and achieving a monthly increase of at least $100 in dividend income.
Neutral
GlobeNewsWire
1 week ago
Capital Southwest Announces Preliminary Estimate of Fourth Quarter 2025 Operating Results and Earnings Release and Conference Call Schedule
DALLAS, April 14, 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 fourth quarter of its 2025 fiscal year (quarter ended March 31, 2025) and its fourth quarter 2025 earnings release and conference call schedule.
Positive
Seeking Alpha
1 week ago
BDCs Offer The First Good Buying Opportunity After The Tariff Shock
The market tanked after Trump's reciprocal tariff announcement, with the S&P 500 and Nasdaq experiencing significant declines due to recession fears and trade war concerns, which spiked credit spreads. Rising credit spreads hurt BDCs, which are sensitive to default risk and borrowing costs, leading to sharp declines in their share prices. Credit spreads are still below 2022 highs and may decline if Trump rolls back tariffs to avoid inflation and pressure the Fed to cut rates.
Neutral
GlobeNewsWire
2 weeks ago
Capital Southwest Increases Corporate Credit Facility to $510 million
DALLAS, April 09, 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, today announced an increase to the total commitments under its senior secured credit facility (the “Corporate Credit Facility”). The Corporate Credit Facility was increased under the existing accordion feature by $25 million, bringing total commitments from $485 million to $510 million. The $25 million increase was provided by two existing lenders in the lender group, which consists of 11 participants. The existing accordion feature under the Corporate Credit Facility allows for maximum commitments of up to $750 million.
Neutral
Seeking Alpha
2 weeks ago
Big Yielders Down Big: 3 Top Ideas (REITs, BDCs And CEFs)
The normally steady prices of big-yield (10%-plus) BDCs, CEFs, and REITs just sold off hard, thereby creating some unusually attractive opportunities. We share data on many names across all three groups, and then highlight one top idea from each group that's particularly compelling and worth considering. We conclude with an important takeaway about investing in big-yield opportunities, especially in the current "flash crash" environment.
Positive
Seeking Alpha
2 weeks ago
Capital Southwest: Buy The Dip (Rating Upgrade)
Extreme fear is driving the market, but Capital Southwest remains an attractive buy due to its strong fundamentals and conservative U.S.-focused portfolio. CSWC's internal management structure aligns with shareholder interests, maintaining low operating expenses and a robust 12.9% dividend yield. Trading at a 1.19x price-to-NAV ratio, CSWC is undervalued compared to peers, offering a compelling entry point for value and income investors.
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