Capital Southwest
CSWC
Market cap $1.06B

22.32 USD

+0.34

1.55%

At close Jan 30, 4:00 PM EST

After hours

22.39

+0.07

0.31%

1 day

1.55%

5 days

-0.13%

1 month

2.34%

3 months

-8.52%

6 months

-14.05%

Year to date

0.77%

1 year

-13.02%

5 years

5.63%

10 years

-48.70%

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 6,831 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

1% more funds holding

Funds holding: 144 [Q2] → 146 (+2) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]

0.15% less ownership

Funds ownership: 24.56% [Q2] → 24.4% (-0.15%) [Q3]

1% less capital invested

Capital invested by funds: $294M [Q2] → $290M (-$4.14M) [Q3]

16% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $3.18M

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Research analyst outlook

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

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Financial journalist opinion

Based on 11 articles about CSWC published over the past 30 days

Steeper Yield Curve And BDCs: This Is What You Have To Know

The past couple of months, which include the steepening of the yield curve, have been positive for BDCs. However, higher long-term rates and a steeper yield curve create a net negative effect for BDC fundamentals. In this article, I explain the recent divergence between BDC prices and the worsening interest rate environment.

Steeper Yield Curve And BDCs: This Is What You Have To Know

Past Time To Take Gains On These Big Yielders

These shares don't give investors a big enough yield or enough upside. The performance throughout the sector has been great, but occasionally, it's better to just pocket the gains.

Past Time To Take Gains On These Big Yielders

Unlock Income: Why Capital Southwest Is A Hidden Gem For Dividend Investors

Capital Southwest offers a compelling opportunity for income-focused investors, especially within tax-advantaged accounts, due to its high dividend yield and efficient cost structure. CSWC's portfolio is primarily composed of first-lien senior secured loans, providing a strong equity buffer and diversification across various sectors. Despite an elevated non-accrual rate, restructuring efforts and strong performance of the remaining portfolio highlight CSWC's resilience and potential for high income returns.

Unlock Income: Why Capital Southwest Is A Hidden Gem For Dividend Investors

Why BDCs Will Likely Outperform In 2025

The BDC sector had a lackluster H2 of 2024 after being on a strong run from 2022 to mid 2024. However, recently there has been some great news for BDCs to start 2025. We share our approach to BDCs right now.

Why BDCs Will Likely Outperform In 2025

High Yield REITs Whacked By Higher Rates

Despite a single day of declining rates, the trend higher brought even more damage to mortgage REITs. Some may see book value fall by as much as 10% or more, but the average will probably be around the middle of the single-digit range.

High Yield REITs Whacked By Higher Rates

Capital Southwest Announces Preliminary Estimate of Third Quarter 2025 Operating Results and Earnings Release and Conference Call Schedule

DALLAS, Jan. 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 third quarter of its 2025 fiscal year (quarter ended December 31, 2024) and its third quarter 2025 earnings release and conference call schedule.

Capital Southwest Announces Preliminary Estimate of Third Quarter 2025 Operating Results and Earnings Release and Conference Call Schedule

My Dividend Stock Portfolio: $10,000 In Dividends In 2024 - 97 Holdings With 13 Buys

In December, I invested around $1,200 primarily in Business Development Companies, boosting my annual dividend income by $131 with a full-year total of almost $1,700.

My Dividend Stock Portfolio: $10,000 In Dividends In 2024 - 97 Holdings With 13 Buys

Capital Southwest: Good For Income, Questionable For Superior Returns

Over the past couple of quarters, Capital Southwest has lagged behind the market. While CSWC is somewhat similar to MAIN, the return divergence between the two has been massive. By taking a closer look at the recent earnings report, I see an interesting opportunity for income investors to lock in a high and durable yield.

Capital Southwest: Good For Income, Questionable For Superior Returns

The Long-Term Care Insurance Debacle -- Premiums Increase As Much As 271%

The need for extended long-term care is a possibility retirees need to plan for. Many turn to long-term care insurance policies, believing those will remove the risk. However, some buyers are finding out that they aren't getting what they thought they were.

The Long-Term Care Insurance Debacle -- Premiums Increase As Much As 271%

A Guide To Responsibly Use Margin Debt To Amplify Dividend Income

Margin debt can be a strategic tool for wealth building, similar to traditional debt, if used responsibly and with proper safety buffers. Suggested rules include having a solid financial foundation, avoiding consumer debt, maintaining stable income, and limiting margin to 10% of portfolio value. Avoid speculative bets with margin; instead, focus on income-producing assets that can outpace the cost of debt, such as high-yield dividend funds.

A Guide To Responsibly Use Margin Debt To Amplify Dividend Income

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