Capital Southwest
CSWC
Market cap $1.02B

21.38 USD

+0.23

1.09%

At close Dec 24, 4:00 PM EST

After hours

21.42

+0.04

0.19%

1 day

1.09%

5 days

0.66%

1 month

-7.96%

3 months

-14.92%

6 months

-16.58%

Year to date

-9.87%

1 year

-10.73%

5 years

1.57%

10 years

-46.82%

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 6,809 funds

–

Analysts bullish %

Fund manager confidence

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

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

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: 24.55% [Q2] → 24.4% (-0.15%) [Q3]

1% less capital invested

Capital invested by funds: $294M [Q2] → $290M (-$4.11M) [Q3]

6% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $2.14M

See Fund Rankings

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target

$25

15%

upside

Avg. target

$25

15%

upside

High target

$25

15%

upside

1 analyst rating

0 positive

0%

1 neutral

100%

0 negative

0%

B. Riley Securities

Bryce Rowe

50% 1-year accuracy

4 / 8 met price target

15%upside

$25

Neutral

Maintained

30 Oct 2024

See Analyst Rankings

Financial journalist opinion

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

Worried About Higher For Longer? Sleep Well With This 7%-Yielding Portfolio

The threat of higher inflation and interest rates for longer has sent the market into turmoil. However, high yield investors have nothing to fear from this development. We share a 7%-yielding portfolio that is well-positioned to weather the current macro environment.

Worried About Higher For Longer? Sleep Well With This 7%-Yielding Portfolio

BDC Weekly Review: Two Key Themes Persist

We take a look at the action in business development companies through the second week of December and highlight some of the key themes we are watching. BDCs were flat this week with CSWC and PSEC underperforming; average valuations have risen slightly above the 5-year average. Continuing themes in the BDC sector include performance persistence and valuation compression.

BDC Weekly Review: Two Key Themes Persist

Capital Southwest: Time To Pull The Buy Trigger (Upgrade)

Capital Southwest's stock correction, triggered by higher non-accruals and lower net investment income, presents a buying opportunity at $21.50 for passive income investors. Despite the increased non-accrual ratio, Capital Southwest's First Lien portfolio grew to $1.4 billion, with cash interest collection up 2% QoQ. The base dividend was raised to $0.58 per share, but the rising dividend pay-out ratio to 100% raises concerns about future supplemental dividends.

Capital Southwest: Time To Pull The Buy Trigger (Upgrade)

My Dividend Stock Portfolio: New November Dividend Record - 97 Holdings With 18 Buys

In November, I invested $1,400 primarily in Business Development Companies, boosting my yearly dividend income by $148, with a YTD total exceeding $1,400. My portfolio achieved all-time highs, driven by a strong earnings season and a dovish Fed, with BDCs like Goldman Sachs BDC and Blackstone Secured Lending Fund as key picks. November's dividend income hit a record $620, a 20% Y/Y growth, mainly due to ongoing investments into Hercules Capital.

My Dividend Stock Portfolio: New November Dividend Record - 97 Holdings With 18 Buys

5 BDCs With High Dividend Resistance To Falling Interest Rates

The financial outlook for many BDCs is not promising. Already lower base rates will continue to depress results in Q4 reports. The trajectory for SOFR is not great either.

5 BDCs With High Dividend Resistance To Falling Interest Rates

KBW Announces Index Rebalancing for Fourth-Quarter 2024

NEW YORK, Dec. 13, 2024 (GLOBE NEWSWIRE) -- Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp. (NYSE: SF), announces the upcoming index rebalancing for the fourth quarter of 2024.

KBW Announces Index Rebalancing for Fourth-Quarter 2024

Forget Main Street Capital, 12%-Yielding Capital Southwest Is The Better Buy

MAIN and CSWC are leading blue-chip BDCs with sky-high dividend yields. However, their performances have sharply diverged from each other in recent months. I discuss which is the better buy right now.

Forget Main Street Capital, 12%-Yielding Capital Southwest Is The Better Buy

Huge Yields, Brief Notes

Preferred shares rallied, as predicted. Finding value is getting much harder. There are some common shares trading at discounts. Some big, some tiny. I would be interested in a few of the agency mortgage REITs, but the ones I would prefer remain unavailable. The valuation between those good ones and some of the weaker ones (as measured by things like destruction of shareholder wealth and me not liking them) is still small sometimes.

Huge Yields, Brief Notes

2 Great BDCs, Up To 10% Yield, For A Bright And Merry Christmas

Business development companies play a pivotal role in the economy, during both slowdowns and upturns. U.S. GDP has grown steadily over the last decade, and this performance is expected to continue. I collect income by helping support the economy - you can too.

2 Great BDCs, Up To 10% Yield, For A Bright And Merry Christmas

Capital Southwest Receives “Green Light” Letter from the U.S. Small Business Administration to Submit Its Second SBIC License Application

DALLAS, Dec. 10, 2024 (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 the U.S. Small Business Administration (the “SBA”) has issued a “green light” letter inviting Capital Southwest to submit its application to obtain a license to operate a second Small Business Investment Company (“SBIC”) subsidiary.

Capital Southwest Receives “Green Light” Letter from the U.S. Small Business Administration to Submit Its Second SBIC License Application

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