Capital Southwest
CSWC
Market cap $1.21B

22.74 USD

+0.03

0.13%

At close Jul 8, 4:00 PM EDT

After hours

22.80

+0.06

0.26%

1 day

0.13%

5 days

3.08%

1 month

6.51%

3 months

26.40%

6 months

3.65%

Year to date

2.66%

1 year

-15.62%

5 years

77.10%

10 years

23.86%

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: 30

Financials Asset Management

0

Funds holding %

of 7,312 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

67% more funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 5 (+2) [Q1 2025]

44% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 43

19% more capital invested

Capital invested by funds: $318M [Q4 2024] → $379M (+$60.6M) [Q1 2025]

9% more funds holding

Funds holding: 158 [Q4 2024] → 172 (+14) [Q1 2025]

2.98% more ownership

Funds ownership: 30.55% [Q4 2024] → 33.53% (+2.98%) [Q1 2025]

74% less call options, than puts

Call options by funds: $2.33M | Put options by funds: $8.86M

See Fund Rankings

Research analyst outlook

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

Low target

$21

10%

downside

Avg. target

$23

0%

upside

High target

$25

10%

upside

3 analyst ratings

2 positive

67%

1 neutral

33%

0 negative

0%

JMP Securities Devin Ryan	10%upside $25	Market Outperform Upgraded	24 Jun 2025
Raymond James Robert Dodd	1%upside $23	Outperform Maintained	16 May 2025
UBS Vilas Abraham	10%downside $21	Neutral Maintained	17 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 12 articles about CSWC published over the past 30 days

The Smartest Dividend Stocks To Own For What's Coming

Asking 'why' repeatedly is crucial for investors to understand the root causes of macroeconomic shifts and avoid being blind sided by market disruptions. The current U.S. policy shift favors growth over inflation control, increasing risks of higher inflation and short-term debt refinancing challenges. Given these risks, I recommend increasing exposure to real assets, REITs, and cyclical value stocks for inflation protection and potential outperformance.

The Smartest Dividend Stocks To Own For What's Coming

I'm Buying Income Machines With 7-11% Yields

Income investing is attractive now as high-yield stocks offer cash flow and downside protection amid frothy growth stock valuations. I highlight two companies that carry competitive advantages and strong returns on invested capital. Both have strong balance sheets and are well-positioned to deliver potentially robust shareholder returns.

I'm Buying Income Machines With 7-11% Yields

Capital Southwest Receives Affirmed Investment Grade Rating from Fitch Ratings

Fitch Ratings affirms BBB- long-term issuer rating with a stable outlook Fitch Ratings affirms BBB- long-term issuer rating with a stable outlook

Capital Southwest Receives Affirmed Investment Grade Rating from Fitch Ratings

Where Fat Yields Meet Lower Risk

Many investors go for big yield with bigger risk. Barf. This report was recently sent to our members. We picked up shares with a 9.5% yield.

Where Fat Yields Meet Lower Risk

My Dividend Stock Portfolio: New May Dividend Record - 100 Holdings With 15 Buys

Markets remained volatile in May 2025 amid ongoing trade tensions and mixed signals from Washington and Wall Street. While U.S.-China talks quietly resumed, tariffs persisted and business sentiment stayed cautious, contributing to investor uncertainty. May's investments added $111 in annual dividends, keeping me on track with my goal of $100+ monthly income growth and a 7.4% yield on cost.

My Dividend Stock Portfolio: New May Dividend Record - 100 Holdings With 15 Buys

Capital Southwest: Strong Resilience Through Uncertainty

I maintain my buy rating on CSWC due to its attractive valuation, high-quality portfolio, and strong dividend coverage, despite recent price declines. CSWC's portfolio is well-diversified, focused on senior secured first lien debt, and benefits from high floating-rate exposure in a higher-rate environment. Dividend yield remains enticing at 12%, now paid monthly, with ample undistributed taxable income supporting continued stable payouts and supplemental dividends.

Capital Southwest: Strong Resilience Through Uncertainty

Capital Southwest Delivers Reliable Income With Built-In Downside Protection

Capital Southwest's fundamentals remain strong, despite a recent pullback, with a 12% dividend yield fully covered by sustainable earnings and a robust UTI buffer. The company's internally managed, lower middle market strategy offers high yields, diversification, and lower costs compared to larger BDC peers. Conservative leverage, strong liquidity, and disciplined underwriting position CSWC to weather macro risks and maintain its reliable dividend.

Capital Southwest Delivers Reliable Income With Built-In Downside Protection

The 8% And 12% Yield Dream Team - Two Income Titans For Retirement

Inflation keeps eroding our wealth. Even at low levels, it's relentless. I'm focused on stocks, real estate, and floating-rate debt to fight back. I highlight two high-yielding stocks I'd buy if I were living off dividends. One is a REIT thriving on inflation. The other one is a BDC built for higher rates. Both stocks offer strong income, solid balance sheets, and attractive long-term potential. For income investors, these are hard to ignore.

The 8% And 12% Yield Dream Team - Two Income Titans For Retirement

Capital Southwest Announces Transition to Monthly Regular Dividends and Declares Total Dividends of $0.64 per share for the Quarter Ending September 30, 2025

DALLAS, June 11, 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, is pleased to announce a change to its regular dividend payment frequency from quarterly to monthly beginning in July 2025.

Capital Southwest Announces Transition to Monthly Regular Dividends and Declares Total Dividends of $0.64 per share for the Quarter Ending September 30, 2025

I'm Buying Up To 10% Yields For Recurring Income

I focus on the payback period and high-yield income, highlighting Hercules Capital and VICI Properties for faster capital recoupment and strong recurring income. HTGC stands out with a 10.4% yield, first-lien senior secured loans, robust credit ratings, and a well-covered dividend. VICI offers a 5.4% yield, stable triple-net leases with blue-chip tenants, and a strong balance sheet, supporting reliable income and growth.

I'm Buying Up To 10% Yields For Recurring Income

See News Rankings

Charts implemented using Lightweight Charts™