Capital Southwest (CSWC) Expected to Announce Earnings on Wednesday

Key Points

• Capital Southwest is expected to report its Q4 2026 results after the market close on May 13, with analysts forecasting $0.56 EPS and $61.78M in revenue; an earnings call is scheduled for May 14 at 11:00 AM ET.
• The company declared a monthly dividend of $0.1934 per share payable June 30 (ex‑dividend/record date June 15), implying a 9.6% yield but a payout ratio of 128.18%.
• Shares trade near their 52‑week high (opened $24.30; range $19.37–$24.42) with a market cap of $1.46B and a P/E of 13.43, and analysts have a consensus "Moderate Buy" rating with a price target of $23.42.

Capital Southwest (NASDAQ:CSWC - Get Free Report) is projected to post its Q4 2026 results after the market closes on Wednesday, May 13th. Analysts expect Capital Southwest to post earnings of $0.56 per share and revenue of $61.7790 million for the quarter. Individuals can check the company's upcoming Q4 2026 earning summary page for the latest details on the call scheduled for Thursday, May 14, 2026 at 11:00 AM ET.

Capital Southwest (NASDAQ:CSWC - Get Free Report) last announced its quarterly earnings results on Monday, February 2nd. The asset manager reported $0.64 earnings per share for the quarter, meeting the consensus estimate of $0.64. Capital Southwest had a net margin of 45.46% and a return on equity of 13.76%. The business had revenue of $61.45 million for the quarter, compared to analysts' expectations of $57.37 million. During the same quarter last year, the firm earned $0.63 EPS. On average, analysts expect Capital Southwest to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Capital Southwest Price Performance

Shares of NASDAQ CSWC opened at $24.30 on Wednesday. Capital Southwest has a fifty-two week low of $19.37 and a fifty-two week high of $24.42. The stock has a market cap of $1.46 billion, a price-to-earnings ratio of 13.43 and a beta of 0.71. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.15 and a current ratio of 0.15. The firm's 50-day simple moving average is $22.65 and its 200 day simple moving average is $22.19.

Capital Southwest Announces Dividend

The firm also recently declared a monthly dividend, which will be paid on Tuesday, June 30th. Investors of record on Monday, June 15th will be given a $0.1934 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a c) annualized dividend and a yield of 9.6%. Capital Southwest's dividend payout ratio (DPR) is presently 128.18%.

Institutional Investors Weigh In On Capital Southwest

A number of hedge funds have recently modified their holdings of CSWC. Goldman Sachs Group Inc. raised its holdings in shares of Capital Southwest by 246.5% in the 1st quarter. Goldman Sachs Group Inc. now owns 257,672 shares of the asset manager's stock worth $5,751,000 after purchasing an additional 183,313 shares during the period. HRT Financial LP grew its stake in Capital Southwest by 176.0% in the 2nd quarter. HRT Financial LP now owns 242,080 shares of the asset manager's stock valued at $5,335,000 after buying an additional 154,384 shares in the last quarter. Marshall Wace LLP grew its stake in Capital Southwest by 71.4% in the 3rd quarter. Marshall Wace LLP now owns 252,245 shares of the asset manager's stock valued at $5,514,000 after buying an additional 105,083 shares in the last quarter. Barclays PLC purchased a new position in Capital Southwest in the 4th quarter valued at approximately $2,165,000. Finally, Atom Investors LP purchased a new position in Capital Southwest in the 4th quarter valued at approximately $1,458,000. Institutional investors own 23.42% of the company's stock.

Analysts Set New Price Targets

Separately, Weiss Ratings raised shares of Capital Southwest from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, January 28th. Six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $23.42.

About Capital Southwest

Capital Southwest NASDAQ: CSWC is a publicly traded investment firm structured as a business development company (BDC) that provides customized financing solutions to middle-market companies across the United States. The firm offers a spectrum of debt and equity capital, including senior secured loans, mezzanine debt, and both preferred and common equity investments. By partnering with corporate management teams, Capital Southwest seeks to support growth initiatives, recapitalizations, acquisitions, and ownership transitions.

Founded in 1961 and headquartered in Dallas, Texas, Capital Southwest has cultivated a track record of long-term partnerships with privately held businesses and select public companies.

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