Quantbot Technologies LP Makes New $1.03 Million Investment in Capital Southwest Corporation $CSWC

Key Points

• Quantbot Technologies LP acquired 43,455 shares of Capital Southwest worth approximately $1.03 million, giving it a 0.07% stake. Institutional investors collectively own 23.42% of the company.
• Capital Southwest reported quarterly EPS of $0.58, beating analyst expectations of $0.56, while revenue of $61.05 million fell slightly short of estimates.
• Analyst sentiment remains positive, with six Buy ratings and three Holds; recent firms raised price targets to $25.50–$26.00, although the average target is $23.60 versus the stock’s $25.24 opening price.

Quantbot Technologies LP acquired a new stake in Capital Southwest Corporation (NASDAQ:CSWC - Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The firm acquired 43,455 shares of the asset manager's stock, valued at approximately $1,033,000. Quantbot Technologies LP owned about 0.07% of Capital Southwest as of its most recent filing with the SEC.

Other hedge funds have also recently modified their holdings of the company. Empowered Funds LLC bought a new position in shares of Capital Southwest in the first quarter valued at approximately $13,694,000. Empirical Finance LLC bought a new stake in Capital Southwest during the first quarter worth $13,689,000. BlackRock Inc. bought a new stake in Capital Southwest during the second quarter worth $7,140,000. Goldman Sachs Group Inc. boosted its position in Capital Southwest by 246.5% in the first 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 last quarter. Finally, HRT Financial LP boosted its position in Capital Southwest by 176.0% in the second quarter. HRT Financial LP now owns 242,080 shares of the asset manager's stock worth $5,335,000 after purchasing an additional 154,384 shares during the last quarter. Institutional investors own 23.42% of the company's stock.

Capital Southwest Price Performance

Capital Southwest stock opened at $25.24 on Thursday. The business's 50 day simple moving average is $24.06 and its 200 day simple moving average is $23.34. Capital Southwest Corporation has a 12 month low of $19.37 and a 12 month high of $25.41. The company has a market cap of $1.61 billion, a price-to-earnings ratio of 13.94 and a beta of 0.69. The company has a current ratio of 0.17, a quick ratio of 0.17 and a debt-to-equity ratio of 0.62.

Capital Southwest (NASDAQ:CSWC - Get Free Report) last released its earnings results on Monday, August 3rd. The asset manager reported $0.58 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.56 by $0.02. The business had revenue of $61.05 million during the quarter, compared to the consensus estimate of $61.22 million. Capital Southwest had a return on equity of 13.88% and a net margin of 46.68%.During the same period last year, the business posted $0.61 earnings per share. Sell-side analysts forecast that Capital Southwest Corporation will post 2.27 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on CSWC. B. Riley Financial raised their target price on Capital Southwest from $24.50 to $25.50 and gave the company a "buy" rating in a research report on Wednesday, August 5th. Weiss Ratings reissued a "buy (b-)" rating on shares of Capital Southwest in a report on Thursday, June 18th. Citigroup restated a "market outperform" rating on shares of Capital Southwest in a research report on Wednesday, August 5th. Finally, Citizens Jmp raised their price objective on shares of Capital Southwest from $25.00 to $26.00 and gave the stock a "market outperform" rating in a report on Wednesday, August 5th. Six analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average price target of $23.60.

Capital Southwest Profile

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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