JPMorgan Chase & Co. Has $857,000 Holdings in Capital Southwest Co. (NASDAQ:CSWC)

JPMorgan Chase & Co. boosted its position in Capital Southwest Co. (NASDAQ:CSWC - Free Report) by 934.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 39,259 shares of the asset manager's stock after purchasing an additional 35,465 shares during the quarter. JPMorgan Chase & Co. owned about 0.08% of Capital Southwest worth $857,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in CSWC. Barclays PLC grew its stake in shares of Capital Southwest by 1.7% in the third quarter. Barclays PLC now owns 76,083 shares of the asset manager's stock valued at $1,924,000 after acquiring an additional 1,263 shares in the last quarter. Franklin Resources Inc. grew its position in shares of Capital Southwest by 24.6% during the 3rd quarter. Franklin Resources Inc. now owns 154,038 shares of the asset manager's stock worth $3,893,000 after purchasing an additional 30,423 shares in the last quarter. Oppenheimer & Co. Inc. bought a new position in shares of Capital Southwest during the fourth quarter worth approximately $326,000. Raymond James Financial Inc. acquired a new stake in shares of Capital Southwest in the fourth quarter valued at approximately $4,250,000. Finally, Sanders Morris Harris LLC boosted its stake in shares of Capital Southwest by 28.0% in the fourth quarter. Sanders Morris Harris LLC now owns 814,584 shares of the asset manager's stock valued at $17,579,000 after buying an additional 178,420 shares during the period. Institutional investors own 23.42% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on CSWC shares. StockNews.com upgraded Capital Southwest from a "sell" rating to a "hold" rating in a research note on Saturday, April 19th. UBS Group dropped their price target on Capital Southwest from $23.50 to $20.50 and set a "neutral" rating for the company in a research note on Thursday, April 17th.

Capital Southwest Price Performance

NASDAQ:CSWC traded up $0.37 during mid-day trading on Friday, reaching $20.51. The stock had a trading volume of 342,708 shares, compared to its average volume of 432,465. Capital Southwest Co. has a 12 month low of $17.46 and a 12 month high of $27.23. The stock has a market capitalization of $1.04 billion, a PE ratio of 14.55 and a beta of 0.99. The company has a debt-to-equity ratio of 0.64, a current ratio of 0.18 and a quick ratio of 0.18. The stock has a 50-day simple moving average of $21.12 and a two-hundred day simple moving average of $22.28.

Capital Southwest (NASDAQ:CSWC - Get Free Report) last issued its quarterly earnings results on Monday, February 3rd. The asset manager reported $0.63 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.62 by $0.01. Capital Southwest had a return on equity of 15.18% and a net margin of 33.49%. On average, equities analysts anticipate that Capital Southwest Co. will post 2.54 earnings per share for the current year.

Capital Southwest Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 30th. Stockholders of record on Friday, June 13th will be issued a $0.58 dividend. The ex-dividend date of this dividend is Friday, June 13th. This represents a $2.32 dividend on an annualized basis and a dividend yield of 11.31%. Capital Southwest's dividend payout ratio (DPR) is currently 164.54%.

Capital Southwest Profile

Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments.