S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Investing Wizard Who Turned $37K Into $2.7M in Just 4 Years Makes His Next Big Move (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
My wife was skeptical... until I showed her my account balance. (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
My wife was skeptical... until I showed her my account balance. (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Investing Wizard Who Turned $37K Into $2.7M in Just 4 Years Makes His Next Big Move (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
My wife was skeptical... until I showed her my account balance. (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
My wife was skeptical... until I showed her my account balance. (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Investing Wizard Who Turned $37K Into $2.7M in Just 4 Years Makes His Next Big Move (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
My wife was skeptical... until I showed her my account balance. (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
My wife was skeptical... until I showed her my account balance. (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
Investing Wizard Who Turned $37K Into $2.7M in Just 4 Years Makes His Next Big Move (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
My wife was skeptical... until I showed her my account balance. (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
My wife was skeptical... until I showed her my account balance. (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
NASDAQ:CSWC

Capital Southwest (CSWC) Stock Price, News & Analysis

$23.39
-0.34 (-1.43%)
(As of 02/21/2024 ET)
Today's Range
$23.30
$23.76
50-Day Range
$23.17
$25.66
52-Week Range
$16.34
$26.17
Volume
344,118 shs
Average Volume
434,353 shs
Market Capitalization
$1.01 billion
P/E Ratio
9.95
Dividend Yield
9.75%
Price Target
$22.88

Capital Southwest MarketRank™ Stock Analysis

Analyst Rating
Moderate Buy
2.50 Rating Score
Upside/​Downside
2.2% Downside
$22.88 Price Target
Short Interest
Healthy
1.85% of Shares Sold Short
Dividend Strength
Moderate
Based on Four Factors
Sustainability
N/A
News Sentiment
N/A
Insider Trading
Acquiring Shares
$11,645 Bought Last Quarter
Proj. Earnings Growth
-1.86%
From $2.69 to $2.64 Per Share

Overall MarketRank

New Rank-Based ScoringMarketRank is calculated by averaging available category scores (with extra weight given to analysis and valuation), then ranking the company's weighted average against that of other companies.

2.41 out of 5 stars

Finance Sector

566th out of 835 stocks

Investors, Not Elsewhere Classified Industry

1st out of 16 stocks


CSWC stock logo

About Capital Southwest Stock (NASDAQ:CSWC)

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, recapitalizations and growth capital investments. It does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing. In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyouts situations. The investment structures are Unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. The firm makes equity co-investments alongside debt investments, up to 20% of total check and only makes non-control investments. It prefers to invest in Industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services and SaaS models. The firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products. Within energy services and products, the firm seeks to invest in each segment of the industry, including upstream, midstream and downstream, excluding exploration and production with a focus on differentiated products and services, equipment and tool rental, consumable products, and drilling and completion chemicals. Within industrial technologies, it seeks to invest in automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring and testing, professional tools, and sensors and instrumentation. Within and specialty chemicals and products, the firm seeks to invest in businesses that develop and manufacture highly differentiated chemicals and products including adhesives, coatings and sealants, catalysts and absorbents, cosmeceuticals, fine chemicals, flavors and fragrances, performance lubricants, polymers, plastics and composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, specified high performance materials for fire protection and oilfield applications. It may also invest in exceptional opportunities in building products. The firm seeks to invest in the United States. The firm seeks to make investments ranging from $5 to $25 million in securities. It seeks to make equity investments ranging from $5 million to $50 million and debt investments between $5 million and $20 million and co-invest in transaction size up to $40 million. It prefers to invest in companies with revenues approaching above $10 million, profitable operations, historical growth rate of at least 15 percent per year. Within the lower middle market, it seeks to invest in with less than $15 million in EBITDA and also opportunistically invests in the upper middle market, generally defined as companies with EBITDA in excess of $50 million. In addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. Criteria for Upper Middle Market Syndicated 1st Lien is EBITDA Size more than $30 million, Closing Leverage greater than 4 times, investment hold size between $5 million and $7 million, investment yield greater than 6.5%. Criteria for Upper Middle Market Syndicated 2nd Lien is EBITDA Size more than $50 million, Closing Leverage greater than 6 times, investment hold size between $5 million and $7 million, investment yield greater than 9%. It prefers to take a majority and minority stake. The firm has the flexibility to hold investments for very long period in its portfolio companies. It may also invest through warrants. The firm prefers to take Board participation in its portfolio companies. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas.

CSWC Stock Price History

CSWC Stock News Headlines

Capital Southwest Yield 9%: The Next BDC Leader?
Shocking Bank Secret of the Ultra-Rich
A 229-year-old banking secret is behind some of the wealthiest, most powerful dynasties in American history –  here's how it could help you in 2024.
Shocking Bank Secret of the Ultra-Rich
A 229-year-old banking secret is behind some of the wealthiest, most powerful dynasties in American history –  here's how it could help you in 2024.
Q3 2024 Capital Southwest Corp Earnings Call
10%-Yield Capital Southwest Stock Up 33.5% in 1 Year
Capital Southwest Corporation (CSWC)
Recap: Capital Southwest Q3 Earnings
Capital Southwest reports Q3 results
Capital Southwest Q3 2024 Earnings Preview
Capital Southwest: Attractive 10% Yield
See More Headlines
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Company Calendar

Ex-Dividend for 12/29 Dividend
12/14/2023
Dividend Payable
12/29/2023
Last Earnings
1/30/2024
Today
2/21/2024
Ex-Dividend for 3/28 Dividend
3/14/2024
Dividend Payable
3/28/2024
Fiscal Year End
3/31/2024
Next Earnings (Estimated)
5/27/2024

Industry, Sector and Symbol

Sector
Finance
Industry
Investors, not elsewhere classified
Sub-Industry
Asset Management & Custody Banks
Current Symbol
NASDAQ:CSWC
CUSIP
14050110
Employees
26
Year Founded
N/A

Price Target and Rating

Average Stock Price Target
$22.88
High Stock Price Target
$26.50
Low Stock Price Target
$19.00
Potential Upside/Downside
-2.2%
Consensus Rating
Moderate Buy
Rating Score (0-4)
2.50
Research Coverage
4 Analysts

Profitability

Net Income
$33.09 million
Pretax Margin
52.71%

Debt

Sales & Book Value

Annual Sales
$119.30 million
Cash Flow
$1.94 per share
Book Value
$16.77 per share

Miscellaneous

Free Float
40,918,000
Market Cap
$1.01 billion
Optionable
Optionable
Beta
1.22
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CSWC Stock Analysis - Frequently Asked Questions

Should I buy or sell Capital Southwest stock right now?

4 Wall Street analysts have issued "buy," "hold," and "sell" ratings for Capital Southwest in the last twelve months. There are currently 2 hold ratings and 2 buy ratings for the stock. The consensus among Wall Street analysts is that investors should "moderate buy" CSWC shares.
View CSWC analyst ratings
or view top-rated stocks.

What is Capital Southwest's stock price target for 2024?

4 brokers have issued twelve-month target prices for Capital Southwest's shares. Their CSWC share price targets range from $19.00 to $26.50. On average, they anticipate the company's stock price to reach $22.88 in the next twelve months. This suggests that the stock has a possible downside of 2.2%.
View analysts price targets for CSWC
or view top-rated stocks among Wall Street analysts.

How have CSWC shares performed in 2024?

Capital Southwest's stock was trading at $23.70 at the start of the year. Since then, CSWC shares have decreased by 1.3% and is now trading at $23.39.
View the best growth stocks for 2024 here
.

Are investors shorting Capital Southwest?

Capital Southwest saw a drop in short interest in the month of January. As of January 31st, there was short interest totaling 793,900 shares, a drop of 11.4% from the January 15th total of 896,000 shares. Based on an average trading volume of 377,400 shares, the days-to-cover ratio is currently 2.1 days.
View Capital Southwest's Short Interest
.

When is Capital Southwest's next earnings date?

The company is scheduled to release its next quarterly earnings announcement on Monday, May 27th 2024.
View our CSWC earnings forecast
.

How were Capital Southwest's earnings last quarter?

Capital Southwest Co. (NASDAQ:CSWC) issued its quarterly earnings data on Tuesday, January, 30th. The asset manager reported $0.70 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.66 by $0.04. The asset manager had revenue of $48.57 million for the quarter, compared to the consensus estimate of $45.12 million. Capital Southwest had a trailing twelve-month return on equity of 15.82% and a net margin of 52.16%. During the same quarter last year, the business posted $0.62 earnings per share.

How often does Capital Southwest pay dividends? What is the dividend yield for Capital Southwest?

Capital Southwest declared a quarterly dividend on Wednesday, January 24th. Stockholders of record on Friday, March 15th will be given a dividend of $0.63 per share on Thursday, March 28th. This represents a $2.52 dividend on an annualized basis and a dividend yield of 10.77%. The ex-dividend date is Thursday, March 14th.
Read our dividend analysis for CSWC
.

Is Capital Southwest a good dividend stock?

Capital Southwest (NASDAQ:CSWC) pays an annual dividend of $2.28 per share and currently has a dividend yield of 9.64%. CSWC has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer. The company has been increasing its dividend for 7 consecutive years, indicating the company has a new, but growing committment to grow its dividend. The dividend payout ratio is 97.02%. Payout ratios above 75% are not desirable because they may not be sustainable. Based on EPS estimates, CSWC will have a dividend payout ratio of 86.36% in the coming year. This indicates that the company may not be able to sustain their current dividend.
Read our dividend analysis for CSWC.

What other stocks do shareholders of Capital Southwest own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Capital Southwest investors own include Ares Capital (ARCC), AT&T (T), Arbor Realty Trust (ABR), AGNC Investment (AGNC), Verizon Communications (VZ), AbbVie (ABBV), Hercules Capital (HTGC), Main Street Capital (MAIN), Energy Transfer (ET) and NVIDIA (NVDA).

Who are Capital Southwest's major shareholders?

Capital Southwest's stock is owned by a variety of institutional and retail investors. Top institutional shareholders include Van ECK Associates Corp (1.70%), Melia Wealth LLC (1.71%), Sound Income Strategies LLC (1.33%), Beacon Pointe Advisors LLC (0.94%), Legal & General Group Plc (0.72%) and Tectonic Advisors LLC (0.61%). Insiders that own company stock include Christine Battist, Michael Scott Sarner, Ramona Lynn Rogers-Windsor, Thomas Duane Morgan and William R Thomas III.
View institutional ownership trends
.

How do I buy shares of Capital Southwest?

Shares of CSWC stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NASDAQ:CSWC) was last updated on 2/22/2024 by MarketBeat.com Staff