NASDAQ:CSWC

Capital Southwest (CSWC) Stock Price, News & Analysis

$25.72
-0.08 (-0.31%)
(As of 09:30 AM ET)
Today's Range
$25.72
$25.72
50-Day Range
$23.39
$25.80
52-Week Range
$17.31
$26.17
Volume
4,507 shs
Average Volume
361,202 shs
Market Capitalization
$1.11 billion
P/E Ratio
10.94
Dividend Yield
8.86%
Price Target
$25.50

Capital Southwest MarketRank™ Stock Analysis

Analyst Rating
Moderate Buy
2.67 Rating Score
Upside/​Downside
1.2% Downside
$25.50 Price Target
Short Interest
Healthy
1.50% of Shares Sold Short
Dividend Strength
Moderate
Based on Four Factors
Sustainability
N/A
News Sentiment
0.63mentions of Capital Southwest in the last 14 days
Based on 3 Articles This Week
Insider Trading
N/A
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.

1.95 out of 5 stars

Finance Sector

767th out of 859 stocks

Investors, Not Elsewhere Classified Industry

7th out of 15 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

Did You Get Your Free Bitcoin Yet?
And my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a very important time to pay attention to what we are doing and what is happening. If you wait... it will be too late. This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin.
Did You Get Your Free Bitcoin Yet?
And my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a very important time to pay attention to what we are doing and what is happening. If you wait... it will be too late. This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin.
CSWC Apr 2024 25.000 call
Prince William: ‘My wife’s the artsy one!’
Capital Southwest Corp.
Capital Southwest: High Yield At Low Risk
Capital Southwest Yield 9%: The Next BDC Leader?
See More Headlines
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Company Calendar

Last Earnings
1/30/2024
Ex-Dividend for 3/28 Dividend
3/14/2024
Dividend Payable
3/28/2024
Today
4/25/2024
Next Earnings (Estimated)
5/27/2024
Fiscal Year End
3/31/2025

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
$25.50
High Stock Price Target
$26.50
Low Stock Price Target
$24.00
Potential Upside/Downside
-1.2%
Consensus Rating
Moderate Buy
Rating Score (0-4)
2.67
Research Coverage
3 Analysts

Profitability

Net Income
$33.09 million
Pretax Margin
52.71%

Debt

Sales & Book Value

Annual Sales
$119.30 million
Cash Flow
$1.99 per share
Book Value
$17.08 per share

Miscellaneous

Free Float
40,918,000
Market Cap
$1.11 billion
Optionable
Optionable
Beta
1.21
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CSWC Stock Analysis - Frequently Asked Questions

Should I buy or sell Capital Southwest stock right now?

3 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for Capital Southwest in the last year. There are currently 1 hold rating and 2 buy ratings for the stock. The consensus among Wall Street equities research 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?

3 Wall Street analysts have issued 12-month target prices for Capital Southwest's shares. Their CSWC share price targets range from $24.00 to $26.50. On average, they anticipate the company's stock price to reach $25.50 in the next year. This suggests that the stock has a possible downside of 1.2%.
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 on January 1st, 2024. Since then, CSWC shares have increased by 8.9% and is now trading at $25.80.
View the best growth stocks for 2024 here
.

Are investors shorting Capital Southwest?

Capital Southwest saw a decline in short interest during the month of March. As of March 31st, there was short interest totaling 646,800 shares, a decline of 40.1% from the March 15th total of 1,080,000 shares. Based on an average daily trading volume, of 391,400 shares, the short-interest ratio is presently 1.7 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) released its earnings results on Tuesday, January, 30th. The asset manager reported $0.70 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.66 by $0.04. The asset manager earned $48.57 million during the quarter, compared to analyst estimates 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 in the previous year, the firm earned $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. Investors 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 yield of 9.77%. 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 8.88%. 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 Sanders Morris Harris LLC (1.50%), Sound Income Strategies LLC (1.28%), Melia Wealth LLC (0.87%), Hennion & Walsh Asset Management Inc. (0.56%), Raymond James Financial Services Advisors Inc. (0.27%) and Confluence Investment Management LLC (0.22%). 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 4/25/2024 by MarketBeat.com Staff

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