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NASDAQ:CSWC

Capital Southwest (CSWC) Stock Forecast, Price & News

$22.45
+0.27 (+1.22%)
(As of 04:34 PM ET)
Compare
Today's Range
$22.20
$22.56
50-Day Range
$20.79
$22.70
52-Week Range
$16.28
$22.92
Volume
253,032 shs
Average Volume
313,451 shs
Market Capitalization
$896.88 million
P/E Ratio
13.69
Dividend Yield
9.98%
Price Target
$21.50

Capital Southwest MarketRank™ Forecast

Analyst Rating
Moderate Buy
2.75 Rating Score
Upside/​Downside
4.4% Downside
$21.50 Price Target
Short Interest
Healthy
1.62% of Shares Sold Short
Dividend Strength
Moderate
Based on Four Factors
Sustainability
N/A
News Sentiment
0.94mentions of Capital Southwest in the last 14 days
Based on 3 Articles This Week
Insider Trading
N/A
Proj. Earnings Growth
1.15%
From $2.60 to $2.63 Per Share

Overall MarketRank

MarketRank is calculated as an average of available category scores, with extra weight given to analysis and valuation.

1.85 out of 5 stars

Finance Sector

642nd out of 811 stocks

Investors, Not Elsewhere Classified Industry

3rd out of 14 stocks


CSWC stock logo

About Capital Southwest (NASDAQ:CSWC) Stock

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 Price History

CSWC Stock News Headlines

BREAKING: Tiny biotech successfully treats blindness
There's a tiny biotech in Cambridge that's using a breakthrough technology to treat blindness. This company has already shown success in human trials... And Our research shows that anyone who gets in today could see a 46,751% return.
Capital Southwest (NASDAQ: CSWC)
BREAKING: Tiny biotech successfully treats blindness
There's a tiny biotech in Cambridge that's using a breakthrough technology to treat blindness. This company has already shown success in human trials... And Our research shows that anyone who gets in today could see a 46,751% return.
Capital Southwest: This 11% Yield Is Great
See More Headlines
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CSWC Company Calendar

Ex-Dividend for 6/30 Dividend
6/14/2023
Dividend Payable
6/30/2023
Last Earnings
8/07/2023
Ex-Dividend for 9/29 Dividend
9/14/2023
Today
9/22/2023
Dividend Payable
9/29/2023
Next Earnings (Estimated)
10/30/2023
Fiscal Year End
3/31/2024

Industry, Sector and Symbol

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

Price Target and Rating

Average Stock Price Forecast
$21.50
High Stock Price Forecast
$24.00
Low Stock Price Forecast
$19.00
Forecasted Upside/Downside
-4.2%
Consensus Rating
Moderate Buy
Rating Score (0-4)
2.75
Research Coverage
4 Analysts

Profitability

Net Income
$33.09 million
Pretax Margin
40.10%

Debt

Sales & Book Value

Annual Sales
$119.30 million
Cash Flow
$1.94 per share
Book Value
$17.08 per share

Miscellaneous

Free Float
38,033,000
Market Cap
$896.88 million
Optionable
Optionable
Beta
1.20
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Key Executives

  • Mr. Bowen S. Diehl (Age 54)
    Pres, CEO & Director
    Comp: $2.13M
  • Mr. Joshua S. Weinstein CFA (Age 44)
    Sr. Managing Director
    Comp: $1.26M
  • Mr. Michael Scott SarnerMr. Michael Scott Sarner (Age 50)
    CFO, Chief Compliance Officer, Sec. & Treasurer
    Comp: $1.49M
  • Mr. James Stafford
    Accounting Mang.
  • Mr. Ryan Kelly
    Managing Director
  • Mr. Chris Rehberger
    VP of Fin. & Treasurer
  • Ms. Amy Baker
    Controller
  • Mr. Spencer Klein
    Principal
  • Mr. Grant Eason
    Principal
  • Mr. Will Riley
    VP













CSWC Stock - Frequently Asked Questions

Should I buy or sell Capital Southwest stock right now?

4 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 3 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 forecast for 2023?

4 Wall Street analysts have issued twelve-month price objectives for Capital Southwest's shares. Their CSWC share price forecasts range from $19.00 to $24.00. On average, they expect the company's share price to reach $21.50 in the next twelve months. This suggests that the stock has a possible downside of 4.2%.
View analysts price targets for CSWC
or view top-rated stocks among Wall Street analysts.

How have CSWC shares performed in 2023?

Capital Southwest's stock was trading at $17.10 at the beginning of 2023. Since then, CSWC stock has increased by 31.3% and is now trading at $22.45.
View the best growth stocks for 2023 here
.

Are investors shorting Capital Southwest?

Capital Southwest saw a increase in short interest in the month of August. As of August 31st, there was short interest totaling 649,100 shares, an increase of 21.6% from the August 15th total of 533,900 shares. Based on an average daily volume of 318,500 shares, the short-interest ratio is presently 2.0 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, October 30th 2023.
View our CSWC earnings forecast
.

How were Capital Southwest's earnings last quarter?

Capital Southwest Co. (NASDAQ:CSWC) issued its earnings results on Monday, August, 7th. The asset manager reported $0.65 EPS for the quarter, beating analysts' consensus estimates of $0.63 by $0.02. The asset manager earned $40.36 million during the quarter, compared to analysts' expectations of $38.90 million. Capital Southwest had a trailing twelve-month return on equity of 14.28% and a net margin of 39.67%.

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

Capital Southwest announced a quarterly dividend on Thursday, August 3rd. Investors of record on Friday, September 15th will be paid a dividend of $0.62 per share on Friday, September 29th. This represents a $2.48 dividend on an annualized basis and a yield of 11.05%. The ex-dividend date is Thursday, September 14th. This is a positive change from the stock's previous quarterly dividend of $0.59.
Read our dividend analysis for CSWC
.

Is Capital Southwest a good dividend stock?

Capital Southwest (NASDAQ:CSWC) pays an annual dividend of $2.24 per share and currently has a dividend yield of 9.91%. 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 136.59%. 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 85.17% 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 guidance has Capital Southwest issued on next quarter's earnings?

Capital Southwest updated its first quarter 2024 earnings guidance on Tuesday, July, 18th. The company provided earnings per share guidance of $0.66-$0.67 for the period, compared to the consensus EPS estimate of $0.64. The company issued revenue guidance of -.

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).

What is Capital Southwest's stock symbol?

Capital Southwest trades on the NASDAQ under the ticker symbol "CSWC."

Who are Capital Southwest's major shareholders?

Capital Southwest's stock is owned by many different institutional and retail investors. Top institutional shareholders include Sanders Morris Harris LLC (1.84%), Zuckerman Investment Group LLC (1.61%), Van ECK Associates Corp (1.55%), Sound Income Strategies LLC (1.35%), Tectonic Advisors LLC (0.58%) and BlackRock Inc. (0.47%). Insiders that own company stock include Christine Battist, David R Brooks, 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 WeBull, Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.
Compare Top Brokerages Here.

What is Capital Southwest's stock price today?

One share of CSWC stock can currently be purchased for approximately $22.45.

How much money does Capital Southwest make?

Capital Southwest (NASDAQ:CSWC) has a market capitalization of $896.88 million and generates $119.30 million in revenue each year. The asset manager earns $33.09 million in net income (profit) each year or $1.64 on an earnings per share basis.

How can I contact Capital Southwest?

Capital Southwest's mailing address is 5400 LYNDON B JOHNSON FREEWAY SUITE 1300, DALLAS TX, 75240. The official website for the company is www.capitalsouthwest.com. The asset manager can be reached via phone at (214) 238-5700, via email at informationrequest@capitalsouthwest.com, or via fax at 214-238-5701.

This page (NASDAQ:CSWC) was last updated on 9/22/2023 by MarketBeat.com Staff

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