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NASDAQ:CSWC

Capital Southwest (CSWC) Stock Forecast, Price & News

$23.30
+0.21 (+0.91%)
(As of 05/17/2022 12:00 AM ET)
Add
Compare
Today's Range
$23.13
$23.47
50-Day Range
$21.88
$24.07
52-Week Range
$21.54
$28.41
Volume
69,088 shs
Average Volume
129,592 shs
Market Capitalization
$557.48 million
P/E Ratio
15.13
Dividend Yield
8.32%
Beta
1.11
30 days | 90 days | 365 days | Advanced Chart
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Capital Southwest logo

About Capital Southwest

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.

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Industry, Sector and Symbol

Industry
Investors, not elsewhere classified
Sub-Industry
Asset Management & Custody Banks
Sector
Finance
Current Symbol
NASDAQ:CSWC
CUSIP
14050110
Employees
21
Year Founded
N/A

Sales & Book Value

Annual Sales
$68.06 million
Cash Flow
$1.62 per share
Book Value
$16.92 per share

Profitability

Net Income
$50.88 million
Pretax Margin
44.49%

Debt

Price-To-Earnings

Miscellaneous

Free Float
22,141,000
Market Cap
$557.48 million
Optionable
Optionable

Company Calendar

Last Earnings
10/31/2021
Ex-Dividend for 3/31 Dividend
3/14/2022
Dividend Payable
3/31/2022
Today
5/17/2022
Next Earnings (Confirmed)
5/23/2022
Ex-Dividend for 6/30 Dividend
6/14/2022
Dividend Payable
6/30/2022
Fiscal Year End
3/31/2023

MarketRank

Overall MarketRank

2.25 out of 5 stars

Finance Sector

569th out of 1,377 stocks

Investors, Not Elsewhere Classified Industry

7th out of 28 stocks

Analyst Opinion: 2.2Community Rank: 4.3Dividend Strength: 2.5Insider Behavior: 1.7Valuation: 0.6 5 -4 -3 -2 -1 -













Capital Southwest (NASDAQ:CSWC) Frequently Asked Questions

Is Capital Southwest a buy right now?

5 Wall Street research analysts have issued "buy," "hold," and "sell" ratings for Capital Southwest in the last twelve months. There are currently 3 hold ratings and 2 buy ratings for the stock. The consensus among Wall Street research analysts is that investors should "hold" Capital Southwest stock. A hold rating indicates that analysts believe investors should maintain any existing positions they have in CSWC, but not buy additional shares or sell existing shares.
View analyst ratings for Capital Southwest
or view top-rated stocks.

When is Capital Southwest's next earnings date?

Capital Southwest is scheduled to release its next quarterly earnings announcement on Monday, May 23rd 2022.
View our earnings forecast for Capital Southwest
.

How can I listen to Capital Southwest's earnings call?

Capital Southwest will be holding an earnings conference call on Tuesday, May 24th at 11:00 AM Eastern. Interested parties can register for or listen to the call using this link or dial in at 855-859-2056 with passcode "2688004".

How were Capital Southwest's earnings last quarter?

Capital Southwest Co. (NASDAQ:CSWC) released its quarterly earnings results on Sunday, October, 31st. The asset manager reported $0.43 EPS for the quarter, missing the consensus estimate of $0.44 by $0.01. The asset manager earned $20.30 million during the quarter, compared to analyst estimates of $19.70 million. Capital Southwest had a trailing twelve-month return on equity of 10.50% and a net margin of 42.58%. During the same period in the previous year, the firm earned $0.45 EPS.
View Capital Southwest's earnings history
.

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

Capital Southwest declared a quarterly dividend on Friday, April 29th. Shareholders of record on Wednesday, June 15th will be given a dividend of $0.48 per share on Thursday, June 30th. This represents a $1.92 annualized dividend and a yield of 8.24%. The ex-dividend date is Tuesday, June 14th.
View Capital Southwest's dividend history
.

Is Capital Southwest a good dividend stock?

Capital Southwest pays an annual dividend of $1.92 per share and currently has a dividend yield of 8.32%. CSWC has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer. Capital Southwest has been increasing its dividend for 6 consecutive years, indicating the company has a new, but growing committment to grow its dividend. The dividend payout ratio of Capital Southwest is 124.68%. Payout ratios above 75% are not desirable because they may not be sustainable. Based on EPS estimates, Capital Southwest will have a dividend payout ratio of 97.46% in the coming year. This indicates that Capital Southwest may not be able to sustain their current dividend.
View Capital Southwest's dividend history.

What price target have analysts set for CSWC?

5 brokers have issued 1 year price targets for Capital Southwest's shares. Their forecasts range from $25.00 to $29.00. On average, they expect Capital Southwest's share price to reach $27.00 in the next twelve months. This suggests a possible upside of 15.9% from the stock's current price.
View analysts' price targets for Capital Southwest
or view top-rated stocks among Wall Street analysts.

Who are Capital Southwest's key executives?
Capital Southwest's management team includes the following people:
  • Mr. Bowen S. Diehl, Pres, CEO & Director (Age 53, Pay $1.57M)
  • Mr. Michael Scott Sarner, CFO, Chief Compliance Officer, Sec. & Treasurer (Age 49, Pay $1.22M) (LinkedIn Profile)
  • Mr. Joshua S. Weinstein CFA, Sr. Managing Director (Age 44)
  • Mr. Ryan Kelly, Managing Director
  • Mr. Spencer Klein, Sr. VP
  • Mr. Grant Eason, Sr. VP
  • Mr. Chris Rehberger, VP of Fin. & Treasurer
  • Ms. Amy Baker, Controller
  • Ms. Rachel Bazan CFA, VP
  • Ms. Laura Zengilowski, Principal
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 a variety of retail and institutional investors. Top institutional shareholders include Sanders Morris Harris LLC (3.08%), Zuckerman Investment Group LLC (2.52%), Van ECK Associates Corp (2.48%), Sound Income Strategies LLC (1.56%), Advisors Asset Management Inc. (0.82%) and BlackRock Inc. (0.57%). Company insiders that own Capital Southwest 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 for Capital Southwest
.

Which institutional investors are selling Capital Southwest stock?

CSWC stock was sold by a variety of institutional investors in the last quarter, including BlackRock Inc., Hennion & Walsh Asset Management Inc., All Season Financial Advisors Inc., Simplex Trading LLC, Zuckerman Investment Group LLC, Sanders Morris Harris LLC, Washington Trust Advisors Inc., and Advisor Group Holdings Inc..
View insider buying and selling activity for Capital Southwest
or view top insider-selling stocks.

Which institutional investors are buying Capital Southwest stock?

CSWC stock was acquired by a variety of institutional investors in the last quarter, including Van ECK Associates Corp, Healthcare of Ontario Pension Plan Trust Fund, First Republic Investment Management Inc., Mckinley Capital Management LLC Delaware, Bank of Montreal Can, Good Life Advisors LLC, IFG Advisory LLC, and Advisors Asset Management Inc.. Company insiders that have bought Capital Southwest stock in the last two years include Christine Battist, David R Brooks, Michael Scott Sarner, Ramona Lynn Rogers-Windsor, Thomas Duane Morgan, and William R Thomas III.
View insider buying and selling activity for Capital Southwest
or or view top insider-buying stocks.

How do I buy shares of Capital Southwest?

Shares of CSWC 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 $23.30.

How much money does Capital Southwest make?

Capital Southwest has a market capitalization of $557.48 million and generates $68.06 million in revenue each year. The asset manager earns $50.88 million in net income (profit) each year or $1.539990 on an earnings per share basis.

How many employees does Capital Southwest have?

Capital Southwest employs 21 workers across the globe.

What is Capital Southwest's official website?

The official website for Capital Southwest is www.capitalsouthwest.com.

How can I contact Capital Southwest?

Capital Southwest's mailing address is 5400 LYNDON B JOHNSON FREEWAY SUITE 1300, DALLAS TX, 75240. The asset manager can be reached via phone at (214) 238-5700, via email at [email protected], or via fax at 214-238-5701.

This page was last updated on 5/17/2022 by MarketBeat.com Staff

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