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NASDAQ:CSWCCapital Southwest Stock Price, Forecast & News

$15.12
+0.63 (+4.35 %)
(As of 06/3/2020 11:07 AM ET)
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Today's Range
$14.96
Now: $15.12
$15.12
50-Day Range
$10.48
MA: $12.73
$14.82
52-Week Range
$7.39
Now: $15.12
$22.90
Volume2,806 shs
Average Volume105,588 shs
Market Capitalization$281.69 million
P/E RatioN/A
Dividend Yield11.07%
Beta0.86
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 up to $5 million and debt investments between $5 million and $20 million and co-invest in transaction size upto $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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Beat the Market (BTM) Rank

Analyst Opinion: 3.4Community Rank: 2.5Dividend Strength: 1.7Insider Behavior: 3.0Valuation: 1.3 5 -4 -3 -2 -1 -

Overall Beat the Market Rank

2.36 out of 5 stars


Industry, Sector and Symbol

Industry Investors, not elsewhere classified
Sub-IndustryAsset Management & Custody Banks
SectorFinance
Current SymbolNASDAQ:CSWC
CUSIP14050110
Phone214-238-5700

Debt

Price-To-Earnings

Sales & Book Value

Annual Sales$62.04 million
Cash Flow$1.40 per share
Book Value$18.92 per share

Profitability

Net Income$33.06 million

Miscellaneous

Employees21
Market Cap$281.69 million
Next Earnings Date8/3/2020 (Estimated)
OptionableOptionable

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Capital Southwest (NASDAQ:CSWC) Frequently Asked Questions

How has Capital Southwest's stock been impacted by COVID-19 (Coronavirus)?

Capital Southwest's stock was trading at $15.42 on March 11th, 2020 when COVID-19 (Coronavirus) reached pandemic status according to the World Health Organization (WHO). Since then, CSWC shares have decreased by 1.9% and is now trading at $15.12. View which stocks have been most impacted by Coronavirus.

Do Wall Street analysts recommend investors buy shares of Capital Southwest?

4 Wall Street 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, resulting in a consensus recommendation of "Buy." View analyst ratings for Capital Southwest.

When is Capital Southwest's next earnings date?

Capital Southwest is scheduled to release its next quarterly earnings announcement on Monday, August 3rd 2020. View our earnings forecast for Capital Southwest.

How were Capital Southwest's earnings last quarter?

Capital Southwest Co. (NASDAQ:CSWC) announced its earnings results on Monday, June, 1st. The asset manager reported $0.39 earnings per share (EPS) for the quarter, meeting the Zacks' consensus estimate of $0.39. The asset manager earned $15.04 million during the quarter, compared to analyst estimates of $15.54 million. Capital Southwest had a positive return on equity of 8.74% and a negative net margin of 36.03%. 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 Wednesday, April 22nd. Stockholders of record on Monday, June 15th will be given a dividend of $0.51 per share on Tuesday, June 30th. This represents a $2.04 dividend on an annualized basis and a yield of 13.49%. The ex-dividend date is Friday, June 12th. This is a positive change from Capital Southwest's previous quarterly dividend of $0.41. View Capital Southwest's dividend history.

What price target have analysts set for CSWC?

4 equities research analysts have issued twelve-month price targets for Capital Southwest's stock. Their forecasts range from $22.00 to $24.00. On average, they expect Capital Southwest's stock price to reach $23.13 in the next year. This suggests a possible upside of 52.9% from the stock's current price. View analysts' price targets for Capital Southwest.

Has Capital Southwest been receiving favorable news coverage?

News stories about CSWC stock have been trending somewhat positive recently, according to InfoTrie Sentiment. The research group ranks the sentiment of media coverage by monitoring more than six thousand blog and news sources in real time. The firm ranks coverage of companies on a scale of negative five to five, with scores nearest to five being the most favorable. Capital Southwest earned a news sentiment score of 0.6 on InfoTrie's scale. They also assigned news stories about the asset manager a news buzz of 0.0 out of 10, meaning that recent media coverage is extremely unlikely to have an impact on the company's share price in the next few days. View the latest news aboutCapital Southwest.

Are investors shorting Capital Southwest?

Capital Southwest saw a increase in short interest in the month of May. As of May 15th, there was short interest totaling 267,900 shares, an increase of 26.4% from the April 30th total of 211,900 shares. Based on an average daily volume of 225,200 shares, the days-to-cover ratio is currently 1.2 days. Approximately 1.6% of the shares of the stock are sold short. View Capital Southwest's Current Options Chain.

Who are some of Capital Southwest's key competitors?

What other stocks do shareholders of Capital Southwest own?

Who are Capital Southwest's key executives?

Capital Southwest's management team includes the following people:
  • Mr. Bowen S. Diehl, Pres, CEO & Director (Age 50)
  • Mr. Michael Scott Sarner, Treasurer, Sec., Chief Compliance Officer & CFO (Age 46)
  • Mr. Douglas M. Kelley, Managing Director
  • Mr. Joshua S. Weinstein CFA, Managing Director
  • Mr. Matthew Darrah, Principal

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 First Manhattan Co. (2.92%), Van ECK Associates Corp (1.05%), Virtus ETF Advisers LLC (0.88%), Grace & White Inc. NY (0.79%), Advisors Asset Management Inc. (0.68%) and Two Sigma Advisers LP (0.67%). Company insiders that own Capital Southwest stock include Bowen S Diehl, Christine Battist, David R Brooks, Jack D Furst and Michael Scott Sarner. 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 UBS Group AG, First Manhattan Co., Morgan Stanley, Two Sigma Investments LP, Advisors Asset Management Inc., Creative Planning, and Confluence Investment Management LLC. View insider buying and selling activity for Capital Southwest.

Which institutional investors are buying Capital Southwest stock?

CSWC stock was purchased by a variety of institutional investors in the last quarter, including Radcliffe Capital Management L.P., Two Sigma Advisers LP, Grace & White Inc. NY, Roosevelt Investment Group Inc., Van ECK Associates Corp, US Bancorp DE, Advisory Research Inc., and Wells Fargo & Company MN. Company insiders that have bought Capital Southwest stock in the last two years include Bowen S Diehl, Christine Battist, David R Brooks, Jack D Furst, and Michael Scott Sarner. View insider buying and selling activity for Capital Southwest.

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 Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Robinhood, Fidelity, and Charles Schwab.

What is Capital Southwest's stock price today?

One share of CSWC stock can currently be purchased for approximately $15.12.

How big of a company is Capital Southwest?

Capital Southwest has a market capitalization of $281.69 million and generates $62.04 million in revenue each year. The asset manager earns $33.06 million in net income (profit) each year or $1.57 on an earnings per share basis. 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 or via email at [email protected]

This page was last updated on 6/3/2020 by MarketBeat.com Staff

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