C
21.64
-0.21 (-0.96%)
| Previous Close | 21.85 |
| Open | 21.91 |
| Volume | 426,370 |
| Avg. Volume (3M) | 572,415 |
| Market Cap | 1,214,267,648 |
| Price / Earnings (TTM) | 13.20 |
| Price / Earnings (Forward) | 9.65 |
| Price / Sales | 9.90 |
| Price / Book | 1.34 |
| 52 Weeks Range | |
| Earnings Date | 3 Nov 2025 |
| TTM Dividend Yield | 12.68% |
| Profit Margin | 34.51% |
| Operating Margin (TTM) | 83.33% |
| Diluted EPS (TTM) | 1.47 |
| Quarterly Revenue Growth (YOY) | 12.90% |
| Quarterly Earnings Growth (YOY) | 30.40% |
| Total Debt/Equity (MRQ) | 108.81% |
| Current Ratio (MRQ) | 28.61 |
| Operating Cash Flow (TTM) | -217.26 M |
| Levered Free Cash Flow (TTM) | 85.95 M |
| Return on Assets (TTM) | 6.37% |
| Return on Equity (TTM) | 8.61% |
Market Trend
| Short Term | Medium Term | ||
| Industry | Asset Management (US) | Mixed | Mixed |
| Asset Management (Global) | Mixed | Mixed | |
| Stock | Capital Southwest Corporation | Bullish | Bearish |
AIStockmoo Score
1.6
| Analyst Consensus | 3.0 |
| Insider Activity | 3.0 |
| Price Volatility | 2.0 |
| Technical Moving Averages | 2.5 |
| Technical Oscillators | -2.5 |
| Average | 1.60 |
|
Capital Southwest Corp is a U.S.-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective is to produce attractive risk-adjusted returns by generating current income from debt investments and capital appreciation from equity and equity related investments. It focuses on providing flexible financing solutions through partnerships with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien, and subordinated debt, preferred stocks, common stocks, and warrants. The primary source company's revenue comprises interest income and dividend income from investments made as well as management fees. |
|
| Sector | Financial Services |
| Industry | Asset Management |
| Investment Style | Small Value |
| % Held by Insiders | 4.12% |
| % Held by Institutions | 33.13% |
Ownership
| Name | Date | Shares Held |
|---|---|---|
| Sound Income Strategies, Llc | 30 Jun 2025 | 702,201 |
| Tectonic Advisors Llc | 30 Jun 2025 | 521,686 |
| Melia Wealth Llc | 30 Jun 2025 | 464,973 |
| Zuckerman Investment Group, Llc | 30 Jun 2025 | 460,375 |
| Envestnet Asset Management Inc | 30 Jun 2025 | 335,718 |
| 52 Weeks Range | ||
| Price Target Range | ||
| High | 25.00 (Raymond James, 15.53%) | Buy |
| Median | 23.25 (7.44%) | |
| Low | 22.00 (Clear Street, 1.66%) | Hold |
| Average | 23.38 (8.04%) | |
| Total | 2 Buy, 2 Hold | |
| Avg. Price @ Call | 22.94 | |
| Firm | Date | Target Price | Call | Price @ Call |
|---|---|---|---|---|
| Clear Street | 05 Sep 2025 | 22.00 (1.66%) | Hold | 22.96 |
| B. Riley Securities | 08 Aug 2025 | 24.00 (10.91%) | Buy | 22.90 |
| Raymond James | 08 Aug 2025 | 25.00 (15.53%) | Buy | 22.90 |
| UBS | 16 Jul 2025 | 22.50 (3.97%) | Hold | 23.00 |
| Name | Avg. Buy ($) | Avg. Sell ($) | Net Quantity | Net Value ($) |
|---|---|---|---|---|
| ROGERS-WINDSOR RAMONA LYNN | 21.69 | - | 463 | 10,042 |
| Aggregate Net Quantity | 463 | |||
| Aggregate Net Value ($) | 10,042 | |||
| Aggregate Avg. Buy ($) | 21.69 | |||
| Aggregate Avg. Sell ($) | - | |||
| Name | Holder | Date | Type | Quantity | Price | Value ($) |
|---|---|---|---|---|---|---|
| ROGERS-WINDSOR RAMONA LYNN | Director | 01 Oct 2025 | Buy (+) | 463 | 21.69 | 10,042 |
| Date | Type | Details |
|---|---|---|
| 09 Sep 2025 | Announcement | Capital Southwest Corporation Prices Public Offering of $350 million 5.950% Notes due 2030 |
| 27 Aug 2025 | Announcement | Capital Southwest Announces Monthly Regular Dividends for the Quarter Ending December 31, 2025 and Quarterly Supplemental Dividend Payable on December 31, 2025 |
| 13 Aug 2025 | Announcement | Surge PE Closes Investment Into White Plains Linen |
| 06 Aug 2025 | Announcement | Capital Southwest Announces Financial Results for First Fiscal Quarter Ended June 30, 2025 |
| 15 Jul 2025 | Announcement | Capital Southwest Announces Preliminary Estimate of First Quarter 2026 Operating Results and Earnings Release and Conference Call Schedule |
| TTM Dividend Yield | 12.68% |
| 5Y Average Dividend Yield | 11.24% |
| Payout Ratio | 172.79% |
| Expected Next Dividend Payment | Mar 2026 |
| Ex Date | Announcement Date | Payment Date | Details |
|---|---|---|---|
| 15 Dec 2025 | 27 Aug 2025 | 31 Dec 2025 | 0.2534 Cash |
| 14 Nov 2025 | 27 Aug 2025 | 28 Nov 2025 | 0.1934 Cash |
| 15 Oct 2025 | 27 Aug 2025 | 31 Oct 2025 | 0.1934 Cash |
| 15 Sep 2025 | 11 Jun 2025 | 30 Sep 2025 | 0.2534 Cash |
| 15 Aug 2025 | 11 Jun 2025 | 29 Aug 2025 | 0.1934 Cash |
| 15 Jul 2025 | 11 Jun 2025 | 31 Jul 2025 | 0.1934 Cash |
| 13 Jun 2025 | 25 Apr 2025 | 30 Jun 2025 | 0.64 Cash |
| 14 Mar 2025 | 29 Jan 2025 | 31 Mar 2025 | 0.64 Cash |
| 13 Dec 2024 | 23 Oct 2024 | 31 Dec 2024 | 0.63 Cash |
| 13 Sep 2024 | - | 30 Sep 2024 | 0.64 Cash |
| 14 Jun 2024 | 24 Apr 2024 | 28 Jun 2024 | 0.63 Cash |
| 14 Mar 2024 | 24 Jan 2024 | 28 Mar 2024 | 0.63 Cash |
| 14 Dec 2023 | 25 Oct 2023 | 29 Dec 2023 | 0.63 Cash |
| 14 Sep 2023 | 03 Aug 2023 | 29 Sep 2023 | 0.62 Cash |
| 14 Jun 2023 | 26 Apr 2023 | 30 Jun 2023 | 0.59 Cash |
| 14 Mar 2023 | 25 Jan 2023 | 31 Mar 2023 | 0.58 Cash |
| 14 Dec 2022 | 20 Sep 2022 | 30 Dec 2022 | 0.57 Cash |
| 14 Sep 2022 | 27 Jul 2022 | 30 Sep 2022 | 0.5 Cash |
| 14 Jun 2022 | 27 Apr 2022 | 30 Jun 2022 | 0.63 Cash |
| 14 Mar 2022 | 26 Jan 2022 | 31 Mar 2022 | 0.48 Cash |
| 14 Dec 2021 | 02 Sep 2021 | 31 Dec 2021 | 0.97 Cash |
| 14 Sep 2021 | 28 Jul 2021 | 30 Sep 2021 | 0.54 Cash |
| 14 Jun 2021 | - | 30 Jun 2021 | 0.53 Cash |
| 12 Mar 2021 | - | 31 Mar 2021 | 0.52 Cash |
| 14 Dec 2020 | - | 31 Dec 2020 | 0.51 Cash |
| 14 Sep 2020 | - | 30 Sep 2020 | 0.51 Cash |
| 12 Jun 2020 | - | 30 Jun 2020 | 0.51 Cash |
| 13 Mar 2020 | - | 31 Mar 2020 | 0.51 Cash |
| 19 Dec 2019 | 23 Oct 2019 | 31 Dec 2019 | 1.25 Cash |
| 13 Sep 2019 | 31 Jul 2019 | 30 Sep 2019 | 0.5 Cash |
| 13 Jun 2019 | - | 28 Jun 2019 | 0.49 Cash |
| 14 Mar 2019 | 28 Feb 2019 | 29 Mar 2019 | 0.48 Cash |
| 13 Dec 2018 | - | 31 Dec 2018 | 0.46 Cash |
| 14 Sep 2018 | - | 28 Sep 2018 | 0.44 Cash |
| 25 Jun 2018 | - | 02 Jul 2018 | 0.89 Cash |
| 14 Mar 2018 | 28 Feb 2018 | 02 Apr 2018 | 0.28 Cash |
| 14 Dec 2017 | 30 Nov 2017 | 02 Jan 2018 | 0.26 Cash |
| 14 Sep 2017 | 30 Aug 2017 | 02 Oct 2017 | 0.24 Cash |
| 13 Jun 2017 | 31 May 2017 | 03 Jul 2017 | 0.21 Cash |
| 13 Mar 2017 | 28 Feb 2017 | 03 Apr 2017 | 0.45 Cash |
| 13 Dec 2016 | 01 Dec 2016 | 03 Jan 2017 | 0.17 Cash |
| 13 Sep 2016 | 01 Sep 2016 | 01 Oct 2016 | 0.11 Cash |
| 16 Jun 2016 | 07 Jun 2016 | 01 Jul 2016 | 0.06 Cash |
| 11 Mar 2016 | 01 Mar 2016 | 01 Apr 2016 | 0.04 Cash |
| 12 May 2015 | 22 Apr 2015 | 29 May 2015 | 0.1 Cash |
| 12 Nov 2014 | 22 Oct 2014 | 28 Nov 2014 | 0.1 Cash |
| 13 May 2014 | 23 Apr 2014 | 30 May 2014 | 0.1 Cash |
| 13 Nov 2013 | 21 Oct 2013 | 29 Nov 2013 | 0.1 Cash |
| Show more | |||
Annual Dividend Yield
| Year | Annual Dividend ($) | Frequency/Year | Yield % |
|---|---|---|---|
| 2025 | 2.56 | 8 | 11.83 |
| 2024 | 2.53 | 4 | 11.60 |
| 2023 | 2.42 | 4 | 10.21 |
| 2022 | 2.18 | 4 | 12.75 |
| 2021 | 2.56 | 4 | 10.13 |
| 2020 | 2.04 | 4 | 11.49 |
| 2019 | 2.72 | 4 | 13.07 |
| 2018 | 2.33 | 5 | 12.12 |
| 2017 | 1.07 | 4 | 6.47 |
| 2016 | 0.210 | 3 | 1.30 |
| 2015 | 0.100 | 1 | 0.72 |
| 2014 | 0.200 | 2 | 1.44 |
| 2013 | 0.100 | 1 | 0.78 |
| Show more | |||
The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.
Portfolio
| Realized Profit | - |
| Unrealized Profit | - |
| Dividend Received 2025 | - |
| Total Profit | - |
| Avg. Return | - |
| Quantity (Buy) | - |
| Avg. Price (Buy) | - |
| Quantity (Sold) | - |
| Avg. Price (Sold) | - |