image
Capital Southwest Corporation CSWC
Financial Services - Asset Management - NASDAQ - US
Watchlist
$ 22.88
-0.565 %
$ 1.09 B
Market Cap
13.95
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one CSWC stock under the base case scenario is HIDDEN Compared to the current market price of 22.9 USD, Capital Southwest Corporation is HIDDEN

CSWC Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart CSWC

image
FINANCIALS
178 M REVENUE
189.87%
Growth Rates
1Year 189.87%
3Years 34.89%
5Years 29.52%
7Years 24.51%
10Years 4.05%
158 M OPERATING INCOME
129.68%
Growth Rates
1Year 129.68%
3Years 41.78%
5Years 27.99%
7Years 29.05%
10Years 54.04%
83.4 M NET INCOME
151.98%
Growth Rates
1Year 151.98%
3Years 17.90%
5Years 20.33%
7Years 19.85%
10Years -2.91%
-188 M OPERATING CASH FLOW
17.00%
Growth Rates
1Year 17.00%
3Years -40.30%
5Years -14.76%
7Years -11.22%
10Years -45.23%
-13 K INVESTING CASH FLOW
95.37%
Growth Rates
1Year 95.37%
3Years 95.00%
5Years 83.92%
7Years 71.88%
10Years -0.04%
199 M FINANCING CASH FLOW
-16.14%
Growth Rates
1Year -16.14%
3Years 32.25%
5Years 15.54%
7Years 43.40%
10Years 60.37%
48.7 M REVENUE
-6.45%
Growth Rates
1Year 189.87%
3Years 34.89%
5Years 29.52%
7Years 24.51%
10Years 4.05%
35.4 M OPERATING INCOME
23.72%
Growth Rates
1Year 129.68%
3Years 41.78%
5Years 27.99%
7Years 29.05%
10Years 54.04%
-14 M NET INCOME
-100.00%
Growth Rates
1Year 151.98%
3Years 17.90%
5Years 20.33%
7Years 19.85%
10Years -2.91%
-23.8 M OPERATING CASH FLOW
-88.33%
Growth Rates
1Year 17.00%
3Years -40.30%
5Years -14.76%
7Years -11.22%
10Years -45.23%
-497 K INVESTING CASH FLOW
-12.06%
Growth Rates
1Year 95.37%
3Years 95.00%
5Years 83.92%
7Years 71.88%
10Years -0.04%
38.3 M FINANCING CASH FLOW
227.24%
Growth Rates
1Year -16.14%
3Years 32.25%
5Years 15.54%
7Years 43.40%
10Years 60.37%
Balance Sheet Decomposition Capital Southwest Corporation
image
Current Assets 32.3 M
Cash & Short-Term Investments 32.3 M
Receivables 0
Other Current Assets 0
Non-Current Assets 1.49 B
Long-Term Investments 1.48 B
PP&E 2.4 M
Other Non-Current Assets 13.8 M
Current Liabilities 281 K
Accounts Payable 0
Short-Term Debt 0
Other Current Liabilities 281 K
Non-Current Liabilities 801 M
Long-Term Debt 774 M
Other Non-Current Liabilities 26.7 M
EFFICIENCY
Earnings Waterfall Capital Southwest Corporation
image
Revenue 178 M
Cost Of Revenue 43.9 M
Gross Profit 134 M
Operating Expenses 24.1 M
Operating Income 158 M
Other Expenses 75 M
Net Income 83.4 M
RATIOS
75.35% GROSS MARGIN
75.35%
Averages
1Year 75.35%
3Years 89.40%
5Years 73.02%
7Years 80.07%
10Years 85.54%
88.89% OPERATING MARGIN
88.89%
Averages
1Year 88.89%
3Years 93.84%
5Years 66.41%
7Years 72.79%
10Years 52.47%
46.81% NET MARGIN
46.81%
Averages
1Year 46.81%
3Years 50.75%
5Years 37.27%
7Years 46.84%
10Years 43.27%
11.04% ROE
11.04%
Averages
1Year 11.04%
3Years 8.94%
5Years 6.75%
7Years 8.09%
10Years 6.98%
5.36% ROA
5.36%
Averages
1Year 5.36%
3Years 4.13%
5Years 3.10%
7Years 4.41%
10Years 4.31%
10.22% ROIC
10.22%
Averages
1Year 10.22%
3Years 8.77%
5Years 5.90%
7Years 6.96%
10Years 5.39%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Capital Southwest Corporation
image
Net Income 83.4 M
Depreciation & Amortization 4.3 M
Capital Expenditures -13 K
Stock-Based Compensation 4.52 M
Change in Working Capital -3.86 M
Others -281 M
Free Cash Flow -189 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Capital Southwest Corporation
image
Wall Street analysts predict an average 1-year price target for CSWC of $25.3 , with forecasts ranging from a low of $23 to a high of $26.5 .
CSWC Lowest Price Target Wall Street Target
23 USD 0.52%
CSWC Average Price Target Wall Street Target
25.3 USD 10.51%
CSWC Highest Price Target Wall Street Target
26.5 USD 15.82%
4. DIVIDEND ANALYSIS
2.55% DIVIDEND YIELD
0.63 USD DIVIDEND PER SHARE
5. COMPETITION

Oxford Lane Capital Corp. is a close ended fund launched and managed by Oxford Lane Management LLC. It invests in fixed income securities.

image
-0.725 USD
OXLC
Overvalued 113.81%

TCG BDC, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities.

image
5.91 USD
CGBD
Overvalued 63.53%

Sixth Street Specialty Lending, Inc. (NYSE: TSLX) is a business development company. The fund provides senior secured loans (first-lien, second-lien, and unitranche), unsecured loans, mezzanine debt, and investments in corporate bonds and equity securities and structured products, non-control structured equity, and common equity with a focus on co-investments for organic growth, acquisitions, market or product expansion, restructuring initiatives, recapitalizations, and refinancing.

image
-0.0403 USD
TSLX
Overvalued 100.20%

Hercules Capital, Inc. is a business development company. The firm specializing in providing venture debt, debt, senior secured loans, and growth capital to privately held venture capital-backed companies at all stages of development from startups, to expansion stage including select publicly listed companies and select special opportunity lower middle market companies that require additional capital to fund acquisitions, recapitalizations and refinancing and established-stage companies.

image
-8.76 USD
HTGC
Overvalued 146.28%

BlackRock TCP Capital Corp. is a business development company specializing in direct equity and debt investments in middle-market, debt securities, senior secured loans, junior loans, originated loans, mezzanine, senior debt instruments, bonds, and secondary-market investments.

image
14 USD
TCPC
Undervalued 55.74%

Trinity Capital Inc. is a business development company. It is a venture capital firm specializing in venture debt to growth stage companies looking for loans and/or equipment financing.

image
-0.0895 USD
TRIN
Overvalued 100.63%

Ares Capital Corporation is a business development company specializing in acquisition, recapitalization, mezzanine debt, restructurings, rescue financing, and leveraged buyout transactions of middle market companies.

image
46.4 USD
ARCC
Undervalued 115.52%

TriplePoint Venture Growth BDC Corp. is a business development company specializing investments in venture capital-backed companies at the growth stage investments.

image
-1.24 USD
TPVG
Overvalued 115.64%

Main Street Capital Corporation is a business development company specializes in equity capital to lower middle market companies. The firm specializing in recapitalizations, management buyouts, refinancing, family estate planning, management buyouts, refinancing, industry consolidation, mature, later stage emerging growth.

image
-0.0621 USD
MAIN
Overvalued 100.12%

Golub Capital BDC, Inc. (GBDC) is a business development company and operates as an externally managed closed-end non-diversified management investment company.

image
4.76 USD
GBDC
Overvalued 69.11%

New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in “defensive growth” industries.

image
15.1 USD
NMFC
Undervalued 31.27%

Gladstone Investment Corporation is business development company, specializes in lower middle market, mature stage, buyouts; refinancing existing debt; senior debt securities such as senior loans, senior term loans, lines of credit, and senior notes; senior subordinated debt securities such as senior subordinated loans and senior subordinated notes; junior subordinated debt securities such as subordinated notes and mezzanine loans; limited liability company interests, and warrants or options.

image
-9.28 USD
GAIN
Overvalued 166.86%

PennantPark Floating Rate Capital Ltd. is a business development company. It seeks to make secondary direct, debt, equity, and loan investments.

image
-11.2 USD
PFLT
Overvalued 201.75%

Prospect Capital Corporation is a business development company. It specializes in middle market, mature, mezzanine finance, later stage, emerging growth, leveraged buyouts, refinancing, acquisitions, recapitalizations, turnaround, growth capital, development, capital expenditures and subordinated debt tranches of collateralized loan obligations, cash flow term loans, market place lending and bridge transactions.

image
-2.37 USD
PSEC
Overvalued 153.62%
6. Ownership
Insider Ownership Capital Southwest Corporation
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
23.7 K USD 2
0-3 MONTHS
281 K USD 3
3-6 MONTHS
0 USD 0
6-9 MONTHS
11.6 K USD 1
9-12 MONTHS
Date Value Insider Amount Avg Price
1 week ago
Nov 08, 2024
Bought 5.92 K USD
BATTIST CHRISTINE
Director
+ 256
 23.1279 USD
1 week ago
Nov 07, 2024
Bought 11.5 K USD
Rogers-Windsor Ramona Lynn
Director
+ 500
 23.0667 USD
2 months ago
Sep 16, 2024
Bought 6.26 K USD
Rogers-Windsor Ramona Lynn
Director
+ 250
 25.03 USD
3 months ago
Aug 09, 2024
Bought 9.72 K USD
BATTIST CHRISTINE
Director
+ 406
 23.9419 USD
4 months ago
Jun 28, 2024
Bought 5.23 K USD
Rogers-Windsor Ramona Lynn
Director
+ 200
 26.13 USD
4 months ago
Jun 21, 2024
Bought 4.92 K USD
BATTIST CHRISTINE
Director
+ 197
 24.9562 USD
5 months ago
Jun 03, 2024
Bought 243 K USD
Thomas William R III
Director
+ 9400
 25.8659 USD
5 months ago
May 29, 2024
Bought 4.85 K USD
BATTIST CHRISTINE
Director
+ 192
 25.25 USD
5 months ago
May 23, 2024
Bought 12.8 K USD
Rogers-Windsor Ramona Lynn
Director
+ 500
 25.65 USD
10 months ago
Dec 21, 2023
Bought 11.6 K USD
Rogers-Windsor Ramona Lynn
Director
+ 500
 23.29 USD
1 year ago
Nov 02, 2023
Bought 10.8 K USD
Rogers-Windsor Ramona Lynn
Director
+ 500
 21.67 USD
1 year ago
Feb 06, 2023
Bought 9.84 K USD
Rogers-Windsor Ramona Lynn
Director
+ 500
 19.6852 USD
2 years ago
Nov 04, 2022
Bought 9.48 K USD
Rogers-Windsor Ramona Lynn
Director
+ 500
 18.97 USD
2 years ago
Nov 03, 2022
Bought 9.68 K USD
BATTIST CHRISTINE
Director
+ 510
 18.9899 USD
2 years ago
Jun 22, 2022
Bought 15.8 K USD
Rogers-Windsor Ramona Lynn
director:
+ 850
 18.5699 USD
2 years ago
Mar 30, 2022
Bought 17.9 K USD
Rogers-Windsor Ramona Lynn
director:
+ 750
 23.8147 USD
2 years ago
Mar 29, 2022
Bought 47.9 K USD
Brooks David R
director:
+ 2000
 23.929 USD
2 years ago
Feb 17, 2022
Bought 9.72 K USD
BATTIST CHRISTINE
Director
+ 389
 24.9974 USD
2 years ago
Dec 29, 2021
Bought 20 K USD
Rogers-Windsor Ramona Lynn
Director
+ 800
 25.05 USD
3 years ago
Sep 30, 2021
Bought 20.4 K USD
Rogers-Windsor Ramona Lynn
Director
+ 800
 25.5483 USD
3 years ago
Aug 16, 2021
Bought 5.28 K USD
Rogers-Windsor Ramona Lynn
Director
+ 200
 26.4 USD
3 years ago
Jun 30, 2021
Bought 15.3 K USD
Rogers-Windsor Ramona Lynn
Director
+ 650
 23.57 USD
2 years ago
Dec 20, 2021
Bought 9.74 K USD
BATTIST CHRISTINE
Director
+ 400
 24.35 USD
3 years ago
Nov 09, 2021
Bought 90 K USD
Sarner Michael Scott
Chief Financial Officer
+ 3354.704
 26.828 USD
3 years ago
Sep 28, 2021
Bought 17.8 K USD
BATTIST CHRISTINE
Director
+ 700
 25.4 USD
3 years ago
Sep 09, 2021
Bought 55.4 K USD
Thomas William R III
Director
+ 2000
 27.7185 USD
3 years ago
Sep 09, 2021
Bought 55.4 K USD
Thomas William R III
Director
+ 2000
 27.7209 USD
3 years ago
Sep 09, 2021
Sell 111 K USD
Thomas William R III
Director
- 4000
 27.6954 USD
3 years ago
Sep 09, 2021
Bought 15.8 K USD
BATTIST CHRISTINE
Director
+ 568
 27.754 USD
3 years ago
Aug 31, 2021
Bought 10.1 K USD
Morgan Thomas Duane
Director
+ 381
 26.39 USD
3 years ago
Mar 19, 2021
Bought 21.4 K USD
BATTIST CHRISTINE
Director
+ 1000
 21.45 USD
3 years ago
Feb 11, 2021
Bought 30.9 K USD
Brooks David R
Director
+ 1500
 20.5673 USD
4 years ago
Mar 20, 2020
Bought 189 K USD
DIEHL BOWEN S
President and CEO
+ 20000
 9.46 USD
4 years ago
Mar 20, 2020
Bought 202 K USD
Sarner Michael Scott
Chief Financial Officer
+ 21500
 9.4 USD
4 years ago
Mar 18, 2020
Bought 137 K USD
FURST JACK D
Director
+ 15500
 8.8364 USD
4 years ago
Mar 18, 2020
Bought 345 K USD
FURST JACK D
Director
+ 39000
 8.8364 USD
4 years ago
Mar 18, 2020
Bought 35.6 K USD
Brooks David R
Director
+ 4000
 8.899 USD
4 years ago
Mar 17, 2020
Bought 9.81 K USD
BATTIST CHRISTINE
Director
+ 950
 10.3314 USD
4 years ago
Mar 02, 2020
Bought 9.99 K USD
BATTIST CHRISTINE
Director
+ 537
 18.61 USD
4 years ago
Feb 28, 2020
Bought 75.3 K USD
Sarner Michael Scott
Chief Financial Officer
+ 4150
 18.149 USD
4 years ago
Feb 24, 2020
Bought 20.4 K USD
BATTIST CHRISTINE
Director
+ 1000
 20.3514 USD
5 years ago
Aug 30, 2019
Bought 53.4 K USD
Brooks David R
Director
+ 2500
 21.369 USD
5 years ago
Aug 28, 2019
Bought 19.9 K USD
BATTIST CHRISTINE
Director
+ 910
 21.8549 USD
5 years ago
Dec 26, 2018
Bought 65.8 K USD
FURST JACK D
Director
+ 3504
 18.78 USD
5 years ago
Dec 24, 2018
Bought 52.7 K USD
FURST JACK D
Director
+ 2900
 18.16 USD
6 years ago
Nov 12, 2018
Bought 19.5 K USD
BATTIST CHRISTINE
Director
+ 1000
 19.5271 USD
6 years ago
Aug 21, 2018
Bought 15.1 K USD
BATTIST CHRISTINE
Director
+ 794
 19.01 USD
6 years ago
Mar 23, 2018
Bought 51.3 K USD
WILSON JOHN H
Director
+ 3000
 17.1 USD
6 years ago
Feb 09, 2018
Bought 11.4 K USD
Sarner Michael Scott
Chief Financial Officer
+ 700
 16.24 USD
6 years ago
Feb 08, 2018
Bought 50 K USD
Morgan Thomas Duane
Director
+ 3050
 16.39 USD
6 years ago
Dec 28, 2017
Bought 33.3 K USD
Brooks David R
Director
+ 2000
 16.663 USD
6 years ago
Nov 21, 2017
Bought 6.41 K USD
KELLEY DOUGLAS M.
Sr. VP, Managing Director
+ 380
 16.869 USD
7 years ago
Nov 13, 2017
Bought 25.5 K USD
KELLEY DOUGLAS M.
Sr. VP, Managing Director
+ 1500
 16.9973 USD
7 years ago
Aug 25, 2017
Sell 817 K USD
Moab Partners LP
10 percent owner
- 47250
 17.3 USD
7 years ago
Aug 25, 2017
Sell 30.6 K USD
Moab Partners LP
10 percent owner
- 1768
 17.3327 USD
7 years ago
Aug 28, 2017
Sell 23 K USD
Moab Partners LP
10 percent owner
- 1323
 17.4 USD
7 years ago
Aug 25, 2017
Sell 865 K USD
Moab Capital Partners LLC
10 percent owner
- 50000
 17.3 USD
7 years ago
Aug 25, 2017
Sell 32.4 K USD
Moab Capital Partners LLC
10 percent owner
- 1870
 17.3327 USD
7 years ago
Aug 28, 2017
Sell 24.4 K USD
Moab Capital Partners LLC
10 percent owner
- 1400
 17.4 USD
7 years ago
Jul 31, 2017
Sell 8.16 K USD
Armes Joseph B
Director
- 500
 16.313 USD
7 years ago
Jul 24, 2017
Sell 8.14 K USD
Armes Joseph B
Director
- 500
 16.27 USD
7 years ago
Jul 17, 2017
Sell 8.07 K USD
Armes Joseph B
Director
- 500
 16.136 USD
7 years ago
Jul 10, 2017
Sell 8.09 K USD
Armes Joseph B
Director
- 500
 16.185 USD
7 years ago
Jul 03, 2017
Sell 8.07 K USD
Armes Joseph B
Director
- 500
 16.15 USD
7 years ago
Jun 28, 2017
Bought 81.5 K USD
WILSON JOHN H
Director
+ 5000
 16.3 USD
7 years ago
Jun 26, 2017
Sell 8.11 K USD
Armes Joseph B
Director
- 500
 16.217 USD
7 years ago
Jun 19, 2017
Sell 8.07 K USD
Armes Joseph B
Director
- 500
 16.138 USD
7 years ago
Jun 12, 2017
Sell 8.05 K USD
Armes Joseph B
Director
- 500
 16.1 USD
7 years ago
Jun 07, 2017
Bought 50.4 K USD
Morgan Thomas Duane
Director
+ 3100
 16.26 USD
7 years ago
Jun 07, 2017
Bought 50.4 K USD
Morgan Thomas Duane
Director
+ 3100
 16.26 USD
7 years ago
Jun 05, 2017
Sell 8.02 K USD
Armes Joseph B
Director
- 500
 16.03 USD
7 years ago
Jun 01, 2017
Sell 16 K USD
Armes Joseph B
Director
- 1000
 16 USD
7 years ago
May 15, 2017
Sell 8 K USD
Armes Joseph B
Director
- 500
 16 USD
7 years ago
May 08, 2017
Sell 8.02 K USD
Armes Joseph B
Director
- 500
 16.03 USD
7 years ago
May 01, 2017
Sell 8.07 K USD
Armes Joseph B
Director
- 500
 16.15 USD
7 years ago
Apr 24, 2017
Sell 8.01 K USD
Armes Joseph B
Director
- 500
 16.01 USD
7 years ago
Apr 10, 2017
Sell 1.7 K USD
Moab Partners LP
10 percent owner
- 100
 17.02 USD
7 years ago
Apr 10, 2017
Sell 1.7 K USD
Moab Capital Partners LLC
Director
- 100
 17.02 USD
7 years ago
Apr 03, 2017
Sell 858 USD
Moab Partners LP
10 percent owner
- 50
 17.16 USD
7 years ago
Apr 03, 2017
Sell 1.73 K USD
Moab Partners LP
10 percent owner
- 100
 17.335 USD
7 years ago
Apr 03, 2017
Sell 23.6 K USD
Moab Partners LP
10 percent owner
- 1400
 16.84 USD
7 years ago
Apr 04, 2017
Sell 3.99 K USD
Moab Partners LP
10 percent owner
- 236
 16.9175 USD
7 years ago
Apr 05, 2017
Sell 11.9 K USD
Moab Partners LP
10 percent owner
- 700
 16.95 USD
7 years ago
Apr 05, 2017
Sell 13.6 K USD
Moab Partners LP
10 percent owner
- 802
 16.95 USD
7 years ago
Apr 03, 2017
Sell 858 USD
Moab Capital Partners LLC
Director
- 50
 17.16 USD
7 years ago
Apr 03, 2017
Sell 858 USD
Moab Capital Partners LLC
10 percent owner
- 50
 17.16 USD
7 years ago
Apr 03, 2017
Sell 1.73 K USD
Moab Capital Partners LLC
10 percent owner
- 100
 17.335 USD
7 years ago
Apr 03, 2017
Sell 1.73 K USD
Moab Capital Partners LLC
Director
- 100
 17.335 USD
7 years ago
Apr 03, 2017
Sell 23.6 K USD
Moab Capital Partners LLC
Director
- 1400
 16.84 USD
7 years ago
Apr 03, 2017
Sell 23.6 K USD
Moab Capital Partners LLC
10 percent owner
- 1400
 16.84 USD
7 years ago
Apr 04, 2017
Sell 3.99 K USD
Moab Capital Partners LLC
Director
- 236
 16.9175 USD
7 years ago
Apr 04, 2017
Sell 3.99 K USD
Moab Capital Partners LLC
10 percent owner
- 236
 16.9175 USD
7 years ago
Apr 05, 2017
Sell 11.9 K USD
Moab Capital Partners LLC
10 percent owner
- 700
 16.95 USD
7 years ago
Apr 05, 2017
Sell 11.9 K USD
Moab Capital Partners LLC
Director
- 700
 16.95 USD
7 years ago
Apr 05, 2017
Sell 13.6 K USD
Moab Capital Partners LLC
Director
- 802
 16.95 USD
7 years ago
Apr 05, 2017
Sell 13.6 K USD
Moab Capital Partners LLC
10 percent owner
- 802
 16.95 USD
7 years ago
Mar 29, 2017
Sell 3.37 K USD
Moab Capital Partners LLC
10 percent owner
- 200
 16.84 USD
7 years ago
Mar 31, 2017
Sell 6.74 K USD
Moab Capital Partners LLC
10 percent owner
- 400
 16.84 USD
7 years ago
Mar 29, 2017
Sell 3.37 K USD
Moab Partners LP
10 percent owner
- 200
 16.84 USD
7 years ago
Mar 31, 2017
Sell 6.74 K USD
Moab Partners LP
10 percent owner
- 400
 16.84 USD
7 years ago
Mar 14, 2017
Bought 166 K USD
Brooks David R
Director
+ 10400
 15.9824 USD
7 years ago
Mar 10, 2017
Sell 13.2 K USD
Armes Joseph B
Director
- 800
 16.5212 USD
7 years ago
Mar 09, 2017
Sell 85.8 K USD
Armes Joseph B
Director
- 5200
 16.5007 USD
7 years ago
Mar 03, 2017
Sell 141 K USD
Armes Joseph B
Director
- 8502
 16.5973 USD
7 years ago
Jan 13, 2017
Sell 1.67 K USD
Moab Partners LP
10 percent owner
- 100
 16.73 USD
7 years ago
Jan 13, 2017
Sell 1.67 K USD
Moab Capital Partners LLC
10 percent owner
- 100
 16.73 USD
7 years ago
Jan 06, 2017
Sell 52.1 K USD
Moab Partners LP
10 percent owner
- 3100
 16.8 USD
7 years ago
Jan 06, 2017
Sell 39.4 K USD
Moab Partners LP
10 percent owner
- 2343
 16.8021 USD
7 years ago
Jan 06, 2017
Sell 52.1 K USD
Moab Capital Partners LLC
10 percent owner
- 3100
 16.8 USD
7 years ago
Jan 06, 2017
Sell 39.4 K USD
Moab Capital Partners LLC
10 percent owner
- 2343
 16.8021 USD
7 years ago
Jan 04, 2017
Sell 318 K USD
Moab Partners LP
10 percent owner
- 18972
 16.7462 USD
7 years ago
Jan 04, 2017
Sell 79.4 K USD
Moab Partners LP
10 percent owner
- 4746
 16.74 USD
7 years ago
Jan 04, 2017
Sell 318 K USD
Moab Capital Partners LLC
10 percent owner
- 18972
 16.7462 USD
7 years ago
Jan 04, 2017
Sell 79.4 K USD
Moab Capital Partners LLC
10 percent owner
- 4746
 16.74 USD
7 years ago
Dec 14, 2016
Bought 47.5 K USD
Brooks David R
Director
+ 3000
 15.82 USD
8 years ago
Nov 15, 2016
Bought 0 USD
ASHBAUGH WILLIAM M
Sr. VP, Managing Director
+ 5000
 0 USD
8 years ago
Nov 15, 2016
Bought 0 USD
KELLEY DOUGLAS M.
Sr. VP, Managing Director
+ 20000
 0 USD
8 years ago
Nov 15, 2016
Bought 0 USD
Sarner Michael Scott
Chief Financial Officer
+ 34500
 0 USD
8 years ago
Nov 15, 2016
Bought 0 USD
DIEHL BOWEN S
President and CEO
+ 43125
 0 USD
8 years ago
Nov 10, 2016
Bought 102 K USD
Morgan Thomas Duane
Director
+ 7100
 14.35 USD
8 years ago
Nov 10, 2016
Bought 102 K USD
Morgan Thomas Duane
Director
+ 7100
 14.35 USD
8 years ago
Nov 10, 2016
Bought 102 K USD
Morgan Thomas Duane
Director
+ 7100
 14.35 USD
8 years ago
Sep 15, 2016
Bought 80.5 K USD
FURST JACK D
Director
+ 5400
 14.9 USD
8 years ago
Sep 14, 2016
Bought 13.4 K USD
FURST JACK D
Director
+ 900
 14.9 USD
8 years ago
Sep 13, 2016
Bought 40.2 K USD
FURST JACK D
Director
+ 2700
 14.9 USD
8 years ago
Sep 09, 2016
Bought 38.7 K USD
FURST JACK D
Director
+ 2600
 14.89 USD
8 years ago
Sep 08, 2016
Bought 22.3 K USD
FURST JACK D
Director
+ 1500
 14.84 USD
8 years ago
Sep 07, 2016
Bought 28.1 K USD
FURST JACK D
Director
+ 1900
 14.78 USD
8 years ago
Sep 07, 2016
Bought 1.52 K USD
KELLEY DOUGLAS M.
Sr. VP, Managing Director
+ 102
 14.89 USD
8 years ago
Jun 24, 2016
Bought 14 K USD
Morgan Thomas Duane
Director
+ 1000
 14.03 USD
8 years ago
Jun 24, 2016
Bought 14 K USD
Morgan Thomas Duane
Director
+ 1000
 14.03 USD
8 years ago
Jun 24, 2016
Bought 24.7 K USD
KELLEY DOUGLAS M.
Sr. VP, Managing Director
+ 1775
 13.92 USD
8 years ago
Jun 23, 2016
Bought 70.4 K USD
Sarner Michael Scott
Chief Financial Officer
+ 4986
 14.12 USD
8 years ago
Jun 24, 2016
Bought 56 K USD
Brooks David R
Director
+ 4000
 14 USD
8 years ago
Jun 17, 2016
Bought 24.9 K USD
Sarner Michael Scott
Chief Financial Officer
+ 1800
 13.85 USD
8 years ago
Mar 18, 2016
Bought 28.1 K USD
WILSON JOHN H
Director
+ 2000
 14.07 USD
8 years ago
Feb 18, 2016
Bought 70.2 K USD
KELLEY DOUGLAS M.
Sr. VP & Managing Director
+ 5000
 14.036 USD
8 years ago
Feb 12, 2016
Bought 12.7 K USD
Morgan Thomas Duane
Director
+ 950
 13.34 USD
8 years ago
Jan 15, 2016
Bought 11.7 K USD
Moab Partners LP
Director
+ 939
 12.5 USD
8 years ago
Jan 15, 2016
Bought 11.7 K USD
Moab Partners LP
10 percent owner
+ 939
 12.5 USD
8 years ago
Jan 15, 2016
Bought 15.1 K USD
Moab Capital Partners LLC
10 percent owner
+ 1100
 13.72 USD
8 years ago
Jan 15, 2016
Bought 12.5 K USD
Moab Capital Partners LLC
10 percent owner
+ 1000
 12.5 USD
8 years ago
Jan 14, 2016
Bought 79.3 K USD
Moab Capital Partners LLC
10 percent owner
+ 5700
 13.91 USD
8 years ago
Jan 14, 2016
Bought 13.9 K USD
Moab Capital Partners LLC
10 percent owner
+ 1000
 13.89 USD
8 years ago
Jan 13, 2016
Bought 14 K USD
Moab Capital Partners LLC
10 percent owner
+ 1000
 13.96 USD
8 years ago
Jan 13, 2016
Bought 203 K USD
Moab Capital Partners LLC
10 percent owner
+ 14453
 14.03 USD
8 years ago
Jan 13, 2016
Bought 617 K USD
Moab Capital Partners LLC
10 percent owner
+ 43733
 14.1 USD
8 years ago
Jan 12, 2016
Bought 317 K USD
Moab Capital Partners LLC
10 percent owner
+ 22416
 14.16 USD
8 years ago
Jan 12, 2016
Bought 36.5 K USD
Moab Capital Partners LLC
10 percent owner
+ 2573
 14.19 USD
8 years ago
Jan 11, 2016
Bought 7.06 K USD
Moab Capital Partners LLC
10 percent owner
+ 500
 14.12 USD
8 years ago
Jan 08, 2016
Bought 14.2 K USD
Moab Capital Partners LLC
10 percent owner
+ 1000
 14.24 USD
8 years ago
Jan 08, 2016
Bought 9.97 K USD
Moab Capital Partners LLC
10 percent owner
+ 700
 14.24 USD
8 years ago
Jan 07, 2016
Bought 42.5 K USD
Moab Capital Partners LLC
10 percent owner
+ 3000
 14.17 USD
8 years ago
Jan 07, 2016
Bought 15.5 K USD
Moab Capital Partners LLC
10 percent owner
+ 1100
 14.13 USD
8 years ago
Dec 17, 2015
Bought 11.3 K USD
WILSON JOHN H
Director
+ 800
 14.12 USD
8 years ago
Dec 15, 2015
Bought 15.6 K USD
Brooks David R
Director
+ 1100
 14.14 USD
9 years ago
Nov 20, 2015
Bought 100 K USD
KELLEY DOUGLAS M.
Sr. VP & Managing Director
+ 7000
 14.28 USD
9 years ago
Nov 12, 2015
Bought 12.7 K USD
Morgan Thomas Duane
Director
+ 870
 14.61 USD
9 years ago
Aug 24, 2015
Bought 24.8 K USD
WILSON JOHN H
Director
+ 550
 45.06 USD
9 years ago
Aug 11, 2015
Bought 48.5 K USD
Armes Joseph B
President and CEO
+ 1000
 48.5076 USD
9 years ago
Aug 11, 2015
Bought 14.4 K USD
Morgan Thomas Duane
Director
+ 300
 48.11 USD
9 years ago
Jun 05, 2015
Sell 54.7 K USD
Golden Matthew Bailey
Vice President
- 1100
 49.75 USD
9 years ago
May 29, 2015
Bought 700 USD
KELLEY DOUGLAS M.
Sr. VP & Managing Director
+ 13.904
 50.346 USD
9 years ago
May 28, 2015
Sell 5.05 K USD
Golden Matthew Bailey
Vice President
- 100
 50.5 USD
9 years ago
May 22, 2015
Sell 33.2 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 650
 51.0533 USD
9 years ago
May 26, 2015
Sell 175 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 3433
 51.0262 USD
9 years ago
May 20, 2015
Sell 501 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 9809
 51.1086 USD
9 years ago
May 20, 2015
Sell 212 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 4108
 51.5288 USD
9 years ago
May 21, 2015
Sell 501 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 9809
 51.1086 USD
9 years ago
May 15, 2015
Bought 108 K USD
FURST JACK D
Director
+ 2100
 51.433 USD
9 years ago
May 06, 2015
Bought 13.1 K USD
Morgan Thomas Duane
Director
+ 275
 47.8 USD
9 years ago
Mar 19, 2015
Sell 834 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 17300
 48.1881 USD
9 years ago
Mar 19, 2015
Sell 96.7 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 2000
 48.3367 USD
9 years ago
Mar 19, 2015
Sell 48.7 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 1000
 48.664 USD
9 years ago
Mar 02, 2015
Bought 10.8 K USD
LIGON SAMUEL B
Director
+ 220
 48.979 USD
9 years ago
Jan 27, 2015
Sell 5.16 M USD
Thomas William R III
Director
- 120000
 43.038 USD
9 years ago
Jan 27, 2015
Sell 5.16 M USD
Thomas William R III
Director
- 120000
 43.038 USD
9 years ago
Jan 27, 2015
Bought 12.8 K USD
LIGON SAMUEL B
Director
+ 300
 42.75 USD
9 years ago
Dec 16, 2014
Bought 25.7 K USD
WILSON JOHN H
Director
+ 650
 39.5 USD
9 years ago
Dec 15, 2014
Bought 49.6 K USD
Morgan Thomas Duane
Director
+ 1250
 39.706 USD
9 years ago
Dec 08, 2014
Bought 97 K USD
Armes Joseph B
President and CEO
+ 2500
 38.782 USD
9 years ago
Dec 05, 2014
Bought 14.8 K USD
LIGON SAMUEL B
Director
+ 380
 38.999 USD
10 years ago
Jun 23, 2014
Bought 53 K USD
Golden Matthew Bailey
Vice President
+ 1500
 35.36 USD
10 years ago
Jun 23, 2014
Sell 70.6 K USD
SCHWERTNER RAY D.
Vice President
- 2000
 35.31 USD
10 years ago
Jun 05, 2014
Bought 12.4 K USD
Armes Joseph B
President and CEO
+ 353
 35 USD
10 years ago
Jun 05, 2014
Bought 30.1 K USD
Armes Joseph B
President and CEO
+ 847
 35.49 USD
10 years ago
Jun 04, 2014
Bought 63.5 K USD
Armes Joseph B
President and CEO
+ 1802
 35.25 USD
10 years ago
May 20, 2014
Bought 175 K USD
DIEHL BOWEN S
SVP, CIO
+ 5000
 35.09 USD
10 years ago
Mar 24, 2014
Bought 50.5 K USD
DIEHL BOWEN S
SVP and CIO
+ 1427
 35.41 USD
10 years ago
Mar 21, 2014
Bought 51.6 K USD
DIEHL BOWEN S
SVP and CIO
+ 1473
 35.06 USD
10 years ago
Mar 19, 2014
Bought 3.48 K USD
DIEHL BOWEN S
SVP and CIO
+ 100
 34.8 USD
10 years ago
Mar 19, 2014
Bought 3.48 K USD
DIEHL BOWEN S
SVP and CIO
+ 100
 34.8 USD
10 years ago
Mar 19, 2014
Bought 34.9 K USD
DIEHL BOWEN S
SVP and CIO
+ 1000
 34.9 USD
10 years ago
Mar 19, 2014
Bought 34.9 K USD
DIEHL BOWEN S
SVP and CIO
+ 1000
 34.9 USD
10 years ago
Feb 18, 2014
Sell 804 K USD
MARTIN GARY L
Director
- 23519
 34.2 USD
10 years ago
Feb 14, 2014
Sell 38.9 K USD
MARTIN GARY L
Director
- 1149
 33.86 USD
10 years ago
Feb 13, 2014
Sell 122 K USD
MARTIN GARY L
Director
- 3610
 33.89 USD
10 years ago
Feb 12, 2014
Sell 1.18 M USD
MARTIN GARY L
Director
- 34942
 33.76 USD
10 years ago
Feb 11, 2014
Sell 3.6 K USD
MARTIN GARY L
Director
- 106
 34 USD
10 years ago
Feb 11, 2014
Sell 170 K USD
MARTIN GARY L
Director
- 5000
 33.9 USD
10 years ago
Feb 06, 2014
Sell 39.9 K USD
MARTIN GARY L
Director
- 1174
 34.02 USD
10 years ago
Feb 05, 2014
Sell 17 K USD
MARTIN GARY L
Director
- 500
 34.04 USD
10 years ago
Feb 03, 2014
Bought 103 K USD
Armes Joseph B
President and CEO
+ 3000
 34.37 USD
10 years ago
Jan 31, 2014
Bought 52.7 K USD
Brooks David R
Director
+ 1500
 35.11 USD
10 years ago
Dec 19, 2013
Sell 19.5 K USD
SCHWERTNER RAY D.
Vice President
- 560
 34.75 USD
10 years ago
Dec 19, 2013
Sell 17.4 K USD
SCHWERTNER RAY D.
Vice President
- 500
 34.78 USD
10 years ago
Dec 19, 2013
Bought 95.8 K USD
SCHWERTNER RAY D.
Vice President
+ 1000
 95.79 USD
10 years ago
Dec 19, 2013
Sell 20.9 K USD
SCHWERTNER RAY D.
Vice President
- 600
 34.8 USD
10 years ago
Dec 19, 2013
Sell 13.9 K USD
SCHWERTNER RAY D.
Vice President
- 400
 34.84 USD
11 years ago
Jun 12, 2013
Sell 53.6 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 384
 139.65 USD
11 years ago
Jun 11, 2013
Sell 151 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 1094
 138.47 USD
11 years ago
Jun 10, 2013
Sell 138 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 1000
 138.24 USD
11 years ago
Jun 10, 2013
Sell 3.06 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 22
 139.2 USD
11 years ago
Jun 07, 2013
Sell 56.1 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 400
 140.23 USD
11 years ago
Jun 06, 2013
Sell 197 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 1400
 140.93 USD
11 years ago
Jun 06, 2013
Sell 17.8 K USD
SCHWERTNER RAY D.
Vice President
- 125
 142.5 USD
11 years ago
Jun 04, 2013
Sell 10.7 K USD
SCHWERTNER RAY D.
Vice President
- 75
 142.5 USD
11 years ago
May 20, 2013
Sell 27.4 K USD
SCHWERTNER RAY D.
Vice President
- 200
 137.1 USD
11 years ago
May 06, 2013
Sell 27.6 K USD
SCHWERTNER RAY D.
Vice President
- 225
 122.8 USD
11 years ago
May 06, 2013
Sell 19.3 K USD
SCHWERTNER RAY D.
Vice President
- 158
 122 USD
11 years ago
May 06, 2013
Sell 1.97 K USD
SCHWERTNER RAY D.
Vice President
- 16
 123.4 USD
11 years ago
May 07, 2013
Sell 32.1 K USD
SCHWERTNER RAY D.
Vice President
- 259
 123.94 USD
11 years ago
May 02, 2013
Bought 28.9 K USD
Morgan Thomas Duane
Director
+ 250
 115.45 USD
11 years ago
Mar 21, 2013
Sell 23.8 K USD
SCHWERTNER RAY D.
Vice President
- 200
 119.2 USD
11 years ago
Mar 11, 2013
Sell 37.2 K USD
NEBLETT GLENN M.
Chief Investment Officer
- 300
 123.9 USD
11 years ago
Mar 11, 2013
Sell 12.7 K USD
NEBLETT GLENN M.
Chief Investment Officer
- 103
 123.21 USD
11 years ago
Mar 06, 2013
Sell 24.8 K USD
SCHWERTNER RAY D.
Vice President
- 200
 124 USD
11 years ago
Mar 05, 2013
Sell 248 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 2000
 123.79 USD
11 years ago
Mar 05, 2013
Sell 151 K USD
Morris Tracy L.
CFO
- 1220
 124.06 USD
11 years ago
Mar 04, 2013
Sell 124 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 1000
 124.08 USD
11 years ago
Feb 28, 2013
Sell 34.8 K USD
SCHWERTNER RAY D.
Vice President
- 300
 116 USD
11 years ago
Dec 17, 2012
Sell 265 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 2500
 105.99 USD
11 years ago
Dec 18, 2012
Sell 77.2 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 718
 107.57 USD
11 years ago
Dec 14, 2012
Sell 106 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 1000
 105.77 USD
12 years ago
Nov 06, 2012
Bought 5.29 K USD
Gohlke Henry James
Vice President
+ 49
 108 USD
12 years ago
Nov 06, 2012
Bought 6.69 K USD
Gohlke Henry James
Vice President
+ 62
 107.97 USD
12 years ago
Nov 05, 2012
Bought 18.8 K USD
Gohlke Henry James
Vice President
+ 174
 108 USD
12 years ago
Nov 05, 2012
Bought 18.8 K USD
Gohlke Henry James
Vice President
+ 174
 108 USD
12 years ago
Oct 31, 2012
Bought 21.9 K USD
Strup Richard F.
Director
+ 200
 109.36 USD
12 years ago
Oct 31, 2012
Bought 10.9 K USD
Strup Richard F.
Director
+ 100
 109.36 USD
12 years ago
Oct 31, 2012
Bought 8.33 K USD
Strup Richard F.
Director
+ 76
 109.65 USD
12 years ago
Oct 31, 2012
Bought 2.62 K USD
Strup Richard F.
Director
+ 24
 109.34 USD
12 years ago
Jun 22, 2012
Sell 37.1 K USD
PETERSON JEFFREY G
Vice President
- 350
 105.89 USD
12 years ago
Jun 22, 2012
Sell 194 K USD
PETERSON JEFFREY G
Vice President
- 1842
 105.08 USD
12 years ago
Jun 22, 2012
Sell 31.2 K USD
PETERSON JEFFREY G
Vice President
- 300
 104 USD
12 years ago
Jun 22, 2012
Sell 42.4 K USD
PETERSON JEFFREY G
Vice President
- 406
 104.55 USD
12 years ago
Jun 22, 2012
Sell 164 K USD
PETERSON JEFFREY G
Vice President
- 1602
 102.41 USD
12 years ago
Jun 18, 2012
Sell 171 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 1692
 101.3 USD
12 years ago
Jun 19, 2012
Sell 385 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 3808
 101 USD
12 years ago
Jun 15, 2012
Sell 51.4 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 500
 102.74 USD
12 years ago
Jun 13, 2012
Sell 223 K USD
PETERSON JEFFREY G
Vice President
- 2250
 99.21 USD
12 years ago
May 30, 2012
Sell 700 K USD
Thomas William R III
Vice President
- 8090
 86.5 USD
12 years ago
May 18, 2012
Sell 304 K USD
PETERSON JEFFREY G
Vice President
- 3000
 101.38 USD
12 years ago
May 21, 2012
Sell 153 K USD
PETERSON JEFFREY G
Vice President
- 1500
 102 USD
12 years ago
May 18, 2012
Sell 203 K USD
Morris Tracy L.
CFO
- 2000
 101.58 USD
12 years ago
May 21, 2012
Sell 103 K USD
BELA MARQUEZ D
Vice President
- 1000
 103.02 USD
12 years ago
May 21, 2012
Sell 103 K USD
BELA MARQUEZ D
Vice President
- 1000
 103.02 USD
12 years ago
May 21, 2012
Sell 204 K USD
NEBLETT GLENN M.
Vice President
- 2000
 102 USD
12 years ago
Feb 14, 2012
Sell 708 K USD
Thomas William R III
Vice President
- 7776
 91.04 USD
12 years ago
Feb 15, 2012
Sell 202 K USD
Thomas William R III
Vice President
- 2224
 90.71 USD
13 years ago
Aug 18, 2011
Sell 212 K USD
PETERSON JEFFREY G
Vice President
- 2500
 84.82 USD
13 years ago
Aug 04, 2011
Sell 141 K USD
ASHBAUGH WILLIAM M
Senior Vice President
- 1500
 94 USD
7. News
BDC Weekly Review: Tax-Loss Season Is Approaching We take a look at the action in business development companies through the second week of November and highlight some of the key themes we are watching. BDCs saw a 2% aggregate return on the week; TPVG surged nearly 20%, while PSEC dropped due to a bad quarter and distribution cut. Tax-loss season may pressure some securities; PSEC, HRZN, TPVG, TCPC, OCSL, GSBD, NMFC, and CSWC could weaken further by year-end. seekingalpha.com - 1 day ago
Baby Boomers Should Buy These 10% and More Ultra-High-Yield Stocks Hand-Over-Fist With the youngest Baby Boomers (Americans born between 1946 and 1964) approaching retirement age, it's becoming increasingly important to focus on magnificent dividend stocks that will supply significant passive income either in or out of designated retirement accounts like IRAs. 247wallst.com - 4 days ago
Buy The Dip With +10% Yield: Capital Southwest Panic selling is a terrible way to destroy your income stream, and retirees are often guilty of this practice. We review the recent earnings and dip to see if the sell-off is overdone. I collect income from all corners of the economy to fund my retirement. seekingalpha.com - 5 days ago
BDC Weekly Review: Capital Southwest Investors Didn't Like The Earnings We take a look at the action in business development companies through the first week of November and highlight some of the key themes we are watching. BDCs pulled back around 2% along with other higher-beta income sectors. Investors did not like CSWC results, with the stock 7% lower from prior to the report. seekingalpha.com - 1 week ago
Capital Southwest: Strong BDC In A Hold(ing) Pattern Capital Southwest is a well-managed BDC with a conservative investment strategy. The leadership team has built an investment strategy around middle market companies while expanding its lower middle market portfolio. Capital Southwest currently faces growth challenges from increased competition, tighter spreads and a rise in non-accrual loans. seekingalpha.com - 1 week ago
Capital Southwest: Mediocre Quarter? Don't Ignore The Growth Capital Southwest's recent earnings report showed a decline in net investment income and total investment income, but impressive portfolio growth and solid credit quality. Despite a slight drop in NAV, this grew on an absolute basis. Their balance sheet remains strong with significant liquidity and one of the  lowest leverages amongst their peers. Investors should wait for a pullback to around $18 or below for a better entry point, as the stock is currently expensive. seekingalpha.com - 1 week ago
Capital Southwest Announces Pricing of Convertible Notes Offering DALLAS, Nov. 05, 2024 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (Nasdaq: CSWC) (“Capital Southwest”) today announced the pricing of $200,000,000 principal amount of 5.125% Convertible Notes due 2029 (the “notes”) in an underwritten offering (the “offering”). Capital Southwest also granted the underwriters of the notes an option to purchase up to an additional $30,000,000 principal amount of notes, solely to cover over-allotments. The sale of the notes is expected to close on November 8, 2024, subject to customary closing conditions. globenewswire.com - 1 week ago
Capital Southwest Announces Proposed Convertible Notes Offering DALLAS, Nov. 04, 2024 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (Nasdaq: CSWC) (“Capital Southwest”) today announced the commencement of a registered public offering of unsecured convertible notes due 2029 (the “notes”) in an underwritten offering (the “offering”). globenewswire.com - 1 week ago
Capital Southwest (CSWC) Q2 2025 Earnings Conference Call Transcript Capital Southwest (NASDAQ:CSWC ) Q2 2025 Earnings Conference Call October 29, 2024 11:00 AM ET Company Participants Chris Rehberger - EVP of Finance Bowen Diehl - CEO Josh Weinstein - Chief Investment Officer Michael Sarner - CFO Conference Call Participants Brian Mckenna - JMP Securities Bryce Rowe - B. Riley Securities FBR Doug Harter - UBS Matthew Hurwit - Jefferies Robert Dodd - Raymond James Operator Thank you for joining today's Capital Southwest Second Quarter Fiscal Year 2025 Earnings Call. seekingalpha.com - 2 weeks ago
Capital Southwest (CSWC) Meets Q2 Earnings Estimates Capital Southwest (CSWC) came out with quarterly earnings of $0.66 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.69 per share a year ago. zacks.com - 2 weeks ago
Capital Southwest: 10% Yield, Market Favorite CSWC has paid five straight $.06/share supplemental quarterly dividends. The article covers key aspects such as earnings, new business ventures and dividends, providing a comprehensive overview of the company's financial health. Analysts' price targets and valuations are discussed, offering insights into the stock's potential market performance and investment attractiveness. seekingalpha.com - 3 weeks ago
Capital Southwest: Strong Portfolio But NAV Growth Can Be Improved I maintain a hold rating on Capital Southwest due to its high premium to NAV and lack of recent NAV growth. CSWC's portfolio is strong, with 88.9% in first lien senior secured debt and diverse industry exposure. Non-accrual rates have improved to 1.9%, but the high interest rate environment poses ongoing risks to borrower performance and net investment income levels. seekingalpha.com - 3 weeks ago
8. Profile Summary

Capital Southwest Corporation CSWC

image
COUNTRY US
INDUSTRY Asset Management
MARKET CAP $ 1.09 B
Dividend Yield 2.55%
Description 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.
Contact 8333 Douglas Avenue, Dallas, TX, 75225 https://www.capitalsouthwest.com
IPO Date March 17, 1980
Employees 27
Officers Ms. Ally Benson Assistant Controller Mr. Will Riley Vice President Mr. Spencer Klein Principal Mr. Grant Eason Principal Mr. Bowen S. Diehl President, Chief Executive Officer & Director Mr. Joshua S. Weinstein CFA Senior MD & Chief Investment Officer Mr. James Stafford Accounting Senior Manager Mr. Chris Rehberger Executive Vice President & Treasurer Ms. Amy Baker CPA Controller Mr. Ryan Kelly Managing Director