Capital Southwest Corporation (CSWC)

Capital Southwest Corp's stock has experienced several notable events in the past six months, including reaching an all-time high of $23.72 on January 15, 2026, and a 52-week high of $23.86, with a 52-week low of $17.46. The company has consistently declared dividends, such as a regular monthly dividend of $0.1934 per share for February 2026. Capital Southwest reported its financial results for the third fiscal quarter of 2026, with a total investment portfolio of $2.0 billion. On February 3, 2026, the company announced its Q3 2025 earnings, surpassing analyst expectations with an EPS of $0.64 and revenue of $61.45 million, leading to a pre-market stock increase of 1.38%. Analysts generally have a "Buy" consensus rating for CSWC, with an average price target of $23.50 as of October 14, 2025.

While Capital Southwest Corp's direct financing services do not inherently exhibit strong seasonality, the demand for financing from its middle-market clients can be indirectly influenced by broader economic and industry-specific seasonal trends. The company's revenue segments include Consumer Products and Healthcare Services, which can experience seasonal fluctuations in demand for their own products and services. The underlying seasonality of their clients' operations could indirectly affect the origination and performance of CSWC's investments.

Capital Southwest Corp is a Dallas-based BDC specializing in customized financing solutions for middle-market companies, operating in the Financials sector, specifically in Capital Markets and Asset Management. The company offers debt and equity financing to support the acquisition and growth of middle-market businesses, with a diversified investment portfolio across various industries, including first lien, second lien, and non-control equity co-investments. Capital Southwest focuses on providing flexible financing solutions through partnerships with business owners, management teams, and financial sponsors, with revenue segments including Business Services, Consumer Products, and Healthcare Services. The company avoids investments in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies where significant senior management is departing.

Capital Southwest Corp primarily serves middle-market companies in the United States. The company has experienced notable growth in the North American market, driven by increased demand for consumer products and healthcare services.

Capital Southwest Corp generally maintains a positive brand reputation, particularly among analysts, with a consensus "Buy" rating, and is often described as a "Solid BDC" with a "High Quality And Stable 10% Yield." While the company is well-regarded for income, its growth potential or current valuation might be a point of discussion for some investors. No specific negative events significantly impacting its overall reputation were found in the past year, beyond the inherent volatility and lower liquidity characteristics sometimes associated with BDCs.

Capital Southwest Corporation has 182 institutional owners and shareholders, collectively holding 17,318,763 shares, including major institutional shareholders such as Van Eck Associates Corp and BlackRock, Inc. Individual insider buying has also been reported. Public companies and retail investors hold a significant portion, representing 73.95% of shares outstanding.