Capital Southwest (CSWC) Financials: Revenue & Earnings

CSWC price $22.79 0.00 0.00%

Ticker
CSWC
Price
$22.79
Change
0.00 0.00%
Market cap ?
$1.45B
P/E ?
11.93
Forward P/E ?
9.82
Dividend yield ?
11.24%
Beta ?
0.75
Sector
Financial Services
Industry
Asset Management
Stocklytics score
47
Value
44
Quality
52
Growth
46

Stocklytics score rationale: value 44, quality 52, growth 46.

Financials

2017201820192020202120222023202420252026
393830005806700061051000156000007257600010292600090326000152149000163812000245935000

Capital Southwest Corporation operates as a business development company (BDC), specializing in credit, private equity, and venture capital investments focused on middle market companies throughout the United States. The firm engages across various investment stages, including mezzanine financing, later-stage and mature businesses, late venture, emerging growth enterprises, buyouts, recapitalizations, and growth…

Fair value

CSWC fair value $27.12. Price $22.79. Price is 16% below fair value.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Compare CSWC

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-02—0.57—65.61M
2026-08-030.580.5661.05M61.22M
2026-05-130.570.5657.76M61.78M
2026-02-020.640.5961.45M58.12M
2025-11-030.570.5856.95M55.48M
2025-08-060.590.5955.95M54.30M
2025-05-140.540.6252.34M52.71M
2025-02-030.630.6351.97M50.28M
2024-10-280.660.6548.71M49.31M
2024-08-050.630.6651.35M49.09M
2024-05-140.660.6646.34M45.64M
2024-01-300.700.6648.57M44.84M
2023-10-300.690.6542.78M41.96M
2023-08-080.650.6440.36M38.74M
2023-05-230.650.6237.19M35.94M
2023-01-300.620.5632.77M29.95M
2022-10-310.520.5223.23M25.36M
2022-08-010.490.4813.94M22.40M
2022-05-230.500.4821.00M21.59M
2022-01-310.510.4722.31M20.62M
2021-11-010.430.4424.13M20.62M
2021-08-020.430.4425.11M18.58M
2021-05-250.390.4320.10M55.16M
2021-02-010.450.4126.90M17.18M
2020-10-300.450.3925.77M17.84M
2020-08-030.380.3817.75M15.16M
2020-06-010.390.39-17.02M15.04M
2020-02-030.390.365.67M14.75M
2019-11-040.380.4211.61M16.82M
2019-08-050.420.4015.34M15.05M
2019-06-030.400.4017.76M14.31M
2019-02-040.390.3811.36M13.52M
2018-11-060.340.3213.57M11.86M
2018-08-060.290.2917.82M11.11M
2018-06-040.280.2820.52M9.87M
2018-02-050.270.2614.60M8.69M
2017-11-060.240.2513.21M8.86M
2017-08-070.220.239.73M8.07M
2017-05-310.22—10.74M—
2017-02-060.21—11.88M—

Dividends

Yield 11.24%. Payout ratio 136.85%. Frequency Monthly.

Safety score 45/100 · Watch. Payout ratio is 137% of earnings, above what earnings cover. Free-cash-flow coverage is not available, so this part stays neutral. Dividends were paid in 42 separate years. Yield is 11.2%, high enough that the payout may be hard to keep.

Ex-dateDividendRecordPaymentFrequency
2026-12-15$0.252026-12-152026-12-31Monthly
2026-11-13$0.192026-11-132026-11-30Monthly
2026-10-15$0.192026-10-152026-10-30Monthly
2026-09-15$0.252026-09-152026-09-30Special
2026-08-14$0.192026-08-142026-08-31Monthly
2026-07-15$0.192026-07-152026-07-31Irregular
2026-06-15$0.252026-06-152026-06-30Special
2026-05-15$0.192026-05-152026-05-29Monthly
2026-04-15$0.192026-04-152026-04-30Irregular
2026-03-13$0.252026-03-132026-03-31Special
2026-02-13$0.192026-02-132026-02-27Monthly
2026-01-15$0.192026-01-152026-01-30Irregular
2025-12-15$0.252025-12-152025-12-31Special
2025-11-14$0.192025-11-142025-11-28Monthly
2025-10-15$0.192025-10-152025-10-31Irregular
2025-09-15$0.252025-09-152025-09-30Special
2025-08-15$0.192025-08-152025-08-29Monthly
2025-07-15$0.192025-07-152025-07-31Irregular
2025-06-13$0.642025-06-132025-06-30Special
2025-03-14$0.642025-03-142025-03-31Special
2024-12-13$0.632024-12-132024-12-31Special
2024-09-13$0.642024-09-132024-09-30Special
2024-06-14$0.632024-06-142024-06-28Special
2024-03-14$0.632024-03-152024-03-29Special
2023-12-14$0.632023-12-152023-12-29Special
2023-09-14$0.622023-09-152023-09-29Special
2023-06-14$0.592023-06-152023-06-30Special
2023-03-14$0.582023-03-152023-03-31Special
2022-12-14$0.572022-12-152022-12-30Special
2022-09-14$0.502022-09-152022-09-30Semi-Annual
2022-06-14$0.632022-06-152022-06-30Special
2022-03-14$0.482022-03-152022-03-31Irregular
2021-12-14$0.972021-12-152021-12-31Special
2021-09-14$0.542021-09-152021-09-30Special
2021-06-14$0.532021-06-152021-06-30Special
2021-03-12$0.522021-03-152021-03-31Special
2020-12-14$0.512020-12-152020-12-31Special
2020-09-14$0.512020-09-152020-09-30Special
2020-06-12$0.512020-06-152020-06-30Special
2020-03-13$0.512020-03-162020-03-31Special
2019-12-19$2.102019-12-202019-12-31Quarterly
2019-09-13$0.502019-09-162019-09-30Quarterly
2019-06-13$0.492019-06-142019-06-28Quarterly
2019-03-14$0.482019-03-152019-03-29Quarterly
2018-12-13$0.462018-12-142018-12-31Quarterly
2018-09-14$0.442018-09-172018-09-28Quarterly
2018-06-25$0.892018-06-262018-07-02Quarterly
2018-03-14$0.282018-03-152018-04-02Quarterly
2017-12-14$0.262017-12-152018-01-02Quarterly
2017-09-14$0.242017-09-152017-10-02Quarterly
2017-06-13$0.212017-06-152017-07-03Semi-Annual
2017-03-13$0.452017-03-152017-04-03Quarterly
2016-12-13$0.172016-12-152017-01-03Quarterly
2016-09-13$0.112016-09-152016-10-01Quarterly
2016-06-16$0.062016-06-202016-07-01Quarterly
2016-03-11$0.042016-03-152016-04-01Semi-Annual
2015-05-12$0.042015-05-142015-05-29Semi-Annual
2014-11-12$0.042014-11-142014-11-28Semi-Annual
2014-05-13$0.042014-05-152014-05-30Semi-Annual
2013-11-13$0.102013-11-152013-11-29Semi-Annual
2013-05-15$0.102013-05-172013-05-31Semi-Annual
2013-03-13$0.252013-03-152013-03-28Quarterly
2012-11-13$0.042012-11-152012-11-30Semi-Annual
2012-05-22$1.612012-05-242012-06-08Special
2012-05-15$0.042012-05-172012-05-31Semi-Annual
2011-11-10$0.042011-11-152011-11-30Semi-Annual
2011-05-13$0.042011-05-172011-05-31Semi-Annual
2010-11-10$0.042010-11-152010-11-30Semi-Annual
2010-05-12$0.042010-05-142010-05-28Semi-Annual
2009-11-12$0.042009-11-162009-11-30Semi-Annual
2009-05-13$0.042009-05-152009-05-29Semi-Annual
2008-12-17$0.202008-12-192008-12-26Monthly
2008-11-12$0.042008-11-142008-11-28Semi-Annual
2008-09-22$0.032008-09-242008-10-31Quarterly
2008-05-13$0.042008-05-152008-05-30Semi-Annual
2007-11-13$0.042007-11-152007-11-30Semi-Annual
2007-05-11$0.022007-05-152007-05-31Semi-Annual
2006-11-13$0.042006-11-152006-11-30Semi-Annual
2006-05-11$0.022006-05-152006-05-31Semi-Annual
2005-11-10$0.042005-11-152005-11-30Semi-Annual

Insider trades

DateInsiderActionSharesPriceValue
2026-10-01Thomas William R IIIBuy2.17K$23.0450.01K
2026-08-10Thomas William R IIIBuy1.99K——
2026-08-10FURST JACK DBuy1.99K——
2026-08-10Rogers-Windsor Ramona LynnBuy1.99K——
2026-08-10Brooks David RBuy1.99K——
2026-08-10BATTIST CHRISTINEBuy1.99K——
2026-06-30Rogers-Windsor Ramona LynnBuy211$23.705.00K
2026-06-17BATTIST CHRISTINEBuy860$23.2319.98K
2026-06-10Weinstein Joshua S.Sell9.59K$23.54225.70K
2026-06-10Sarner Michael ScottSell11.71K$23.54275.54K
2026-06-10Rehberger ChrisSell3.69K$23.5486.82K
2026-06-09Weinstein Joshua S.Buy100.00K——
2026-06-09Weinstein Joshua S.Sell11.35K$23.28264.20K
2026-06-09Sarner Michael ScottBuy140.00K——
2026-06-09Sarner Michael ScottSell13.77K$23.28320.45K
2026-06-09Rehberger ChrisBuy75.00K——
2026-06-09Rehberger ChrisSell4.49K$23.28104.57K
2026-06-05Thomas William R IIIBuy5.00K$23.40117.00K
2026-06-05Thomas William R IIISell4.66K$23.29108.57K
2026-06-01Rogers-Windsor Ramona LynnBuy213$23.424.99K
2026-02-27Sarner Michael ScottBuy2.69K$21.9059.01K
2026-02-09BATTIST CHRISTINEBuy600$23.1613.90K
2025-10-01Rogers-Windsor Ramona LynnBuy463$21.559.98K
2025-08-20BATTIST CHRISTINEBuy667$22.4514.97K
2025-08-12FURST JACK DBuy2.19K——
2025-08-12Brooks David RBuy2.19K——
2025-08-12Rogers-Windsor Ramona LynnBuy2.19K——
2025-08-12BATTIST CHRISTINEBuy2.19K——
2025-08-12Thomas William R IIIBuy2.19K——
2025-06-23Rogers-Windsor Ramona LynnBuy471$21.199.98K
2025-06-10Weinstein Joshua S.Sell12.04K$21.35257.08K
2025-06-10Sarner Michael ScottSell15.32K$21.35327.06K
2025-06-10Rehberger ChrisSell3.04K$21.3564.93K
2025-06-09Weinstein Joshua S.Buy65.00K——
2025-06-09Weinstein Joshua S.Sell3.13K$21.0665.85K
2025-06-09Sarner Michael ScottBuy80.00K——
2025-06-09Sarner Michael ScottSell3.65K$21.0676.83K
2025-06-09Rehberger ChrisBuy45.00K——
2025-06-09Rehberger ChrisSell1.13K$21.0623.71K
2025-05-27BATTIST CHRISTINEBuy476$20.879.93K
2025-03-26Rogers-Windsor Ramona LynnBuy450$22.5210.13K
2025-02-17Rehberger ChrisOther0——
2024-12-12Rogers-Windsor Ramona LynnBuy250$22.675.67K
2024-11-08BATTIST CHRISTINEBuy256$23.135.92K
2024-11-07Rogers-Windsor Ramona LynnBuy500$23.0711.53K
2024-09-16Rogers-Windsor Ramona LynnBuy250$25.036.26K
2024-08-09Rogers-Windsor Ramona LynnBuy2.09K——
2024-08-09Thomas William R IIIBuy2.09K——
2024-08-09BATTIST CHRISTINEBuy2.09K——
2024-08-09FURST JACK DBuy2.09K——
2024-08-09Brooks David RBuy2.09K——
2024-08-09BATTIST CHRISTINEBuy406$23.949.72K
2024-06-28Rogers-Windsor Ramona LynnBuy200$26.135.23K
2024-06-21BATTIST CHRISTINEBuy197$24.964.92K
2024-06-10DIEHL BOWEN SBuy95.00K——
2024-06-10DIEHL BOWEN SSell17.28K$26.13451.58K
2024-06-10Sarner Michael ScottBuy75.00K——
2024-06-10Sarner Michael ScottSell13.61K$26.13355.55K
2024-06-10Weinstein Joshua S.Buy60.00K——
2024-06-10Weinstein Joshua S.Sell10.12K$26.13264.36K
2024-06-09DIEHL BOWEN SSell8.42K$26.13220.07K
2024-06-09Sarner Michael ScottSell4.72K$26.13123.41K
2024-06-09Weinstein Joshua S.Sell3.56K$26.1393.02K
2024-06-03Thomas William R IIIBuy9.40K$25.87243.14K
2024-06-03Thomas William R IIISell8.22K——
2024-05-29BATTIST CHRISTINEBuy192$25.254.85K
2024-05-23Rogers-Windsor Ramona LynnBuy500$25.6512.82K
2023-12-21Rogers-Windsor Ramona LynnBuy500$23.2911.64K
2023-11-15DIEHL BOWEN SSell2.21K$22.1749.06K
2023-11-15Sarner Michael ScottSell1.87K$22.1741.44K
2023-11-15Weinstein Joshua S.Sell1.13K$22.1725.07K
2023-11-02Rogers-Windsor Ramona LynnBuy500$21.6710.84K
2023-08-10FURST JACK DBuy2.24K——
2023-08-10Rogers-Windsor Ramona LynnBuy2.24K——
2023-08-10Brooks David RBuy2.24K——
2023-08-10Thomas William R IIIBuy2.24K——
2023-08-10BATTIST CHRISTINEBuy2.24K——
2023-06-10DIEHL BOWEN SSell17.28K$19.86343.22K
2023-06-10Sarner Michael ScottSell12.53K$19.86248.79K
2023-06-10Weinstein Joshua S.Sell8.08K$19.86160.55K
2023-06-09DIEHL BOWEN SBuy85.61K——
2023-06-09Sarner Michael ScottBuy59.93K——
2023-06-09Weinstein Joshua S.Buy51.37K——
2023-02-06Rogers-Windsor Ramona LynnBuy500$19.699.84K
2022-11-15DIEHL BOWEN SSell7.23K$19.09138.02K
2022-11-15Weinstein Joshua S.Sell3.69K$19.0970.40K
2022-11-15Sarner Michael ScottSell6.14K$19.09117.17K
2022-11-04Rogers-Windsor Ramona LynnBuy500$18.979.48K
2022-11-03BATTIST CHRISTINEBuy510$18.999.68K
2022-08-10FURST JACK DBuy2.42K——
2022-08-10Brooks David RBuy2.42K——
2022-08-10BATTIST CHRISTINEBuy2.42K——
2022-08-10Rogers-Windsor Ramona LynnBuy2.42K——
2022-08-10Thomas William R IIIBuy2.42K——
2022-06-22Rogers-Windsor Ramona LynnBuy850$18.5715.78K
2022-06-10DIEHL BOWEN SBuy63.40K——
2022-06-10DIEHL BOWEN SSell11.05K$21.62238.81K
2022-06-10Sarner Michael ScottBuy43.99K——
2022-06-10Sarner Michael ScottSell7.95K$21.62171.77K
2022-06-10Weinstein Joshua S.Buy37.47K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 197, holders +22 vs prior quarter. Ownership 28.35%.

HolderSharesChangeChange %Value
VAN ECK ASSOCIATES CORP1.53M399.11K+35.40%36.29M
UBS GROUP AG1.22M364.11K+42.63%28.96M
TWO SIGMA INVESTMENTS, LP1.18M-1.17M-49.76%28.06M
SOUND INCOME STRATEGIES, LLC934.32K30.99K+3.43%22.21M
SANDERS MORRIS HARRIS LLC759.99K-351.18K-31.60%18.07M
EMPOWERED FUNDS, LLC525.70K-93.40K-15.09%12.50M
EMPIRICAL FINANCE, LLC525.50K-93.37K-15.09%12.49M
LEGAL & GENERAL GROUP PLC499.71K56.58K+12.77%11.89M
CETERA INVESTMENT ADVISERS490.93K38.23K+8.44%11.67M
MUZINICH & CO., INC.435.91K9.67K+2.27%10.36M
ENVESTNET ASSET MANAGEMENT INC417.57K14.65K+3.64%9.93M
LPL FINANCIAL LLC402.58K170.87K+73.74%9.57M
FRANKLIN TEMPLETON INC379.69K50.56K+15.36%9.03M
MELIA WEALTH LLC377.76K-137.72K-26.72%8.98M
COLUMBUS MACRO, LLC374.87K17.09K+4.78%8.91M
TECTONIC ADVISORS LLC355.37K355.37KNew8.45M
BLACKROCK, INC.300.38K23.89K+8.64%7.14M
EPIQ PARTNERS, LLC294.00K-18.32K-5.87%6.99M
SUMITOMO MITSUI TRUST GROUP, INC.291.78K7.00K+2.46%6.94M
RAYMOND JAMES FINANCIAL INC269.53K4.87K+1.84%6.41M
SUSQUEHANNA INTERNATIONAL GROUP, LLP253.80K-7.20K-2.76%6.03M
WOMACK FINANCIAL LLC230.54K-1.74K-0.75%5.48M
MORGAN STANLEY215.97K31.94K+17.36%5.13M
BEACON POINTE ADVISORS, LLC197.77K1.00K+0.51%4.70M
FIRST MANHATTAN CO. LLC.167.84K-21.02K-11.13%3.99M

Earnings and financials

Capital Southwest Corporation (CSWC) trades at $22.79, with a market cap of $1.45B and a trailing P/E of 11.93. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

Financials

2017201820192020202120222023202420252026
393830005806700061051000156000007257600010292600090326000152149000163812000245935000

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Capital Southwest (CSWC) Financials: Revenue & Earnings

CSWC$22.790.00 0.00%

$1.45B

Market Cap

11.93

P/E

9.82

Forward P/E

47

Score

Price History