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Metrics as of 10/14/2026, 04:49 PM (Berlin time), refresh in progress.

Capital Southwest Stock

Capital Southwest Corporation

CSWCNASDAQMarkt
US$23.08
-1.9% today

Company data

Sector
Financial Services
Industry
Asset Management
Country
United States
CEO
Michael Scott Sarner
Employees
36
Market cap
$1.5 B
IPO
17/03/1980

Capital Southwest Corporation operates as a business development company (BDC) within the financial services sector. Headquartered in Dallas, USA, the company was established on April 19, 1961. With 36 employees, the firm specializes in credit, private equity, and venture capital investments targeting middle market…

Company description based on the data provider's company data, AI-assisted, created on 16/10/2026. Not investment advice.

Capital Southwest stock: price history

16/10/25+13.5 %16/10/26

1D

-1.9%

1W

-2.0%

1M

-2.2%

6M

-5.0%

YTD

+4.2%

1Y

+13.5%

2Y

-10.2%

5Y

-15.9%

10Y

+58.7%

Next earnings date

Next earnings date

02/11/2026 (in 16 days)

Volatility around earnings

~14% weaker price swings than usual

Ask the agents about Capital Southwest

Analyst assessment of Capital Southwest

PRICE TARGET LOW

US$24.00

CONSENSUS

US$24.00

MEDIAN

US$24.00

PRICE TARGET HIGH

US$24.00

0

STRONG BUY

8

BUY

3

HOLD

0

SELL

0

STRONG SELL

11

TOTAL · Buy

As of: 09/10/2026

ANALYST FIRMRATINGACTIONDATE
UBSNeutralmaintain09/10/2026
CitizensMarket Outperformmaintain05/08/2026
B. Riley SecuritiesBuymaintain05/08/2026
B. Riley SecuritiesBuymaintain15/05/2026
UBSNeutralmaintain14/10/2025 (older than 12 months)
Raymond JamesOutperformmaintain08/08/2025 (older than 12 months)
B. Riley SecuritiesBuymaintain08/08/2025 (older than 12 months)
UBSNeutralmaintain16/07/2025 (older than 12 months)

Capital Southwest stock metrics

P/E

12.08

P/B

1.33

EV/EBITDA

12.16

RETURN ON EQUITY

2.3%

NET MARGIN

40.2%

DEBT/EQUITY

0.46

DIVIDEND YIELD

11.1%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

96.9%

FLOAT SHARES

60,187,493

AVG. DAILY VOLUME (30D)

561,543

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Thomas William R III

DirectorPurchase2,17023.04Spontaneous01/10/2026

Thomas William R III

DirectorGrant1,989–Spontaneous12/08/2026

Brooks David R

DirectorGrant1,989–Spontaneous11/08/2026

BATTIST CHRISTINE

DirectorGrant1,989–Spontaneous11/08/2026

FURST JACK D

DirectorGrant1,989–Spontaneous11/08/2026
Page 1 / 4

Attention

1 mention today in US forums, about the same as yesterdayPrice since yesterday: -1.9%

Forums (Reddit)

11/1012/1013/10

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
Sound Income Strategies, LLC876,046-58,27530/09/2026
EPIQ PARTNERS, LLC289,321-4,68230/09/2026
CONFLUENCE INVESTMENT MANAGEMENT LLC104,570+9,20830/09/2026
INDEPENDENT FINANCIAL GROUP, LLC91,921+32,80630/09/2026
Hennion & Walsh Asset Management, Inc.70,828+8,45430/09/2026
Page 1 / 3

Dividends & Stock splits

Dividends

EX-DATEPAY DATEAMOUNTYIELD
15/12/202631/12/2026US$0.2510.9 %
13/11/202630/11/2026US$0.1910.9 %
15/10/202630/10/2026US$0.1910.9 %
15/09/202630/09/2026US$0.2510.7 %
14/08/202631/08/2026US$0.1910.3 %
Page 1 / 8

Stock splits

DATERATIO
01/10/2015681:250
16/08/20134:1
11/09/19872:1
02/09/19812:1
21/06/19762:1

Comparable stocks

Frequently asked questions about Capital Southwest stock

What does Capital Southwest do?

Capital Southwest Corporation is a company in the Financial Services sector, Asset Management industry, headquartered in United States.

The CEO is Michael Scott Sarner, the company employs around 36 people.

The IPO was on 17/03/1980; the stock trades on NASDAQ under the ticker CSWC.

What do analysts say about Capital Southwest stock?

11 analysts rate the stock, the consensus is Buy (as of 09/10/2026).

The average price target is US$24.00, ranging from US$24.00 to US$24.00, with a median of US$24.00.

This is an external assessment, not a statement by Market Jury.

When does Capital Southwest report next?

The next earnings date is 02/11/2026.

Around past earnings, price swings were roughly -14% stronger than usual.

Does Capital Southwest pay a dividend?

Yes. The last dividend was US$0.25 per share, ex-date 15/12/2026, paid on 31/12/2026.

The dividend yield is 11.1% (as of 30/06/2026).

Which stocks are comparable to Capital Southwest?

Comparable stocks include BlackRock, Blackstone, KKR &, Apollo Global Management, State Street, Ameriprise Financial, Ares Management and Northern Trust.

How can I get Capital Southwest stock analyzed?

Clicking "Analyze stock" lets five strategies assess Capital Southwest against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.