Capital Southwest/$CSWC

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About Capital Southwest

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 of revenue comprises interest income and dividend income from investments made as well as management fees.
Ticker
$CSWC
Sector
Finance
Primary listing
NASDAQ
Employees
36
Headquarters
Dallas, United States
Website
www.capitalsouthwest.com

CSWC Metrics

BasicAdvanced
$1.5B
12.93
$1.81
0.74
$2.56
9.91%

Bulls say / Bears say

Capital Southwest is still growing its income-producing asset base. It originated $222.3 million of new commitments in the June quarter, lifting the credit portfolio 24% year on year to $2.0 billion, while pre-tax net investment income reached $35.0 million. (Capital Southwest, Capital Southwest)
The portfolio has a defensive structure for a middle-market lender. Ninety-nine per cent of the credit book is first-lien senior secured debt, while new platform deals had average senior leverage of 2.8 times debt to EBITDA and a 29% loan-to-value ratio. (Capital Southwest)
Shareholder income remains a clear attraction. The board maintained a $0.58 regular quarterly dividend and a $0.06 supplemental payment for the December quarter, and the company reported $0.87 per share of undistributed taxable income at June 30. (Markets Insider, Capital Southwest)
The headline payout is not fully covered by the latest quarter’s recurring earnings. Capital Southwest paid $0.64 per share against pre-tax net investment income of $0.57, so the supplemental dividend relies partly on the taxable-income reserve and future portfolio performance. (Capital Southwest, TradingKey)
NAV came under pressure as credit marks worsened. The company recorded $10.9 million of net realised and unrealised depreciation, including $6.4 million from the credit portfolio, and NAV per share fell to $16.61; non-accruals were worth 1.1% of the portfolio at fair value but 2.9% at cost. (Capital Southwest)
CSWC remains exposed to lower interest income if rates fall, while competition can force tighter loan pricing. Management-related commentary indicates that a 75-basis-point fall in base rates would reduce annual net investment income by about $0.19 per share, a material risk when the regular dividend is already close to quarterly NII. (Investing.com, 24/7 Wall St.)
Data summarised monthly by Lightyear AI. Last updated on 16 Sept 2026.

CSWC News

AllArticlesVideos

Capital Southwest Q1 Earnings Call Highlights

MarketBeat2 months ago

Capital Southwest Shareholders Elect Directors, Adjourn Vote on Share Increase

MarketBeat2 months ago
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