Price Chart

DATE TIME TYPE PERIOD REPORTED
EPS
ESTIMATED
EPS
SURPRISE
05/24/2023* 11:00 EST Earnings Call Q4 2023 -- -- --
05/23/2023* -- Results Q4 2023 -- 0.60 --
01/31/2023 11:00 EST Earnings Call Q3 2023 -- -- --
01/30/2023 -- Results Q3 2023 0.62 0.56 9.87%
11/01/2022 11:00 EST Earnings Call Q2 2023 -- -- --
10/31/2022 -- Results Q2 2023 0.52 0.51 2.97%
08/02/2022 11:00 EST Earnings Call Q1 2023 -- -- --
08/01/2022 -- Results Q1 2023 0.49 0.48 1.66%
*Estimated Date/Time

Earnings

Next Report Date 05/23/2023 (est.)
EPS Estimate Upgrade
Last Actual EPS Upgrade

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Last Report Date 01/30/2023
Beat/Miss Upgrade
Return Since 3.70%
Last FQE 12/31/2022
Next FQE 03/31/2023

Profile

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Capital Southwest Corp is an us-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective 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 partnership with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien and subordinated debt, preferred stock and common stock and warrants. The primary source company's revenue comprises of interest income and dividend income from investments made as well as management fees.
URL https://www.capitalsouthwest.com
Investor Relations URL https://ir.capitalsouthwest.com/
HQ State/Province Texas
Sector Financial Services
Industry Asset Management
Equity Style Small Cap/Value
Next Earnings Release May. 23, 2023 (est.)
Last Earnings Release Jan. 30, 2023
Next Ex-Dividend Date Mar. 14, 2023
Last Ex-Dividend Date Dec. 14, 2022

Dividends

Dividend Per Share (TTM) 2.03
2017
2018
2019
2020
2021
No data available
 
6.00%
4.00%
2.00%
 
Yield to Market 8.047
Yield to Sector 3.204
Yield to Industry 3.747
Last Dividend Amt. 0.58
Dividend Frequency Quarterly
Last Ex-Dividend Date Dec. 14, 2022
Yield (TTM) 10.35%
Forward Yield 10.81%
Payout Ratio 179.1%
Cash Payout Ratio -26.12%
Consistent Payer (5Y) Yes
Consistent Growth (5Y) Yes

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

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Annual Total Returns Versus Peers

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Name
2016
2017
2018
2019
2020
2021
2022
YTD
19.34%
9.88%
29.51%
22.67%
-1.94%
57.63%
-24.32%
14.74%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
7.86%
--
--
--
--
-16.61%
8.31%
-12.25%
18.52%
34.91%
7.74%
-33.52%
40.46%
17.48%
47.59%
-7.86%
7.74%
27.96%
4.53%
8.79%
31.25%
0.64%
36.18%
-3.83%
6.61%
34.77%
1.88%
-9.45%
26.35%
0.82%
10.84%
-19.98%
15.52%
As of February 03, 2023.

Profile

Edit
Capital Southwest Corp is an us-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective 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 partnership with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien and subordinated debt, preferred stock and common stock and warrants. The primary source company's revenue comprises of interest income and dividend income from investments made as well as management fees.
URL https://www.capitalsouthwest.com
Investor Relations URL https://ir.capitalsouthwest.com/
HQ State/Province Texas
Sector Financial Services
Industry Asset Management
Equity Style Small Cap/Value
Next Earnings Release May. 23, 2023 (est.)
Last Earnings Release Jan. 30, 2023
Next Ex-Dividend Date Mar. 14, 2023
Last Ex-Dividend Date Dec. 14, 2022

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
F00001ENLH 800.00 USD 8.00%
F00001E695 747.00 USD 7.47%
SMBDXX 724.00 USD 7.24%
KBWD 11.40M USD 2.80%
PBDC 147026.0 USD 2.43%
FGB 1.384M USD 2.15%
VPC 429972.0 USD 2.04%
FOSIZX 192853.0 USD 1.93%
BIZD 8.796M USD 1.51%
LSHEX 287980.0 USD 1.02%
PFC3401 485897.0 USD 1.00%

Top Portfolio Holders

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