Capital Southwest Corporation CSWC
Price alert —
Sign in to get a one-time email the moment CSWC crosses your price. Free accounts included.
Sign in / create a free accountPrice chart
Loading…
Latest bar · CSWC
Momentum reads · latest daily barGreen means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.
Financial overlay · last 12 quarters
The story behind the price: three years of quarterly results laid over the chart, so you can see whether the stock has been following the business — or running ahead of it.
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0.0B | $0.0B | — | $-0.1B | 84.2% | — |
| 2025-12-31 | $0.0B | $0.0B | — | $-0.1B | 75.0% | — |
| 2025-09-30 | $0.0B | $0.0B | — | $-0.1B | 70.4% | — |
| 2025-06-30 | $0.0B | $0.0B | — | $0.0B | 70.2% | — |
| 2025-03-31 | $0.0B | $0.0B | — | $-0.1B | 57.0% | — |
| 2024-12-31 | $nanB | $nanB | — | — | nan% | — |
Tip: toggle P/E, FCF, ROE, Gross margin and more on the chart above — every overlay is free.
Compare CSWC vs peers
Line CSWC up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.
Add tickers to compare with CSWC
~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.
Earnings replay · last 20 reports
How this stock actually behaves on report day: each past earnings print with the beat-or-miss and the next-day move — a track record for handicapping the next one.
| Date | EPS actual | EPS est | Surprise | Next-day |
|---|---|---|---|---|
| 2026-05-13 | 0.57 | 0.58 | -1.7% | +2.4% |
| 2026-02-02 | 0.64 | 0.60 | +7.4% | +0.6% |
| 2025-11-03 | 0.57 | 0.58 | -1.9% | -2.2% |
| 2025-08-06 | 0.59 | 0.59 | +0.8% | -0.6% |
| 2025-05-14 | 0.54 | 0.61 | -11.5% | -0.4% |
| 2025-02-03 | 0.63 | 0.62 | +2.0% | +2.1% |
| 2024-10-28 | 0.66 | 0.65 | +0.9% | -4.8% |
| 2024-08-05 | 0.63 | 0.63 | -0.2% | +3.4% |
| 2024-05-14 | 0.66 | 0.66 | +0.6% | -3.0% |
| 2024-01-29 | 0.70 | 0.66 | +6.2% | +1.5% |
| 2023-10-30 | 0.69 | 0.65 | +6.0% | +2.6% |
| 2023-08-07 | 0.65 | 0.64 | +0.8% | +3.9% |
| 2023-05-22 | 0.65 | 0.62 | +5.4% | +0.2% |
| 2023-01-30 | 0.62 | 0.56 | +9.9% | +4.7% |
| 2022-10-31 | 0.52 | 0.51 | +3.0% | +2.4% |
| 2022-08-01 | 0.49 | 0.48 | +1.7% | -0.6% |
| 2022-05-23 | 0.50 | 0.48 | +3.3% | +1.8% |
| 2022-01-31 | 0.51 | 0.47 | +8.1% | +5.3% |
| 2021-11-01 | 0.43 | 0.44 | -1.7% | +0.7% |
| 2021-08-02 | 0.43 | 0.44 | -1.8% | +6.6% |
Earnings markers are overlaid on the daily price chart above. Click a ▲ marker for that day's move.
Peer comparison · Financial Services
Context check: the same key numbers for the closest Financial Services names side by side, so you can tell whether this stock is the standout or just moving with its group.
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| CSWC ★ | $1B | 12.5 | 10.6 | 6.3 | 8.4 | 1.4 | 100.0% | -4.0% | 28.7% | 6.73% |
| JPM | $930B | 14.9 | 14.1 | — | — | 2.6 | — | 30.4% | 46.9% | — |
| V | $669B | 30.6 | 23.6 | — | 22.3 | 18.9 | 97.8% | 17.1% | 35.5% | 3.12% |
| MA | $469B | 30.7 | 23.3 | — | 22.4 | 70.0 | 100.0% | 15.8% | 21.2% | 3.45% |
| BAC | $435B | 14.2 | 11.7 | — | — | 1.6 | — | 21.4% | 36.0% | — |
| WFC | $264B | 12.6 | 10.9 | 3.2 | — | 1.6 | — | 9.5% | 25.0% | — |
| GS | $317B | 16.9 | 14.7 | — | — | 2.9 | 82.1% | 42.5% | 92.3% | — |
| MS | $338B | 17.4 | 15.9 | 4.3 | — | 3.3 | 87.6% | 28.0% | 62.4% | — |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Who holds the stock and what they've been doing lately — big funds on the left, executives' own buys and sells on the right. Insider buying is the rarer, louder signal.
Top institutional holders
Top-10 concentration: 13.95%
| Holder | Shares | % out |
|---|---|---|
| Two Sigma Investments, LP | 2,349,648 | 3.78% |
| Van Eck Associates Corporation | 1,127,561 | 1.81% |
| Sound Income Strategies, LLC | 934,321 | 1.50% |
| UBS Group AG | 854,131 | 1.37% |
| Sanders Morris Harris LLC | 759,992 | 1.22% |
| Empirical Finance, LLC | 618,866 | 1.00% |
| Empowered Funds, LLC | 619,098 | 1.00% |
| Melia Wealth LLC | 515,478 | 0.83% |
| Cetera Investment Advisers | 452,698 | 0.73% |
| Legal & General Group PLC | 443,138 | 0.71% |
Insider activity · 90d
6 buys / 1 sells · ratio 6.0 · Finnhub
- BATTIST CHRISTINE BUY 14,075 @ $23.23
- Weinstein Joshua S. F 380,585 @ $23.54
- Rehberger Chris F 215,971 @ $23.54
- Sarner Michael Scott F 587,684 @ $23.54
- Weinstein Joshua S. BUY 390,173
- Weinstein Joshua S. F 290,173 @ $23.28
- Rehberger Chris BUY 219,659
- Rehberger Chris F 144,659 @ $23.28
- Sarner Michael Scott BUY 599,389
- Sarner Michael Scott F 459,389 @ $23.28
Analyst estimates
FinnhubWhat Wall Street expects next: the consensus forecasts for the coming quarters. The market usually reacts to results versus these numbers, not the raw results themselves.
SEC filings
The company's own paperwork, straight from the regulator — annual and quarterly reports, big announcements and insider trades. The primary source behind every headline.
| Form | Filed | Description | Action |
|---|---|---|---|
| 8-K | 2026-07-22 | 8-K | view · |
| 8-K | 2026-07-16 | 8-K | view · |
| 4 | 2026-06-30 | FORM 4 | view · |
| 4 | 2026-06-18 | FORM 4 | view · |
| 4 | 2026-06-10 | FORM 4 | view · |
| 4 | 2026-06-10 | FORM 4 | view · |
| 4 | 2026-06-10 | FORM 4 | view · |
| 4 | 2026-06-05 | FORM 4 | view · |
| 4 | 2026-06-01 | FORM 4 | view · |
| 8-K | 2026-05-27 | 8-K | view · |
| DEF 14A | 2026-05-27 | DEF 14A | view · |
| 8-K | 2026-05-19 | 8-K | view · |
| 10-K | 2026-05-19 | 10-K | view · |
| 8-K | 2026-05-13 | 8-K | view · |
| 8-K | 2026-04-16 | 8-K | view · |
| 4 | 2026-03-02 | FORM 4 | view · |
| 8-K | 2026-02-25 | 8-K | view · |
| 4 | 2026-02-09 | FORM 4 | view · |
| 10-Q | 2026-02-02 | 10-Q | view · |
| 8-K | 2026-02-02 | 8-K | view · |
| 8-K | 2026-01-30 | 8-K | view · |
| 8-K | 2026-01-15 | 8-K | view · |
| 8-K | 2025-11-19 | 8-K | view · |
| 10-Q | 2025-11-03 | 10-Q | view · |
| 8-K | 2025-11-03 | 8-K | view · |
| 8-K | 2025-10-15 | 8-K | view · |
| 4 | 2025-10-01 | FORM 4 | view · |
| 8-K | 2025-09-18 | 8-K | view · |
| 8-K | 2025-09-11 | 8-K | view · |
| 8-K | 2025-08-27 | 8-K | view · |
| 4 | 2025-08-21 | FORM 4 | view · |
| 4 | 2025-08-14 | FORM 4 | view · |
| 4 | 2025-08-13 | FORM 4 | view · |
| 4 | 2025-08-13 | FORM 4 | view · |
| 4 | 2025-08-13 | FORM 4 | view · |
| 4 | 2025-08-13 | FORM 4 | view · |
| 10-Q | 2025-08-07 | 10-Q | view · |
| 8-K | 2025-08-06 | 8-K | view · |
| 8-K | 2025-07-24 | 8-K | view · |
| 8-K | 2025-07-15 | 8-K | view · |
| 4 | 2025-06-23 | FORM 4 | view · |
| 8-K | 2025-06-11 | 8-K | view · |
| 4 | 2025-06-11 | FORM 4 | view · |
| 4 | 2025-06-10 | FORM 4 | view · |
| 4 | 2025-06-10 | FORM 4 | view · |
| DEF 14A | 2025-05-30 | DEF 14A | view · |
| 4 | 2025-05-28 | FORM 4 | view · |
| 10-K | 2025-05-20 | 10-K | view · |
| 8-K | 2025-05-14 | 8-K | view · |
| 8-K | 2025-04-28 | 8-K | view · |
| 8-K | 2025-04-21 | 8-K | view · |
| 8-K | 2025-04-14 | 8-K | view · |
| 8-K | 2025-04-09 | 8-K | view · |
| 4 | 2025-03-26 | FORM 4 | view · |
| 8-K | 2025-02-18 | 8-K | view · |
| 10-Q | 2025-02-04 | 10-Q | view · |
| 8-K | 2025-02-03 | 8-K | view · |
| 8-K | 2025-01-31 | 8-K | view · |
| 8-K | 2025-01-15 | 8-K | view · |
| 4 | 2024-12-12 | FORM 4 | view · |
About CSWC
Capital Southwest Corporation is a business development company. The firm specializes in credit and private equity and venture capital investments in lower middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments. The firm does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing. In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyout situations. The investment structures are unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. The firm makes equity co-investments alongside debt investments, up to 20 percent of total check and only makes non-control investments. The firm is industry agnostic, but it prefers to invest in industrial manufacturing and services, value-added distributio…
Options picks · CSWC
ITM + OTM ideas from the latest scanLoading…
Congress trades · CSWC
STOCK Act disclosuresLoading…
SEC filings & insiders · CSWC
EDGAR · liveLoading…
Holders · CSWC
Institutions & insider activityLoading…