Capital Southwest (NASDAQ:CSWC) Posts Quarterly Earnings Results, Misses Estimates By $0.17 EPS

Posted by Geri Gentry on Aug 3rd, 2026

Capital Southwest (NASDAQ:CSWC – Get Free Report) issued its earnings results on Monday. The asset manager reported $0.39 EPS for the quarter, missing the consensus estimate of $0.56 by ($0.17), FiscalAI reports. The firm had revenue of $61.05 million during the quarter, compared to analysts’ expectations of $61.22 million. Capital Southwest had a return on equity of 14.00% and a net margin of 48.68%.

Capital Southwest Stock Up 1.5%

NASDAQ:CSWC traded up $0.35 during trading hours on Monday, reaching $23.94. 668,003 shares of the company traded hands, compared to its average volume of 662,448. The business’s 50-day moving average price is $23.49 and its two-hundred day moving average price is $23.14. The stock has a market capitalization of $1.49 billion, a P/E ratio of 12.60 and a beta of 0.69. Capital Southwest has a 1 year low of $19.37 and a 1 year high of $24.43. The company has a current ratio of 0.11, a quick ratio of 0.11 and a debt-to-equity ratio of 0.56.

Capital Southwest Announces Dividend

The firm also recently announced a monthly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be issued a dividend of $0.1934 per share. This represents a c) annualized dividend and a dividend yield of 9.7%. The ex-dividend date is Tuesday, September 15th. Capital Southwest’s dividend payout ratio (DPR) is presently 122.11%.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on CSWC shares. Weiss Ratings restated a “buy (b-)” rating on shares of Capital Southwest in a research report on Thursday, June 18th. B. Riley Financial raised their target price on Capital Southwest from $24.00 to $24.50 and gave the stock a “buy” rating in a research note on Friday, May 15th. Four research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Capital Southwest presently has an average rating of “Moderate Buy” and a consensus price target of $23.20.

Read Our Latest Stock Analysis on CSWC

Institutional Investors Weigh In On Capital Southwest

Institutional investors have recently made changes to their positions in the company. Royal Bank of Canada raised its holdings in Capital Southwest by 13.4% in the 1st quarter. Royal Bank of Canada now owns 69,139 shares of the asset manager’s stock worth $1,544,000 after acquiring an additional 8,188 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in Capital Southwest by 246.5% during the 1st quarter. Goldman Sachs Group Inc. now owns 257,672 shares of the asset manager’s stock valued at $5,751,000 after purchasing an additional 183,313 shares during the last quarter. Caxton Associates LLP bought a new stake in shares of Capital Southwest in the 1st quarter worth $318,000. Creative Planning purchased a new position in shares of Capital Southwest in the second quarter worth $201,000. Finally, Invesco Ltd. increased its holdings in Capital Southwest by 21.8% in the 2nd quarter. Invesco Ltd. now owns 34,003 shares of the asset manager’s stock worth $749,000 after buying an additional 6,094 shares in the last quarter. Hedge funds and other institutional investors own 23.42% of the company’s stock.

Capital Southwest Company Profile

(Get Free Report)

Capital Southwest (NASDAQ: CSWC) is a publicly traded investment firm structured as a business development company (BDC) that provides customized financing solutions to middle-market companies across the United States. The firm offers a spectrum of debt and equity capital, including senior secured loans, mezzanine debt, and both preferred and common equity investments. By partnering with corporate management teams, Capital Southwest seeks to support growth initiatives, recapitalizations, acquisitions, and ownership transitions.

Founded in 1961 and headquartered in Dallas, Texas, Capital Southwest has cultivated a track record of long-term partnerships with privately held businesses and select public companies.