CCapital Southwest is a credit-focused BDC that provides flexible financing to lower middle market companies across the capital structure, filling gaps left by traditional first-lien lenders. It underwrites and funds deals using a mix of unitranche, first lien, second lien, subordinated debt, and equity—often with equity co-investments up to 20%—and can work with a co-investor network for deals in the $5 to $70 million range. The firm differentiates itself through a non-control, team-driven approach and its ability to fund across debt and equity with multiple securities from its Dallas base. Its goal is to deliver tailored, cross-capital-stack financing and build a diversified portfolio to generate attractive risk-adjusted returns for its investors.
Work here?Claim your company
Industries
Company Size
11-50
Company Stage
IPO
Headquarters
Dallas, TX
Founded
1961
See people who can refer or advise you
Help us improve and share your feedback! Did you find this helpful?
Total Funding
$84.6M
Above
Industry Average
Funded Over
0 Rounds
Capital Southwest shares eased about 1% to $23.25 after its second-quarter 2027 results. The business development company reported pretax net investment income of $37.2 million, or $0.58 per share, and paid a regular dividend of $0.58 plus a $0.06 supplemental. Revenue rose about 18% to $67.16 million from $56.95 million a year earlier. Net income excluding extra items fell about 15% to $21.44 million, and basic earnings per share dropped to $0.34 from $0.46. Origination hit a record $391 million, and 99% of credit exposure is in first lien positions. Nonaccruals stood at 1.4%. Critics point to dilution: the company raised about $67 million through its at-the-market share program in the quarter.
Capital Southwest Corp. (CSWC) reported fiscal second-quarter net income of $21.4 million on Monday, or 33 cents per share. The Dallas-based business development company posted adjusted earnings of 56 cents per share, matching the average estimate of three analysts surveyed by Zacks Investment Research. Revenue came to $67.2 million, beating the analysts' forecast of $65.3 million.
Capital Southwest (NASDAQ:CSWC) beat revenue expectations in the quarter ended in calendar Q3 2026 (fiscal Q2 2027), but missed on earnings. Revenue rose 17.9% year on year to $67.16 million, 2.3% above analysts' consensus of $65.64 million. Earnings per share under GAAP were $0.33, 36% below the $0.52 analysts expected. Pre-tax profit was $37.17 million, a 55.3% margin. The business development company's revenue has grown 26.9% annually over the past five years and 12.6% annually over the past two. Shares were flat at $23.35 after the results, giving a market capitalisation of $1.48 billion.
Private equity firm Stone-Goff Partners has invested in Quandary Consultants, a Denver-based provider of regulatory and compliance-driven environmental services for critical infrastructure operators. The deal's financial terms were not disclosed. Founded in 2016 by Matt Harrison and Asher Weinberg, Quandary offers air quality and monitoring, environmental, and natural resources services. It serves more than 100 clients in the Mountain West, including oil and gas, power generation, renewables, and data centre operators. The investment will fund new capabilities, talent, technology, and acquisitions, and help Quandary expand into new geographies. Capital Southwest provided debt financing. Citizens JMP Securities advised Quandary.
Capital Southwest Corporation plans monthly dividend of $0.19 (NASDAQ:CSWC). August 28, 2026 Key points. * Capital Southwest declared a monthly dividend of $0.1934 per share, payable October 30 to shareholders of record October 15. The dividend implies an annualized yield of approximately 9.1%, with the ex-dividend date also set for October 15. * The dividend is supported by earnings but has limited coverage, with a current payout ratio of 99.1% and an expected future payout ratio of 97.9% based on projected annual earnings of $2.37 per share. * Capital Southwest reported quarterly EPS of $0.58, exceeding analyst expectations of $0.56, while analysts maintained a generally positive outlook: six rated the stock Buy and three rated it Hold, producing a consensus "Moderate Buy" rating. * MarketBeat previews the top five stocks to own by September 1st. Capital Southwest Corporation (NASDAQ:CSWC - Get Free Report) announced a monthly dividend on Thursday, August 27th. Shareholders of record on Thursday, October 15th will be given a dividend of 0.1934 per share by the asset manager on Friday, October 30th. This represents a c) dividend on an annualized basis and a yield of 9.1%. The ex-dividend date is Thursday, October 15th. Capital Southwest has increased its dividend payment by an average of 0.0%per year over the last three years and has increased its dividend every year for the last 2 years. Capital Southwest has a dividend payout ratio of 99.1% meaning its dividend is currently covered by earnings, but may not be in the future if the company's earnings decline. Research analysts expect Capital Southwest to earn $2.37 per share next year, which means the company should continue to be able to cover its $2.32 annual dividend with an expected future payout ratio of 97.9%. Capital Southwest stock up 0.6%. Shares of NASDAQ CSWC opened at $25.40 on Friday. The stock has a market capitalization of $1.62 billion, a PE ratio of 14.03 and a beta of 0.69. The company has a current ratio of 0.17, a quick ratio of 0.17 and a debt-to-equity ratio of 0.62. Capital Southwest has a 12-month low of $19.37 and a 12-month high of $25.48. The stock's fifty day simple moving average is $24.11 and its two-hundred day simple moving average is $23.35. Capital Southwest (NASDAQ:CSWC - Get Free Report) last issued its quarterly earnings data on Monday, August 3rd. The asset manager reported $0.58 earnings per share for the quarter, topping analysts' consensus estimates of $0.56 by $0.02. Capital Southwest had a return on equity of 13.88% and a net margin of 46.68%.The firm had revenue of $61.05 million during the quarter, compared to analysts' expectations of $61.22 million. During the same period in the prior year, the business posted $0.61 EPS. As a group, analysts expect that Capital Southwest will post 2.27 EPS for the current fiscal year. Analyst upgrades and downgrades. A number of analysts have recently weighed in on the stock. Citizens Jmp raised their price target on shares of Capital Southwest from $25.00 to $26.00 and gave the company a "market outperform" rating in a report on Wednesday, August 5th. Citigroup reissued a "market outperform" rating on shares of Capital Southwest in a research report on Wednesday, August 5th. B. Riley Financial raised their target price on shares of Capital Southwest from $24.50 to $25.50 and gave the company a "buy" rating in a research note on Wednesday, August 5th. Finally, Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Capital Southwest in a research report on Thursday, June 18th. Six analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $23.60. Discover more Company Earnings About Capital Southwest. 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. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider Capital Southwest, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Capital Southwest wasn't on the list. While Capital Southwest currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries. "Physical AI" is coming. Learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs
Industries
Company Size
11-50
Company Stage
IPO
Headquarters
Dallas, TX
Founded
1961
Find jobs on Simplify and start your career today
Don't see your dream role? Check out thousands of other roles on Simplify.Browse all jobs