Capital Southwest Corporation (CSWC) Stock Price & Analysis

Capital Southwest Corporation (CSWC) closed at USD 23.01 on Wednesday, October 28, 2026, up 0.97% on the day. The US market is currently closed; this is not a live price.

The prior close was USD 22.79; the Oct 28, 2026 session ranged USD 22.77–23.03 on volume of 353,418 shares. Market capitalization is $1.47B, with a 52-week range of USD 19.91–25.75 (NMS). Source: Nexqual, retrieved October 29, 2026 at 00:12 UTC.

Also available as compact Markdown for AI agents: nexqual.com/CSWC.md

Key facts (CSWC)

• Valuation: P/E 13.2x (avg 13.8x at the last 3 fiscal year-ends), net debt $1.16B.
• Insider open-market sales, last ~7 months: 1 Form 4 filings, $109K; 1 not under a Rule 10b5-1 plan ($109K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
• Insider open-market purchases, last ~7 months: 5 Form 4 filings, $197K; 2 by opportunistic insiders, 0 by routine insiders.
• Analysts: Buy (mean 2.29 on a 1–5 scale) (7 analysts), mean target USD 25.08 (range 21–29).
• Total return with dividends: 1Y +24.7% vs S&P 500 +13.2%; 5Y +45.5% vs S&P 500 +79.8%.
• Next earnings: 2026-11-02, EPS estimate USD 0.56, revenue estimate $65.5M.

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (CSWC)

Fiscal years end Mar. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (CSWC)

P/E 13.2x · P/B 1.4x · FCF yield -20.80% · Earnings yield 7.55% · Dividend yield (paid, TTM) 10.33% · Net debt $1.16B · EV $2.63B

P/E at fiscal year-ends: Mar 2026 12.9x, Mar 2025 16.2x, Mar 2024 12.2x.

Insider sales (SEC Form 4, open-market, last ~7 months) (CSWC)

0 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.

% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Insider purchases (SEC Form 4, open-market, last ~7 months) (CSWC)

5 purchases, $197K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.

Analysts (CSWC)

Consensus Buy (mean 2.29 on a 1–5 scale), 7 analysts; mean target USD 25.08 (low 21, high 29).

Rating changes, last 120 days:

Total return (dividends reinvested) (CSWC)

CSWC earnings history and stock reaction

EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).

CSWC recent SEC filings (last 120 days)

Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.

CSWC company outlook (results filed Oct 15, 2026)

• “The preliminary estimates of the second quarter 2027 fiscal year financial information and estimated results furnished above are based on Capital Southwest management's preliminary determinations and current expectations, and such information is inherently uncertain.”

Quoted word-for-word from the SEC 8-K results press release.

CSWC analyst estimates and revisions

CSWC options: expected move

Options price a move of about ±4.5% (±$1.02) by Nov 20, 2026, which includes earnings on Nov 2, 2026. Over the last 8 reports the stock moved ±1.7% on average.

30-day implied volatility 20.5% vs 16.5% realized over the last 30 trading days. Put/call ratio (volume) 0.24. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.

Key Statistics (as of October 29, 2026 at 00:12 UTC)

Technical Analysis (CSWC)

Nexqual's technical model rates CSWC "STRONG SELL" based on 0 bullish and 5 bearish signals across 126 daily candles, as of October 29, 2026 at 00:12 UTC.

Analyst Ratings (CSWC)

Wall Street analysts rate CSWC "Buy" based on 7 analysts, with a mean price target of USD 25.08 (range USD 21–29), per Nexqual as of October 29, 2026 at 00:12 UTC.

Earnings (CSWC)

Recent Earnings History

Source: Nexqual, October 29, 2026 at 00:12 UTC.

Financials & Fundamentals (CSWC)

Source: Nexqual, October 29, 2026 at 00:12 UTC.

Financial Health Score (CSWC)

Nexqual rates Capital Southwest Corporation's overall financial health "Mixed" across five dimensions, as of October 29, 2026 at 00:12 UTC.

Ownership (CSWC)

Source: Nexqual, October 29, 2026 at 00:12 UTC.

Leadership (CSWC)

Capital Southwest Corporation is led by Michael Scott Sarner, President, Board Member & CEO, per Nexqual as of October 29, 2026 at 00:12 UTC.

Major Backers & Investors (CSWC)

Notable institutional backers of Capital Southwest Corporation include Van Eck Associates Corporation, UBS Group AG, Two Sigma Investments, LP, according to Nexqual as of October 29, 2026 at 00:12 UTC.

Active Investors

Index Funds (Passive)

Source: Nexqual, October 29, 2026 at 00:12 UTC.

From Capital Southwest Corporation's Latest SEC 10-K Filing (filed 2026-05-19)

Key Strengths & Strategy (as disclosed to the SEC)

• Our ability to invest across a LMM company's capital structure, from secured loans to equity securities, allows us to offer portfolio companies a comprehensive suite of financing options.
• We believe this understanding allows us to select and structure better investments and to efficiently monitor and provide managerial assistance to our portfolio companies. •Applying Rigorous Underwriting Policies and Active Portfolio Management.
• We believe that our initial and ongoing portfolio review process allows us to effectively monitor the performance and prospects of our portfolio companies. •Investing Across Multiple Companies, Industries, Regions and End Markets.

Partnerships

• Therefore, CSWC does not pay any external investment advisory fees, but instead directly incurs the operating costs associated with employing investment and portfolio management professionals.
• Because we are internally managed, we do not pay any external investment advisory fees, but instead directly incur the operating costs associated with employing investment and portfolio management professionals.

Legal & Regulatory Risks (Item 1A, quoted)

• Changes to U.S. tariff and import/export regulations may have a negative effect on the operations of our portfolio companies and, in turn, negatively impact us.
• Our business and operations may be negatively affected if we become subject to securities litigation or shareholder activism, which could cause us to incur significant expense, hinder execution of our investment strategy and impact our stock price.
• Changes in healthcare laws and other regulations, or the enforcement or interpretation of such laws or regulations, applicable to some of our portfolio companies' businesses may constrain their ability to offer their products and services.

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 29, 2026 at 00:12 UTC. This page is informational and not investment advice.

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