CSWC
Earnings in 7 days · May 13, 2026 · After close
Signal
Leaning Bullish1
Price
1
Move+0.83%Quiet session
Volume
1
Volume0.7× avgNormal activity
Technical
1
RSIRSI 58Momentum positive
PRICE
Prev Close
24.10
Open
24.23
Day Range23.94 – 24.32
23.94
24.32
52W Range19.37 – 24.42
19.37
24.42
98% of range
VOLUME & SIZE
Avg Volume
659.7K
FUNDAMENTALS
P/E Ratio
13.4x
Value territory
EPS (TTM)
Div Yield
0.12%
Beta
0.58
Low vol
Quick Read
TrendInsufficient MA data
Momentum
BULLISH
revenue +35% YoY · 70% gross margin
Valuation
CHEAP
P/E 13x vs ~20x sector
Health
WEAK
CR 0.4 (low) · FCF negative
Bullish
Key MetricsTTM
Market Cap$1.46B
Revenue TTM$214.05M
Net Income TTM$103.08M
Free Cash Flow-$68.69M
Gross Margin69.8%
Net Margin48.2%
Operating Margin53.7%
Return on Equity11.2%
Return on Assets4.9%
Debt / Equity0.42
Current Ratio0.36
EPS TTM$1.79

Intelligence analysis not yet available for this stock. Full AI-powered analysis may be available on the intelligence page.

Health Radar
1 strong1 watch4 concern
30/100
Liquidity
0.36Concern
Leverage
0.42Strong
Coverage
1.8xConcern
ROE
11.2%Watch
ROIC
4.9%Concern
Cash
$43MConcern
ANALYST COVERAGE10 analysts
BUY
-1.2%downside to target
L $21.50
Med $24.00consensus
H $25.00
Buy
770%
Hold
330%
7 Buy (70%)3 Hold (30%)0 Sell (0%)
Full report →
Stock Health
Composite Score
3 of 4 signals bullish
8/10
Technicals
RSI RangeRSI 58 — Bullish momentum
Fundamentals
Last EarningsBeat estimates
Analyst ConsensusBuy
LiquidityCurrent Ratio 0.36 — liquidity risk

1 signal unavailable — limited data for this stock

Upcoming Events
EEarnings Report · Before OpenMay 7, 2026
Tomorrow
DEx-Dividend DateAug 4, 2026
In 90 days
PDividend PaymentSep 1, 2026
In 118 days
Technicals
Technical SetupBULLISH
Technicals →

Trend

UptrendGolden Cross · 50D leads 200D by 1.5%

+7.6% vs SMA 50 · +9.2% vs SMA 200

Momentum

RSI57.6
Positive momentum, not extended
MACD+0.43
Above zero — bullish momentum · expanding
Market Position
Price Levels
52W High
$24.42+0.5%
Current
$24.30
EMA 50
$22.84-6.0%
EMA 200
$22.21-8.6%
52W Low
$19.37-20.3%
52-Week RangeNear 52-week high
$19.3798th %ile$24.42
Earnings & Analysts

ANALYST ESTIMATES

Consensus of 5 analysts
Analyst revisions:EPS↓ Revised DownRevenue↓ Revised Down

Analyst consensus estimates · Actuals replace estimates as reported

YearRevenue Est.Rev GthEPS Est.EPS GthRangeAnalysts
FY2024
$189.1M
$184.2M$194.5M
$1.72
±4%
Low2
FY2025
$205.1M
$203.3M$206.2M
+8.4%$2.54+47.6%
±1%
High5
FY2026(current)
$236.1M
$235.7M$236.7M
+15.1%$2.39-6.1%
±2%
High5
Range confidence:Tight (high)ModerateWide (low)
Earnings HistoryCSWC
Last 8Q
-1.1%avg beat
Beat 2 of 8 quartersMissed 3 Estimates falling
Q2'24
-5%
Q3'24
Q4'24
+2%
Q1'25
-13%
Q2'25
Q3'25
-2%
Q4'25
+9%
Q1'26
Beat
Miss
Estimate
Deeper color = bigger beat/miss
Analyst Activity
All ratings →
No recent activity
Noble Capital Marke…Buy
Nov 5
UPGRADE
Raymond JamesOutperform → Market Perform
Oct 7
DOWNGRADE
CitigroupOutperform
Jun 24
UPGRADE
JMP SecuritiesMarket Perform → Perform
May 15
DOWNGRADE
JMP SecuritiesMarket Outperform → Market Perform
May 15
DOWNGRADE
Insider Activity
SEC Filings →
6 Buys/0 SellsNet Buying
Sarner Michael ScottDir
$59K
Feb 27
BUY
Battist ChristineDir
$14K
Feb 9
BUY
Rogers-windsor Ramo…Dir
$10K
Oct 1
BUY
Battist ChristineDir
$15K
Aug 20
BUY
Rogers-windsor Ramo…Dir
$10K
Jun 23
BUY
Battist ChristineDir
$10K
May 27
BUY
Financials
Dividends11.33% yield
+16.7% avg annual growth
Annual Yield11.33%
Monthly Div.$0.2534
Est. Annual / Share$3.04
FrequencyMonthly
Q4'25
Q4'25
Q1'26
Q1'26
Q1'26
Q2'26
Q2'26
Q2'26

Dividend per payment — last 8 periods

INSTITUTIONAL OWNERSHIP

1
SANDERS MORRIS HARRIS LLC
1.1M
2
Sound Income Strategies, LLC
903K
3
UBS Group AG
854K
4
Muzinich & Co., Inc.
426K
5
ENVESTNET ASSET MANAGEMENT INC
403K
6
Columbus Macro, LLC
358K
7
EPIQ PARTNERS, LLC
312K
8
Sumitomo Mitsui Trust Holdings, Inc.
285K
News & Activity

CSWC News

20 articles · 4h ago

About

capital southwest (nasdaq: cswc), is an internally-managed, credit-focused bdc that is an active lender to middle market companies across the capital structure. cswc provides flexible capital that fills financing needs that traditional first lien senior lenders are unwilling to meet. in particular, cswc is well-positioned to finance lower middle market businesses with $3 to $12 million of ebitda. the company is managed by an investment team with decades of experience working with one another. the firm and all of its employees are located in dallas, texas. investment criteria: - $5 to $50 million financings with active network of co-investors - $5 to $20 million commitment size per deal - minimum ebitda of $3 million - a management team with a proven track record, motivated by continued ownership; - an established market position and history of positive cash flow - us-based investment structures: - unitranche debt (network of first out senior lending relationships) - first lien debt - s

CEO
Bowen Diehl
Michael Scott SarnerPresident, Board Member & CEO
Amy BakerExecutive Vice President of Accounting