CSWC · Capital Southwest Corp
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Metrics snapshot
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AI Brief
Q1 FY27 earnings call · Aug 4, 2026TL;DR. Capital Southwest reported a quarter with $222.3M of new originations across 27 portfolio companies, a $0.57 pre-tax NII per share covered the $0.64 total dividend with 109% cumulative coverage since strategy launch, and the NAV per share declined to $16.61 from $16.69 driven by $10.9M of net realized and unrealized depreciation and the annual equity grant.
- + Total investment income increased to $61M from $57.8M in the prior quarter
- + Strong dividend coverage with 109% cumulative coverage since launching credit strategy
- + Portfolio quality remains strong with 89% of credit portfolio rated in top two categories and non-accruals flat at 1.1%
- + Closed $150M revolving credit facility for CapTrin joint venture with potential to grow to $350M
- + Raised $63.6M accretively through Equity ATM at 141% of prevailing NAV per share
- − NAV per share declined to $16.61 from $16.69 driven by $10.9M of net realized and unrealized depreciation
- − Pre-tax NII of $35M was down from $35.2M in the prior quarter
- − UTI balance declined to $0.87 per share from the prior quarter
- − PIC interest income increase was partly driven by a non-recurring amendment capitalizing two quarters of PIK
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CSWC
this stock
Capital Southwest Corp
|
$1.48B | +6.2% | +16.1% | 12.9 | 6.3% |
|
BLK
BlackRock, Inc.
|
$347.03B | -1.0% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -29.2% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -27.5% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -19.5% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CSWC | +1.7% | -4.2% | +1.7% | +1.7% | +6.2% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +1.9% | -3.7% | -10.5% | +0.8% | -6.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.