CSWC · Capital Southwest Corp

Track CSWC — free

$24.88 -0.37 (-1.47%) At close · Aug 14

Market Cap

$1.59B

63.73M

Up next

Next earnings call

Nov 2, 2026 Est · unconfirmed · in 11 wks

FQ2-27 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed Aug 3, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Rating

blended score · not investment advice

Overall

Strong Buy

SellHoldBuy

Technical Strong Buy Momentum Strong Sentiment Very Bullish Fundamentals Strong Quant / Vol Very Low

Market backdrop VIX 14.3 · calm Equity put/call 0.52

Technical

price trend

Strong Buy

50 / 200-day cross No cross

Price vs 200-day avg +9%

above

Price vs 50-day avg +4%

above

RSI (14) 60

neutral

MACD trend Positive

52-week position 94%

near high

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Strong

1-month return +2%

trailing

6-month return +11%

trailing

YTD return +12%

this year

Relative strength −3%

vs S&P · 6-mo

Sentiment

smart money

Very Bullish

Trend (MA cross) No cross

50d $24 › 200d $23 — 50d above 200d

Institutional flow Accumulating

+11% holders QoQ · +35 funds added

Insider flow Accumulating

Net +$38.4K over 90 days · 25% sells

Short interest Falling

7.37% of float · ▼ -10.3% MoM · 7.0 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

189 holders — near 3-yr high, broad support

Squeeze score 74

high risk · 0–100

Fundamentals

Strong

Revenue growth +16%

Y/Y

EPS growth +29%

Y/Y

Free cash flow $-193.8M

Valuation P/E 13.8

below peers

Buyback $1.1B

remaining

Balance sheet $1.1B

net debt

Quant / Vol

risk profile

Very Low

Volatility 20%

annualized · 1-yr

Max drawdown −16%

past year

ATR 1.6%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Latest guidance · from the 8-K filed Jul 16, 2026

first quarter 2027

Pre-tax net investment income per share $0.57 – $0.58

Net investment income per share $0.58 – $0.59

as of June 30, 2026

Net asset value per share $16.55 – $16.65

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy

0 · 3 · 4

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+9% Bullish

Price vs 50-day avg

+4% Bullish

RSI (14)

60 Neutral

MACD trend

Positive Bullish

52-week position

94% Bullish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bullish · 4 of 6

Trend (MA cross) No cross

50d $24 › 200d $23 — 50d above 200d

Institutional flow Accumulating

+11% holders QoQ · +35 funds added

Insider flow Accumulating

Net +$38.4K over 90 days · 25% sells

Short interest Falling

7.37% of float · ▼ -10.3% MoM · 7.0 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

189 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $19 Now $25 · 94% Range high $25

vs 200-day avg +9% vs 50-day avg +4%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
CapTrin fund leverage	1.4	Q1 FY2027	—
CapTrin portfolio	97.8M	Q1 FY2027	—
CSWC Equity Investment in CapTrin at Fair Value	20.8M	Q1 FY2027	—
Current non-accruals (fair value)	23.4M	Q1 FY2027	—

Equity Portfolio at Fair Value	181.6M	Q1 FY2027	—
LTM Operating Leverage	1.4%	Q1 FY2027	—

Net Asset Value per Share	$16.61	Q1 FY2027	—

New committed credit investments	216.3M	Q1 FY2027	—

New equity co-investments	5.9M	Q1 FY2027	—

Non-accruals as % of total investment portfolio	1.1%	Q1 FY2027	—

Regular Monthly Dividend per share	$0.58	Q1 FY2027	—
Supplemental Dividend per share	$0.06	Q1 FY2027	—
Total Dividends per share for the quarter	$0.64	Q1 FY2027	—

Total Investment Portfolio at Fair Value	2.2B	Q1 FY2027	—
Weighted Average Yield on Debt Investments	10.9%	Q1 FY2027	—

1st Lien Senior Secured Debt	99%	Q4 FY2026	—
Credit Portfolio	1.9B	Q4 FY2026	—

Non-accruals (fair value)	$22.7M	Q4 FY2026	—
Total Investment Portfolio	2.1B	Q4 FY2026	—
Total Investment Portfolio growth	17%	FY2026	—
Add-on commitments in existing portfolio companies	44.6M	quarter ended December 31, 2025	—
Equity Portfolio	182.7M	Third Quarter Fiscal Year 2026	—
New portfolio company originations	199.4M	quarter ended December 31, 2025	—
Proceeds from portfolio company prepayments and exits	89.1M	quarter ended December 31, 2025	—
Regulatory debt to equity ratio	0.89	December 31, 2025	—
Unused capacity under Corporate Credit Facility and SPV Credit Facility	395.2M	December 31, 2025	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Asset Management — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
CSWC Capital Southwest Corp this stock	$1.59B	+12.3%	+16.1%	13.8	7.4%
BLK BlackRock, Inc.	$381.41B	+9.7%	+16.2%	28.1	0.7%
BX Blackstone Inc.	$108.04B	-6.6%	+9.2%	32.3	3.5%
KKR KKR & Co. Inc.	$102.34B	-10.6%	-11.0%	—	1.6%
BN BROOKFIELD Corp /ON/	$97.94B	-4.4%	—	—	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 section

Ownership

Institutional Holders Reducing

Holders

189

% held: 26.1%
Net QoQ: -925.5K sh
Top holder: VAN ECK ASSOCIATES CORP

Held Float

View

Held by Funds

Fund positions

View

Short & Settlement

Short Interest Falling

Shares short

4.7M

Days to cover: 7.0d
Change: -537.5K sh

View

Short Volume

Short vol %

42%

As of: Aug 14, 2026

Short Total

View

Fails to Deliver

FTD shares

43.5K

Value: $1.0M
As of: Jul 14, 2026

View

Off-Exchange

Off-exchange %

48.4%

Week of: Jul 6, 2026

Off-exch Lit

View

Smart Money

Insider Trades Cluster buy

Net (90d)

+$38.4K

Buyers / Sellers: 3 / 1

Buyers Sellers

View

Financials

Revenue (FY)

$10.8M

Net income (FY): $113.0M
EPS diluted: $1.90

View

Buybacks

Remaining

$1.1B

View

Filings

SEC Filings

Latest

8-K

Filed: Aug 7, 2026
This year: 16

View

Proposed Sales

Value

$108.6K

Shares: 4.7K
Filed: Jun 5, 2026

View

Earnings & Events

Earnings Calls

Last call

Aug 3, 2026

View

Performance

	5D	20D	120D	MTD	YTD
CSWC	-1.0%	+2.4%	+11.1%	+5.5%	+12.3%
SPY	+0.4%	+4.5%	+13.8%	+3.9%	+13.9%
vs SPY	-1.4%	-2.1%	-2.7%	+1.6%	-1.5%

Capital returns

Latest dividend

$0.193 / share · ex Aug 14, 2026

Declared · upcoming

$0.2534 / share · ex Sep 15, 2026

Cut 23.7%

Paid (TTM)

$2.556 / share · 12 payouts

Dividend yield (TTM, derived)

10.27%

Buyback program · as of Jun 30, 2026

Authorized

—

Spent (derived)

—

Remaining

$1.07B

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.

Key facts CIK 17313 CUSIP 140501107 13F (30d) 173 filings 169 filers Visit website Investor relations

CSWC · Capital Southwest Corp

Price & Indicators

Up next

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns