CSWC
CAPITAL SOUTHWEST CORP
$23.54
+0.51%
$1.5B
No data for this timeframe.
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (71%)
Inst. Holders41 funds
Inst. Value$140.9M
Inst. Activity8 buys / 5 sells
Insider Activity4B / 1S
Insider Net $$86.3K
SEC Reports10
Press Releases2
Recent Activity
Jun 10, 2026
SEC
Director Thomas William R III purchased 5,000 shares of CSWC for $117,000 on June 5, 2026, at $23.40 per share. This is
INSIDER-BUY — Impact 3/10
Jun 10, 2026
SEC
Director Thomas William R III purchased $117K of CSWC shares on the open market at $23.40/share, a modest 0.008% of mark
INSIDER-BUY — Impact 2/10
Jun 10, 2026
Insider
Weinstein Joshua S. surrendered for taxes 9,588 shares
Senior Managing Director & CIO @ $23.54 ($225.7K)
Jun 10, 2026
Insider
Rehberger Chris surrendered for taxes 3,688 shares
Chief Financial Officer @ $23.54 ($86.8K)
Jun 10, 2026
Insider
Sarner Michael Scott surrendered for taxes 11,705 shares
President and CEO @ $23.54 ($275.5K)
Jun 5, 2026
SEC
A director at Capital Southwest Corp. (CSWC) executed both an open-market purchase and sale of shares totaling ~$117K in
CLUSTER — Impact 3/10
Inst.
FRANKLIN RESOURCES INC — ADD
329,121 shares ($7.3M)
Inst.
BlackRock, Inc. — TRIM
276,490 shares ($6.1M)
Price Targets
$24.90
+5.8% upside
Buy
Current $23.54
Low $21.00
Median $25.00
High $29.00
5 analysts
$21.00
$29.00
Analyst Ratings
3Strong Buy
7Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 15, 2026 | B. Riley Securities | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.54 ▼ -6.3% | $0.50 — $0.58 | -9% YoY | 5 |
| Next Q | $0.54 ▼ -3.5% | $0.52 — $0.59 | -5% YoY | 5 |
| Current FY | $2.18 ▼ -3.8% | $2.02 — $2.35 | -8% YoY | 5 |
| Next FY | $2.22 | $1.94 — $2.37 | 2% YoY | 5 |
Latest Reports
NEUTRAL
INSIDER-BUY
3/10
Director Thomas William R III purchased 5,000 shares of CSWC for $117,000 on June 5, 2026, at $23.40 per share. This is
Jun 10, 2026
NEUTRAL
INSIDER-BUY
2/10
Director Thomas William R III purchased $117K of CSWC shares on the open market at $23.40/share, a modest 0.008% of mark
Jun 10, 2026
NEUTRAL
Press
4/10
Capital Southwest declared a regular quarterly dividend of $0.58 per share ($0.1934 paid monthly) plus a $0.06 supplemen
May 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | $52.0M | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.9M | — |
| Legal & General Group | $9.8M | — |
| ENVESTNET ASSET MANAGEMENT INC | $8.9M | DOUBLED |
| FRANKLIN RESOURCES INC | $7.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | Weinstein Joshua | F | $225.7K |
| Jun 10, 2026 | Rehberger Chris | F | $86.8K |
| Jun 10, 2026 | Sarner Michael | F | $275.5K |
| Jun 9, 2026 | Weinstein Joshua | F | $264.2K |
| Jun 9, 2026 | Weinstein Joshua | A | $0.00 |
41 institutional holders with $140.9M total value (6,459,997 shares) as of 2026-Q1. Top holders: TWO, SUSQUEHANNA, Legal. Net buying activity: 8 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | TWO SIGMA INVESTMENTS, LP | 2,349,648 | $52.0M | 36.9% | — |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 490,700 | $10.9M | 7.7% | — |
| 3 | Legal & General Group Plc | 443,138 | $9.8M | 7.0% | — |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 402,926 | $8.9M | 6.3% | DOUBLED +639.7% |
| 5 | FRANKLIN RESOURCES INC | 329,121 | $7.3M | 5.2% | ADD +25.5% |
| 6 | Sumitomo Mitsui Trust Group, Inc. | 284,778 | $6.3M | 4.5% | ADD +29.4% |
| 7 | BlackRock, Inc. | 276,490 | $6.1M | 4.3% | TRIM -34.5% |
| 8 | RAYMOND JAMES FINANCIAL INC | 264,659 | $5.9M | 4.2% | — |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 261,000 | $5.8M | 4.1% | — |
| 10 | Beacon Pointe Advisors, LLC | 196,768 | $4.4M | 3.1% | TRIM -45.4% |
| 11 | MORGAN STANLEY | 184,028 | $4.1M | 2.9% | — |
| 12 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 147,319 | $3.3M | 2.3% | DOUBLED +173.3% |
| 13 | AMERIPRISE FINANCIAL INC | 105,475 | $2.4M | 1.7% | DOUBLED +424.6% |
| 14 | Neuberger Berman Group LLC | 92,473 | $2.0M | 1.5% | — |
| 15 | BALYASNY ASSET MANAGEMENT L.P. | 90,908 | $2.0M | 1.4% | DOUBLED +577.9% |
| 16 | STATE STREET CORP | 69,062 | $1.5M | 1.1% | DOUBLED +243.4% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 55,028 | $1.2M | 0.9% | TRIM -40.4% |
| 18 | CITADEL ADVISORS LLC | 53,900 | $1.2M | 0.8% | TRIM -49.4% |
| 19 | BANK OF AMERICA CORP /DE/ | 41,774 | $924.0K | 0.7% | DOUBLED +101.3% |
| 20 | Mariner, LLC | 31,895 | $705.5K | 0.5% | ADD +59.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | ADD | 262,299 | 329,121 | +25.5% | $7.3M | 2026-Q1 |
| BlackRock, Inc. | TRIM | 422,257 | 276,490 | -34.5% | $6.1M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 20,106 | 105,475 | +424.6% | $2.4M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 13,410 | 90,908 | +577.9% | $2.0M | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 92,347 | 55,028 | -40.4% | $1.2M | 2026-Q1 |
| Mariner, LLC | ADD | 20,056 | 31,895 | +59.0% | $705.5K | 2026-Q1 |
| CWM, LLC | ADD | 11,767 | 21,621 | +83.7% | $478.3K | 2026-Q1 |
| Trexquant Investment LP | TRIM | 22,122 | 9,613 | -56.5% | $212.6K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 1,566 | 4,654 | +197.2% | $102.9K | 2026-Q1 |
| GROUP ONE TRADING LLC | TRIM | 5,073 | 2,606 | -48.6% | $57.6K | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 474 | 348 | -26.6% | $7.7K | 2026-Q1 |
| HRT FINANCIAL LP | ADD | 63,145 | 93,416 | +47.9% | $2.1K | 2026-Q1 |
| ASSETMARK, INC | DOUBLED | 3 | 27 | +800.0% | $597.00 | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | ADD | 220,072 | 284,778 | +29.4% | $6.3M | 2025-Q4 |
| Verition Fund Management LLC | DOUBLED | 32,962 | 88,378 | +168.1% | $2.0M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 25,062 | 50,458 | +101.3% | $1.1M | 2025-Q4 |
| Trexquant Investment LP | NEAR_EXIT | 221,689 | 22,122 | -90.0% | $490.0K | 2025-Q4 |
| Brevan Howard Capital Management LP | ADD | 13,092 | 21,314 | +62.8% | $472.1K | 2025-Q4 |
| Mariner, LLC | TRIM | 30,835 | 20,056 | -35.0% | $444.2K | 2025-Q4 |
| Point72 Asset Management, L.P. | NEAR_EXIT | 69,900 | 13,784 | -80.3% | $305.3K | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 27,843 | 13,410 | -51.8% | $297.0K | 2025-Q4 |
| Vident Advisory, LLC | TRIM | 15,837 | 11,719 | -26.0% | $259.6K | 2025-Q4 |
| Russell Investments Group, Ltd. | ADD | 320 | 474 | +48.1% | $10.5K | 2025-Q4 |
| NOMURA ASSET MANAGEMENT CO LTD | NEAR_EXIT | 2,135 | 447 | -79.1% | $9.9K | 2025-Q4 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 500 | 291 | -41.8% | $6.4K | 2025-Q4 |
6 unique insiders with 14 transactions. Net insider value: $86.3K ($194.9K bought, $108.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Weinstein Joshua S. | Senior Managing Director & CIO | TAX W/H | 9,588 | $23.54 | $225.7K |
| Jun 10, 2026 | Rehberger Chris | Chief Financial Officer | TAX W/H | 3,688 | $23.54 | $86.8K |
| Jun 10, 2026 | Sarner Michael Scott | President and CEO | TAX W/H | 11,705 | $23.54 | $275.5K |
| Jun 9, 2026 | Weinstein Joshua S. | Senior Managing Director & CIO | TAX W/H | 11,349 | $23.28 | $264.2K |
| Jun 9, 2026 | Weinstein Joshua S. | Senior Managing Director & CIO | AWARD | 100,000 | — | — |
| Jun 9, 2026 | Rehberger Chris | Chief Financial Officer | TAX W/H | 4,492 | $23.28 | $104.6K |
| Jun 9, 2026 | Rehberger Chris | Chief Financial Officer | AWARD | 75,000 | — | — |
| Jun 9, 2026 | Sarner Michael Scott | President and CEO | TAX W/H | 13,765 | $23.28 | $320.4K |
| Jun 9, 2026 | Sarner Michael Scott | President and CEO | AWARD | 140,000 | — | — |
| Jun 5, 2026 | Thomas William R III | Director | SELL | 4,661 | $23.29 | $108.6K |
| Jun 5, 2026 | Thomas William R III | Director | BUY | 5,000 | $23.40 | $117.0K |
| Jun 1, 2026 | Rogers-Windsor Ramona Lynn | Director | BUY | 213 | $23.42 | $5.0K |
| Feb 27, 2026 | Sarner Michael Scott | President and CEO | BUY | 2,694.635 | $21.90 | $59.0K |
| Feb 9, 2026 | BATTIST CHRISTINE | Director | BUY | 600 | $23.16 | $13.9K |
10 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 9 neutral. Avg impact: 3.3/10.
NEUTRAL
INSIDER-BUY
3/10
Director Thomas William R III purchased 5,000 shares of CSWC for $117,000 on June 5, 2026, at $23.40
Jun 10, 2026
NEUTRAL
INSIDER-BUY
2/10
Director Thomas William R III purchased $117K of CSWC shares on the open market at $23.40/share, a m
Jun 10, 2026
NEUTRAL
CLUSTER
3/10
A director at Capital Southwest Corp. (CSWC) executed both an open-market purchase and sale of share
Jun 5, 2026
NEUTRAL
DEFA14A
2/10
Capital Southwest Corp. filed a DEFA14A (definitive additional proxy soliciting materials) on June 2
Jun 5, 2026
NEUTRAL
DEFA14A
2/10
Capital Southwest Corp filed a DEFA14A (additional definitive proxy soliciting material) on June 3,
Jun 3, 2026
NEUTRAL
8-K
3/10
Capital Southwest Corporation amended its existing at-the-market (ATM) equity distribution agreement
May 19, 2026
NEUTRAL
8-K
4/10
Capital Southwest reported fiscal Q4 2026 (quarter ended March 31, 2026) results with pre-tax net in
May 13, 2026
NEUTRAL
8-K
4/10
Capital Southwest reported preliminary Q4 FY2026 net investment income of $0.59-$0.60 per share, in
Apr 16, 2026
BULLISH
PRESS-RELEASE
7/10
Capital Southwest reported a preliminary EPS range of $0.59–$0.60 for Q4 FY2026, ahead of the $0.58
Apr 16, 2026
NEUTRAL
8-K
3/10
Capital Southwest Corporation declared monthly regular dividends of $0.1934 per share for April, May
Feb 25, 2026
Current analyst consensus: Buy (71% buy). Based on 14 analysts: 3 strong buy, 7 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$24.90 mean target
+5.8% upside
Buy (3.00)
$21.00 Low
$29.00 High
| Metric | Value |
|---|---|
| Current Price | $23.54 |
| Target Low | $21.00 |
| Target Mean | $24.90 |
| Target Median | $25.00 |
| Target High | $29.00 |
| # Analysts | 5 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.54 | $0.50 | $0.58 | -9.2% | -6.3% | 0↑ 4↓ | $0.1B | 8.1% | 5 |
| Next Q 2026-09-30 |
$0.54 | $0.52 | $0.59 | -4.6% | -3.5% | 0↑ 3↓ | $0.1B | 10.1% | 5 |
| Current FY 2027-03-31 |
$2.18 | $2.02 | $2.35 | -8.2% | -3.8% | 0↑ 4↓ | $0.3B | 9.4% | 5 |
| Next FY 2028-03-31 |
$2.22 | $1.94 | $2.37 | 1.9% | — | — | $0.3B | 10.9% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.536 | |
| 7d ago | $0.576 | -0.040 |
| 30d ago | $0.572 | -0.036 |
| 60d ago | $0.572 | -0.036 |
| 90d ago | $0.566 | -0.030 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 15, 2026 | B. Riley Securities | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| May 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Apr 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Mar 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Feb 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% | |
| Jan 1, 2026 | 3 | 7 | 4 | 0 | 0 | 71% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 27, 2026
dividend
Capital Southwest Announces Quarterly Regular Dividend for the Quarter Ending September 30, 2026 and Quarterly Supplemental Dividend Payable on September 30, 2026
<p align="justify">DALLAS, May 27, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest” or the “Company”) (Nasdaq: CSWC), an
May 14, 2026
short_interest
FTD: CSWC — 81,470 shares ($1.9M) failed to deliver
Settlement: 20260514, Price: $23.44, FTD Value: $1,909,656.8, CAPITAL SOUTHWEST CORP
May 13, 2026
earnings_calendar
CSWC Q4 2026 Earnings After Market Close — 2026-05-13
May 13, 2026
short_interest
FTD: CSWC — 66,321 shares ($1.6M) failed to deliver
Settlement: 20260513, Price: $23.78, FTD Value: $1,577,113.38, CAPITAL SOUTHWEST CORP
May 12, 2026
short_interest
FTD: CSWC — 71,162 shares ($1.7M) failed to deliver
Settlement: 20260512, Price: $23.54, FTD Value: $1,675,153.48, CAPITAL SOUTHWEST CORP
May 11, 2026
short_interest
FTD: CSWC — 44,877 shares ($1.1M) failed to deliver
Settlement: 20260511, Price: $23.88, FTD Value: $1,071,662.76, CAPITAL SOUTHWEST CORP
May 8, 2026
short_interest
FTD: CSWC — 42,645 shares ($1.0M) failed to deliver
Settlement: 20260508, Price: $23.99, FTD Value: $1,023,053.55, CAPITAL SOUTHWEST CORP
May 7, 2026
short_interest
FTD: CSWC — 47,219 shares ($1.1M) failed to deliver
Settlement: 20260507, Price: $24.19, FTD Value: $1,142,227.61, CAPITAL SOUTHWEST CORP
May 6, 2026
short_interest
FTD: CSWC — 48,752 shares ($1.2M) failed to deliver
Settlement: 20260506, Price: $24.30, FTD Value: $1,184,673.6, CAPITAL SOUTHWEST CORP
May 4, 2026
short_interest
FTD: CSWC — 457,940 shares ($10.9M) failed to deliver
Settlement: 20260504, Price: $23.88, FTD Value: $10,935,607.2, CAPITAL SOUTHWEST CORP
May 1, 2026
short_interest
FTD: CSWC — 295,256 shares ($7.1M) failed to deliver
Settlement: 20260501, Price: $24.00, FTD Value: $7,086,144, CAPITAL SOUTHWEST CORP
Apr 30, 2026
short_interest
FTD: CSWC — 68,188 shares ($1.6M) failed to deliver
Settlement: 20260430, Price: $23.52, FTD Value: $1,603,781.76, CAPITAL SOUTHWEST CORP
Apr 29, 2026
short_interest
FTD: CSWC — 71,289 shares ($1.7M) failed to deliver
Settlement: 20260429, Price: $23.60, FTD Value: $1,682,420.4, CAPITAL SOUTHWEST CORP
Apr 24, 2026
short_interest
FTD: CSWC — 72,873 shares ($1.7M) failed to deliver
Settlement: 20260424, Price: $23.45, FTD Value: $1,708,871.85, CAPITAL SOUTHWEST CORP
Apr 23, 2026
short_interest
FTD: CSWC — 74,161 shares ($1.8M) failed to deliver
Settlement: 20260423, Price: $23.63, FTD Value: $1,752,424.43, CAPITAL SOUTHWEST CORP