Capital Southwest (CSWC) Projected to Announce Earnings on Monday

Capital Southwest (NASDAQ:CSWC) is anticipated to issue its Q1 2027 results after the market closes on Monday, August 3rd. Analysts expect the company to post earnings of $0.55 per share and revenue of $61.4020 million for the quarter. Investors may review the information on the company’s upcoming Q1 2027 earning results page for the latest details on the call scheduled for Tuesday, August 4, 2026 at 11:00 AM ET.

Capital Southwest Stock Performance

Shares of Capital Southwest stock opened at $23.45 on Monday. The company’s fifty day simple moving average is $23.44 and its 200-day simple moving average is $23.11. The stock has a market capitalization of $1.46 billion, a PE ratio of 12.34 and a beta of 0.70. Capital Southwest has a 1-year low of $19.37 and a 1-year high of $24.43. The company has a debt-to-equity ratio of 0.56, a current ratio of 0.11 and a quick ratio of 0.11.

Capital Southwest Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be issued a $0.1934 dividend. This represents a c) dividend on an annualized basis and a yield of 9.9%. The ex-dividend date of this dividend is Tuesday, September 15th. Capital Southwest’s dividend payout ratio (DPR) is currently 122.11%.

Institutional Trading of Capital Southwest

Institutional investors and hedge funds have recently modified their holdings of the company. Royal Bank of Canada increased its stake in Capital Southwest by 13.4% in the 1st quarter. Royal Bank of Canada now owns 69,139 shares of the asset manager’s stock worth $1,544,000 after buying an additional 8,188 shares in the last quarter. Goldman Sachs Group Inc. grew its position in shares of Capital Southwest by 246.5% during the first quarter. Goldman Sachs Group Inc. now owns 257,672 shares of the asset manager’s stock worth $5,751,000 after purchasing an additional 183,313 shares in the last quarter. Caxton Associates LLP bought a new stake in Capital Southwest during the 1st quarter valued at approximately $318,000. Creative Planning bought a new stake in Capital Southwest during the 2nd quarter valued at approximately $201,000. Finally, Invesco Ltd. lifted its holdings in Capital Southwest by 21.8% in the 2nd quarter. Invesco Ltd. now owns 34,003 shares of the asset manager’s stock worth $749,000 after purchasing an additional 6,094 shares in the last quarter. 23.42% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the company. Weiss Ratings reiterated a “buy (b-)” rating on shares of Capital Southwest in a research report on Thursday, June 18th. B. Riley Financial upped their price target on Capital Southwest from $24.00 to $24.50 and gave the stock a “buy” rating in a research report on Friday, May 15th. Four investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $23.20.

About Capital Southwest

Capital Southwest (NASDAQ: CSWC) is a publicly traded investment firm structured as a business development company (BDC) that provides customized financing solutions to middle-market companies across the United States. The firm offers a spectrum of debt and equity capital, including senior secured loans, mezzanine debt, and both preferred and common equity investments. By partnering with corporate management teams, Capital Southwest seeks to support growth initiatives, recapitalizations, acquisitions, and ownership transitions.

Founded in 1961 and headquartered in Dallas, Texas, Capital Southwest has cultivated a track record of long-term partnerships with privately held businesses and select public companies.