Is Capital Southwest Corporation (CSWC) a Buy, Sell, or Hold?
NASDAQ : CSWC
Capital Southwest Corporation — Institutional Ownership
$23.45 USD
$0 (0.0%)
- Volume
- 605.91K
- Average Volume
- 675.76K
- Market Capitalization
- $1.46B
- P/E Ratio
- 11.67
- Dividend Yield
- 9.27%
- Price Target
- $24.00
- Year High
- $24.43
- Year Low
- $19.37
- Day High
- —
- Day Low
- —
- Payout Ratio
- $1.30
- Current Ratio
- $0.00
Institutional Ownership Summary
Institutional Ownership %
6.24%
Investors Holding
41
change: -134 | last: 175
Increased Positions
20
change: -68 | last: 88
Reduced Positions
11
change: -37 | last: 48
New Positions
7
change: -26 | last: 33
Sold Positions
137
change: 111 | last: 26
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -167.8472 | last: 1.6785
Total Invested
91.92M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2020-02-14 | Moab Capital Partners, LLC | 256.36K | 1.40% |
| 2020-02-14 | Moab PI GP, LLC | - | 0.00% |
| 2020-02-14 | Moab Private Investments, L.P. | - | 0.00% |
| 2020-02-14 | Michael M. Rothenberg | 256.36K | 1.40% |
| 2020-02-14 | Moab Partners, L.P. | 256.36K | 1.40% |
| 2019-02-14 | 82-3787652 | 39258.0 | 1.00% |
| 2019-02-14 | 20-4093001 | 1.02M | 5.90% |
| 2019-02-14 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 118.73K | 5.16% |
| 2019-02-14 | 82-3819492 | 39258.0 | 1.00% |
| 2019-02-14 | Michael M. Rothenberg | 1.06M | 6.10% |
| 2019-02-14 | 20-4092810 | 1.02M | 5.90% |
| 2018-12-06 | 43-2076925 | 798.56K | 4.70% |
| 2018-02-14 | 82-3787652 | 92022.0 | 1.00% |
| 2018-02-14 | 20-4093001 | 1.48M | 9.14% |
| 2018-02-14 | 20-4092810 | 1.48M | 9.14% |
| 2018-02-14 | 82-3819492 | 92022.0 | 1.00% |
| 2018-02-14 | Michael M. Rothenberg | 1.57M | 9.71% |
| 2018-02-13 | Ariel Investments, LLC | 1.01M | 1.00% |
| 2017-02-14 | 20-4093001 | 1.63M | 10.22% |
| 2017-02-14 | 20-4092810 | 1.53M | 9.58% |
| 2017-02-14 | Michael M. Rothenberg | 1.63M | 10.22% |
| 2017-02-13 | Evercore Trust Company, N.A. | 627.29K | 4.00% |
| 2017-01-12 | 43-2076925 | 943.03K | 6.00% |
| 2016-02-10 | Evercore Trust Company, N.A. | 1.11M | 7.10% |
| 2016-01-07 | MICHAEL M. ROTHENBERG | 1.57M | 10.00% |
| 2016-01-07 | MOAB CAPITAL PARTNERS, LLC | 1.57M | 10.00% |
| 2016-01-07 | MOAB PARTNERS, L.P. | 1.56M | 10.00% |
| 2015-06-09 | 43-2076925 | 728.78K | 4.70% |
| 2015-02-17 | Piper Jaffray Companies / 30-0168701 | 917.08K | 5.90% |
| 2015-02-05 | (. | - | 0.00% |
| 2015-01-26 | 20-4092810 | 957.62K | 6.16% |
| 2015-01-26 | 20-4093001 | 981.06K | 6.31% |
| 2015-01-26 | Michael M. Rothenberg | 981.06K | 6.31% |
| 2014-11-18 | Capital Southwest Corporation - 75-1072796 | 2704.0 | 1.00% |
| 2014-10-02 | Capital Southwest Corporation | 1.03M | 4.95% |
| 2014-09-30 | Capital Southwest Corporation | 1.03M | 4.95% |
| 2014-06-10 | 43-2076925 | 759.94K | 4.90% |
| 2014-06-09 | (1) BlackRock, Inc. | 631.68K | 4.10% |
| 2014-02-28 | Capital Southwest Corporation - 75-1072796 | 2.83M | 23.45% |
| 2014-01-28 | (1) BlackRock, Inc. | 890.13K | 5.80% |
| 2014-01-22 | William R. Thomas III | 735.35K | 4.80% |
| 2013-02-11 | (. | 193.95K | 5.11% |
| 2010-02-16 | 13-1957714 | 167.05K | 11.00% |
| 2010-01-12 | E. Michael Whelan, as trustee of The Thomas Heritage Charitable Lead Trust | 186.96K | 5.00% |
| 2010-01-12 | EMW Capital Advisors, LLC 20-0040121 | 186.96K | 5.00% |
| 2010-01-12 | The Thomas Heritage Charitable Lead Trust 26-6785852 | 186.96K | 5.00% |
| 2008-02-01 | NED SHERWOOD | 272.86K | 7.00% |
| 2008-02-01 | ZS CROSSOVER II GP, L.L.C. | 188.7K | 4.90% |
| 2008-02-01 | ZS CROSSOVER II LP | 106.34K | 2.70% |
| 2008-02-01 | ZS SPECIAL I L.P. | 82355.0 | 2.10% |
| 2008-02-01 | MRMP TRUST | 49938.0 | 1.30% |
| 2008-02-01 | THE NED AND EMILY SHERWOOD FOUNDATION | 10222.0 | 1.00% |
| 2008-01-30 | MRMP TRUST | 49938.0 | 1.30% |
| 2008-01-30 | NED SHERWOOD | 272.86K | 7.00% |
| 2008-01-30 | ZS CROSSOVER II GP, L.L.C. | 188.7K | 4.90% |
| 2008-01-30 | THE NED AND EMILY SHERWOOD FOUNDATION | 10222.0 | 1.00% |
| 2008-01-30 | ZS SPECIAL I L.P. | 82355.0 | 2.10% |
| 2008-01-30 | ZS CROSSOVER II LP | 106.34K | 2.70% |
| 2007-05-17 | Ned Sherwood | 199.58K | 5.14% |
| 2007-02-12 | 13-1957714 | 252.85K | 11.00% |
| 2007-02-01 | 75-1072796 | 9.32M | 31.80% |
| 2007-01-10 | (EIN 01-0690900) | 173.87K | 4.49% |
| 2006-02-14 | (EIN 01-0690900) | 254.41K | 6.60% |
| 2006-02-10 | 13-1957714 | 243.64K | 11.00% |
| 2005-02-16 | (EIN 01-0690900) | 299.55K | 7.77% |
| 2005-02-07 | 13-1957714 | 236.74K | 11.00% |
| 2005-01-26 | Artisan Partners Limited Partnership | 368.37K | 9.60% |
| 2005-01-26 | Carlene Murphy Ziegler | 368.37K | 9.60% |
| 2005-01-26 | Andrew A. Ziegler | 368.37K | 9.60% |
| 2005-01-26 | Artisan Investment Corporation | 368.37K | 9.60% |
| 2001-11-13 | EQSF Advisers, Inc. | 139.11K | 3.63% |
| 2001-11-13 | M.J. Whitman Advisers, Inc. | 253.77K | 6.63% |
| 2001-11-13 | Martin J. Whitman | 24244.0 | 0.63% |
| 2001-02-09 | 39-1807188 | 271.4K | 7.11% |
| 2001-02-09 | Carlene Murphy Ziegler | 271.4K | 7.11% |
| 2001-02-09 | Andrew A. Ziegler | 271.4K | 7.11% |
| 2001-02-09 | Artisan Investment Corporation | 271.4K | 7.11% |
| 1998-02-11 | 04-3276549 | 192.42K | 5.11% |
| 1998-02-11 | 04-3276558 | 192.42K | 5.11% |
| 1997-02-11 | 04-3276558 | 192.42K | 5.11% |
| 1997-02-11 | 04-3276549 | 192.42K | 5.11% |
| 1996-02-12 | 04-3276558 | 193.42K | 5.13% |
| 1996-02-12 | 04-3276549 | 193.42K | 5.13% |
| 1995-02-08 | 36-2951006 | 185.82K | 4.97% |
| 1995-02-08 | 36-3484078 | 185.82K | 4.97% |
| 1994-02-14 | 36-3484078 | 185.82K | 5.00% |
| 1994-02-14 | 36-2951006 | 185.82K | 5.00% |
CSWC Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22.12 | 56.53M | $1.25B | $29.44M | $1.13B | $2.35B |
| 2025-03-31 | $22.32 | 47.45M | $1.06B | $43.22M | $956.06M | $1.97B |
| 2024-03-31 | $24.70 | 40.73M | $1.01B | $32.27M | $770.85M | $1.74B |
| 2023-03-31 | $17.78 | 30.02M | $533.68M | $21.58M | $637.64M | $1.15B |
| 2022-03-31 | $23.73 | 22.84M | $541.99M | $11.43M | $528.59M | $1.06B |
| 2021-03-31 | $22.16 | 19.06M | $422.37M | $31.61M | $381.3M | $772.06M |
| 2020-03-31 | $11.42 | 18M | $205.56M | $13.74M | $303.3M | $495.11M |
| 2019-03-31 | $21.62 | 16.73M | $361.64M | $9.92M | $216.1M | $567.82M |
| 2018-03-31 | $17.02 | 16.07M | $273.57M | $7.91M | $95.3M | $360.97M |
| 2017-03-31 | $16.91 | 15.82M | $267.6M | $22.39M | $25M | $270.21M |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22.12 | 57.78M | $1.28B | $29.44M | $1.13B | $2.38B |
| 2025-12-31 | $22.15 | 57.53M | $1.27B | $42.56M | $414.84M | $1.65B |
| 2025-09-30 | $21.86 | 55.54M | $1.21B | $87.43M | $394.76M | $1.52B |
| 2025-06-30 | $22.04 | 53.52M | $1.18B | $46.89M | $394.59M | $1.53B |
| 2025-03-31 | $22.32 | 47.45M | $1.06B | $36.01M | $920.19M | $1.94B |
| 2024-12-31 | $21.82 | 48.32M | $1.05B | $47.24M | $785.03M | $1.79B |
| 2024-09-30 | $25.29 | 47.24M | $1.19B | $47.24M | $785.03M | $1.93B |
| 2024-06-30 | $26.17 | 45.67M | $1.2B | $33.3M | $735.44M | $1.9B |
| 2024-03-31 | $24.70 | 44.08M | $1.09B | $32.27M | $774.05M | $1.83B |
| 2023-12-31 | $23.70 | 41.51M | $983.88M | $23.6M | $680.54M | $1.64B |
| 2023-09-30 | $22.90 | 39.7M | $909.09M | $23.02M | $735.37M | $1.62B |
| 2023-06-30 | $19.72 | 37.6M | $741.43M | $21.28M | $674.96M | $1.4B |