Capital Southwest Corporation CSWC
Set alert
23.43 USD +0.26 +1.12%
At close · Nov 2
23.42 -0.01 -0.05%
After hours · Nov 2, 4:52 PM ET
23.20 Day range 23.53
19.91 52-week range 25.75
- YTD
- +5.78%
- 1 year
- +15.31%
- Open
- 23.22
- Prev close
- 23.17
- Mkt cap
- 1.49B
- Vol
- 416.82K
- Avg vol
- 576.20K
- EPS
- 1.81
- P/E
- 12.94
- Div yield
- 13.12%
More statistics
- Low
- 23.20
- High
- 23.53
- Forward P/E
- 9.86
- Beta
- 0.70
- Short ratio
- 6.36
- Inst. own
- 29.06%
- Dividend
- 3.04
- Ex-div date
- Nov 12, 2026
- Earnings
- Nov 2, 2026
- 50-d avg
- 23.72
- 200-d avg
- 23.41
- 1y target
- 25.08
MAX chart
Events in this range
- Sep 5, 2025Rating: Clear Street · — → Hold
- Nov 2, 2026Earnings: —; estimate 0.57; surprise —%
Signals (67)
| Name | Date | Ago |
|---|---|---|
| SMA: Bullish | Jun 1, 2026 | 5 months ago |
| SMA: Bearish | Sep 1, 2025 | 1 year ago |
| SMA: Bullish | Jun 1, 2025 | 1 year ago |
| SMA: Bullish | Jun 1, 2025 | 1 year ago |
| SMA: Bearish | Mar 1, 2025 | 1 year ago |
| SMA: Bearish | Mar 1, 2025 | 1 year ago |
| MACD: Sell Signal | Mar 1, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 1, 2024 | 2 years ago |
| SMA: Bullish | Sep 1, 2023 | 3 years ago |
| SMA: Bullish | Jun 1, 2023 | 3 years ago |
| SMA: Bearish | Sep 1, 2022 | 4 years ago |
| SMA: Bearish | Jun 1, 2022 | 4 years ago |
| MACD: Sell Signal | Jun 1, 2022 | 4 years ago |
| MACD: Buy Signal | Mar 1, 2021 | 5 years ago |
| SMA: Bullish | Dec 1, 2020 | 5 years ago |
| SMA: Bullish | Sep 1, 2020 | 6 years ago |
| SMA: Bearish | Mar 1, 2020 | 6 years ago |
| MACD: Sell Signal | Mar 1, 2020 | 6 years ago |
| SMA: Bearish | Dec 1, 2019 | 6 years ago |
| RSI: Overbought | Jun 1, 2018 | 8 years ago |
| MACD: Buy Signal | Sep 1, 2017 | 9 years ago |
| SMA: Bullish | Jun 1, 2017 | 9 years ago |
| SMA: Bearish | Mar 1, 2017 | 9 years ago |
| MACD: Sell Signal | Mar 1, 2017 | 9 years ago |
| SMA: Bullish | Dec 1, 2016 | 9 years ago |
| MACD: Buy Signal | Dec 1, 2016 | 9 years ago |
| MACD: Sell Signal | Sep 1, 2016 | 10 years ago |
| SMA: Bearish | Dec 1, 2015 | 10 years ago |
| RSI: Overbought | Dec 1, 2014 | 11 years ago |
| MACD: Buy Signal | Sep 1, 2012 | 14 years ago |
| SMA: Bullish | Jun 1, 2012 | 14 years ago |
| SMA: Bullish | Jun 1, 2012 | 14 years ago |
| SMA: Bearish | Mar 1, 2012 | 14 years ago |
| SMA: Bullish | Dec 1, 2011 | 14 years ago |
| SMA: Bearish | Sep 1, 2011 | 15 years ago |
| SMA: Bearish | Mar 1, 2011 | 15 years ago |
| SMA: Bullish | Sep 1, 2010 | 16 years ago |
| SMA: Bullish | Sep 1, 2010 | 16 years ago |
| SMA: Bearish | Jun 1, 2010 | 16 years ago |
| SMA: Bullish | Mar 1, 2010 | 16 years ago |
| SMA: Bearish | Sep 1, 2008 | 18 years ago |
| SMA: Bearish | Sep 1, 2008 | 18 years ago |
| MACD: Sell Signal | Sep 1, 2008 | 18 years ago |
| SMA: Bullish | Jun 1, 2008 | 18 years ago |
| SMA: Bearish | Dec 1, 2007 | 18 years ago |
| RSI: Overbought | Jun 1, 2006 | 20 years ago |
| MACD: Buy Signal | Mar 1, 2004 | 22 years ago |
| SMA: Bullish | Dec 1, 2003 | 22 years ago |
| SMA: Bullish | Dec 1, 2003 | 22 years ago |
| SMA: Bearish | Jun 1, 2002 | 24 years ago |
| SMA: Bearish | Jun 1, 2002 | 24 years ago |
| SMA: Bullish | Dec 1, 2001 | 24 years ago |
| SMA: Bearish | Sep 1, 2001 | 25 years ago |
| SMA: Bullish | Jun 1, 2001 | 25 years ago |
| SMA: Bullish | Jun 1, 2001 | 25 years ago |
| SMA: Bearish | Mar 1, 2001 | 25 years ago |
| SMA: Bullish | Dec 1, 2000 | 25 years ago |
| SMA: Bearish | Dec 1, 1999 | 26 years ago |
| MACD: Sell Signal | Jun 1, 1999 | 27 years ago |
| SMA: Bearish | Mar 1, 1999 | 27 years ago |
| SMA: Bullish | Dec 1, 1994 | 31 years ago |
| RSI: Overbought | Dec 1, 1994 | 31 years ago |
| SMA: Bearish | Sep 1, 1994 | 32 years ago |
| RSI: Overbought | Jun 1, 1992 | 34 years ago |
| SMA: Bullish | Mar 1, 1991 | 35 years ago |
| SMA: Bearish | Jun 1, 1990 | 36 years ago |
| RSI: Overbought | Sep 1, 1989 | 37 years ago |
Ownership
Held by insiders 2.78%
Held by institutions 29.06%
Float held by institutions 29.89%
Institutions 221
Top institutional holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Van Eck Associates Corporation | 2.40% | 1,526,667 | 35.77M | Jun 29, 2026 |
| UBS Group AG | 1.91% | 1,218,244 | 28.54M | Jun 29, 2026 |
| Two Sigma Investments, LP | 1.85% | 1,180,391 | 27.66M | Jun 29, 2026 |
| Sound Income Strategies, LLC | 1.37% | 876,046 | 20.53M | Sep 29, 2026 |
| Sanders Morris Harris LLC | 1.04% | 665,694 | 15.60M | Sep 29, 2026 |
| Empirical Finance, LLC | 0.82% | 525,500 | 12.31M | Jun 29, 2026 |
Top mutual fund holders
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VanEck ETF Trust-VanEck BDC Income ETF | 1.79% | 1,139,543 | 26.70M | Sep 29, 2026 |
| EA Series Trust-Militia Long/Short Equity ETF | 0.79% | 500,566 | 11.73M | Aug 30, 2026 |
| Putnam ETF Trust-Putnam BDC Income ETF | 0.60% | 383,554 | 8.99M | Jul 30, 2026 |
| GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF | 0.20% | 126,444 | 2.96M | Jun 29, 2026 |
| First TRT Exch-Trd Fd. VIII-FT Confluence BDC & Specialty Finance Inco | 0.10% | 65,350 | 1.53M | Aug 30, 2026 |
| MUTUAL FUND SERIES TRUST-Catalyst/SMH Total Return Income Fund | 0.08% | 49,000 | 1.15M | Jun 29, 2026 |
Insiders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BATTIST CHRISTINE S | Director | Stock Award(Grant) | Aug 9, 2026 | 23,345 |
| BROOKS DAVID R | Director | Stock Award(Grant) | Aug 9, 2026 | 42,933 |
| FURST JACK D | Director | Stock Award(Grant) | Aug 9, 2026 | 88,937 |
| REHBERGER CHRIS | Chief Financial Officer | Stock Award(Grant) | Jun 8, 2026 | 215,971 |
| ROGERS-WINDSOR RAMONA LYNN | Director | Stock Award(Grant) | Aug 9, 2026 | 25,079 |
| SARNER MICHAEL SCOTT | Chief Executive Officer | Stock Award(Grant) | Jun 8, 2026 | 587,684 |
Held by funds
11 US ETFs and mutual funds hold CSWC · largest positions