Capital Southwest Posts Strong Fiscal Q4 and Year-End Results
Claim 55% Off TipRanks
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks
Capital Southwest ( (CSWC) ) has issued an update.
On May 13, 2026, Capital Southwest reported results for its fourth fiscal quarter and fiscal year ended March 31, 2026, highlighting a $2.1 billion investment portfolio anchored by $1.9 billion of largely first-lien senior secured loans and $181 million of equity holdings. Pre-tax net investment income reached $35.2 million, or $0.59 per share for the quarter, while non-accruals remained low at 1.1% of the portfolio’s fair value, supporting total quarterly dividends of $0.64 per share and leaving an estimated undistributed taxable income balance of $1.07 per share.
For the full fiscal year, the portfolio grew 17% in fair value as credit investments expanded and total investment income rose 13.5% to $232.1 million, driving pre-tax net investment income of $136.6 million despite modest yield compression from lower base rates. Net asset value held essentially flat at $16.69 per share as realized and unrealized losses on debt offset equity gains, while the company strengthened its capital position via $26 million of equity raised through its ATM program, expanded SBIC II leverage commitments, and, after year-end, secured a $150 million revolver for its CapTrin joint venture to enhance competitiveness in lower middle market lending.
The most recent analyst rating on (CSWC) stock is a Buy with a $24.00 price target. To see the full list of analyst forecasts on Capital Southwest stock, see the CSWC Stock Forecast page.
Spark’s Take on CSWC Stock
According to Spark, TipRanks’ AI Analyst, CSWC is a Outperform.
The score is driven primarily by mixed financial performance—strong profitability and improving leverage offset by consistently negative cash generation—alongside a constructive earnings call centered on dividend support, liquidity, and credit quality. Valuation is supportive (moderate P/E and high yield), while technical indicators are neutral-to-soft and limit upside conviction.
To see Spark’s full report on CSWC stock, click here.
More about Capital Southwest
Capital Southwest Corporation is an internally managed business development company that provides flexible financing solutions to support the acquisition and growth of middle market businesses. The company focuses primarily on first-lien senior secured debt and complementary equity co-investments, targeting lower and core middle market borrowers across diverse industries.
Average Trading Volume: 663,168
Technical Sentiment Signal: Buy
Current Market Cap: $1.43B
See more insights into CSWC stock on TipRanks’ Stock Analysis page.
