CSWC — Capital Southwest Corporation

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Capital Southwest Corporation

Capital Southwest Corporation is a business development company. The firm specializes in credit and private equity and venture capital investments in lower middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments. The firm does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, o… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$22.77
Market Cap$1.43B
Float58.9M
Shares Outstanding62.1M
P/E (Forward)10.64
P/E (TTM)12.15
Price/Sales (TTM)6.18
vs. Analyst Target+9.4% to analyst PT
Profit Margin48.68%
Operating Margin (TTM)75.82%
Revenue (TTM)$232M
Earnings Growth (YoY)28.70%
Dividend Rate2.6%
Analyst Target Price$24.90 (7 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2021 $72.6M $50.9M $72.6M $57.5M
2022 $103M $42.8M $83.0M $49.1M
2023 $90.3M $33.1M $61.5M $42.8M
2024 $152M $83.4M $109M $88.9M
2025 $164M $70.5M $109M $85.3M
2026 $246M $113M $246M $187M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $53.7M $27.0M
Sep 2025 $52.4M $25.6M
Dec 2025 $61.9M $32.9M
Mar 2026 $54.0M $27.5M

Ownership & Float

Insider Ownership2.7%
Institutional Ownership28.6%
Short Float8.4%
% of All Funds Holding1.92%
Number of Funds Holding158

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$23.02Near-term / short-term trend
Weekly40-Week SMA$22.27Medium-term trend
Weekly80-Week SMA$22.11Cyclical trend (business cycle)
Weekly200-Week SMA$21.88Secular trend (multi-year)
Monthly10-Month SMA$22.30Near-term monthly trend
Monthly20-Month SMA$22.34Medium-term monthly trend
Monthly40-Month SMA$22.51Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$22.30 support 1.09x 0 months ago
$20.40 support 1.02x 5 months ago

Historical Earnings Reactions (109 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.07% 0.06% 53.21% 6.63% -13.61%
1 Day 0.27% 0.14% 50.46% 8.75% -8.74%
1 Week 0.37% 0.54% 55.96% 15.81% -15.95%
2 Weeks 0.39% 0.25% 52.29% 25.45% -25.50%
1 Month 1.27% 0.66% 55.05% 31.85% -30.27%

Next earnings: August 1, 2026 (67 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan1.8%54.3%46
Feb1.9%56.5%46
Mar-0.2%47.8%46
Apr2.2%68.1%47
May2.6%73.9%46
Jun0.9%58.7%46
Jul2.3%69.6%46
Aug-0.3%47.8%46
Sep-1.1%41.3%46
Oct-1.0%47.8%46
Nov2.2%63.0%46
Dec1.1%56.5%46

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.09% 37.3% 2200
Tuesday 0.17% 39.8% 2387
Wednesday 0.05% 39.0% 2385
Thursday 0.02% 37.5% 2339
Friday 0.11% 41.3% 2325

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 28.6%

Insider Transactions — Smart Summary

Total insider ownership: 2.7%

12-Month Insider Activity Summary

Total Filings6
Net Value+$59,012.507
Net Shares Change5,372
% of Float0.0%
C-Suite Filings1
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Sarner Michael Scott President and CEO +$59,012.507 1 1 buy
BATTIST CHRISTINE +$38,802.155 3 3 buy
Rogers-Windsor Ramona Lynn +$19,959.251 2 2 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-02 Sarner Michael Scott President and CEO +$59,012.507 Transaction at $21.90, now +4.0%
2026-02-09 BATTIST CHRISTINE +$13,895.22 Transaction at $23.16, now -1.7%
2025-10-01 Rogers-Windsor Ramona Lynn +$9,978.761 Transaction at $21.55, now +5.6%
2025-08-21 BATTIST CHRISTINE +$14,972.149 Transaction at $22.45, now +1.4%
2025-06-23 Rogers-Windsor Ramona Lynn +$9,980.49 Transaction at $21.19, now +7.5%
2025-05-28 BATTIST CHRISTINE +$9,934.786 Transaction at $20.87, now +9.1%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Capital Southwest Corporation (CSWC) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for CSWC on Trend Edge →