Capital Southwest offers an 11% yield, strong balance sheet, and robust deal flow, making it a compelling investment in the underserved lower middle market. Omega Healthcare Investors provides a 7.4% yield, steady long-term leases, and improving operator fundamentals, offering growth in supply constrained markets. Both CSWC and OHI present attractive high-yielding opportunities, offering stability and potentially strong returns amidst market volatility and high-growth stock pressures.
Michael Sarner to Succeed Bowen Diehl as President & Chief Executive Officer Chris Rehberger Promoted to Chief Financial Officer, Treasurer & Secretary Tabitha Geiger Promoted to Chief Compliance Officer
Capital Southwest (CSWC) offers a strong 11% dividend yield and is well-positioned in a higher-for-longer interest rate environment, making it an attractive investment. CSWC's portfolio consists primarily of secure first-lien debt investments, contributing to a lower-risk profile and stable returns. Recent earnings show net investment income per share of $0.63, with potential for future profit growth as new funds are deployed.
Capital Southwest focuses on generating attractive returns through a diverse portfolio of debt investments, showing meaningful growth in portfolio fair value last quarter. CSWC's Q4 earnings were solid, but non-accrual rates increased to 2.7% of fair portfolio value, raising concerns about credit quality. In addition, PIK income increased. The current dividend yield is around 10.8% and is fully supported by net investment income.
Capital Southwest (NASDAQ:CSWC ) Q3 2025 Earnings Conference Call February 4, 2025 11:00 AM ET Company Participants Chris Rehberger - EVP, Finance Bowen Diehl - CEO Michael Sarner - CFO Josh Weinstein - CIO Conference Call Participants Mickey Schleien - Ladenburg Doug Harter - UBS Erik Zwick - Lucid Capital Markets Robert Dodd - Raymond James Operator Thank you for joining today's Capital Southwest Third Quarter Fiscal Year 2025 Earnings Call. Participating on the call today are Bowen Diehl, Chief Executive Officer; Michael Sarner, Chief Financial Officer; Josh Weinstein, Chief Investment Officer; and Chris Rehberger, Executive Vice President, Finance.
Capital Southwest (CSWC) came out with quarterly earnings of $0.63 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.70 per share a year ago.
CSWC Reports Pre-Tax Net Investment Income of $0.64 Per Share for Quarter Ended December 31, 2024 CSWC Reports Pre-Tax Net Investment Income of $0.64 Per Share for Quarter Ended December 31, 2024
DALLAS, Jan. 31, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest” or the “Company”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, announced today the U.S. federal income tax treatment of its 2024 dividends.
Capital Southwest offers a compelling opportunity for income-focused investors, especially within tax-advantaged accounts, due to its high dividend yield and efficient cost structure. CSWC's portfolio is primarily composed of first-lien senior secured loans, providing a strong equity buffer and diversification across various sectors. Despite an elevated non-accrual rate, restructuring efforts and strong performance of the remaining portfolio highlight CSWC's resilience and potential for high income returns.
DALLAS, Jan. 15, 2025 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce its preliminary operating results for the third quarter of its 2025 fiscal year (quarter ended December 31, 2024) and its third quarter 2025 earnings release and conference call schedule.
Over the past couple of quarters, Capital Southwest has lagged behind the market. While CSWC is somewhat similar to MAIN, the return divergence between the two has been massive. By taking a closer look at the recent earnings report, I see an interesting opportunity for income investors to lock in a high and durable yield.
With the youngest baby boomers (Americans born between 1946 and 1964) approaching retirement age, it is becoming increasingly important to focus on magnificent dividend stocks that will supply significant passive income either in or out of designated retirement accounts like IRAs.