Capital Southwest (CSWC) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
Capital Southwest (CSWC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Capital Southwest: Buy The Dip (Rating Upgrade)
Extreme fear is driving the market, but Capital Southwest remains an attractive buy due to its strong fundamentals and conservative U.S.-focused portfolio. CSWC's internal management structure aligns with shareholder interests, maintaining low operating expenses and a robust 12.9% dividend yield. Trading at a 1.19x price-to-NAV ratio, CSWC is undervalued compared to peers, offering a compelling entry point for value and income investors.
Capital Southwest: Technical Strength, Attractive Dividend Yield - Initiate With Buy
Capital Southwest's chart remains bearish, but the moving averages and indicators show a bullish technical outlook for CSWC stock. Most recent earnings were mixed as prepayment and fees boosted total investment income while losses are piling up in their investments. The P/B ratio's contraction since mid-2024 is justified as confidence has weakened and so the stock is near fair valuation currently.
I'm Buying Up To 11% Yield For Recurring Income
Income investing offers flexibility and peace of mind, with Capital Southwest and Kimco Realty providing high yields and diversification for retail investors. Capital Southwest, an internally managed BDC, carries an 11.5% yield, a conservative first-lien-heavy portfolio, and strong fundamentals, making it an attractive buy. Kimco Realty, the largest U.S. shopping center REIT, offers a stable 4.7% yield, strong leasing activity, and strategic growth through acquisitions and capital recycling.
Capital Southwest: Long-Term Bullish, But Not Adding Here
Capital Southwest remains a top BDC for income, with strong financials and portfolio growth, despite a high premium and limited short-term upside. The latest earnings report showed a beat on the top and bottom lines, solid dividend coverage, and increased first-lien loan exposure. Non-accruals are slightly high, but the portfolio quality and liquidity position suggest resilience against economic volatility.
Ride The Fat Dividend Train, +10% Yield: Capital Southwest
I don't buy holdings hoping and praying that they climb in value. I buy holdings to get paid. A promised value increase tomorrow does little for me or you today. Collect income. It's the most powerful resource in the world.
Buy These 7-11% Yielding Cash Cows For Retirement Income
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.
Capital Southwest Offers An Excellent 11% Yield
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: Higher Rates Can Lead To A Higher Premium (Rating Upgrade)
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 (CSWC) Q3 2025 Earnings Call Transcript
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) Surpasses Q3 Earnings and Revenue Estimates
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.
