Capital Southwest Ownership
| CSWC Stock | USD 22.22 0.05 0.23% |
Shares in Circulation | First Issued 1995-12-31 | Previous Quarter 47.2 M | Current Value 54.1 M | Avarage Shares Outstanding 18.1 M | Quarterly Volatility 7.5 M |
Capital |
Capital Stock Ownership Analysis
About 31.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.35. Some equities with similar Price to Book (P/B) outperform the market in the long run. Capital Southwest last dividend was issued on the 14th of March 2025. The entity had 2724:1000 split on the 1st of October 2015. Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas. Capital Southwest operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 24 people. For more info on Capital Southwest please contact CPA CPA at 214-238-5700 or go to https://www.capitalsouthwest.com.Besides selling stocks to institutional investors, Capital Southwest also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Capital Southwest's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Capital Southwest's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Capital Southwest Quarterly Liabilities And Stockholders Equity |
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Capital Southwest Insider Trades History
About 4.0% of Capital Southwest are currently held by insiders. Unlike Capital Southwest's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Capital Southwest's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Capital Southwest's insider trades
Capital Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Capital Southwest is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Capital Southwest backward and forwards among themselves. Capital Southwest's institutional investor refers to the entity that pools money to purchase Capital Southwest's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Tectonic Advisors Llc | 2024-12-31 | 398 K | Legal & General Group Plc | 2024-12-31 | 310.3 K | First Manhattan Co. Llc | 2024-12-31 | 301.9 K | Millennium Management Llc | 2024-12-31 | 257.4 K | Blackrock Inc | 2024-12-31 | 233.5 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 213.4 K | Franklin Resources Inc | 2024-12-31 | 207.3 K | Qube Research & Technologies | 2024-12-31 | 197.6 K | Hennion & Walsh Asset Management Inc | 2024-12-31 | 179.4 K | Van Eck Associates Corporation | 2024-12-31 | 1.2 M | Balyasny Asset Management Llc | 2024-12-31 | 1 M |
Capital Southwest Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Capital Southwest insiders, such as employees or executives, is commonly permitted as long as it does not rely on Capital Southwest's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Capital Southwest insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Furst Jack D over six months ago Acquisition by Furst Jack D of 15500 shares of Capital Southwest at 8.8364 subject to Rule 16b-3 | ||
Weinstein Joshua S over a year ago Payment of 1131 shares by Weinstein Joshua S of Capital Southwest subject to Rule 16b-3 | ||
Weinstein Joshua S over a year ago Capital Southwest exotic insider transaction detected |
Capital Southwest Outstanding Bonds
Capital Southwest issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Capital Southwest uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Capital bonds can be classified according to their maturity, which is the date when Capital Southwest has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Capital Southwest Corporate Filings
F3 | 27th of February 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
| 20th of February 2025 Other Reports | ViewVerify | |
8K | 18th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 4th of February 2025 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Also Currently Popular
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Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Capital Southwest. If investors know Capital will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Capital Southwest listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.41) | Dividend Share 2.3 | Earnings Share 1.41 | Revenue Per Share | Quarterly Revenue Growth 0.07 |
The market value of Capital Southwest is measured differently than its book value, which is the value of Capital that is recorded on the company's balance sheet. Investors also form their own opinion of Capital Southwest's value that differs from its market value or its book value, called intrinsic value, which is Capital Southwest's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Capital Southwest's market value can be influenced by many factors that don't directly affect Capital Southwest's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Capital Southwest's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital Southwest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital Southwest's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.