AI Analysis
Log in to generate an AI summary for this stock.
Log in to generate a MOAT report for this stock.
Log in to generate an earnings report for this stock.
Log in to generate an operating leverage report for this stock.
Log in to generate a management report for this stock.
Log in to generate a valuation report for this stock.
Capital Southwest Corporation
Video analysis: CSWC
All videosNo video analysis for this stock yet. Request one from our team.
News: CSWC
Reasons Why Capital Southwest Beats Golub Capital
Capital Southwest and Golub Capital BDC both have high-quality portfolios and strong long-term underwriting track records. However, CSWC has crushed GBDC in the total return department over time. I detail the reasons why in this article and what BDC investors can learn from this case study.
Capital Southwest Corporation Prices Public Offering of $350 Million 6.750% Notes due 2031
DALLAS, Sept. 10, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (NASDAQ: CSWC) (the “Company”, “Capital Southwest”, “we”, “us” and “our”) is pleased to announce that it has priced an underwritten public offering of $350.0 million in aggregate principal amount of 6.750% notes due 2031 (the “Notes”). The Notes will bear interest at a rate of 6.750% per year, payable semi-annually, will mature on September 15, 2031 and may be redeemed in whole or in part at the Company's option at any time prior to August 15, 2031, at par plus a “make-whole” premium, and thereafter at par. The Notes will be issued to the public at a price of 98.985% of the aggregate principal amount of the Notes, resulting in a yield-to-maturity of 6.994%. The offering is expected to close on September 15, 2026, subject to customary closing conditions.
How a 74-Year-Old Collects $8,900 a Month Without Selling a Single Share
Collecting $8,900 a month in retirement without selling shares sounds clean until you see what the biggest position in this seven-ticker setup actually pays when markets go quiet.
In This Market, This Sector Is A Retirement Income Standout
Equity markets remain in a prolonged, robust bull run, demanding high selectivity for new opportunities. Infra and utility sectors are heavily dependent on AI, while energy and midstream appear overinflated due to war-related factors. High-duration assets are considered excessively risky in the current environment, favoring cash preservation instruments like high-quality CLOs and T-bills.
A $2.1 Million Portfolio, Two Withdrawal Plans: One Triggers IRMAA and RMD Taxes, One Never Does
Two retirees with identical $2.1 million portfolios can face wildly different tax bills in their seventies, and the gap comes down to a single decision made years before Medicare or RMDs enter the picture.
BDCs May Get The Catalyst They Desperately Need, But Here's Why You Should Remain Cautious
Rising interest rates could provide a short-term catalyst for BDCs, but higher rates may also stress borrowers and tighten dividend coverage. Capital Southwest and Trinity Capital are favored for income; both are internally managed with strong balance sheets and yields above 10%.
How to Build $14,000 a Month in Dividend Income From Three Income Buckets
The vehicle you choose to replace a $14,000 monthly paycheck can swing your required capital by millions, and picking the wrong yield lane locks in a trade-off most investors never see coming.
Capital Southwest Increases Corporate Credit Facility to $595 million and Extends Maturity to September 2031
DALLAS, Sept. 02, 2026 (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, today announced an amendment to its senior secured credit facility (the “Corporate Credit Facility”). The amendment (a) increased commitments under the Corporate Credit Facility from $510 million to $595 million, (b) decreased the applicable margin from 2.15% to 2.00%, (c) removed the SOFR adjustment, (d) increased the uncommitted accordion feature that could increase the maximum commitments from $750 million to $1 billion, (e) reduced the unused commitment fees from a range of (i) 0.50%-1.00% to (ii) 0.50%-0.75% per annum, based on utilization, on the unused lender commitments, and (f) amended certain financial covenants. In addition, the end of the Corporate Credit Facility's revolving period was extended from August 2, 2027 to September 2, 2030, and the final maturity was extended from August 2, 2028 to September 2, 2031.
Similar companies
-
Carlyle Secured Lending, Inc.
CGBD
·
NASDAQ
Compare
-
Sixth Street Specialty Lending, Inc.
TSLX
·
New York Stock Exchange
Compare
-
Hercules Capital, Inc.
HTGC
·
New York Stock Exchange
Compare
-
BlackRock TCP Capital Corp.
TCPC
·
NASDAQ
Compare
-
Trinity Capital Inc.
TRIN
·
New York Stock Exchange
Compare
-
Ares Capital Corporation
ARCC
·
NASDAQ
Compare