CSWC Capital Southwest Corporation - Common Stock
$24.67
Price · Aug 19, 2026
Fundamentals as of Aug 3, 2026
52W Range
$19–$25
88% of range
Analyst Rating
BUY
14 analysts
Price Target
$25
+3% upside
P/E (TTM)
13.0
ROE
11.5%
Net Profit Margin
—
CSWC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$24.67
Market Cap
$1.49B
P/E (TTM)
13.0
EPS (TTM)
$1.90
Revenue (TTM)
—
Div Yield
9.9%
ROE
11.5%
Debt/Equity
—
52W Range
$19 – $25
CSWC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Configure
10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
2010-03-31
→
2013-03-31
EPS
$1.90
2021-03-31
→
2026-03-31
Free Cash Flow
$-194M
2023-03-31
→
2026-03-31
Margins
—
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
CSWC
Peer Median
P/E (TTM)
13.0
14.6
P/S (TTM)
97.1
3.8
P/B
1.5
1.1
Price / FCF
-7.7
—
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
CSWC
Peer Median
ROA
5.6%
3.1%
ROE
11.5%
8.0%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
CSWC
Peer Median
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
CSWC
Peer Median
EPS YoY
29.2%
—
Net Income YoY
60.2%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
CSWC
Peer Median
Payout Ratio
130.3%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
9.9%
Payout Ratio
130.3%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| July 15, 2026 | $0.1930 |
| June 15, 2026 | $0.2530 |
| May 15, 2026 | $0.1930 |
| April 15, 2026 | $0.1930 |
| March 13, 2026 | $0.2530 |
| Feb. 13, 2026 | $0.1930 |
| Jan. 15, 2026 | $0.1930 |
| Dec. 15, 2025 | $0.2530 |
| Nov. 14, 2025 | $0.1930 |
| Oct. 15, 2025 | $0.1930 |
| Sept. 15, 2025 | $0.2530 |
| Aug. 15, 2025 | $0.1930 |
| July 15, 2025 | $0.1930 |
| June 13, 2025 | $0.6400 |
| March 14, 2025 | $0.6400 |
| Dec. 13, 2024 | $0.6300 |
| Sept. 13, 2024 | $0.6400 |
| June 14, 2024 | $0.6300 |
| March 14, 2024 | $0.6300 |
| Dec. 14, 2023 | $0.6300 |
CSWC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
14 analysts
- Strong Buy 3 21.4%
- Buy 7 50.0%
- Hold 4 28.6%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
5 analysts · 2026-08-13
Median
$25.50
Now
$24.67
Low
$21.00
High
$29.00
Median target
$25.50
+3.3%
Mean target
$25.30
+2.5%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-0.00%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.58 | $0.55 | 0.03% |
| March 31, 2026 | $0.55 | $0.57 | -0.02% |
| Dec. 31, 2025 | $0.64 | $0.58 | 0.06% |
| Sept. 30, 2025 | $0.57 | $0.58 | -0.01% |
| June 30, 2025 | $0.59 | $0.60 | -0.01% |
| March 31, 2025 | $0.54 | $0.62 | -0.08% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| CSWC | $1.34B | 11.6 | — | — | 11.5% | — |
| GCMG | — | 27.0 | 8.5% | 8.1% | -14449.4% | — |
| TSLX | $2.06B | 12.0 | — | — | 10.6% | — |
| TRIN | $1.19B | 7.5 | -46.2% | 2767.4% | 14.1% | — |
| WLTH | $1.30B | -11.4 | 18.2% | -11.5% | -12.0% | — |
| MSDL | $1.42B | 11.8 | — | — | 6.9% | — |
| OCSL | $1.15B | 33.5 | — | — | 2.3% | — |
| PSEC | $1.45B | -2.4 | — | — | -14.6% | — |
| GSBD | $1.04B | 9.0 | — | — | 8.1% | — |
| BLK | $165.98B | 30.3 | 18.7% | 22.9% | 10.7% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 9
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $7M | · | · | $5M | $4M | $3M | · | · | · | · | |
| Interest Expense | · | · | · | $29M | $20M | $18M | · | · | · | · | |
| Income Tax | $1M | · | · | $329.0K | $615.0K | $2M | · | · | · | · | |
| Net Income | $113M | · | · | $33M | $43M | $51M | · | · | · | · | |
| EPS (Basic) | $1.98 | · | · | $2.29 | $1.87 | $1.66 | · | · | · | · | |
| EPS (Diluted) | $1.90 | · | · | $2.29 | $1.87 | $1.66 | · | · | · | · | |
| Shares (Basic) | 56,529,604 | · | · | 30,016,000 | 22,840,000 | 19,060,000 | 18,000,000 | 16,074,000 | 16,074,000 | 15,825,000 | |
| Shares (Diluted) | 65,828,805 | · | · | 30,016,000 | 22,840,000 | 19,060,000 | 18,000,000 | 16,139,000 | 16,139,000 | 15,877,000 | |
| EBITDA | $7M | · | · | $3M | · | · | · | · | · | · |
Balance Sheet 12
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $29M | · | $36M | $22M | $11M | · | · | · | · | · | |
| Total Assets | $2.18B | · | · | $1.26B | $974M | · | · | · | · | · | |
| Deferred Tax | $13M | · | · | $12M | $6M | · | · | · | · | · | |
| Total Liabilities | $1.17B | · | · | $667M | $553M | · | · | · | · | · | |
| Long-term Debt | $1.13B | · | · | $638M | $529M | · | · | · | · | · | |
| Common Stock | $15M | · | · | $10M | $7M | · | · | · | · | · | |
| Paid-in Capital | $1.07B | · | · | $647M | $448M | · | · | · | · | · | |
| Retained Earnings | $-79M | · | · | $-42M | $-10M | · | · | · | · | · | |
| Treasury Stock | · | · | · | $24M | $24M | · | · | · | · | · | |
| Stockholders' Equity | $1.01B | · | $830M | $590M | $421M | $336M | $272M | · | · | · | |
| Liabilities + Equity | $2.18B | · | · | $1.26B | $974M | · | · | · | · | · | |
| Shares Outstanding | 60,577,181 | · | 50,051,000 | 36,076,000 | 24,959,000 | 21,005,000 | 17,998,000 | 17,503,000 | 16,162,000 | 16,011,000 |
Cash Flow 14
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | · | · | $3M | $2M | $2M | · | · | · | · | |
| Stock-based Comp | $5M | · | · | $4M | $4M | $3M | · | · | · | · | |
| Deferred Tax | $-4M | · | · | $6M | $2M | $4M | · | · | · | · | |
| Other Non-cash | $-314M | · | · | $-273M | · | · | · | · | · | · | |
| Operating Cash Flow | $-194M | · | · | $-227M | $-183M | $-68M | · | · | · | · | |
| CapEx | $286.0K | · | · | $281.0K | $2M | $0 | · | · | · | · | |
| Investing Cash Flow | $-286.0K | · | · | $-281.0K | $-2M | $0 | · | · | · | · | |
| Stock Issued | $158M | · | · | $203M | $98M | $50M | · | · | · | · | |
| Net Stock Activity | $158M | · | · | $203M | · | · | · | · | · | · | |
| Dividends Paid | $147M | · | · | $71M | $59M | $40M | · | · | · | · | |
| Financing Cash Flow | $178M | · | · | $238M | $164M | $86M | · | · | · | · | |
| Net Change in Cash | $-15M | · | · | $10M | $-20M | $18M | · | · | · | · | |
| Taxes Paid | $12M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $-194M | · | · | $-227M | · | · | · | · | · | · |
Profitability 2
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 5.6% | · | · | 3.0% | · | · | · | · | · | · | |
| ROE | 11.5% | · | · | 5.8% | · | · | · | · | · | · |
Growth Rates 7
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS YoY | 29.2% | · | · | 22.5% | 12.7% | · | · | · | · | · | |
| EPS CAGR 3Y | -6.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 2.7% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 60.2% | · | · | -22.7% | -15.9% | · | · | · | · | · | |
| Net Income CAGR 3Y | 50.6% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 17.3% | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 29.8% | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 13
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | $15M | |
| Net Income TTM | $113M | $103M | $66M | $33M | $43M | $51M | · | · | · | · | |
| Market Cap | $1.34B | · | · | $641M | · | · | · | · | · | · | |
| P/E | 11.6 | 12.3 | 12.1 | 7.8 | 12.7 | 13.3 | · | · | · | · | |
| P/S | 87.1 | · | · | 41.7 | · | · | · | · | · | · | |
| P/B | 1.3 | · | · | 1.1 | · | · | · | · | · | · | |
| P / Tangible Book | 1.3 | · | · | 1.1 | · | · | · | · | · | · | |
| P / Cash Flow | -6.9 | · | · | -2.8 | · | · | · | · | · | · | |
| P / FCF | -6.9 | · | · | -2.8 | · | · | · | · | · | · | |
| Dividend Yield | 11.0% | · | · | 11.1% | · | · | · | · | · | · | |
| Earnings Yield | 8.6% | 8.1% | 8.2% | 12.9% | 7.9% | 7.5% | · | · | · | · | |
| Payout Ratio | 130.3% | · | · | 214.9% | · | · | · | · | · | · | |
| Annual Payout | $147M | · | · | $71M | $59M | $40M | · | · | · | · |
Income Statement 9
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SG&A Expense | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $2M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Interest Expense | · | · | · | · | · | · | · | · | $12M | · | $11M | $10M | $10M | · | $8M | $7M | |
| Income Tax | $-711.0K | $614.0K | $-2M | $2M | $828.0K | $622.0K | $367.0K | $-1M | $2M | $373.0K | $907.0K | $-783.0K | $447.0K | $349.0K | · | · | |
| Net Income | $25M | $27M | $33M | $26M | $27M | $18M | $16M | $23M | $14M | $13M | $23M | $23M | $24M | $18M | $3M | $9M | |
| EPS (Basic) | $0.40 | $0.45 | $0.57 | $0.46 | $0.50 | $0.34 | $0.34 | $0.48 | $0.31 | $0.01 | $0.70 | $0.69 | $0.65 | $0.66 | $0.62 | $0.52 | |
| EPS (Diluted) | $0.39 | $0.44 | $0.54 | $0.44 | $0.48 | $0.34 | $0.34 | $0.48 | $0.31 | $0.01 | $0.70 | $0.69 | $0.65 | $0.64 | $0.62 | $0.52 | |
| Shares (Basic) | 61,141,741 | -110,062,428 | 57,530,942 | 55,544,095 | 53,516,995 | -93,775,385 | 48,315,228 | 47,242,863 | 45,665,387 | -78,082,920 | 41,513,773 | 39,698,396 | 37,597,884 | -54,866,593 | 31,381,360 | 27,987,699 | |
| Shares (Diluted) | 70,505,458 | -128,621,834 | 66,842,796 | 64,830,413 | 62,777,430 | -95,842,380 | 54,121,844 | 47,242,863 | 45,665,387 | -78,082,920 | 41,513,773 | 39,698,396 | 37,597,884 | -54,866,593 | 31,381,360 | 27,987,699 | |
| EBITDA | $2M | · | · | · | $2M | · | · | · | $1M | · | · | · | $779.0K | · | · | · |
Balance Sheet 12
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $58M | $29M | $43M | $87M | $47M | $43M | $36M | $47M | $33M | $32M | $24M | $23M | $21M | $22M | $22M | $30M | |
| Total Assets | $2.32B | $2.18B | $2.12B | $2.02B | $1.88B | $1.88B | $1.79B | $1.60B | $1.54B | $1.56B | $1.43B | $1.42B | $1.34B | · | $1.20B | $1.11B | |
| Deferred Tax | $12M | $13M | $15M | $15M | $13M | $17M | $16M | $13M | $14M | $12M | $11M | $10M | $12M | · | $11M | $9M | |
| Total Liabilities | $1.26B | $1.17B | $1.12B | $1.07B | $966M | $999M | $959M | $813M | $767M | $801M | $709M | $759M | $701M | · | $641M | $637M | |
| Long-term Debt | $1.22B | $1.13B | $1.07B | $1.03B | $926M | $956M | $920M | $785M | $735M | $771M | $678M | $733M | $672M | · | $612M | $603M | |
| Common Stock | $16M | $15M | $15M | $14M | $14M | $13M | $13M | $12M | $12M | $11M | $11M | $10M | $10M | · | $9M | $8M | |
| Paid-in Capital | $1.14B | $1.07B | $1.06B | $1.04B | $1000M | $959M | $904M | $855M | $834M | $797M | $751M | $691M | $667M | · | $617M | $521M | |
| Retained Earnings | $-94M | $-79M | $-76M | $-107M | $-97M | $-89M | $-86M | $-76M | $-68M | $-53M | $-41M | $-43M | $-41M | · | $-40M | $-29M | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | · | $24M | $24M | |
| Stockholders' Equity | $1.06B | $1.01B | $996M | $947M | $916M | $884M | $830M | $791M | $777M | $756M | $721M | $658M | $636M | $590M | $561M | $476M | |
| Liabilities + Equity | $2.32B | $2.18B | $2.12B | $2.02B | $1.88B | $1.88B | $1.79B | $1.60B | $1.54B | $1.56B | $1.43B | $1.42B | $1.34B | · | $1.20B | $1.11B | |
| Shares Outstanding | 63,733,867 | 60,577,181 | 59,456,961 | 56,966,998 | 55,227,370 | 52,912,796 | 50,051,332 | 47,686,685 | 46,837,511 | 45,051,000 | 42,981,139 | 39,951,118 | 38,839,918 | 36,076,000 | 34,559,034 | 28,782,062 |
Cash Flow 13
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $1M | $1M | $1M | $1M | $1M | $779.0K | $748.0K | $674.0K | $677.0K | |
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $3M | $2M | $2M | $1M | $1M | $1M | $1M | $963.0K | $832.0K | $992.0K | $1M | |
| Deferred Tax | $-918.0K | $-3M | $165.0K | $2M | $-4M | $1M | $3M | $-1M | $2M | $1M | $567.0K | $-1M | $-262.0K | $689.0K | $3M | $2M | |
| Other Non-cash | $-108M | · | · | · | $5M | · | · | · | $13M | · | · | · | $-81M | · | · | · | |
| Operating Cash Flow | $-81M | $-59M | $-94M | $-71M | $30M | $-59M | $-166M | $-24M | $31M | $-102M | $18M | $-49M | $-56M | $-33M | $-98M | $-26M | |
| CapEx | $0 | $49.0K | $15.0K | $81.0K | $141.0K | $396.0K | $748.0K | $497.0K | $25.0K | $10.0K | $1.0K | $0 | $2.0K | $122.0K | $3.0K | $0 | |
| Investing Cash Flow | $0 | $-49.0K | $-15.0K | $-81.0K | $-141.0K | $-396.0K | $-748.0K | $-497.0K | $-25.0K | $-10.0K | $-1.0K | $0 | $-2.0K | $-122.0K | $-3.0K | $0 | |
| Stock Issued | $63M | $25M | $52M | $40M | $41M | $68M | $53M | $20M | $38M | $49M | $66M | $23M | $45M | $29M | $102M | $27M | |
| Net Stock Activity | $63M | · | · | · | $41M | · | · | · | $38M | · | · | · | $45M | · | · | · | |
| Dividends Paid | $40M | $39M | $37M | $36M | $35M | $34M | $32M | $31M | $30M | $28M | $27M | $25M | $23M | $21M | $19M | $14M | |
| Financing Cash Flow | $110M | $44M | $49M | $112M | $-27M | $68M | $155M | $38M | $-30M | $111M | $-17M | $51M | $55M | $33M | $90M | $37M | |
| Net Change in Cash | $29M | $-15M | $-45M | $41M | $4M | $9M | $-11M | $14M | $1M | $9M | $585.0K | $2M | $-307.0K | $-101.0K | $-9M | $11M | |
| Free Cash Flow | $-81M | · | · | · | $30M | · | · | · | $31M | · | · | · | $-56M | · | · | · |
Profitability 2
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 1.2% | · | · | 1.4% | 1.6% | · | · | 1.5% | 0.97% | · | 1.8% | 1.8% | 2.5% | · | 0.32% | 1.1% | |
| ROE | 2.5% | · | · | 2.9% | 3.2% | · | · | 3.1% | 2.0% | · | 3.7% | 4.0% | 7.5% | · | 1.1% | 4.0% |
Valuation (TTM) 11
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15M | · | · | $15M | $15M | · | · | $15M | $15M | · | $15M | $15M | $15M | · | $15M | $15M | |
| Net Income TTM | $111M | · | · | $86M | $84M | · | · | $74M | $74M | · | $88M | $68M | $54M | · | $35M | $44M | |
| Market Cap | $1.51B | · | · | $1.25B | $1.22B | · | · | $1.21B | $1.22B | · | $1.02B | $915M | $766M | · | $591M | $488M | |
| P/E | 12.8 | · | · | 12.6 | 13.7 | · | · | 11.7 | 11.0 | · | 8.8 | 8.8 | 8.1 | · | 8.0 | 8.4 | |
| P/S | 98.4 | · | · | 80.9 | 79.1 | · | · | 78.4 | 79.4 | · | 66.2 | 59.4 | 49.8 | · | 38.4 | 31.7 | |
| P/B | 1.4 | · | · | 1.3 | 1.3 | · | · | 1.5 | 1.6 | · | 1.4 | 1.4 | 1.2 | · | 1.1 | 1.0 | |
| P / Tangible Book | 1.4 | · | · | 1.3 | 1.3 | · | · | 1.5 | 1.6 | · | 1.4 | 1.4 | 1.2 | · | 1.1 | 1.0 | |
| P / Cash Flow | -18.7 | · | · | · | 39.9 | · | · | · | 39.3 | · | · | · | -13.8 | · | · | · | |
| P / FCF | -18.7 | · | · | · | 40.1 | · | · | · | 39.3 | · | · | · | -13.8 | · | · | · | |
| Earnings Yield | 7.8% | · | · | 8.0% | 7.3% | · | · | 8.5% | 9.1% | · | 11.3% | 11.3% | 12.3% | · | 12.5% | 11.9% | |
| Payout Ratio | 160.3% | · | · | · | 130.9% | · | · | · | 210.2% | · | · | · | 96.2% | · | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Net Income | $113M | $71M | $83M | $33M | $43M |
| Diluted EPS | $1.90 | $1.47 | $2.05 | $2.29 | $1.87 |
Cash Flow
| 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $-194M | $-219M | $-189M | $-227M | — |
Latest News Recent headlines mentioning this company
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Institutional owners (13F) 209 filers · $374.8M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 35 (+4 vs prior Q) | 9 (-12 vs prior Q) | 68 (+10 vs prior Q) | 56 (+13 vs prior Q) | +80K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | $29,827,642 | 1,254,844 | 7.96% | Shares |
| TWO SIGMA INVESTMENTS, LP | $28,057,894 | 1,180,391 | 7.49% | Shares |
| TWO SIGMA ADVISERS, LP | $23,543,612 | 1,062,917 | 6.28% | Shares |
| Sound Income Strategies, LLC | $22,208,820 | 934,321 | 5.93% | Shares |
| SANDERS MORRIS HARRIS LLC | $18,065,007 | 759,992 | 4.82% | Shares |
| Empirical Finance, LLC | $12,491,135 | 525,500 | 3.33% | Shares |
| Legal & General Group Plc | $11,885,721 | 499,715 | 3.17% | Shares |
| Cetera Investment Advisers | $11,669,319 | 490,926 | 3.11% | Shares |
| Muzinich & Co., Inc. | $10,361,556 | 435,909 | 2.76% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $9,925,741 | 417,574 | 2.65% | Shares |
| LPL Financial LLC | $9,569,456 | 402,585 | 2.55% | Shares |
| FRANKLIN RESOURCES INC | $9,025,136 | 379,686 | 2.41% | Shares |
| Melia Wealth LLC | $8,979,358 | 377,760 | 2.40% | Shares |
| Columbus Macro, LLC | $8,910,689 | 374,871 | 2.38% | Shares |
| TECTONIC ADVISORS LLC | $8,419,907 | 354,224 | 2.25% | Shares |
| EPIQ PARTNERS, LLC | $6,988,451 | 294,003 | 1.86% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $6,935,563 | 291,778 | 1.85% | Shares |
| Union Bancaire Privee, UBP SA | $6,308,918 | 1,685 | 1.68% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6,032,826 | 253,800 | 1.61% | Call option |
| Womack Financial LLC | $5,479,886 | 230,538 | 1.46% | Shares |
| BlackRock, Inc. | $5,421,913 | 228,099 | 1.45% | Shares |
| Beacon Pointe Advisors, LLC | $4,352,509 | 196,768 | 1.16% | Shares |
| FIRST MANHATTAN CO. LLC. | $3,989,604 | 167,842 | 1.06% | Shares |
| Naviter Wealth, LLC | $3,986,999 | 167,732 | 1.06% | Shares |
| Schonfeld Strategic Advisors LLC | $3,803,697 | 160,021 | 1.01% | Shares |
| GRACE & WHITE INC /NY | $3,795,998 | 159,697 | 1.01% | Shares |
| Advisors Asset Management, Inc. | $3,263,028 | 149,543 | 0.87% | Shares |
| GraniteShares Advisors LLC | $3,005,574 | 126,444 | 0.80% | Shares |
| Foundations Investment Advisors, LLC | $3,004,300 | 126,390 | 0.80% | Shares |
| Hodges Capital Management Inc. | $2,668,968 | 112,283 | 0.71% | Shares |
| Trexquant Investment LP | $2,464,616 | 103,686 | 0.66% | Shares |
| XTX Topco Ltd | $2,306,332 | 97,027 | 0.62% | Shares |
| First Dallas Securities Inc. | $2,150,414 | 90,468 | 0.57% | Shares |
| Inspire Advisors, LLC | $2,086,110 | 87,762 | 0.56% | Shares |
| NEUBERGER BERMAN GROUP LLC | $2,008,446 | 84,495 | 0.54% | Shares |
| BENJAMIN EDWARDS INC | $1,989,307 | 83,697 | 0.53% | Shares |
| STATE STREET CORP | $1,912,106 | 80,442 | 0.51% | Shares |
| SMH CAPITAL ADVISORS INC | $1,903,314 | 80,072 | 0.51% | Shares |
| Truvestments Capital LLC | $1,869,915 | 78,667 | 0.50% | Shares |
| Balyasny Asset Management L.P. | $1,822,660 | 76,679 | 0.49% | Shares |
| Militia Capital Management LLC | $1,782,750 | 75,000 | 0.48% | Shares |
| Legacy Capital Wealth Partners, LLC | $1,774,490 | 74,653 | 0.47% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,721,949 | 72,442 | 0.46% | Shares |
| DENALI ADVISORS LLC | $1,711,774 | 72,014 | 0.46% | Shares |
| B. Riley Wealth Advisors, Inc. | $1,641,100 | 69,775 | 0.44% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $1,583,439 | 66,615 | 0.42% | Shares |
| COZAD ASSET MANAGEMENT INC | $1,571,981 | 66,133 | 0.42% | Shares |
| Kestra Advisory Services, LLC | $1,537,981 | 64,703 | 0.41% | Shares |
| Moerus Capital Management LLC | $1,466,561 | 61,698 | 0.39% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $1,405,162 | 59,115 | 0.37% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,296,416 | 54,540 | 0.35% | Shares |
| CITADEL ADVISORS LLC | $1,252,679 | 52,700 | 0.33% | Put option |
| Mariner, LLC | $1,218,406 | 51,258 | 0.33% | Shares |
| Catalyst Capital Advisors LLC | $1,164,730 | 49,000 | 0.31% | Shares |
| Bayshore Capital Advisors, LLC | $1,148,567 | 48,320 | 0.31% | Shares |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1,075,759 | 45,257 | 0.29% | Shares |
| MARSHALL WACE, LLP | $1,048,090 | 44,093 | 0.28% | Shares |
| Quantbot Technologies LP | $1,032,925 | 43,455 | 0.28% | Shares |
| ROYAL BANK OF CANADA | $1,015,000 | 42,721 | 0.27% | Shares |
| Symphony Financial, Ltd. Co. | $991,457 | 42,154 | 0.26% | Shares |
| Cornerstone Wealth Management, LLC | $970,128 | 40,813 | 0.26% | Shares |
| NAVELLIER & ASSOCIATES INC | $924,269 | 38,884 | 0.25% | Shares |
| Brookstone Capital Management | $919,824 | 38,697 | 0.25% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $903,260 | 38,000 | 0.24% | Put option |
| CALDWELL SUTTER CAPITAL, INC. | $870,410 | 36,618 | 0.23% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $860,552 | 36,203 | 0.23% | Shares |
| Sunbelt Securities, Inc. | $819,107 | 37,030 | 0.22% | Shares |
| GUGGENHEIM CAPITAL LLC | $749,944 | 31,550 | 0.20% | Shares |
| AlphaCore Capital LLC | $749,851 | 31,546 | 0.20% | Shares |
| OCCUDO QUANTITATIVE STRATEGIES LP | $725,698 | 30,530 | 0.19% | Shares |
| JANE STREET GROUP, LLC | $722,608 | 30,400 | 0.19% | Call option |
| Greenland Capital Management LP | $689,330 | 29,000 | 0.18% | Shares |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $673,832 | 28,348 | 0.18% | Shares |
| GEN Financial Management, INC. | $631,546 | 26,569 | 0.17% | Shares |
| JANE STREET GROUP, LLC | $630,880 | 26,541 | 0.17% | Shares |
| JANE STREET GROUP, LLC | $594,250 | 25,000 | 0.16% | Put option |
| MILLENNIUM MANAGEMENT LLC | $581,913 | 24,481 | 0.16% | Shares |
| Arlington Capital Management, Inc. | $575,282 | 24,202 | 0.15% | Shares |
| Nebula Research & Development LLC | $570,990 | 25,907 | 0.15% | Shares |
| Invesco Ltd. | $570,694 | 24,009 | 0.15% | Shares |
| OSAIC HOLDINGS, INC. | $558,937 | 23,514 | 0.15% | Shares |
| GOLDMAN SACHS GROUP INC | $554,126 | 23,312 | 0.15% | Shares |
| Apollon Wealth Management, LLC | $539,127 | 22,681 | 0.14% | Shares |
| CITADEL ADVISORS LLC | $537,202 | 22,600 | 0.14% | Call option |
| Mraz, Amerine & Associates, Inc. | $522,441 | 21,979 | 0.14% | Shares |
| Zuckerman Investment Group, LLC | $507,988 | 21,371 | 0.14% | Shares |
| CWM, LLC | $478,258 | 21,621 | 0.13% | Shares |
| Closed-End Fund Advisors, Inc. | $463,206 | 19,487 | 0.12% | Shares |
| Vantage Financial Partners, LLC | $441,184 | 19,918 | 0.12% | Shares |
| &PARTNERS | $438,024 | 18,428 | 0.12% | Shares |
| 1900 WEALTH MANAGEMENT LLC | $434,325 | 18,272 | 0.12% | Shares |
| WOLVERINE TRADING, LLC | $434,214 | 19,800 | 0.12% | Put option |
| LBMC INVESTMENT ADVISORS, LLC | $433,803 | 18,250 | 0.12% | Shares |
| Fund Advisors of America Inc/FL | $394,068 | 16,578 | 0.11% | Shares |
| Virtus Investment Advisers, LLC | $384,385 | 16,171 | 0.10% | Shares |
| Samalin Investment Counsel, LLC | $380,431 | 16,005 | 0.10% | Shares |
| BROWN ADVISORY INC | $374,853 | 15,770 | 0.10% | Shares |
| Belpointe Asset Management LLC | $364,965 | 15,354 | 0.10% | Shares |
| CreativeOne Wealth, LLC | $356,940 | 15,016 | 0.10% | Shares |
| CITADEL ADVISORS LLC | $347,303 | 14,611 | 0.09% | Shares |
Company insiders 32 insiders · 16 officers · 10 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael Scott Sarner | President and CEO | June 10, 2026 F | 587,684 | 1 | 0 | $59,020 |
| Bowen S Diehl | President and CEO | June 10, 2024 A | 303,943 | 0 | 0 | $0 |
| Chris Rehberger | Chief Financial Officer | June 10, 2026 F | 215,971 | 0 | 0 | $0 |
| Kelly Tacke | SVP and CFO | Aug. 28, 2014 A | 47,000 | 0 | 0 | $0 |
| Tracy L. Morris | CFO | March 5, 2013 M | 200 | 0 | 0 | $0 |
| Joshua S. Weinstein | Senior Managing Director & CIO | June 10, 2026 F | 380,585 | 0 | 0 | $0 |
| Douglas M. Kelley | Sr. VP, Managing Director | Nov. 15, 2017 F | 84,767 | 0 | 0 | $0 |
| William M Ashbaugh | Sr. VP, Managing Director | Nov. 15, 2017 F | 48,068 | 0 | 0 | $0 |
| Matthew Bailey Golden | Vice President | June 5, 2015 S | 1,800 | 0 | 0 | $0 |
| Ray D. Schwertner | Vice President | Sept. 18, 2014 M | 8,600 | 0 | 0 | $0 |
| Glenn Neblett | Vice President | March 3, 2014 M | 15,988 | 0 | 0 | $0 |
| Henry James Gohlke | Vice President | Jan. 22, 2013 A | 2,500 | 0 | 0 | $0 |
| Jeffrey G Peterson | Vice President | June 22, 2012 S | 0 | 0 | 0 | $0 |
| Marquez D Bela | Vice President | May 21, 2012 M | 0 | 0 | 0 | $0 |
| Susan K Hodgson | Secretary-Treasurer | Nov. 2, 2007 A | 1,098 | 0 | 0 | $0 |
| Patrick F Hamner | Senior Vice President (I) | Nov. 1, 2006 A | 10,259 | 0 | 0 | $0 |
| John H Wilson | Director | March 23, 2018 P | 20,000 | 0 | 0 | $0 |
| Joseph B Armes | Director | July 31, 2017 S | 31,000 | 0 | 0 | $0 |
| Samuel B Ligon | Director | March 2, 2015 P | 12,900 | 0 | 0 | $0 |
| Gary L Martin | Director | Feb. 19, 2014 M | 445,292 | 0 | 0 | $0 |
| Richard F. Strup | Director | Oct. 31, 2012 P | 500 | 0 | 0 | $0 |
| Donald W Burton | Director | Nov. 30, 2011 A | 106,190 | 0 | 0 | $0 |
| Graeme W Henderson | Director | Sept. 23, 2009 P | 12,000 | 0 | 0 | $0 |
| William R Thomas | Director | Aug. 17, 2007 P | 341,975 | 0 | 0 | $0 |
| CAPITAL SOUTHWEST CORP | 10% owner | Sept. 18, 2015 J | 0 | 0 | 0 | $0 |
| Ramona Lynn Rogers-Windsor | — | Aug. 10, 2026 A | 25,080 | 3 | 0 | $19,967 |
| David R Brooks | — | Aug. 10, 2026 A | 42,933 | 0 | 0 | $0 |
| Christine Battist | — | Aug. 10, 2026 A | 16,064 | 3 | 0 | $48,848 |
| William R Thomas III | — | Aug. 10, 2026 A | 20,672 | 1 | 1 | $8,445 |
| Jack D Furst | — | Aug. 10, 2026 A | 49,937 | 0 | 0 | $0 |
| Thomas Duane Morgan | — | Aug. 31, 2021 P | 4,776 | 0 | 0 | $0 |
| Christopher Scott Shedd | — | Jan. 22, 2013 A | 750 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 8 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | May 1, 2019 | — | Initial filing | Passive investment | SEC |
| (1) Capital Southwest Corporation | Oct. 2, 2014 | — | Initial filing | — | SEC |
| Zuckerman Investment Group, LLC, Sherwin A. Zuckerman, Daniel R. Zuckerman ×2 filings | Oct. 1, 2014 | — | Initial filing | Passive investment | SEC |
| Capital Southwest Corporation ×2 filings | Sept. 30, 2014 | — | Initial filing | Passive investment | SEC |
| Zuckerman Investment Group LLC*, Sherwin A. Zuckerman*, Daniel R. Zuckerman* | Aug. 23, 2013 | — | Initial filing | Passive investment | SEC |
| Zuckerman Investment Group LLC, Sherwin A. Zuckerman, Daniel R. Zuckerman ×2 filings | Feb. 12, 2013 | — | Initial filing | Passive investment | SEC |
| Ned Sherwood, ZS Crossover II GP, L.L.C., ZS Crossover II L.P., ZS Special I L.P., MRMP Trust, The Ned and Emily Sherwood Foundation ×5 filings | Dec. 9, 2008 | — | Initial filing | — | SEC |
| Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person | Aug. 17, 2007 | — | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 6 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| FBDC · First Trust Exchange-Traded Fund VI… | 4.54% | 67,014 NS | May 31, 2026 | N-PORT |
| ORR · EA Series Trust | 3.51% | 554,984 NS | May 29, 2026 | N-PORT |
| PEX · ProShares Trust | 2.36% | 11,321 NS | May 31, 2026 | N-PORT |
| VPC · ETFis Series Trust I | 1.38% | 19,069 NS | April 30, 2026 | N-PORT |
| PSP · Invesco Exchange-Traded Fund Trust | 0.24% | 23,801 | Aug. 8, 2026 | Daily |
| LBO · EA Series Trust | 0.07% | 232 NS | April 30, 2026 | N-PORT |