En esta página
01CSWC precio
02Instantánea
03Gráfico
04Divisiones de acciones
06Rendimiento
07Valoración y ratios
13Dividendos
14Ganancias
15Fundamentales Completos
16Estados Financieros
17Propietarios institucionales (13F)
18Activistas y propietarios del %+ 5
19Informantes de la empresa
20Propiedad de ETFs
21Consenso
22Pares
23Noticias
26Mis Métricas
CSWC Capital Southwest Corporation - Common Stock
NASDAQ · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Ago 3, 2026
$23,52
· % del rango de 52 semanas
· por encima del mínimo
· a alto
$19,37mínimo 52 semanas
$25,75máximo 52 semanas
Capitalización Bursátil (MRQ)
$1.50B
P/E
12.4
BPA
$1.90
tus insignias
Rango 52S
$19–$26
Calificación del Analista
BUY
Precio Objetivo
$25
P/E
12.4
ROE
11.5%
Margen de Beneficio Neto
·
Tu barra de insignias está vacía — fija una métrica en cualquier lugar de esta página.
CSWC Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$23.52
Capitalización Bursátil (MRQ)
$1.50B
P/E
12.4
BPA
$1.90
Rendimiento div.
10.3%
ROE
11.5%
Rango 52S
$19–$26
CSWC Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
rango
barras
La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.
Divisiones de acciones
| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 1 de octubre de 2015 | 681-for-250 | Adelante |
| 16 de agosto de 2013 | 4-for-1 | Adelante |
| 11 de septiembre de 1987 | 2-for-1 | Adelante |
| 2 de septiembre de 1981 | 2-for-1 | Adelante |
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos·2010-03-31 → 2013-03-31
BPA$1.902021-03-31 → 2026-03-31
Flujo de caja libre$-194M2023-03-31 → 2026-03-31
Valoración y ratios
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
| Métrica | Tendencia a 5 años | CSWC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| P/E | 12.4promedio 5A ≈10.7 | ≈10.7 | 21.6 | Infravalorado | |
| P/S | 92.6promedio 5A ≈69.6 | ≈69.6 | 72.6 | Sobrevalorado | |
| P/C (MRQ) | 1.4promedio 5A ≈1.3 | ≈1.3 | 1.1 | Sobrevalorado | |
| Precio / FCF (TTM) | -4.9promedio 5A ≈-5.3 | ≈-5.3 | · | · | |
| Precio / Flujo de Caja (TTM) | -4.9promedio 5A ≈-5.3 | ≈-5.3 | · | · | |
| Price / Tangible Book (Precio / Valor Contable Tangible) | 1.4promedio 5A ≈1.3 | ≈1.3 | · | · | |
| PEG Ratio (Ratio PEG) | ≈4.5 | · | · | · |
La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | CSWC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| ROA | 5.6%promedio 5A ≈4.6% | ≈4.6% | 3.5% | De primer nivel | |
| ROE | 11.5%promedio 5A ≈9.2% | ≈9.2% | 7.5% | De primer nivel |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
| Métrica | Tendencia a 5 años | CSWC | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| EPS YoY (EPS interanual) | 29.2%promedio 5A ≈5.1% | ≈5.1% | · | · | |
| Net Income YoY (Beneficio Neto interanual) | 60.2%promedio 5A ≈31.6% | ≈31.6% | · | · | |
| EPS CAGR 3Y (CAGR BPA 3A) | -6.0%promedio 5A ≈-2.2% | ≈-2.2% | · | · | |
| EPS CAGR 5Y (CAGR BPA 5A) | 2.7% | · | · | · | |
| Net Income CAGR 3Y (CAGR Beneficio Neto 3A) | 50.6%promedio 5A ≈28.9% | ≈28.9% | · | · | |
| Net Income CAGR 5Y (CAGR Beneficio Neto 5A) | 17.3% | · | · | · |
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Aún no hay datos para este grupo de ratios
Aún no hay datos fundamentales para este ticker.
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
Rendimiento por Dividendo10.3%
Ratio de Pago130.3%
Pago anualizado≈$3.04
Racha de Crecimiento≈3
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| Sep 15, 2026 | $0,25 | USD | ≈10.7% |
| Ago 14, 2026 | $0,19 | USD | ≈10.3% |
| Jul 15, 2026 | $0,19 | USD | ≈10.7% |
| Jun 15, 2026 | $0,25 | USD | ≈11.1% |
| May 15, 2026 | $0,19 | USD | ≈12.5% |
| Abr 15, 2026 | $0,19 | USD | ≈11.5% |
| Mar 13, 2026 | $0,25 | USD | ≈14.9% |
| Feb 13, 2026 | $0,19 | USD | ≈13.0% |
| Ene 15, 2026 | $0,19 | USD | ≈11.8% |
| Dic 15, 2025 | $0,25 | USD | ≈11.6% |
| Nov 14, 2025 | $0,19 | USD | ≈14.1% |
| Oct 15, 2025 | $0,19 | USD | ≈13.5% |
| Sep 15, 2025 | $0,25 | USD | ≈11.4% |
| Ago 15, 2025 | $0,19 | USD | ≈10.1% |
| Jul 15, 2025 | $0,19 | USD | ≈12.0% |
| Jun 13, 2025 | $0,64 | USD | ≈12.3% |
| Mar 14, 2025 | $0,64 | USD | ≈11.7% |
| Dic 13, 2024 | $0,63 | USD | ≈11.6% |
| Sep 13, 2024 | $0,64 | USD | ≈10.2% |
| Jun 14, 2024 | $0,63 | USD | ≈9.9% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
-2.6%
Próximo informe
Nov 02, 2026
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 30 de junio de 2026 | $0.51 | $0.55 | -7.3% | |
| 31 de marzo de 2026 | $0.55 | $0.57 | -4.3% | |
| 31 de diciembre de 2025 | $0.64 | $0.58 | 10.9% | |
| 30 de septiembre de 2025 | $0.57 | $0.58 | -1.4% | |
| 30 de junio de 2025 | $0.59 | $0.60 | -1.2% | |
| 31 de marzo de 2025 | $0.54 | $0.62 | -12.5% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 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 general
| Métrica | Tendencia | 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 |
Flujo de Efectivo
| Métrica | Tendencia | 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 | · | · | · | · | · | · |
Rentabilidad
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROA | 5.6% | · | · | 3.0% | · | · | · | · | · | · | |
| ROE | 11.5% | · | · | 5.8% | · | · | · | · | · | · |
Por Acción
| Métrica | Tendencia | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $16.69 | · | · | $16.37 | · | · | · | · | · | · | |
| Cash Flow / Share | $-2.94 | · | · | $-7.57 | · | · | · | · | · | · | |
| Cash / Share | $0.48 | · | · | $0.60 | · | · | · | · | · | · | |
| Dividend Paid / Share | · | $2.56 | $2.53 | · | · | · | · | · | · | · | |
| EPS (TTM) | $1.90 | $1.80 | $1.80 | $2.29 | $1.87 | $1.66 | · | · | · | · |
Tasas de Crecimiento
| Métrica | Tendencia | 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% | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 29.8% | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 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 | · | · | · | · |
Estado de resultados
| Métrica | Tendencia | 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 | · | 57,530,942 | 55,544,095 | 53,516,995 | · | 48,315,228 | 47,242,863 | 45,665,387 | · | 41,513,773 | 39,698,396 | 37,597,884 | · | 31,381,360 | 27,987,699 | |
| Shares (Diluted) | 70,505,458 | · | 66,842,796 | 64,830,413 | 62,777,430 | · | 54,121,844 | 47,242,863 | 45,665,387 | · | 41,513,773 | 39,698,396 | 37,597,884 | · | 31,381,360 | 27,987,699 | |
| EBITDA | $2M | · | · | · | $2M | · | · | · | $1M | · | · | · | $779.0K | · | · | · |
Balance general
| Métrica | Tendencia | 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 |
Flujo de Efectivo
| Métrica | Tendencia | 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 | · | · | · |
Rentabilidad
| Métrica | Tendencia | 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% |
Por Acción
| Métrica | Tendencia | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $16.61 | · | · | $16.62 | $16.59 | · | · | $16.59 | $16.60 | · | $16.77 | $16.46 | $16.38 | · | $16.25 | $16.53 | |
| Cash Flow / Share | $-1.15 | · | · | · | $0.49 | · | · | · | $0.68 | · | · | · | $-1.48 | · | · | · | |
| Cash / Share | $0.92 | · | · | $1.53 | $0.85 | · | · | $0.99 | $0.71 | · | $0.55 | $0.58 | $0.55 | · | $0.63 | $1.05 | |
| Dividend / Share | · | · | · | · | $0.64 | $0.64 | · | $0.64 | $0.63 | $0.63 | $0.63 | $0.62 | $0.59 | $0.58 | $0.57 | $0.50 | |
| Dividend Paid / Share | · | · | $0.66 | · | · | · | $0.69 | $0.64 | $0.63 | $0.63 | $0.72 | $0.62 | $0.59 | $0.58 | $0.57 | $0.50 | |
| EPS (TTM) | $1.81 | · | $1.80 | $1.60 | $1.64 | · | $1.14 | $1.50 | $1.71 | · | $2.68 | $2.60 | $2.43 | · | $2.13 | $2.02 |
Valoración (TTM)
| Métrica | Tendencia | 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 | $11M | · | $11M | $11M | $11M | · | $11M | $11M | $11M | · | $11M | $11M | $11M | · | $11M | $11M | |
| Net Income TTM | $111M | · | $103M | $86M | $84M | · | $66M | $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 | 13.1 | · | 12.3 | 13.7 | 13.4 | · | 19.1 | 16.9 | 15.3 | · | 8.8 | 8.8 | 8.1 | · | 8.0 | 8.4 | |
| P/S | 139.8 | · | 121.5 | 114.9 | 112.3 | · | 100.8 | 111.3 | 112.8 | · | 94.0 | 84.4 | 70.7 | · | 54.5 | 45.0 | |
| 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 | · | · | · | |
| Dividend Yield | 10.0% | · | 10.8% | 11.0% | 10.8% | · | 11.0% | 9.6% | 9.0% | · | 9.4% | 9.6% | 10.1% | · | · | · | |
| Earnings Yield | 7.6% | · | 8.1% | 7.3% | 7.4% | · | 5.2% | 5.9% | 6.6% | · | 11.3% | 11.3% | 12.3% | · | 12.5% | 11.9% | |
| Payout Ratio | 160.3% | · | · | · | 130.9% | · | · | · | 210.2% | · | · | · | 96.2% | · | · | · | |
| Annual Payout | $152M | · | $142M | $137M | $131M | · | $120M | $115M | $110M | · | $95M | $88M | $77M | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Beneficio neto | $113M | $71M | $83M | $33M | $43M |
| EPS Diluido | $1.90 | $1.47 | $2.05 | $2.29 | $1.87 |
No hay datos para este estado
Aún no hay suficientes datos fundamentales para generar este estado.
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Flujo de caja libre | $-194M | $-219M | $-189M | $-227M | · |
Propietarios institucionales (13F) 205 declarantes · $444.2M total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Tenedores
205
Valor en tenencia
$444.2M
Nuevas posiciones
33
Posiciones cerradas
9
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 33 (+3 vs trimestre anterior) | 9 (-13 vs trimestre anterior) | 71 (+18 vs trimestre anterior) | 56 (+6 vs trimestre anterior) | +313K |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | $36 288 875 | 1 526 667 | 8,17% | Acciones |
| UBS Group AG | $28 957 660 | 1 218 244 | 6,52% | Acciones |
| TWO SIGMA INVESTMENTS, LP | $28 057 894 | 1 180 391 | 6,32% | Acciones |
| TWO SIGMA ADVISERS, LP | $23 543 612 | 1 062 917 | 5,30% | Acciones |
| Sound Income Strategies, LLC | $22 208 820 | 934 321 | 5,00% | Acciones |
| SANDERS MORRIS HARRIS LLC | $18 065 007 | 759 992 | 4,07% | Acciones |
| Empowered Funds, LLC | $12 495 818 | 525 697 | 2,81% | Acciones |
| Empirical Finance, LLC | $12 491 135 | 525 500 | 2,81% | Acciones |
| Legal & General Group Plc | $11 885 721 | 499 715 | 2,68% | Acciones |
| Cetera Investment Advisers | $11 669 319 | 490 926 | 2,63% | Acciones |
| Muzinich & Co., Inc. | $10 361 556 | 435 909 | 2,33% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $9 925 741 | 417 574 | 2,23% | Acciones |
| LPL Financial LLC | $9 569 456 | 402 585 | 2,15% | Acciones |
| FRANKLIN RESOURCES INC | $9 025 136 | 379 686 | 2,03% | Acciones |
| Melia Wealth LLC | $8 979 358 | 377 760 | 2,02% | Acciones |
| Columbus Macro, LLC | $8 910 689 | 374 871 | 2,01% | Acciones |
| TECTONIC ADVISORS LLC | $8 447 147 | 355 370 | 1,90% | Acciones |
| BlackRock, Inc. | $7 139 966 | 300 377 | 1,61% | Acciones |
| EPIQ PARTNERS, LLC | $6 988 451 | 294 003 | 1,57% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $6 935 563 | 291 778 | 1,56% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $6 406 790 | 269 532 | 1,44% | Acciones |
| Union Bancaire Privee, UBP SA | $6 308 918 | 1 685 | 1,42% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6 032 826 | 253 800 | 1,36% | Opción de compra |
| Womack Financial LLC | $5 479 886 | 230 538 | 1,23% | Acciones |
| MORGAN STANLEY | $5 133 630 | 215 970 | 1,16% | Acciones |
| Beacon Pointe Advisors, LLC | $4 700 946 | 197 768 | 1,06% | Acciones |
| FIRST MANHATTAN CO. LLC. | $3 989 604 | 167 842 | 0,90% | Acciones |
| Naviter Wealth, LLC | $3 986 999 | 167 732 | 0,90% | Acciones |
| Schonfeld Strategic Advisors LLC | $3 803 697 | 160 021 | 0,86% | Acciones |
| GRACE & WHITE INC /NY | $3 795 998 | 159 697 | 0,85% | Acciones |
| Foundations Investment Advisors, LLC | $3 070 150 | 129 161 | 0,69% | Acciones |
| GraniteShares Advisors LLC | $3 005 574 | 126 444 | 0,68% | Acciones |
| MARSHALL WACE, LLP | $2 871 106 | 120 787 | 0,65% | Acciones |
| Hodges Capital Management Inc. | $2 668 968 | 112 283 | 0,60% | Acciones |
| AMERIPRISE FINANCIAL INC | $2 468 532 | 103 851 | 0,56% | Acciones |
| Trexquant Investment LP | $2 464 616 | 103 686 | 0,55% | Acciones |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $2 418 704 | 104 570 | 0,54% | Acciones |
| XTX Topco Ltd | $2 306 332 | 97 027 | 0,52% | Acciones |
| Advisors Asset Management, Inc. | $2 291 705 | 103 463 | 0,52% | Acciones |
| First Dallas Securities Inc. | $2 150 414 | 90 468 | 0,48% | Acciones |
| CITADEL ADVISORS LLC | $2 097 726 | 88 251 | 0,47% | Acciones |
| Inspire Advisors, LLC | $2 086 110 | 87 762 | 0,47% | Acciones |
| BANK OF AMERICA CORP /DE/ | $2 044 482 | 86 011 | 0,46% | Acciones |
| NEUBERGER BERMAN GROUP LLC | $2 008 446 | 84 495 | 0,45% | Acciones |
| BENJAMIN EDWARDS INC | $1 989 307 | 83 697 | 0,45% | Acciones |
| STATE STREET CORP | $1 912 106 | 80 442 | 0,43% | Acciones |
| SMH CAPITAL ADVISORS INC | $1 903 314 | 80 072 | 0,43% | Acciones |
| Truvestments Capital LLC | $1 869 915 | 78 667 | 0,42% | Acciones |
| Balyasny Asset Management L.P. | $1 822 660 | 76 679 | 0,41% | Acciones |
| Militia Capital Management LLC | $1 782 750 | 75 000 | 0,40% | Acciones |
Activistas y propietarios del %+ 5 8 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 1 de mayo de 2019 | · | Presentación inicial | Inversión pasiva | SEC |
| (1) Capital Southwest Corporation | 2 de octubre de 2014 | · | Presentación inicial | · | SEC |
| Zuckerman Investment Group, LLC, Sherwin A. Zuckerman, Daniel R. Zuckerman ×2 presentaciones | 1 de octubre de 2014 | · | Presentación inicial | Inversión pasiva | SEC |
| Capital Southwest Corporation ×2 presentaciones | 30 de septiembre de 2014 | · | Presentación inicial | Inversión pasiva | SEC |
| Zuckerman Investment Group LLC*, Sherwin A. Zuckerman*, Daniel R. Zuckerman* | 23 de agosto de 2013 | · | Presentación inicial | Inversión pasiva | SEC |
| Zuckerman Investment Group LLC, Sherwin A. Zuckerman, Daniel R. Zuckerman ×2 presentaciones | 12 de febrero de 2013 | · | Presentación inicial | Inversión pasiva | 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 presentaciones | 9 de diciembre de 2008 | · | Presentación inicial | · | SEC |
| Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada, Persona informante no revelada | 17 de agosto de 2007 | · | Presentación inicial | Inversión pasiva | 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.
Informantes de la empresa 31 insiders · 16 directivos · 12 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Michael Scott Sarner | President and CEO | 10 de junio de 2026 F | 587 684 | 1 | 0 | $59 020 |
| Bowen S Diehl | President and CEO | 10 de junio de 2024 A | 303 943 | 0 | 0 | $0 |
| Chris Rehberger | Chief Financial Officer | 10 de junio de 2026 F | 215 971 | 0 | 0 | $0 |
| Kelly Tacke | SVP and CFO | 28 de agosto de 2014 A | 47 000 | 0 | 0 | $0 |
| Tracy L. Morris | CFO | 5 de marzo de 2013 M | 200 | 0 | 0 | $0 |
| Joshua S. Weinstein | Senior Managing Director & CIO | 10 de junio de 2026 F | 380 585 | 0 | 0 | $0 |
| Douglas M. Kelley | Sr. VP, Managing Director | 15 de noviembre de 2017 F | 84 767 | 0 | 0 | $0 |
| William M Ashbaugh | Sr. VP, Managing Director | 15 de noviembre de 2017 F | 48 068 | 0 | 0 | $0 |
| Matthew Bailey Golden | Vice President | 5 de junio de 2015 S | 1 800 | 0 | 0 | $0 |
| Ray D. Schwertner | Vice President | 18 de septiembre de 2014 M | 8 600 | 0 | 0 | $0 |
| Glenn Neblett | Vice President | 3 de marzo de 2014 M | 15 988 | 0 | 0 | $0 |
| Henry James Gohlke | Vice President | 22 de enero de 2013 A | 2 500 | 0 | 0 | $0 |
| Jeffrey G Peterson | Vice President | 22 de junio de 2012 S | 0 | 0 | 0 | $0 |
| Marquez D Bela | Vice President | 21 de mayo de 2012 M | 0 | 0 | 0 | $0 |
| Susan K Hodgson | Secretary-Treasurer | 2 de noviembre de 2007 A | 1 098 | 0 | 0 | $0 |
| Patrick F Hamner | Senior Vice President (I) | 1 de noviembre de 2006 A | 10 259 | 0 | 0 | $0 |
| William R Thomas III | Consejero | 1 de octubre de 2026 P | 22 842 | 2 | 1 | $58 442 |
| Christine Battist | Consejero | 10 de agosto de 2026 A | 16 064 | 2 | 0 | $33 874 |
| John H Wilson | Consejero | 23 de marzo de 2018 P | 20 000 | 0 | 0 | $0 |
| Joseph B Armes | Consejero | 31 de julio de 2017 S | 31 000 | 0 | 0 | $0 |
| Samuel B Ligon | Consejero | 2 de marzo de 2015 P | 12 900 | 0 | 0 | $0 |
| Gary L Martin | Consejero | 19 de febrero de 2014 M | 445 292 | 0 | 0 | $0 |
| Richard F. Strup | Consejero | 31 de octubre de 2012 P | 500 | 0 | 0 | $0 |
| Donald W Burton | Consejero | 30 de noviembre de 2011 A | 106 190 | 0 | 0 | $0 |
| Graeme W Henderson | Consejero | 23 de septiembre de 2009 P | 12 000 | 0 | 0 | $0 |
| William R Thomas | Consejero | 17 de agosto de 2007 P | 341 975 | 0 | 0 | $0 |
| Ramona Lynn Rogers-Windsor | · | 10 de agosto de 2026 A | 25 080 | 2 | 0 | $9 989 |
| David R Brooks | · | 10 de agosto de 2026 A | 42 933 | 0 | 0 | $0 |
| Jack D Furst | · | 10 de agosto de 2026 A | 49 937 | 0 | 0 | $0 |
| Thomas Duane Morgan | · | 31 de agosto de 2021 P | 4 776 | 0 | 0 | $0 |
| Christopher Scott Shedd | · | 22 de enero de 2013 A | 750 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 3 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
CSWC Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
calificación · 14 analistas
COMPRA
Objetivo mediano
$25.50
+8,4%
3 21,4%
Compra fuerte
7 50,0%
Compra
4 28,6%
Mantener
0 0,0%
Venta
0 0,0%
Venta fuerte
Precio objetivo a 12 meses
5 analistas · 2026-10-01Objetivo medio $25.30 +7,6%
Ahora
Precio Actual $23.52
Mín$21.00
Media$25.30
Máx$29.00
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| 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% | · |
| PSEC | $1.18B | 38.5 | · | · | 5.2% | · |
| OCSL | $1.15B | 33.5 | · | · | 2.3% | · |
| GSBD | $1.04B | 9.0 | · | · | 8.1% | · |
| BLK | $165.98B | 30.3 | 18.7% | 22.9% | 10.7% | · |
Últimas noticias Noticias recientes que mencionan a esta empresa
Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos
Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.
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Fuente: SEC 10-Q presentada el Ago 3, 2026