Insider buying last 90 days
$50Kin 1 open-market purchase
| Filed | Insider | Type | Value |
|---|---|---|---|
| Oct 1 | Thomas William R III director | Purchase | $50K |
From Form 4 filings, dated to when each was filed.
NASDAQ: CSWC
Capital Southwest (CSWC) Stock Analysis & Forecast
Oct 12 close
$23.52−0.02 (−0.1%)
Gekko Brief
AI summaryOct 12 closeCapital Southwest drew analyst attention this week, with UBS raising its price target to $24.00 from $23.50 while maintaining a Neutral rating, and the stock earning a consensus "Moderate Buy" rating from the eight analysts covering it. Coverage also compared CSWC with peer Trinity Capital on institutional ownership and profitability measures. Separately, director William R. Thomas III purchased $50,005 in company stock, adding to his direct holdings.
CSWC closed at $23.52, down 0.1%, sitting between its 50-day average of $24.25 and 200-day average of $23.38, reflecting a mixed trend picture. The GekkoIndex reads 62.7, placing the stock in the Accumulation zone. Price sits 4.7% below Gekko Fair Value of $24.67. One-year return stands at 18.1%, while the 1-month return is -2.8%.
Earnings are due on 2 November 2026, 21 days away, falling inside a typical 20-trading-day holding window; the prior quarter saw EPS of $0.57 match estimates with a 1% reaction. Smart money activity over the last 90 days shows one open-market insider purchase. Seasonality over the past 5 years shows the next 20 trading days averaging a 2.9% gain, with gains in 3 of those years. Analyst consensus carries a target of $25.30, implying 7.6% upside from current levels. The gap to Gekko Fair Value bears watching heading into the earnings date.
Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.
Capital Southwest price vs fair value
Close $23.52200-day averageGekko Fair Value $24.67
Capital Southwest quick facts
- Market cap
- $1.46B
- P/E ratio
- 13.1
- Forward P/E
- 11.4
- EPS, TTM
- $1.81
- Revenue, TTM
- $237.2M
- Profit margin
- 46.7%
- Dividend yield
- 9.88%
- Beta
- 0.75
- Volume
- 468,216 avg 554,810
- 1-year return
- +18.1%
- Typical daily move
- ±1.5%
- Typical 20-day move
- ±4.2%
- 50-day average
- $24.25
- 200-day average
- $23.38
- Next earnings
- Nov 2
- Shares outstanding
- 63.73M
Capital Southwest swing-trade checklist
Capital Southwest scores 3 supportive, 2 mixed and 1 headwind across the 6 checklist items with data.
Six things swing traders check before a 20-day hold, read from the latest data.
3 supportive2 mixed1 headwind
- Trendmixed
Averages disagree
Close $23.52 sits between the 50-day ($24.25) and 200-day ($23.38) averages, or the averages disagree.
See the chart - GekkoIndexsupportive
62.7, Accumulation
Reading 62.7 is in the Accumulation zone.
See the GekkoIndex - Fair valuemixed
4.7% below
Price is within 5% of Gekko Fair Value (4.7% below).
See fair value - Smart moneysupportive
Leans bullish
Last 90 days: 1 open-market insider purchase.
See smart money - Earnings riskheadwind
Reports in 21 days
Reports on Nov 2, 2026, 21 days away — inside a typical 20-trading-day hold.
See earnings - Seasonalitysupportive
+2.9% on average
From this point in the calendar, the next 20 trading days averaged +2.9% over 5 years, rising in 3 of them.
See seasonality
A description of current data, not a recommendation. How this page works
Capital Southwest stock chart and price history
Capital Southwest closed at $23.52 on Oct 12, 2026, +18.1% over the past year, inside a 52-week range of $19.37 to $25.75.
Close50-day average200-day averageVolume
Use the left and right arrow keys to read daily values.
Performance Breakdown
- 1 month
- −2.8%
- 3 months
- −1.6%
- 6 months
- +1.7%
- 1 year
- +18.1%
The full CSWC chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open CSWC in Gekko
Follow Capital Southwest through every session
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Capital Southwest GekkoIndex: the smart money zone
Capital Southwest’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 62.7, in the Accumulation zone, up 0.5 points over five sessions.
62.7Accumulation
Up 0.5 points over five sessions.
Reading for Oct 12, 2026
What followed past readings in each zone
| Zone | Readings | 5 days | 20 days | ||
|---|---|---|---|---|---|
| Buying | 40 | +0.1% | +2.8% | ||
| Accumulation (current zone) | 205 | 0.0% | −0.2% | ||
| Neutral | 413 | +0.1% | 0.0% | ||
| Distribution | 21 | −1.3% | −1.7% | ||
| Selling | 3 | Too few readings yet | |||
Average CSWC share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.
Accumulation zone: Institutional interest building. About the five zones →
See every daily GekkoIndex reading plotted over the CSWC price, zone by zone.Track CSWC in Gekko
Is Capital Southwest stock overvalued? Gekko Fair Value
Capital Southwest trades 4.7% below Gekko Fair Value of $24.67, so the shares are about fair value on Gekko’s estimate.
Gekko’s own estimate of what Capital Southwest shares are worth, recalculated every trading day.
$24.67
Gekko Fair Value, Oct 10, 2026
4.7% below fair value · About fair value
At the end of Aug 2026 the price was 2.6% above the estimate.
Gekko Fair ValueShare price, month end
Gekko Fair Value on every chart, with the gap to price updating daily.Open CSWC in Gekko
Capital Southwest insider and Congress trading
Insiders filed 1 open-market purchase in Capital Southwest worth $50K, and no Congress trades were disclosed, in the last 90 days.
Plus buybacks, unusual options and fund positions, each dated to when it became public.
Congress trades last 90 days
No trades in CSWC were disclosed by members of Congress in the last 90 days.
From congressional disclosures, which report amounts as ranges.
Congress disclosures for CSWC, plotted on the chart in Gekko.Open CSWC in Gekko
Buybacks
Capital Southwest has been buying back its own shares.
- Bought back, quarter ended Jun 30, 2024
- $1.86M
- As a share of market cap
- 0.13%
From company filings.
Capital Southwest earnings: next date and track record
Capital Southwest reports on Nov 2, 2026 (21 days away), and beat the EPS estimate in 2 of its last 8 reports.
Next earnings report
Nov 2, 2026
21 days away
- EPS estimate
- $0.57
- Revenue estimate
- $65.61M
2 of 8reports beat the EPS estimate
±1.4%average move across the report
2 of 8reports followed by a gain
Share-price move across each report
Last earnings call, May 13, 2026 AI summary
- What they said
- CSWC reported strong fiscal year 2026 results with portfolio growth of ~$300M (17%) to $2.1B and investment income rising 14% to $232M. NAV per share remained stable at $16.69 vs $16.70 prior year. Non-accruals improved to 1.1% from 1.7%. The company delivered a 40% ROE and holds $1.07/share in undistributed taxable income (UTI). Originations totaled $762M with $37.8M in net unrealized equity appreciation.
- Guidance
- Management expects to harvest a portion of $37.8M equity appreciation as realized gains in fiscal 2027 to support dividend distributions. UTI of $1.07/share provides a strong foundation for future shareholder distributions. Confidence in continued realized gain generation from lower middle market equity strategy.
| Reported | EPS | Revenue | Move |
|---|---|---|---|
| May 13, 2026 | $0.57 est $0.57 | $57.76M est $61.78M | +1.0% |
| Feb 2, 2026 | $0.64 est $0.59 | $61.45M est $58.12M | −0.7% |
| Nov 3, 2025 | $0.57 est $0.58 | $52.40M est $57.35M | −1.7% |
| Aug 6, 2025 | $0.59 est $0.59 | $77.88M est $54.32M | −0.5% |
| May 14, 2025 | $0.54 est $0.62 | $28.08M est $52.71M | −1.2% |
| Feb 3, 2025 | $0.63 est $0.62 | $26.61M est $52.66M | +1.1% |
| Oct 28, 2024 | $0.66 est $0.66 | $38.42M est $49.31M | −4.5% |
| Aug 5, 2024 | $0.63 est $0.66 | $52.07M est $49.13M | −0.7% |
“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.
Capital Southwest stock forecast and analyst price targets
Analysts’ average 12-month price target for Capital Southwest is $25.30, +7.6% from the last close, from 4 firms rating the stock in the last 90 days.
$25.30consensus 12-month target, +7.6% from the last close
Now $23.52Avg $25.30
Low $21High $26
Each firm’s latest rating in the last 90 days: 4 firms.
Latest analyst actions
| Date | Firm | Target | vs price |
|---|---|---|---|
| Oct 9 | UBS | $24 | +2.0% |
| Oct 9 | UBS | $24 | +2.0% |
| Aug 5 | Oppenheimer | $21 | −10.7% |
| Aug 5 | B. Riley Securities | $25.50 | +8.4% |
| Aug 5 | Citizens JMP | $26 | +10.5% |
−0.2%average 20-day move after past Accumulation readings
+2.9%average move over the next 20 trading days in the last 5 years
±1.5%typical daily move, from the 14-day average range
Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.
Capital Southwest seasonality: the next 20 trading days
Over the next 20 trading days from Oct 10, Capital Southwest averaged +2.9% across the last 5 years, rising in 3 of them.
Next 20 trading days, by year
Average move and hit rate
| Window | Average | Years higher |
|---|---|---|
| Next 5 trading days | +2.2% | 5 of 5 |
| Next 10 trading days | +2.9% | 4 of 5 |
| Next 15 trading days | +1.4% | 2 of 5 |
| Next 20 trading days | +2.9% | 3 of 5 |
| Next 30 trading days | +1.6% | 4 of 5 |
For scale, CSWC’s typical 20-trading-day move in either direction is about 4.2%.
Capital Southwest market cap and key statistics
Capital Southwest’s market cap is $1.46B, with a P/E ratio of 13.1 and revenue of $237.2M over the last twelve months.
Valuation
- Market cap
- $1.46B
- P/E ratio
- 13.1
- Forward P/E
- 11.4
- EPS, TTM
- $1.81
- Gekko Fair Value
- $24.67
Trading
- Volume
- 468,216
- Avg volume, 20 days
- 554,810
- 52-week high
- $25.75
- 52-week low
- $19.37
- Shares outstanding
- 63.73M
Financials
- Revenue, TTM
- $237.2M
- Profit margin
- 46.7%
- Return on equity
- 11.2%
- Quarterly earnings growth, YoY
- −17.8%
Risk and income
- Beta
- 0.75
- Typical daily move
- ±1.5%
- Typical 20-day move
- ±4.2%
- Dividend yield
- 9.88%
Capital Southwest stock news this week
Coverage of Capital Southwest this week reads positive: 3 positive, 1 neutral and 0 negative headlines.
- Capital Southwest Corporation (NASDAQ:CSWC) Stock Now Rated “Moderate Buy” by Sell-Side AnalystsDefense World, Oct 12
- Capital Southwest (NASDAQ:CSWC) & Trinity Capital (NASDAQ:TRIN) Critical AnalysisDefense World, Oct 11
- Capital Southwest Price Target Raised to $24.00/Share From $23.50 by UBSMoomoo, Oct 9
- CSWC Maintained by UBS -- Price Target Raised to $24.00GuruFocus, Oct 9
- UBS Adjusts Price Target on Capital Southwest to $24 From $23.50, Maintains Neutral Ratingmarketscreener.com, Oct 9
- Capital Southwest director Thomas buys $50,005 in company stockInvesting.com, Oct 5
Capital Southwest peers
Capital Southwest’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.
| Stock | GekkoIndex zone | vs Fair Value |
|---|---|---|
| TPLTexas Pacific Land | Neutral | 0.2% below |
| VNOMViper Energy | Neutral | 9.2% below |
| BXSLBlackstone Secured Lending Fund | Accumulation | 2.7% below |
| WTWisdomTree | Accumulation | 9.3% below |
| BSMBlack Stone Minerals | Neutral | 31.7% below |
| FSKFS KKR Capital | Accumulation | 7.9% below |
A peer links to its own page where one exists.
Capital Southwest stock FAQ
What is Capital Southwest’s market cap?
Capital Southwest’s market cap is $1.46B at the Oct 12, 2026 close of $23.52, with 63.73M shares outstanding. The shares trade on a P/E ratio of 13.1.
What is the Capital Southwest stock forecast?
The consensus analyst 12-month price target for Capital Southwest is $25.30, +7.6% from the last close. Of the 4 firms that rated the stock in the last 90 days, 2 rate it a buy, 2 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.
Is Capital Southwest stock overvalued or undervalued?
On Gekko’s estimate Capital Southwest is about fair value: the Oct 12, 2026 close of $23.52 is 4.7% below Gekko Fair Value of $24.67. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.
When does Capital Southwest report earnings next?
Capital Southwest is expected to report on Nov 2, 2026 (21 days away). Analysts expect earnings of $0.57 per share on revenue of $65.61M. Capital Southwest beat the earnings estimate in 2 of its last 8 reports, moving 1.4% on average across the report.
What is Capital Southwest’s 52-week high and low?
Capital Southwest’s 52-week high is $25.75 and its 52-week low is $19.37; it closed at $23.52 on Oct 12, 2026, +18.1% over the past year. Over the last five years the shares peaked at $28.41 on Oct 25, 2021.
Is Capital Southwest stock a buy right now?
Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 6 items with data read as supportive (gekkoindex, smart money and seasonality), 2 as mixed (trend and fair value) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.
How this page works
During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →
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