Capital Southwest Corporation
CSWCNasdaqOther · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY26 | FY25 | FY24 | FY23 | FY22 | FY13 | |
|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | $10.8M |
| Operating income | — | — | — | — | — | — |
| Net income | $113.0M | $70.5M | $83.4M | $33.1M | $42.8M | — |
| Total assets | $2.18B | $1.88B | $1.56B | $1.26B | $974.0M | $667.7M |
| Total liabilities | $1.17B | $999.2M | $801.1M | $667.3M | $553.1M | $7.9M |
| Equity | $1.01B | $883.6M | $755.7M | $590.4M | $420.9M | $667.7M |
| EPS (diluted) | $1.90 | $1.47 | $2.05 | $2.29 | $1.87 | — |
| Shares out. | 62.1M | 53.7M | 45.1M | 36.7M | 25.0M | 3.8M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2026- Operating margin
- —
- Net margin
- —
- Return on equity
- 11.2%
- Return on assets
- 5.2%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 53.6%
- Debt / equity
- 1.15×
- Book value / share
- $16.27
- Revenue growth (YoY)
- —
- Net income growth (YoY)
- 60.2%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2026- Accruals / assets
- 14.1%high accruals
- Piotroski F-Score
- 2/6weak
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 2 warning● 0 good- Negative operating cash flow
- High accruals — earnings-quality risk
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Rogers-Windsor Ramona LynnDirector | Jun 1, 2026 | Buy | 213 | $23.42 |
| Sarner Michael ScottOfficer — President and CEO | Feb 27, 2026 | Buy | 2,694.635 | $21.90 |
| Battist ChristineDirector | Feb 9, 2026 | Buy | 600 | $23.16 |
| Rogers-Windsor Ramona LynnDirector | Oct 1, 2025 | Buy | 463 | $21.55 |
| Battist ChristineDirector | Aug 20, 2025 | Buy | 667 | $22.45 |
| Furst Jack DDirector | Aug 12, 2025 | Grant | 2,193 | $0.00 |
| Brooks David RDirector | Aug 12, 2025 | Grant | 2,193 | $0.00 |
| Rogers-Windsor Ramona LynnDirector | Aug 12, 2025 | Grant | 2,193 | $0.00 |
| Battist ChristineDirector | Aug 12, 2025 | Grant | 2,193 | $0.00 |
| Thomas William R IiiDirector | Aug 12, 2025 | Grant | 2,193 | $0.00 |
| Rogers-Windsor Ramona LynnDirector | Jun 23, 2025 | Buy | 471 | $21.19 |
| Weinstein Joshua S.Officer — Senior Managing Director & CIO | Jun 9, 2025 | Tax withholding | 3,127 | $21.06 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 4.4M | 6.2 | -12.3% |
| Apr 30, 2026 | 5.0M | 7.4 | +2.6% |
| Apr 15, 2026 | 4.8M | 7.3 | +11.0% |
| Mar 31, 2026 | 4.4M | 6.9 | +3.1% |
| Mar 13, 2026 | 4.2M | 6.3 | +6.4% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Regulation FD disclosureMay 27, 2026
- Entered a material agreementMay 19, 2026
- Results of operations · Regulation FD disclosureMay 13, 2026
- Results of operationsApr 16, 2026
- Regulation FD disclosureFeb 25, 2026
- Results of operations · Regulation FD disclosureFeb 2, 2026
- Regulation FD disclosureJan 30, 2026
- Results of operationsJan 15, 2026
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Corporate family
Spin-offs from Capital Southwest Corporation (1)
- CSW INDUSTRIALS, INC.CSWcompletedSep 30, 2015details
From the spin-off filings we track. Follow a company to walk its own history.
Event-driven situations (1)
Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.