Union Bancaire Privee UBP SA acquired a new stake in Capital Southwest Co. (NASDAQ:CSWC – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 13,655 shares of the asset manager’s stock, valued at approximately $298,000.
Several other institutional investors have also recently modified their holdings of the company. Quarry LP acquired a new position in Capital Southwest in the 3rd quarter worth approximately $35,000. Northwestern Mutual Wealth Management Co. purchased a new position in shares of Capital Southwest during the second quarter worth $104,000. Nisa Investment Advisors LLC acquired a new position in Capital Southwest during the third quarter valued at $106,000. Hollencrest Capital Management boosted its holdings in Capital Southwest by 8.6% in the third quarter. Hollencrest Capital Management now owns 6,527 shares of the asset manager’s stock valued at $165,000 after purchasing an additional 518 shares during the last quarter. Finally, Blue Trust Inc. grew its position in Capital Southwest by 1,539.2% during the 3rd quarter. Blue Trust Inc. now owns 7,147 shares of the asset manager’s stock worth $186,000 after purchasing an additional 6,711 shares during the period. 23.42% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
Separately, B. Riley boosted their price objective on Capital Southwest from $24.00 to $24.50 and gave the company a “neutral” rating in a report on Wednesday, October 30th.
Capital Southwest Stock Performance
CSWC opened at $22.51 on Wednesday. The firm has a fifty day moving average price of $22.30 and a 200 day moving average price of $23.95. Capital Southwest Co. has a 1 year low of $20.68 and a 1 year high of $27.23. The stock has a market cap of $1.07 billion, a P/E ratio of 13.73 and a beta of 1.24. The company has a debt-to-equity ratio of 0.35, a current ratio of 0.16 and a quick ratio of 0.16.
Capital Southwest (NASDAQ:CSWC – Get Free Report) last issued its quarterly earnings data on Monday, October 28th. The asset manager reported $0.66 earnings per share for the quarter, topping analysts’ consensus estimates of $0.65 by $0.01. Capital Southwest had a net margin of 37.77% and a return on equity of 15.54%. The business had revenue of $48.71 million during the quarter, compared to the consensus estimate of $49.79 million. During the same quarter in the prior year, the firm posted $0.69 earnings per share. Equities research analysts anticipate that Capital Southwest Co. will post 2.53 earnings per share for the current year.
Capital Southwest Company Profile
Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments.
Featured Stories
- Five stocks we like better than Capital Southwest
- Consumer Discretionary Stocks Explained
- Survey Reveals: Top 150 Best Coffee Shops for Remote Workers and Business Deals [2025]
- Which Wall Street Analysts are the Most Accurate?
- What Does the Future Hold for Eli Lilly?
- P/E Ratio Calculation: How to Assess Stocks
- Oracle Stock Drops Nearly 14% – Is Now the Time to Buy?
Want to see what other hedge funds are holding CSWC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Capital Southwest Co. (NASDAQ:CSWC – Free Report).
Receive News & Ratings for Capital Southwest Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Capital Southwest and related companies with MarketBeat.com's FREE daily email newsletter.