Capital Southwest Ownership
| CSWC Stock | USD 25.29 0.21 0.82% |
Shares in Circulation | First Issued 2014-12-31 | Previous Quarter 41 M | Current Value 46 M | Avarage Shares Outstanding 21.7 M | Quarterly Volatility 8.7 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Capital |
Capital Stock Ownership Analysis
About 25.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.54. Some equities with similar Price to Book (P/B) outperform the market in the long run. Capital Southwest last dividend was issued on the 13th of September 2024. The entity had 2724:1000 split on the 1st of October 2015. 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, recapitalizations and growth capital investments. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas. Capital Southwest operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 24 people. For more info on Capital Southwest please contact Bowen Diehl at 214-238-5700 or go to https://www.capitalsouthwest.com.Besides selling stocks to institutional investors, Capital Southwest also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Capital Southwest's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Capital Southwest's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Capital Southwest Quarterly Liabilities And Stockholders Equity |
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Capital Southwest Insider Trades History
About 4.0% of Capital Southwest are currently held by insiders. Unlike Capital Southwest's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Capital Southwest's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Capital Southwest's insider trades
Capital Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Capital Southwest is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Capital Southwest backward and forwards among themselves. Capital Southwest's institutional investor refers to the entity that pools money to purchase Capital Southwest's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Tectonic Advisors Llc | 2024-06-30 | 280.4 K | Hennion & Walsh Asset Management Inc | 2024-06-30 | 233.2 K | Lpl Financial Corp | 2024-06-30 | 181 K | Grace & White Inc | 2024-06-30 | 176.6 K | Advisors Asset Management | 2024-06-30 | 170.2 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 165.2 K | Blackrock Inc | 2024-06-30 | 163.9 K | Harbor Capital Advisors Inc | 2024-06-30 | 157.1 K | Franklin Resources Inc | 2024-06-30 | 123.6 K | Van Eck Associates Corporation | 2024-06-30 | 1.1 M | Two Sigma Advisers, Llc | 2024-06-30 | 748.3 K |
Capital Southwest Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Capital Southwest insiders, such as employees or executives, is commonly permitted as long as it does not rely on Capital Southwest's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Capital Southwest insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Furst Jack D over two weeks ago Acquisition by Furst Jack D of 15500 shares of Capital Southwest at 8.8364 subject to Rule 16b-3 | ||
Weinstein Joshua S over six months ago Payment of 1131 shares by Weinstein Joshua S of Capital Southwest subject to Rule 16b-3 | ||
Weinstein Joshua S over a year ago Capital Southwest exotic insider transaction detected |
Capital Southwest Outstanding Bonds
Capital Southwest issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Capital Southwest uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Capital bonds can be classified according to their maturity, which is the date when Capital Southwest has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Capital Southwest Corporate Filings
F4 | 16th of September 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 12th of September 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 6th of August 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
| 31st of May 2024 Other Reports | ViewVerify |
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Additional Information and Resources on Investing in Capital Stock
When determining whether Capital Southwest offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Capital Southwest's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Capital Southwest Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Capital Southwest Stock:Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital Southwest. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing. For information on how to trade Capital Stock refer to our How to Trade Capital Stock guide.You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Capital Southwest. If investors know Capital will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Capital Southwest listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.52) | Dividend Share 2.27 | Earnings Share 1.73 | Revenue Per Share 4.425 | Quarterly Revenue Growth 0.272 |
The market value of Capital Southwest is measured differently than its book value, which is the value of Capital that is recorded on the company's balance sheet. Investors also form their own opinion of Capital Southwest's value that differs from its market value or its book value, called intrinsic value, which is Capital Southwest's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Capital Southwest's market value can be influenced by many factors that don't directly affect Capital Southwest's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Capital Southwest's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital Southwest is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital Southwest's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.