Klaus Vedfelt Capital Southwest Corporation (NASDAQ:CSWC) is a well-managed business development company with considerable net investment income potential. The BDC is focused primarily on highly collateralized First Liens which dominate the Capital Southwest's debt portfolio, while Equity exposure could boost Capital Southwest's returns in case of a lucrative portfolio exit. Capital Southwest offers passive income investors a well-covered 10% yield and a well-performing credit portfolio. Due to the quality ...

DALLAS, Sept. 12, 2024 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest") (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced an increase to the total commitments under its senior secured credit facility (the "Corporate Credit Facility"). The Corporate Credit Facility was increased under the existing accordion feature by $25 million, bringin ...

Core Viewpoint - The article highlights two high-income stocks, Capital Southwest and Ladder Capital, which offer attractive dividend yields of 9.1% and 7.7% respectively, making them appealing options for dividend investors [1][12]. Group 1: Capital Southwest (CSWC) - CSWC is a well-managed business development company (BDC) with a conservative investment portfolio and a low operating expense ratio of 1.8%, the second-lowest in the BDC sector [2][3]. - The company has raised its dividend 29 times since 2015, with a cumulative dividend of $16.79 nearly equal to its NAV per share of $17.68 [3][4]. - CSWC's portfolio consists of 89% first lien debt and 9.1% equity exposure across 69 portfolio companies, focusing on defensive sectors like healthcare and food [4]. - The company generated a weighted average yield of 13.5% on income-producing investments and saw $108 million in new commitments during fiscal Q1 2025 [4]. - CSWC maintains a low debt-to-equity ratio of 0.75x, allowing for potential portfolio growth, and has a 122% NII-to-Dividend coverage ratio [4][12]. - The current price of $25.36 reflects a Price-to-NAV of 1.53x, but the forward PE of 9.8x suggests it is not overpriced given its earnings power [4]. Group 2: Ladder Capital (LADR) - LADR is an internally managed commercial mortgage REIT with a portfolio size of $5.2 billion, of which $2.5 billion is allocated to commercial loans [5][6]. - The loan portfolio has a 64% weighted average loan-to-value ratio, with 99% of loans being senior secured first mortgages, providing a buffer against potential losses [5][6]. - LADR's office loans constitute only 17% of the total portfolio, with a focus on Class A properties and loans originated post-COVID [6][7]. - The company reported a 10.5% return on adjusted equity during Q2 2024, with distributable EPS of $0.31 covering the $0.23 quarterly dividend at a 135% coverage ratio [8][10]. - LADR's adjusted debt-to-equity ratio improved to 1.4x, reflecting a strong balance sheet with higher liquidity and lower leverage [10][11]. - The current price of $11.89 represents a 13% discount to the undepreciated book value of $13.71, making it an attractive investment opportunity [11][12].

Here are three stocks added to the Zacks Rank #6 (Strong Sell) List today: Blue Owl Capital Inc. (OWL) is an asset management company. The Zacks Consensus Estimate for its current year earnings has been 3.7% downward over the last 60 days. CPI Card Group Inc. (PMTS) is a designer of financial cards. The Zacks Consensus Estimate for its current year earnings has been revised 4.5% downward over the last 60 days. Capital Southwest Corporation (CSWC) is a business development company specializing in credit and ...

lovelyday12 Co-authored by Treading Softly. Rarely do you build something with a desire to see it get destroyed in the future. However, many companies are receiving negative attention for what is called planned obsolescence. Essentially, it is built into their product, they will stop working after a set period. This helps ensure that there will be continued demand for this product because if you liked it, and it stopped working, and you can't fix it, you have to buy another, thus ensuring the company's surv ...

PM Images Introduction Capital Southwest (NASDAQ:CSWC) has been a long core holding within my portfolio and one of my strongest performers thanks to higher for longer interest rates. But with these expected to decline soon, their share price has seen a pullback from its recent highs. Despite this, I think the share price could fall further, entering into a buy zone over the next few months. In this article I discuss the company's latest earnings, performance over the past year, and what price I think invest ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q 1 (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ……………..to …………….. Commission File Number: 814-00061 | --- | --- | |------------------------------------------------------------------------------------------ ...

Capital Southwest (NASDAQ:CSWC) Q1 2025 Earnings Conference Call August 6, 2024 11:00 AM ET Company Participants Chris Rehberger - Executive Vice President, Finance Bowen Diehl - President & Chief Executive Officer Josh Weinstein - Chief Investment Officer Michael Sarner - Chief Financial Officer Conference Call Participants Mickey Schleien - Ladenburg Thalmann Bryce Rowe - B. Riley Sean-Paul Adams - Raymond James Operator Thank you for joining today's Capital Southwest First Quarter Fiscal Year 2025 Earnin ...

Capital Southwest Corporation | --- | --- | |------------------------------------------------------------------------------------------------|-------| | | | | Q1 2025 Earnings Presentation August 6, 2024 | | | 8333 Douglas Avenue, Suite 1100 \| Dallas, Texas 75225 \| 214.238.5700 \| capitalsouthwest.com | | Important Notices • These materials and any presentation of which they form a part are neither an offer to sell, nor a solicitation of an offer to purchase, any securities of Capital Southwest. • These m ...

Exhibit 99.1 8333 Douglas Avenue, Suite 1100 Dallas, Texas 75225 T 214.238.5700 F 214.238.5701 Capital Southwest Announces Financial Results for First Fiscal Quarter Ended June 30, 2024, Increases Regular Dividend to $0.58 per share and Declares a Supplemental Dividend of $0.06 per share for the Quarter Ending September 30, 2024 CSWC Reports Pre-Tax Net Investment Income of $0.69 Per Share for Quarter Ended June 30, 2024 Dallas, Texas – August 5, 2024 – Capital Southwest Corporation ("Capital Southwest," "C ...