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Capital Southwest (CSWC): analyst forecast and price target
Analyst consensus
Moderate Buy2 Buy2 Hold0 Sell
Ratings of 4 analysts in the last 3 months12-month forecast
Based on 4 price targets given in the last 3 months, the average target is $24.12, the highest $26.00, the lowest $21.00. The average is +4.5% from the last price of $23.08.
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| Melissa Wedel★★★★★★★★★★#3259 · hits 58% · avg +6.7% | J.P. Morgan | $23.50 → $24.00+2.1% | Hold | +4.0% | Assigned | 09.10.26on TipRanks 08:40 | −1.4%next day 0.0% · 5 days +0.8% | ↗ |
| AI xAi Asset ManagementxAI Grok-3 | TipRanks - xAI | $28.00 → $27.00−3.6% | Buy | +17.0% | Reiterated | 16.09.26on TipRanks Sep 15 22:05 | — | |
| AI DeepSeek Asset ManagementDeepSeek R1-0528 | TipRanks - DeepSeek | $27.00 → $26.00−3.7% | Hold | +12.7% | Downgrade | 16.09.26on TipRanks Sep 15 22:05 | — | |
| AI OpenAI Asset ManagementOpenAI 4o | TipRanks - OpenAI | $27.00 → $26.00−3.7% | Hold | +12.7% | Reiterated | 16.09.26on TipRanks Sep 15 22:05 | — | |
| AI Anthropic Asset ManagementAnthropic Opus-4.1 | TipRanks - Anthropic | $27.00 → $26.00−3.7% | Hold | +12.7% | Reiterated | 16.09.26on TipRanks Sep 15 22:05 | — | |
| AI Google Asset ManagementGemini 2.5Pro | TipRanks - Google | $28.00 | Buy | +21.3% | Reiterated | 16.09.26on TipRanks Sep 15 22:05 | — | |
| AI PerPlexity Asset ManagementPerPlexity SonarPro | TipRanks - PerPlexity | $27.00 | Buy | +17.0% | Reiterated | 16.09.26on TipRanks Sep 15 22:05 | — | |
| Sean-Paul Adams★★★★★★★★★★#6298 · hits 64% · avg +2.8% | B. Riley Securities | $24.50 → $25.50+4.1% | Buy | +10.5% | Assigned | 05.08.26on TipRanks 08:50 | −1.0%next day +1.5% · 5 days +2.5% | ↗ |
| Mitchel Penn★★★★★★★★★★#2729 · hits 66% · avg +6.6% | Oppenheimer | $21.00 | Hold | −9.0% | Reiterated | 05.08.26on TipRanks 08:01 | −1.0%next day +1.5% · 5 days +2.5% | ↗ |
| Chris Muller★★★★★★★★★★#4335 · hits 57% · avg +6.0% | Citizens JMP | $25.00 → $26.00+4.0% | Buy | +12.7% | Reiterated | 05.08.26on TipRanks 05:50 | −1.0%next day +1.5% · 5 days +2.5% | ↗ |
| Mickey Schleien★★★★★★★★★★#2443 · hits 63% · avg +9.2% | Clear Street | $22.00 → $24.00+9.1% | Buy | +4.0% | Reiterated | 04.02.26on TipRanks 07:12 | +0.2%next day +0.3% · 5 days −0.8% | ↗ |
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Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst
Best analysts covering Capital Southwest
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 09.10.26: target $24.12 at a price of $23.74 (+1.6%); now: $24.12 at $23.08 (+4.5%).
PriceAverage targetTop analysts’ target
Recommendation trend
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 0 | 0 | 0 | 0 | 0 | 0 |
| Buy | 1 | 1 | 1 | 2 | 2 | 2 |
| Hold | 1 | 1 | 1 | 1 | 1 | 2 |
| Sell | 0 | 0 | 0 | 0 | 0 | 0 |
Earnings and sales forecast
Next report: 02.11.26 (Q2 2027, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $0.57 (from $0.53 to $0.59). Last quarter: $0.58.
Sales
Next quarter’s sales estimate — $66M (from $65M to $66M). Last quarter: $61M.
Best top-analyst consensus in the sector · Financial
About Capital Southwest
- CEO: Michael Scott Sarner
- Employees: 36
- 8333 Douglas Avenue, Dallas, TX, 75225, US
- www.capitalsouthwest.com
Capital Southwest Corporation operates as a business development company (BDC), specializing in credit, private equity, and venture capital investments focused on middle market companies throughout the United States. The firm engages across various investment stages, including mezzanine financing, later-stage and mature businesses, late venture, emerging growth enterprises, buyouts, recapitalizations, and growth capital funding. The company explicitly refrains from investing in startups, publicly traded entities, real estate developments, project finance opportunities, oil and gas exploration ventures, troubled companies, turnaround situations, or businesses facing significant departures of senior management. Within the lower middle market, Capital Southwest provides capital for growth initiatives, bolt-on and new platform acquisitions, refinancing, dividend recapitalizations, and both sponsor-led and management buyouts. Its investment structures are diverse, encompassing Unitranche debt, subordinated debt, senior debt, first and second lien debt, alongside preferred and common equity. The firm also participates in equity co-investments alongside its debt financing, taking non-controlling stakes up to 20% of the total transaction value. Investment criteria for target companies include revenues exceeding $10 million, consistent profitability, and a historical annual growth rate of at least 15%. For lower middle market opportunities, the firm typically seeks businesses with less than $15 million in EBITDA, while also opportunistically considering upper middle market ventures, generally defined as companies with EBITDA greater than $50 million. Capital Southwest strategically focuses its investments within several key industry sectors: Industrial manufacturing and services Value-added distribution Healthcare products and services Business services Specialty chemicals Food and beverage Tech-enabled services and SaaS models More specifically, the firm seeks opportunities
Data from the stock’s TipRanks forecast page, read 3 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗