Capital Southwest Co. (NASDAQ:CSWC) Shares Acquired by Corient Private Wealth LLC

Corient Private Wealth LLC lifted its stake in shares of Capital Southwest Co. (NASDAQ:CSWC) by 49.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 16,581 shares of the asset manager’s stock after buying an additional 5,494 shares during the quarter. Corient Private Wealth LLC’s holdings in Capital Southwest were worth $362,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Promus Capital LLC acquired a new stake in shares of Capital Southwest during the 4th quarter worth about $30,000. Quarry LP purchased a new stake in shares of Capital Southwest during the 3rd quarter worth approximately $35,000. Rialto Wealth Management LLC acquired a new position in shares of Capital Southwest in the 4th quarter valued at $105,000. Blue Trust Inc. boosted its holdings in shares of Capital Southwest by 36.3% in the 4th quarter. Blue Trust Inc. now owns 9,741 shares of the asset manager’s stock valued at $213,000 after buying an additional 2,594 shares in the last quarter. Finally, Catalina Capital Group LLC purchased a new position in shares of Capital Southwest in the 4th quarter valued at $289,000. 23.42% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Separately, StockNews.com cut shares of Capital Southwest from a “hold” rating to a “sell” rating in a research report on Monday, March 24th.

Capital Southwest Trading Down 1.3 %

CSWC opened at $22.37 on Monday. The company has a quick ratio of 0.18, a current ratio of 0.18 and a debt-to-equity ratio of 0.64. Capital Southwest Co. has a 52 week low of $20.68 and a 52 week high of $27.23. The business’s 50 day moving average is $22.70 and its two-hundred day moving average is $23.25. The firm has a market cap of $1.13 billion, a price-to-earnings ratio of 15.87 and a beta of 1.21.

Capital Southwest (NASDAQ:CSWC) last announced its earnings results on Monday, February 3rd. The asset manager reported $0.63 EPS for the quarter, beating analysts’ consensus estimates of $0.62 by $0.01. Capital Southwest had a net margin of 33.49% and a return on equity of 15.18%. On average, research analysts predict that Capital Southwest Co. will post 2.54 EPS for the current year.

Capital Southwest Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Friday, March 14th will be issued a $0.58 dividend. The ex-dividend date of this dividend is Friday, March 14th. This represents a $2.32 dividend on an annualized basis and a dividend yield of 10.37%. Capital Southwest’s payout ratio is 164.54%.

About Capital Southwest

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.