The preliminary EPS is slightly above consensus but below the prior quarter, while NAV declined. Traders should await the full May 13 report for portfolio metrics, originations, and credit quality details that will clarify the trend. The neutral sentiment reflects limited information in this preliminary update.
Price Chart
Executive Summary
Capital Southwest reported preliminary Q4 FY2026 net investment income of $0.59-$0.60 per share, in line with the prior quarter's $0.64 and slightly above consensus EPS of $0.58. NAV is estimated at $16.67-$16.72, down from $16.75. Final results will be released May 13, 2026.
Key Financial Metrics
Key Facts
- Preliminary Q4 FY2026 pre-tax net investment income: $0.59-$0.60 per share
- Preliminary net investment income: $0.57-$0.58 per share
- Preliminary NAV: $16.67-$16.72 per share (down from $16.75)
- Final results to be released May 13, 2026, with conference call on May 14
- No revenue or portfolio metrics provided in preliminary release
Financial Impact
Preliminary EPS guidance slightly above consensus ($0.58) but below prior quarter's $0.64; NAV estimate down slightly
Risk Factors
- Preliminary estimates may differ from final reported results
- NAV decline could indicate credit quality pressures or unrealized depreciation
- Lack of portfolio metrics prevents assessment of origination strength or credit trends
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000017313-26-000023 |
| Document: cswc-pressreleasexq42026pr.htm | 0000017313-26-000023 |
| Document: 0000017313-26-000023-index-headers.html | 0000017313-26-000023 |
| Document: 0000017313-26-000023-index.html | 0000017313-26-000023 |
| Document: 0000017313-26-000023.txt | 0000017313-26-000023 |
| 8-K Data (Synthetic) | 0000017313-26-000023 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 15, 2026 11d ago | 8-K | $23.08 $22.37 | ▼ −3.08% | ▼ −2.65% | $22.78 (−1.28%) |
Oct 15, 2026 11d ago | Press Release | $23.08 $22.37 | ▼ −3.08% | ▼ −2.65% | $22.78 (−1.28%) |
Sep 10, 2026 6w ago | Press Release | $24.19 $23.42 | ▼ −3.18% | ▼ −2.96% | $22.78 (−5.81%) |
Aug 25, 2026 8w ago | DEFA14A | $25.24 $24.74 | ▼ −1.98% | ▼ −1.86% | $22.78 (−9.73%) |
Aug 21, 2026 9w ago | Institutional Cluster | $24.96 $25.47 | ▲ +2.04% | ▲ +1.57% | $22.78 (−8.72%) |
Aug 7, 2026 11w ago | 8-K | $25.14 $24.64 | ▼ −1.99% | ▼ −1.94% | $22.78 (−9.37%) |
Aug 4, 2026 11w ago | DEFA14A | $24.42 $25.11 | ▲ +2.83% | ▲ +2.47% | $22.78 (−6.70%) |
Aug 4, 2026 11w ago | DEFA14A | $24.42 $25.11 | ▲ +2.83% | ▲ +2.47% | $22.78 (−6.70%) |
Aug 3, 2026 12w ago | Press Release | $24.72 $25.05 | ▲ +1.33% | ▲ +1.43% | $22.78 (−7.83%) |
Jul 30, 2026 12w ago | DEFA14A | $23.59 $25.13 | ▲ +6.53% | ▲ +3.02% | $22.78 (−3.42%) |
US Market Status
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