Company did not provide specific guidance or forecasts for the current or future periods
Overview
US middle market lender's fiscal Q1 investment income rose yr/yr, driven by higher interest income
Pre-tax net investment income per share fell yr/yr to $0.57 from $0.61
Net asset value per share declined to $16.61 from $16.69 in prior quarter
Capital Southwest declares regular qtr dividend of $0.58 per share for Sep 2026 qtr
Result Drivers
Portfolio growth - Co said higher investment income was primarily due to increased interest income from a larger investment portfolio and higher yields on debt investments
Higher operating expenses - Operating expenses rose due to increased accrued bonus compensation, offsetting some income gains
Investment losses - Net realized and unrealized losses on investments contributed to a decline in net asset value per share
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 3 "hold" and no "sell" or "strong sell"
CSWC•
