Free Trial

Foundations Investment Advisors LLC Has $2.21 Million Position in Capital Southwest Co. (NASDAQ:CSWC)

Capital Southwest logo with Finance background

Foundations Investment Advisors LLC increased its position in shares of Capital Southwest Co. (NASDAQ:CSWC - Free Report) by 24.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 101,234 shares of the asset manager's stock after acquiring an additional 20,105 shares during the quarter. Foundations Investment Advisors LLC owned about 0.21% of Capital Southwest worth $2,209,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of CSWC. Marshall Wace LLP bought a new position in Capital Southwest in the second quarter valued at approximately $1,937,000. Creative Planning lifted its stake in Capital Southwest by 4.5% in the second quarter. Creative Planning now owns 10,709 shares of the asset manager's stock valued at $279,000 after buying an additional 464 shares in the last quarter. Northwestern Mutual Wealth Management Co. bought a new stake in shares of Capital Southwest in the second quarter worth $104,000. Sound Income Strategies LLC lifted its position in shares of Capital Southwest by 1.2% in the third quarter. Sound Income Strategies LLC now owns 562,079 shares of the asset manager's stock worth $14,215,000 after purchasing an additional 6,692 shares in the last quarter. Finally, HFG Advisors Inc. bought a new stake in shares of Capital Southwest in the third quarter worth $281,000. Institutional investors own 23.42% of the company's stock.

Analyst Ratings Changes

Separately, B. Riley boosted their price objective on shares of Capital Southwest from $24.00 to $24.50 and gave the stock a "neutral" rating in a research report on Wednesday, October 30th.

Read Our Latest Stock Report on CSWC

Capital Southwest Stock Up 0.9 %

Shares of CSWC stock traded up $0.19 during trading on Friday, reaching $22.51. The company's stock had a trading volume of 428,574 shares, compared to its average volume of 376,036. The business has a fifty day moving average price of $22.25 and a 200-day moving average price of $23.88. The company has a quick ratio of 0.16, a current ratio of 0.16 and a debt-to-equity ratio of 0.35. The company has a market cap of $1.07 billion, a price-to-earnings ratio of 13.73 and a beta of 1.24. Capital Southwest Co. has a one year low of $20.68 and a one year high of $27.23.

Capital Southwest Company Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Capital Southwest (NASDAQ:CSWC)

Should You Invest $1,000 in Capital Southwest Right Now?

Before you consider Capital Southwest, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Capital Southwest wasn't on the list.

While Capital Southwest currently has a "Hold" rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Elon Musk's Next Move Cover

Wondering when you'll finally be able to invest in SpaceX, Starlink, or X.AI? Enter your email address to learn when Elon Musk will let these companies finally IPO.

Get This Free Report
Like this article? Share it with a colleague.

Featured Articles and Offers

Recent Videos

NVIDIA Earnings: Will it Spark a Rally or Trigger a Sell-Off?
Marjorie Taylor Greene Bought THOUSANDS in Tesla Stock
The EXACT Date of Next Stock Market Crash

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines