Capital Southwest (CSWC) Long-Term Investments (2011 - 2026)
Capital Southwest (CSWC) recorded quarterly Long-Term Investments of $849000.0 in Q1 2026, up 239.6% quarter-over-quarter from $250000.0 in Q4 2025, and up 167.82% on a YoY basis from $317000.0 in Q1 2025.
Capital Southwest (CSWC) Long-Term Investments (2011 - 2026) Analysis & Trends
Capital Southwest's Long-Term Investments history runs 8 years deep, the most recent figure standing at $849000.0 for Q1 2026.
- In Q1 2026, Long-Term Investments rose 167.82% year-over-year to $849000.0; the TTM figure through Mar 2026 stood at $849000.0 (up 167.82% YoY), while the FY2026 annual figure was $849000.0, up 167.82% from the prior year.
- Long-Term Investments was $849000.0 for Q1 2026 at Capital Southwest, up from $250000.0 in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $54.2 million in Q4 2023 to a low of $156000.0 in Q3 2023.
- Historically, Long-Term Investments has averaged $6.9 million across 5 years, with a median of $919500.0 in 2025.
- The sharpest annual moves came in 2023 and 2024: Long-Term Investments surged 495.8% in 2023, then slumped 99.08% in 2024.
- A 5-year view of Long-Term Investments shows it stood at $9.1 million in 2022, then soared by 495.8% to $54.2 million in 2023, then plunged by 99.08% to $500000.0 in 2024, then tumbled by 50.0% to $250000.0 in 2025, then surged by 239.6% to $849000.0 in 2026.
- The last three Long-Term Investments figures came in at $849000.0 (Q1 2026), $250000.0 (Q4 2025), and $990000.0 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 14.57 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 32.75 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 77.47 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 3.10 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | 586.00 Mn |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 2.51 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | - |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | -1.48 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 399.00 Mn |
| 10 | Capital Southwest | 1.33 Bn | 1.30 Bn | - | 849,000.00 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 849,000.00 |
| Dec 31, 2025 | 250,000.00 |
| Sep 30, 2025 | 990,000.00 |
| Mar 31, 2025 | 317,000.00 |
| Dec 31, 2024 | 500,000.00 |
| Jun 30, 2024 | 195,000.00 |
| Mar 31, 2024 | 3.45 Mn |
| Dec 31, 2023 | 54.20 Mn |
| Sep 30, 2023 | 156,000.00 |
| Jun 30, 2023 | 7.30 Mn |
| Mar 31, 2023 | 12.51 Mn |
| Dec 31, 2022 | 9.10 Mn |
| Sep 30, 2022 | 800,000.00 |
| Mar 31, 2022 | 6.34 Mn |
| Mar 31, 2013 | 574.19 Mn |
| Dec 31, 2012 | 551.28 Mn |
| Sep 30, 2012 | 536.27 Mn |
| Jun 30, 2012 | 485.66 Mn |
| Mar 31, 2012 | 558.55 Mn |
| Dec 31, 2011 | 479.78 Mn |