KPIs & Operating Metrics(New)
Growth Metrics

Capital Southwest (CSWC) Long-Term Investments (2011 - 2026)

Capital Southwest's quarterly Long-Term Investments came in at $849000.0 in Q1 2026, up 167.82% year-on-year from $317000.0 in Q1 2025, and up 239.6% quarter-over-quarter from $250000.0 in Q4 2025.

Capital Southwest has reported Long-Term Investments for 8 years, with the latest figure at $849000.0 in Q1 2026.

  • For the quarter ending Q1 2026, Long-Term Investments rose 167.82% year-over-year to $849000.0; the trailing twelve-month figure through Mar 2026 stood at $849000.0 (up 167.82% YoY), and the FY2026 full-year result was $849000.0, up 167.82% from the prior year.
  • Long-Term Investments for Q1 2026 stood at $849000.0, up from $250000.0 in the prior quarter.
  • The five-year high for Long-Term Investments was $54.2 million in Q4 2023, with the low at $156000.0 in Q3 2023.
  • Average Long-Term Investments over 5 years is $6.9 million, with a median of $919500.0 recorded in 2025.
  • Year-over-year, Long-Term Investments jumped 495.8% in 2023 and slumped 99.08% in 2024.
  • Tracing CSWC's Long-Term Investments over 5 years: stood at $9.1 million in 2022, then jumped by 495.8% to $54.2 million in 2023, then tumbled by 99.08% to $500000.0 in 2024, then slumped by 50.0% to $250000.0 in 2025, then soared 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 158.51 Bn 148.89 Bn - 14.57 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 32.75 Bn
3 Kkr 84.94 Bn 132.45 Bn - 77.47 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 2.39 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 3.10 Bn
6 State Street 44.42 Bn 18.75 Bn - 586.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 2.51 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - -
9 Ares Management 28.85 Bn 32.22 Bn - -1.48 Bn
10 Capital Southwest 1.32 Bn 1.29 Bn - 849,000.00

Historic Data

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DateValue
Mar 31, 2026 849,000.00
Dec 31, 2025 4.96 Mn
Jun 30, 2025 1.34 Mn
Mar 31, 2025 10.00 Mn
Sep 30, 2024 1.08 Mn
Jun 30, 2024 18.42 Mn
Mar 31, 2024 9.80 Mn
Sep 30, 2023 8.97 Mn
Jun 30, 2023 9.47 Mn
Mar 31, 2023 9.10 Mn
Dec 31, 2022 2.91 Mn
Sep 30, 2022 9.10 Mn
Mar 31, 2022 376,000.00
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
Sep 30, 2011 443.93 Mn
Jun 30, 2011 488.48 Mn
Mar 31, 2011 489.27 Mn