Capital Southwest (CSWC) Long-Term Investments (2011 - 2026)
Capital Southwest's Long-Term Investments was $2.2 billion in fiscal Q1 2027 (quarter ended Jun 30, 2026), up 23.7% from $1.78 billion a year earlier and up 5.0% from the prior quarter.
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Analysis
Capital Southwest (CSWC) Long-Term Investments (2011 - 2026) Analysis & Trends
At the end of FY2026 (ended Mar 31, 2026), Long-Term Investments at Capital Southwest came in at $2.1 billion, up 17.5% from FY2025.
- Long-Term Investments has now increased for four consecutive fiscal years, with a four-year compound annual growth rate of 22.3% (FY2022 to FY2026).
- In earlier fiscal years, Long-Term Investments was $1.79 billion in FY2025 (+20.9%), $1.48 billion in FY2024 (+22.4%), $1.21 billion in FY2023 (+28.8%) and $936.61 million in FY2022.
- The fiscal Q1 2027 figure marks the highest quarterly Long-Term Investments in data going back to fiscal Q4 2011.
- Compared with a year earlier, Long-Term Investments has increased for 12 straight quarters, with growth averaging 20.3% over the last eight quarters.
- Across the past five years, year-over-year growth in Long-Term Investments ran from 11.4% in fiscal Q2 2025 to 28.8% in fiscal Q4 2023.
- Per Business Quant data, CSWC's Long-Term Investments in the three fiscal quarters before Q1 2027 was $2.1 billion (Q4 2026), $2.01 billion (Q3 2026) and $1.88 billion (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | - |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | 9.39 Bn |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | 372.10 Mn |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | 972.64 Mn |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | - |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | 228.28 Mn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | - |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | 29.35 Bn |
| 10 | Capital Southwest | 1.47 Bn | 1.26 Bn | - | 2.20 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 2.20 Bn |
| Mar 31, 2026 | 2.10 Bn |
| Dec 31, 2025 | 2.01 Bn |
| Sep 30, 2025 | 1.88 Bn |
| Jun 30, 2025 | 1.78 Bn |
| Mar 31, 2025 | 1.79 Bn |
| Dec 31, 2024 | 1.70 Bn |
| Sep 30, 2024 | 1.51 Bn |
| Jun 30, 2024 | 1.47 Bn |
| Mar 31, 2024 | 1.48 Bn |
| Dec 31, 2023 | 1.37 Bn |
| Sep 30, 2023 | 1.35 Bn |
| Jun 30, 2023 | 1.29 Bn |
| Mar 31, 2023 | 1.21 Bn |
| Dec 31, 2022 | 1.15 Bn |
| Sep 30, 2022 | 1.06 Bn |
| Mar 31, 2022 | 936.61 Mn |
| Mar 31, 2013 | 574.19 Mn |
| Dec 31, 2012 | 551.28 Mn |
| Sep 30, 2012 | 536.27 Mn |
API Access
Capital Southwest Long-Term Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=long-term-investments&ticker=CSWC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "CSWC", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=CSWC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();