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
DateValue
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