Capital Southwest (CSWC) Pension (2011 - 2026)
Capital Southwest (CSWC) reported Pension of $524,000 for fiscal Q1 2027 (quarter ended Jun 30, 2026), down 4.7% from $550,000 a year earlier and down 0.9% from the prior quarter.
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Analysis
Capital Southwest (CSWC) Pension (2011 - 2026) Analysis & Trends
At the end of FY2026 (ended Mar 31, 2026), Capital Southwest posted Pension of $529,000, down 4.7% from FY2025.
- Pension has declined for three consecutive fiscal years, with a three-year compound annual growth rate of -4.0% (FY2023 to FY2026).
- By fiscal year, Pension came in at $555,000 in FY2025 (-2.6%), $570,000 in FY2024 (-4.7%) and $598,000 in FY2023.
- The fiscal Q1 2027 figure ranks as the lowest quarterly Pension in data going back to fiscal Q4 2011.
- Year over year, Pension has now declined in each of the last ten quarters, with an average decline of 3.8% over the last eight quarters.
- Over the past five years, the year-over-year decline in Pension ranged from 2.6% (fiscal Q4 2025) to 4.8% (fiscal Q3 2025).
- Per Business Quant data, the three fiscal quarters before Q1 2027 came in at $529,000 (Q4 2026), $540,000 (Q3 2026) and $545,000 (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - |
| 10 | Capital Southwest | 1.47 Bn | 1.26 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 524,000.00 |
| Mar 31, 2026 | 529,000.00 |
| Dec 31, 2025 | 540,000.00 |
| Sep 30, 2025 | 545,000.00 |
| Jun 30, 2025 | 550,000.00 |
| Mar 31, 2025 | 555,000.00 |
| Dec 31, 2024 | 556,000.00 |
| Sep 30, 2024 | 561,000.00 |
| Jun 30, 2024 | 566,000.00 |
| Mar 31, 2024 | 570,000.00 |
| Dec 31, 2023 | 584,000.00 |
| Sep 30, 2023 | 589,000.00 |
| Jun 30, 2023 | 593,000.00 |
| Mar 31, 2023 | 598,000.00 |
| Mar 31, 2013 | 2.65 Mn |
| Dec 31, 2012 | 1.68 Mn |
| Sep 30, 2012 | 1.65 Mn |
| Jun 30, 2012 | 1.59 Mn |
| Mar 31, 2012 | 1.57 Mn |
| Dec 31, 2011 | 1.32 Mn |
API Access
Capital Southwest Pension 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=pension&ticker=CSWC&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "pension", "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=pension&ticker=CSWC&period=max&api_key=YOUR_API_KEY");
const data = await res.json();