Insider Trading June 30, 2026 04:15 PM

Capital Southwest Director Ramona Rogers-Windsor Buys Nearly $5,000 in Company Stock Amid Q1 Earnings Beat

Director Ramona Rogers-Windsor acquires 210.96 shares at $23.701 per share. Capital Southwest reports a 312% EPS surprise for Q1 2026 and expands its ATM equity offering to $2.0 billion.

By Hana Yamamoto
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CSWC

Capital Southwest Corporation (NASDAQ: CSWC) director Ramona Rogers-Windsor recently purchased 210.9615 shares of the company's common stock, according to a Securities and Exchange Commission (SEC) filing. The transaction, executed on June 30, 2026, valued approximately $4,999. This purchase occurs as the stock trades near its 52-week high of $24.43, currently priced at $23.77. Capital Southwest also reported its first-quarter earnings for fiscal year 2026, delivering a significant earnings per share (EPS) beat. The company posted an EPS of $2.39, substantially higher than the consensus estimate of $0.58, resulting in a 312% surprise. However, the company's revenue came in at $57.76 million, falling short of the forecasted $61.66 million. Additionally, Capital Southwest announced an increase in its at-the-market (ATM) equity offering program, raising the maximum amount of common stock that may be sold to $2.0 billion from the previous $1.0 billion.

Capital Southwest Director Ramona Rogers-Windsor Buys Nearly $5,000 in Company Stock Amid Q1 Earnings Beat
CSWC
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Key Points

  • Capital Southwest Corporation director Ramona Rogers-Windsor purchased 210.9615 shares at $23.701 per share, totaling approximately $4,999 on June 30, 2026.
  • The company reported a significant Q1 2026 EPS beat of $2.39 against a $0.58 estimate, a 312% surprise, despite revenue falling short of forecasts.
  • Capital Southwest expanded its ATM equity offering program to $2.0 billion, with approximately $1.1 billion in shares remaining available for sale.

Capital Southwest Corporation (NASDAQ: CSWC) director Ramona Rogers-Windsor has acquired a stake in the company's common stock, as detailed in a recent filing with the Securities and Exchange Commission. The transaction, finalized on June 30, 2026, involved the purchase of 210.9615 shares. Each share was purchased at a price of $23.701, resulting in a total transaction value of approximately $4,999.

This acquisition brings Ms. Rogers-Windsor's direct holdings in Capital Southwest common stock to 23,090.6758 shares. The purchase occurs as the stock trades near its 52-week high of $24.43, with the current share price listed at $23.77. The company offers a dividend yield of 14.18%, according to data from InvestingPro, which provides additional insights for CSWC investors.

In other recent developments, Capital Southwest Corporation reported its first-quarter earnings for fiscal year 2026, delivering a significant earnings per share (EPS) beat. The company posted an EPS of $2.39, which was substantially higher than the consensus estimate of $0.58, resulting in a 312% surprise. However, the company's revenue came in at $57.76 million, falling short of the forecasted $61.66 million.

Additionally, Capital Southwest announced an increase in its at-the-market (ATM) equity offering program, raising the maximum amount of common stock that may be sold to $2.0 billion from the previous $1.0 billion. This expansion was facilitated through amendments to equity distribution agreements with firms including Jefferies LLC and Raymond James & Associates, Inc. As of the recent announcement, approximately $1.1 billion in shares remain available for sale under the program.

These developments reflect Capital Southwest's strategic financial maneuvers and recent performance in the market.

Risks

  • Revenue missed forecasts, indicating potential challenges in generating expected income despite earnings per share growth.
  • The expansion of the ATM equity offering program to $2.0 billion and the availability of $1.1 billion in shares for sale could lead to dilution for existing shareholders.

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