CSWC CS

CSWC Capital Southwest Corporation

Financial Services · Asset Management

8 · Strong Momentum 4.0 · Weak At risk

23.13

+0.39%

About the company

Capital Southwest Corporation is a business development company. The firm specializes in credit and private equity and venture capital investments in lower middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments. The firm does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing. In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyout situations. The investment structures are unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. The firm makes equity co-investments alongside debt investments, up to 20 percent of total check and only makes non-control investments. The firm is industry agnostic, but it prefers to invest in industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services and SaaS models. The firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products. Within energy services and products, the firm seeks to invest in each segment of the industry, including upstream, midstream and downstream, excluding exploration and production, with a focus on differentiated products and services, equipment and tool rental, consumable products, and drilling and completion chemicals. Within industrial technologies, it seeks to invest in automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring and testing, professional tools, and sensors and instrumentation. Within specialty chemicals and products, the firm seeks to invest in businesses that develop and manufacture highly differentiated chemicals and products including adhesives, coatings and sealants, catalysts and absorbents, cosmeceuticals, fine chemicals, flavors and fragrances, performance lubricants, polymers, plastics and composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, specified high performance materials for fire protection and oilfield applications. It may also invest in exceptional opportunities in building products. The firm seeks to invest in the United States and North America. The firm seeks to make investments ranging from $5 million to $25 million in securities. Its typical financing size is between $5 million and $75 million, target hold size is between $5 million and $45 million, and the firm is willing to backstop up to $55 million with an active network of co-investors. It seeks to invest in firms with minimum EBITDA between $3 million and $25 million. In addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. It prefers to take a majority or minority stake. The firm has the flexibility to hold investments for very long periods in its portfolio companies. It may also invest through warrants. The firm prefers to take board participation in its portfolio companies. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas.

13.14%
167.96%
3.04
1.5B
12.78
1.81
23.29

52-week range

23.1
low 19.4 high 25.8
Yield Growth Momentum Safety Value Health

Dividend deep dive

Capital Southwest Corporation (CSWC) is an Asset Management company within the Financial Services sector. The company currently offers a dividend yield of 10.26%. This yield is above its 5-year historical average of 4.52%, with the 5-year high being 5.9% and the low 2.04%. CSWC holds an overall rating score of 7.0. The company exhibits strong price momentum, indicated by a momentum score of 9.0, and a value score of 6.7.

Dividend history

Capital Southwest Corporation has a dividend increase streak of 0 years, meaning it has not consistently increased its dividend for consecutive years. Over the past three years, the dividend has seen a CAGR of -0.2530, and the five-year CAGR stands at -0.1525. The annual dividends per share have been 0.0734 USD in 2014 and 2015, increasing to 0.17 USD in 2016, 0.50 USD in 2017, 0.90 USD in 2018, and 0.99 USD in 2019. It was 1.02 USD in 2020, 1.07 USD in 2021 and 2022, 1.21 USD in 2023, 1.26 USD in 2024, and 0.446 USD in 2025.

Dividend safety

The dividend safety status for Capital Southwest Corporation is considered at-risk. The company's payout ratio stands at 141.44%, indicating that it pays out more in dividends than it earns.

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AI-generated from Quantic's dividend data · Updated 24 Aug 2026 · Information, not financial advice.

Price history

28.2 20.8 13.3 2021 2022 2023 2024 2025 2026 2020-08 · 14.8 2020-09 · 14.1 2020-10 · 13.3 2020-11 · 17.3 2020-12 · 17.8 2021-01 · 18.2 2021-02 · 21.9 2021-03 · 22.2 2021-04 · 24.5 2021-05 · 26.9 2021-06 · 23.2 2021-07 · 24.9 2021-08 · 26.2 2021-09 · 25.2 2021-10 · 28.2 2021-11 · 27.0 2021-12 · 25.3 2022-01 · 24.9 2022-02 · 24.5 2022-03 · 23.7 2022-04 · 23.2 2022-05 · 22.4 2022-06 · 18.4 2022-07 · 20.0 2022-08 · 19.5 2022-09 · 16.9 2022-10 · 18.9 2022-11 · 18.1 2022-12 · 17.1 2023-01 · 19.8 2023-02 · 18.8 2023-03 · 17.8 2023-04 · 18.1 2023-05 · 18.3 2023-06 · 19.7 2023-07 · 20.8 2023-08 · 22.1 2023-09 · 22.9 2023-10 · 21.6 2023-11 · 22.5 2023-12 · 23.7 2024-01 · 24.6 2024-02 · 24.1 2024-03 · 25.0 2024-04 · 25.8 2024-05 · 25.6 2024-06 · 26.1 2024-07 · 25.7 2024-08 · 25.3 2024-09 · 25.3 2024-10 · 24.2 2024-11 · 23.6 2024-12 · 21.8 2025-01 · 22.5 2025-02 · 23.3 2025-03 · 22.3 2025-04 · 20.4 2025-05 · 20.8 2025-06 · 22.0 2025-07 · 22.8 2025-08 · 23.0 2025-09 · 21.9 2025-10 · 20.3 2025-11 · 21.5 2025-12 · 22.1 2026-01 · 23.4 2026-02 · 21.9 2026-03 · 22.1 2026-04 · 24.0 2026-05 · 23.2 2026-06 · 23.8 2026-07 · 24.2
Price

Dividend profile

Frequency
Quarterly
Growth (TTM)
-6.8%
CAGR 3y
-25.3%
-15.2%
0 years

(5-year)

Now 13.1%
2.0% avg 4.5% 5.9%

Payment calendar

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec

Dividend history

CAGR 3y -25.3% CAGR 5y -15.2%
14 15 16 17 18 19 20 21 22 23 24 25

Per-share dividend by year

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Debt & leverage

119.3%
47.85
47.10
Debt vs cash
Debt Cash
Total debt
331.5M USD
Total cash
15.0M USD
210.2M USD

Latest reported balance-sheet figures.

Held by 1 investor

Information, not financial advice.

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