Welcome to our dedicated page for Capital Southwest news (Ticker: CSWC), a resource for investors and traders seeking the latest updates and insights on Capital Southwest stock.
Capital Southwest Corporation reports news as an internally managed business development company that provides flexible financing to support the acquisition and growth of middle market businesses. Coverage commonly centers on net investment income, net asset value, portfolio originations and exits, credit facility capacity, and the mix of first lien, second lien and non-control equity co-investments in its investment portfolio.
Company updates also include monthly regular dividends, supplemental dividends, federal income tax treatment of distributions, earnings-call schedules and private-credit initiatives such as first-out senior secured debt joint ventures serving the lower middle market.
Capital Southwest (Nasdaq: CSWC) is urging shareholders to vote in favor of a proposal to increase authorized common shares from 75.0 million to 135.0 million. As of August 3, 2026, about 89% of votes cast support the measure, but Texas law requires approval by at least two-thirds of all outstanding shares, making additional participation crucial.
According to Capital Southwest, the proposal is intended to preserve flexibility to raise equity capital when attractive opportunities arise, without authorizing any immediate issuance. Since 2015, the company has raised approximately $993 million of equity at a weighted average premium of about 131% to NAV. The board unanimously recommends a FOR vote, and proxy advisors ISS and Glass Lewis have also recommended support.
Capital Southwest (Nasdaq: CSWC) reported first fiscal quarter 2027 results for the period ended June 30, 2026. The total investment portfolio at fair value was $2.2 billion, including a $2.0 billion credit portfolio that is 99% 1st lien senior secured debt and an equity portfolio of $181.6 million, excluding CapTrin.
Pre-tax net investment income was $35.0 million, or $0.57 per weighted average share, with estimated undistributed taxable income of $0.87 per share. The company originated $222.3 million of new commitments and recorded $10.9 million of net realized and unrealized depreciation. NAV per share was $16.61, versus $16.69 in the prior quarter. Total dividends for the quarter were $0.64 per share, and the board declared the same total for the quarter ending September 30, 2026.
Capital Southwest (Nasdaq: CSWC) provided a preliminary estimate of its first quarter 2027 fiscal year results for the quarter ended June 30, 2026. The company expects pre-tax net investment income of $0.57–$0.58 per share and net investment income of $0.58–$0.59 per share. Preliminary net asset value is estimated at $16.55–$16.65 per share as of June 30, 2026.
Capital Southwest plans to release finalized first quarter 2027 results on Monday, August 3, 2026 after market close. A live webcast is scheduled for Tuesday, August 4, 2026 at 11:00 a.m. Eastern Time, with online access and replay available via the company’s investor relations website and a separate registration process for live call participation.
Capital Southwest (Nasdaq: CSWC) announced a quarterly regular dividend of $0.58 per share for the quarter ending September 30, 2026, paid in three monthly installments of $0.1934 in July, August, and September 2026, plus a $0.06 supplemental dividend on September 30, 2026.
Total dividends for the quarter equal $0.64 per share. Eligible registered stockholders may reinvest dividends through the company’s dividend reinvestment plan (DRIP) managed by Equiniti Trust Company.
Capital Southwest (Nasdaq: CSWC) reported fourth fiscal quarter 2026 pre-tax net investment income of $35.2 million ($0.59 per share) on a $2.1 billion investment portfolio, including a $1.9 billion credit book 99% in first lien senior secured debt.
For fiscal 2026, investment income was $232.1 million (up 13.5% year over year), with the portfolio’s fair value rising 17%. The company paid $2.56 per share in total dividends and ended the year with NAV of $16.69 and estimated UTI of $1.07 per share.
Capital Southwest (Nasdaq: CSWC) provided preliminary fourth quarter 2026 operating estimates for the quarter ended March 31, 2026 and announced its finalized results and webcast schedule.
Key preliminary metrics: pre-tax net investment income estimated at $0.59–$0.60 per share, net investment income at $0.57–$0.58 per share, and net asset value per share at $16.67–$16.72. Final results will be released May 13, 2026 after market close, with a live webcast on May 14, 2026 at 11:00 a.m. ET and replay available on the company website.
Capital Southwest (Nasdaq: CSWC) and Trinity Capital (Nasdaq: TRIN) formed a 50/50 joint venture on March 16, 2026 to invest primarily in first-out senior secured debt in the lower middle market. Each partner committed $50 million and the JV expects to use a senior secured credit facility for leverage.
Investment and operational decisions will be overseen by a board with equal representation from both firms, aiming to expand flexible capital solutions and portfolio granularity.
Capital Southwest (Nasdaq: CSWC) and Trinity Capital (Nasdaq: TRIN) formed a 50/50 joint venture on March 16, 2026 to invest primarily in first-out senior secured debt in the lower middle market. Each partner committed $50 million, creating initial equity of $100 million, and the JV plans to use a senior-secured credit facility to obtain leverage for portfolio investments.
The JV's board of managers will have equal representation from both firms, and investment and operational decisions will be overseen jointly.
Capital Southwest (Nasdaq: CSWC) declared monthly regular dividends of $0.1934 per share for April, May and June 2026 and a quarterly supplemental dividend of $0.06 per share payable June 30, 2026. Total dividends for the quarter equal $0.64 per share.
Payment dates are April 30, May 29 and June 30, 2026; ex-dividend and record dates are the 15th of each month. The company maintains a dividend reinvestment plan for registered holders.
Capital Southwest (Nasdaq: CSWC) reported results for the quarter ended December 31, 2025. The total investment portfolio was $2.0 billion with a credit portfolio of $1.8 billion and NAV per share of $16.75. Pre-tax net investment income was $34.6 million ($0.60 per share).
Originations totaled $244.0 million, the company raised $52.6 million via its Equity ATM, and declared regular monthly dividends of $0.1934 plus a $0.06 supplemental dividend.