Capital Southwest (NASDAQ: CSWC) sets monthly plus year-end dividend
Rhea-AI Filing Summary
Capital Southwest Corporation (CSWC) announced that its board has declared cash dividends for the quarter ending December 31, 2026. The board approved a quarterly regular dividend of $0.58 per share, to be paid in three equal monthly installments of $0.1934 per share on October 30, November 30, and December 31, 2026, with corresponding ex-dividend and record dates of October 15, November 13, and December 15, 2026.
In addition, the board declared a quarterly supplemental dividend of $0.06 per share, payable on December 31, 2026 to stockholders of record on December 15, 2026, bringing total dividends for the quarter to $0.64 per share. Capital Southwest notes it had approximately $2.2 billion in investments at fair value as of June 30, 2026 and maintains a dividend reinvestment plan allowing registered stockholders who opt in to receive dividends in additional CSWC shares.
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8-K Event Classification
2 items: 7.01, 9.01
2 items
Item 7.01
Regulation FD Disclosure
Disclosure
Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.
Item 9.01
Financial Statements and Exhibits
Exhibits
Financial statements, pro forma financial information, or exhibit attachments filed with this report.
Key Figures
Quarterly regular dividend per share: $0.58 per share
Monthly regular dividend installment: $0.1934 per share
Quarterly supplemental dividend per share: $0.06 per share
+4 more
7 metrics
Quarterly regular dividend per share
$0.58 per share
Declared for the quarter ending December 31, 2026
Monthly regular dividend installment
$0.1934 per share
Paid in October, November, and December 2026
Quarterly supplemental dividend per share
$0.06 per share
Payable on December 31, 2026
Total dividends per share
$0.64 per share
Total of regular and supplemental dividends for quarter ending December 31, 2026
Investments at fair value
$2.2 billion
Portfolio size as of June 30, 2026
Regular dividend payment dates
October 30, November 30, December 31, 2026
Payment dates for the three monthly regular dividend installments
Supplemental dividend payment date
December 31, 2026
Payment date for the quarterly supplemental dividend
Key Terms
internally managed business development company, quarterly supplemental dividend, dividend reinvestment plan, fair value, +1 more
5 terms
internally managed business development company financial
"an internally managed business development company focused on providing flexible financing"
quarterly supplemental dividend financial
"and a quarterly supplemental dividend of $0.06 per share payable"
dividend reinvestment plan financial
"maintains a dividend reinvestment plan ("DRIP") that provides for the reinvestment"
A dividend reinvestment plan lets shareholders automatically use cash dividends to buy more shares of the same company instead of receiving the money. It matters to investors because it turns regular payouts into a steady way to grow ownership and take advantage of compound returns—like having your savings automatically buy additional slices of a pie over time—while often reducing transaction costs and smoothing purchase timing.
fair value financial
"with approximately $2.2 billion in investments at fair value as of June 30, 2026"
Fair value is an estimate of what an asset or company is really worth today, derived from expected future earnings, comparable market prices and other relevant facts—like agreeing a price for a used car after checking mileage, condition and similar listings. Investors use fair value to decide whether a stock looks overpriced or undervalued, which helps guide buy, hold or sell decisions and sets expectations for potential returns and risk.
forward-looking statements regulatory
"This press release contains historical information and certain forward-looking statements"
Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.
FAQ
What dividend did CSWC declare for the quarter ending December 31, 2026?
Capital Southwest (CSWC) declared a quarterly regular dividend of $0.58 per share and a quarterly supplemental dividend of $0.06 per share, for total dividends of $0.64 per share for the quarter ending December 31, 2026.
How and when will CSWC pay its regular dividend for the December 31, 2026 quarter?
The $0.58 per share regular dividend will be paid in three monthly installments of $0.1934 per share on October 30, November 30, and December 31, 2026, to stockholders of record on October 15, November 13, and December 15, 2026, respectively.
When will CSWC pay the supplemental dividend for the December 31, 2026 quarter?
Capital Southwest’s $0.06 per share supplemental dividend for the quarter ending December 31, 2026 is scheduled to be paid on December 31, 2026 to stockholders of record on December 15, 2026, with an ex-dividend date of December 15, 2026.
Does CSWC offer a dividend reinvestment plan (DRIP)?
Yes. Capital Southwest maintains a dividend reinvestment plan under which registered stockholders who hold shares with Equiniti Trust Company and have opted in by the record date will have their dividends automatically reinvested into additional CSWC common shares when dividends are declared.
How large is CSWC’s investment portfolio as of June 30, 2026?
Capital Southwest reports that it had approximately $2.2 billion in investments at fair value as of June 30, 2026, reflecting its portfolio of middle market lending investments.
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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d) of the
Securities Exchange Act of 1934
Date of report (Date of earliest event reported): August 27, 2026
(Exact Name Of Registrant As Specified In Charter)
| (State or Other Jurisdiction of Incorporation) | (Commission File Number) | (IRS Employer Identification No.) | ||||||
(Address of Principal Executive Offices) (Zip Code)
Registrant’s telephone number, including area code: (214 ) 238-5700
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
| Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) | |||||||||||
| Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) | |||||||||||
| Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) | |||||||||||
| Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) | |||||||||||
Securities registered pursuant to Section 12(b) of the Act:
| Title of Each Class | Trading Symbol(s) | Name of Each Exchange on Which Registered | ||||||
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
| Emerging growth company | |||||
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 7.01 Regulation FD Disclosure.
On August 27, 2026, Capital Southwest Corporation issued a press release announcing its dividend for the quarter ending December 31, 2026. The press release is furnished herewith as Exhibit 99.1.
The information set forth under this Item 7.01, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of such section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits
| Exhibit No. | Description | |||||||
| 99.1 | Press Release issued by Capital Southwest Corporation on August 27, 2026 | |||||||
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) | |||||||
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Dated: August 27, 2026
| By: | /s/ Michael S. Sarner | |||||||
| Name: Michael S. Sarner | ||||||||
| Title: President and Chief Executive Officer | ||||||||
Exhibit 99.1
 | 8333 Douglas Avenue, Suite 1100 Dallas, Texas 75225 T 214.238.5700 F 214.238.5701 | |||||||
Capital Southwest Announces Quarterly Regular Dividend for the Quarter Ending December 31, 2026 and Quarterly Supplemental Dividend Payable on December 31, 2026
Dallas, Texas – August 27, 2026 – Capital Southwest Corporation (“Capital Southwest” or the “Company”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, is pleased to announce that its Board of Directors has declared a quarterly regular dividend of $0.58 per share, of which $0.1934 per share will be paid monthly for each of October, November and December 2026 and a quarterly supplemental dividend of $0.06 per share payable in December 2026, each of which is detailed in the table below.
The Company’s quarterly regular dividend for the quarter ending December 31, 2026 will be payable as follows:
| Declared | Ex-Dividend Date | Record Date | Payment Date | Amount Per Share | ||||||||||
| 8/27/2026 | 10/15/2026 | 10/15/2026 | 10/30/2026 | $0.1934 | ||||||||||
| 8/27/2026 | 11/13/2026 | 11/13/2026 | 11/30/2026 | $0.1934 | ||||||||||
| 8/27/2026 | 12/15/2026 | 12/15/2026 | 12/31/2026 | $0.1934 | ||||||||||
The Company’s quarterly supplemental dividend for the quarter ending December 31, 2026 will be payable as follows:
| Declared | Ex-Dividend Date | Record Date | Payment Date | Amount Per Share | ||||||||||
| 8/27/2026 | 12/15/2026 | 12/15/2026 | 12/31/2026 | $0.06 | ||||||||||
| Total Regular Dividend per Share for Quarter Ending December 31, 2026: | $0.58 | ||||
| Total Supplemental Dividend per Share for Quarter Ending December 31, 2026: | $0.06 | ||||
| Total Dividends per Share for Quarter Ending December 31, 2026: | $0.64 | ||||
When declaring dividends, the Board of Directors reviews estimates of taxable income available for distribution, which may differ from net investment income under generally accepted accounting principles. The final determination of taxable income for each year, as well as the tax attributes for dividends in such year, will be made after the close of the tax year.
Capital Southwest maintains a dividend reinvestment plan ("DRIP") that provides for the reinvestment of dividends on behalf of its registered stockholders who hold their shares with Capital Southwest’s transfer agent and registrar, Equiniti Trust Company. Under the DRIP, if the Company declares a dividend, registered stockholders who have opted in to the DRIP by the dividend record date will have their dividend automatically reinvested into additional shares of Capital Southwest’s common stock.
About Capital Southwest
Capital Southwest Corporation (Nasdaq: CSWC) is a Dallas, Texas-based, internally managed business development company with approximately $2.2 billion in investments at fair value as of June 30, 2026. Capital Southwest is a middle market lending firm focused on supporting the acquisition and growth of middle market businesses with $5 million to $50 million investments across the capital structure, including first lien, second lien and non-control equity co-investments. As a public company with a permanent capital base, Capital Southwest has the flexibility to be creative in its financing solutions and to invest to support the growth of its portfolio companies over long periods of time.
Forward-Looking Statements
This press release contains historical information and certain forward-looking statements with respect to the business and investments of the Company, including, but not limited to, the timing, form and amount of any distributions or supplemental dividends in the future. Forward-looking statements are statements that are not historical statements and can often be identified by words such as "will," "believe," "expect" and similar expressions and variations or negatives of these words. These statements are based on management's current expectations, assumptions and beliefs. They are not guarantees of future results and are subject to numerous risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed in any forward-looking statement. These risks include risks related to: changes in the markets in which the Company invests; changes in the financial, capital, and lending markets; changes in the interest rate environment and its impact on the Company’s business and its portfolio companies; regulatory changes; tax treatment; the uncertainty associated with the imposition of tariffs and trade barriers and changes in trade policy and its impact on the Company’s portfolio companies and the Company’s financial condition; the impact of geopolitical conditions on our portfolio companies and opportunities available to us; an economic downturn and its impact on the ability of the Company’s portfolio companies to operate and the investment opportunities available to the Company; the impact of supply chain constraints on the Company’s portfolio companies; and the elevated levels of inflation and its impact on the Company’s portfolio companies and the industries in which it invests.
Readers should not place undue reliance on any forward-looking statements and are encouraged to review Capital Southwest's Annual Report on Form 10-K for the year ended March 31, 2026 and any subsequent filings with the SEC, including the "Risk Factors" sections therein, for a more complete discussion of the risks and other factors that could affect any forward-looking statements. Except as required by the federal securities laws, Capital Southwest does not undertake any obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events, changing circumstances or any other reason after the date of this press release.
Investor Relations Contact:
Michael S. Sarner, President and Chief Executive Officer
214-884-3829