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) 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.
Capital Southwest (Nasdaq: CSWC) disclosed the U.S. federal income tax characterization of its 2025 dividends. Total dividends of $2.56 per share for tax year 2025 consisted of 100.00% ordinary income, with 73.89% treated as ordinary dividend and 26.11% as qualified dividend.
Approximately 82.55% of 2025 distributions relate to interest and short-term capital gains, affecting withholding for Non-U.S. shareholders.
Capital Southwest (Nasdaq: CSWC) announced formation of a 50/50 joint venture with another private credit asset manager to operate an off-balance-sheet private fund focused on first out senior secured debt in the lower middle market.
The joint venture will be equally owned and governed by a board of managers with equal representation, and is expected to enter a senior secured credit facility whose borrowings will fund investments. The company said the structure will let it allocate portions of larger transactions to the fund, help maintain portfolio granularity, and broaden the range of platform companies it can pursue.
Capital Southwest (Nasdaq: CSWC) announced the hiring of Ryan Mullins as Managing Director on January 21, 2026. Mullins brings over 15 years of deal experience, including more than 10 years in private credit. His prior roles include Principal at Peak Rock Capital, Atalaya Capital Management and Elm Park Capital. Management highlighted Mullins as a seasoned deal originator whose direct lending background and network should support sourcing lower middle market investment opportunities. Mullins holds a BBA in Finance from the University of Texas.
Capital Southwest (Nasdaq: CSWC) announced the promotion of Grant Eason to Managing Director, effective Dec. 9, 2025. Grant has been with the company since 2019 and has nearly seven years at Capital Southwest and 15 years total deal experience, including more than 12 years in credit underwriting.
Management said Eason has a proven track record in sourcing and underwriting middle‑market investments and will contribute to the firm’s investment team focused on lower middle market companies backed by private equity. His prior roles include vice president at Stonehenge Capital and work in investment banking at Stephens. Education: BBA in Finance from Texas Christian University and an MBA from the University of Texas.