CSWC
Capital Southwest CorporationCapital Southwest Corporation operates as a business development company (BDC), specializing in credit, private equity, and venture capital investments focused on middle market companies throughout the United States. The firm engages across various investment stages, including mezzanine financing, later-stage and mature businesses, late venture, emerging growth enterprises, buyouts, recapitalizations, and growth capital funding. The company explicitly refrains from investing in startups, publicly traded entities, real estate developments, project finance opportunities, oil and gas exploration ventures, troubled companies, turnaround situations, or businesses facing significant departures of senior management. Within the lower middle market, Capital Southwest provides capital for growth initiatives, bolt-on and new platform acquisitions, refinancing, dividend recapitalizations, and both sponsor-led and management buyouts. Its investment structures are diverse, encompassing Unitranche debt, subordinated debt, senior debt, first and second lien debt, alongside preferred and common equity. The firm also participates in equity co-investments alongside its debt financing, taking non-controlling stakes up to 20% of the total transaction value. Investment criteria for target companies include revenues exceeding $10 million, consistent profitability, and a historical annual growth rate of at least 15%. For lower middle market opportunities, the firm typically seeks businesses with less than $15 million in EBITDA, while also opportunistically considering upper middle market ventures, generally defined as companies with EBITDA greater than $50 million. Capital Southwest strategically focuses its investments within several key industry sectors: Industrial manufacturing and services Value-added distribution Healthcare products and services Business services Specialty chemicals Food and beverage Tech-enabled services and SaaS models More specifically, the firm seeks opportunities in: Energy services and products: This segment includes all industry facets (upstream, midstream, downstream) with the exclusion of direct exploration and production. Focus areas encompass differentiated products and services, equipment and tool rentals, consumable products, and drilling and completion chemicals. Industrial technologies: Covering automation and process controls, handling and pack
Key Metrics
Current Yield
13.14%
The annual dividend as a percentage of the share price. A 3% yield is about $3 of dividends a year for every $100 invested at today's price.Annualized Dividend
$3.0408
The most recent payment scaled to a full year by how often it's paid. A $0.25 quarterly dividend annualizes to $1.00.Frequency
S Semi-Annual
How often the dividend is paid: Q = quarterly (4x a year), M = monthly, S = semi-annual, A = annual.Rank Score
38.6
Our 0-100 house score blending yield, payout safety, growth and momentum. Higher means a stronger profile on those factors in our model — a research score, not advice or a recommendation to buy.RSI (14)
44
Relative Strength Index (0-100), a price-momentum gauge. Above 70 is often called 'overbought', below 30 'oversold'. A technical signal, not a dividend metric.52-Week Range
$19.47 – $24.30
The lowest and highest price over the past year — shows where today's price sits in its recent range.Payout Ratio
130.30%
The share of GAAP earnings paid out as dividends. Lower leaves more cushion; above 100% means paying out more than the company earns. It shows n/a for BDCs, REITs and funds, which pay out of cash flow / net investment income rather than GAAP earnings, so this ratio doesn't apply.Years Paying
41
How many years of payments we have on record. This can understate very long histories where our data doesn't reach far enough back.S.A.F.E. Dividend Read
Quote & Key Data
Dividend Growth
Adjusted Price History
Dividend History
Dividend Payment History
Ex-dividend calendar →| Amount | Type | Declared | Ex-Date | Record | Pay |
|---|---|---|---|---|---|
| $0.2534 S | Regular | Nov 19, 2025 | Sep 15, 2026 | Sep 15, 2026 | Sep 30, 2026 |
| $0.1934 M | Regular | May 27, 2026 | Aug 14, 2026 | Aug 14, 2026 | Aug 31, 2026 |
| $0.1934 I | Regular | May 27, 2026 | Jul 15, 2026 | Jul 15, 2026 | Jul 31, 2026 |
| $0.2534 S | Regular | Feb 24, 2026 | Jun 15, 2026 | Jun 15, 2026 | Jun 30, 2026 |
| $0.1934 Q | Regular | Feb 24, 2026 | Apr 15, 2026 | Apr 15, 2026 | Apr 30, 2026 |
| $0.1934 M | Regular | Nov 19, 2025 | Feb 13, 2026 | Feb 13, 2026 | Feb 27, 2026 |
| $0.1934 M | Regular | Nov 19, 2025 | Jan 15, 2026 | Jan 15, 2026 | Jan 30, 2026 |
| $0.2534 S | Regular | Aug 27, 2025 | Dec 15, 2025 | Dec 15, 2025 | Dec 31, 2025 |
| $0.1934 M | Regular | Aug 27, 2025 | Nov 14, 2025 | Nov 14, 2025 | Nov 28, 2025 |
| $0.1934 M | Regular | Aug 27, 2025 | Oct 15, 2025 | Oct 15, 2025 | Oct 31, 2025 |
| $0.2534 S | Regular | Jun 11, 2025 | Sep 15, 2025 | Sep 15, 2025 | Sep 30, 2025 |
| $0.1934 M | Regular | Jun 11, 2025 | Aug 15, 2025 | Aug 15, 2025 | Aug 29, 2025 |
| $0.1934 M | Regular | Jun 11, 2025 | Jul 15, 2025 | Jul 15, 2025 | Jul 31, 2025 |
| $0.6400 S | Regular | Apr 25, 2025 | Jun 13, 2025 | Jun 13, 2025 | Jun 30, 2025 |
| $0.6400 S | Regular | Feb 03, 2025 | Mar 14, 2025 | Mar 14, 2025 | Mar 31, 2025 |
| $0.6300 S | Regular | Oct 23, 2024 | Dec 13, 2024 | Dec 13, 2024 | Dec 31, 2024 |
| $0.6400 S | Regular | Aug 05, 2024 | Sep 13, 2024 | Sep 13, 2024 | Sep 30, 2024 |
| $0.6300 S | Regular | Apr 24, 2024 | Jun 14, 2024 | Jun 14, 2024 | Jun 28, 2024 |
| $0.6300 S | Regular | Jan 24, 2024 | Mar 14, 2024 | Mar 15, 2024 | Mar 29, 2024 |
| $0.6300 S | Regular | Oct 25, 2023 | Dec 14, 2023 | Dec 15, 2023 | Dec 29, 2023 |
| $0.6200 S | Regular | Aug 03, 2023 | Sep 14, 2023 | Sep 15, 2023 | Sep 29, 2023 |
| $0.5900 S | Regular | Apr 26, 2023 | Jun 14, 2023 | Jun 15, 2023 | Jun 30, 2023 |
| $0.5800 S | Regular | Jan 25, 2023 | Mar 14, 2023 | Mar 15, 2023 | Mar 31, 2023 |
| $0.5700 S | Regular | Sep 20, 2022 | Dec 14, 2022 | Dec 15, 2022 | Dec 30, 2022 |
| $0.5000 Q | Regular | Aug 01, 2022 | Sep 14, 2022 | Sep 15, 2022 | Sep 30, 2022 |
| $0.6300 S | Regular | Apr 27, 2022 | Jun 14, 2022 | Jun 15, 2022 | Jun 30, 2022 |
| $0.4800 Q | Regular | Jan 26, 2022 | Mar 14, 2022 | Mar 15, 2022 | Mar 31, 2022 |
| $0.9700 S | Regular | Sep 02, 2021 | Dec 14, 2021 | Dec 15, 2021 | Dec 31, 2021 |
| $0.5400 S | Regular | Jul 28, 2021 | Sep 14, 2021 | Sep 15, 2021 | Sep 30, 2021 |
| $0.5300 S | Regular | May 25, 2021 | Jun 14, 2021 | Jun 15, 2021 | Jun 30, 2021 |
| $0.5200 S | Regular | Feb 01, 2021 | Mar 12, 2021 | Mar 15, 2021 | Mar 31, 2021 |
| $0.5100 S | Regular | Oct 30, 2020 | Dec 14, 2020 | Dec 15, 2020 | Dec 31, 2020 |
| $0.5100 S | Regular | Jun 01, 2020 | Sep 14, 2020 | Sep 15, 2020 | Sep 30, 2020 |
| $0.5100 S | Regular | Apr 22, 2020 | Jun 12, 2020 | Jun 15, 2020 | Jun 30, 2020 |
| $0.5100 S | Regular | Feb 03, 2020 | Mar 13, 2020 | Mar 16, 2020 | Mar 31, 2020 |
| $2.1000 Q | Regular | Nov 25, 2019 | Dec 19, 2019 | Dec 20, 2019 | Dec 31, 2019 |
| $0.5000 Q | Regular | Jul 31, 2019 | Sep 13, 2019 | Sep 16, 2019 | Sep 30, 2019 |
| $0.3900 Q | Regular | May 30, 2019 | Jun 13, 2019 | Jun 14, 2019 | Jun 28, 2019 |
| $0.4800 Q | Regular | Feb 28, 2019 | Mar 14, 2019 | Mar 15, 2019 | Mar 29, 2019 |
| $0.4600 Q | Regular | Nov 27, 2018 | Dec 13, 2018 | Dec 14, 2018 | Dec 31, 2018 |
| $0.3400 Q | Regular | Aug 30, 2018 | Sep 14, 2018 | Sep 17, 2018 | Sep 28, 2018 |
| $0.8900 Q | Regular | Jun 07, 2018 | Jun 25, 2018 | Jun 26, 2018 | Jul 02, 2018 |
| $0.2800 Q | Regular | Feb 28, 2018 | Mar 14, 2018 | Mar 15, 2018 | Apr 02, 2018 |
| $0.2600 Q | Regular | Nov 30, 2017 | Dec 14, 2017 | Dec 15, 2017 | Jan 02, 2018 |
| $0.2400 Q | Regular | Aug 30, 2017 | Sep 14, 2017 | Sep 15, 2017 | Oct 02, 2017 |
| $0.2100 Q | Regular | May 31, 2017 | Jun 13, 2017 | Jun 15, 2017 | Jul 03, 2017 |
| $0.4500 Q | Regular | Feb 28, 2017 | Mar 13, 2017 | Mar 15, 2017 | Apr 03, 2017 |
| $0.1700 Q | Regular | Dec 01, 2016 | Dec 13, 2016 | Dec 15, 2016 | Jan 03, 2017 |
| $0.1100 Q | Regular | Sep 01, 2016 | Sep 13, 2016 | Sep 15, 2016 | Oct 01, 2016 |
| $0.0600 Q | Regular | Jun 07, 2016 | Jun 16, 2016 | Jun 20, 2016 | Jul 01, 2016 |
| $0.0400 Q | Regular | Mar 01, 2016 | Mar 11, 2016 | Mar 15, 2016 | Apr 01, 2016 |
| $0.1000 S | Regular | Apr 22, 2015 | May 12, 2015 | May 14, 2015 | May 29, 2015 |
| $0.1000 S | Regular | Oct 27, 2014 | Nov 12, 2014 | Nov 14, 2014 | Nov 28, 2014 |
| $0.1000 S | Regular | Apr 24, 2014 | May 13, 2014 | May 15, 2014 | May 30, 2014 |
| $0.1000 S | Regular | Oct 23, 2013 | Nov 13, 2013 | Nov 15, 2013 | Nov 29, 2013 |
| $0.4000 S | Regular | Apr 16, 2013 | May 15, 2013 | May 17, 2013 | May 31, 2013 |
| $2.7500 Q | Regular | Feb 19, 2013 | Mar 13, 2013 | Mar 15, 2013 | Mar 28, 2013 |
| $0.4000 S | Regular | Oct 16, 2012 | Nov 13, 2012 | Nov 15, 2012 | Nov 30, 2012 |
| $17.5900 S | Regular | May 14, 2012 | May 22, 2012 | May 24, 2012 | Jun 08, 2012 |
| $0.4000 S | Regular | Apr 18, 2012 | May 15, 2012 | May 17, 2012 | May 31, 2012 |
| $0.4000 S | Regular | Oct 18, 2011 | Nov 10, 2011 | Nov 15, 2011 | Nov 30, 2011 |
| $0.4000 S | Regular | Apr 20, 2011 | May 13, 2011 | May 17, 2011 | May 31, 2011 |
| $0.4000 S | Regular | Oct 19, 2010 | Nov 10, 2010 | Nov 15, 2010 | Nov 30, 2010 |
| $0.4000 S | Regular | Apr 21, 2010 | May 12, 2010 | May 14, 2010 | May 28, 2010 |
| $0.4000 S | Regular | Oct 23, 2009 | Nov 12, 2009 | Nov 16, 2009 | Nov 30, 2009 |
| $0.4000 S | Regular | Apr 23, 2009 | May 13, 2009 | May 15, 2009 | May 29, 2009 |
| $2.1600 M | Regular | Dec 09, 2008 | Dec 17, 2008 | Dec 19, 2008 | Dec 26, 2008 |
| $0.4000 S | Regular | Oct 21, 2008 | Nov 12, 2008 | Nov 14, 2008 | Nov 28, 2008 |
| $0.3000 S | Regular | Sep 12, 2008 | Sep 22, 2008 | Sep 24, 2008 | Oct 31, 2008 |
| $0.4000 S | Regular | Apr 23, 2008 | May 13, 2008 | May 15, 2008 | May 30, 2008 |
| $0.4000 S | Regular | Oct 15, 2007 | Nov 13, 2007 | Nov 15, 2007 | Nov 30, 2007 |
| $0.2000 S | Regular | Apr 16, 2007 | May 11, 2007 | May 15, 2007 | May 31, 2007 |
| $0.4000 S | Regular | Oct 17, 2006 | Nov 13, 2006 | Nov 15, 2006 | Nov 30, 2006 |
| $0.2000 S | Regular | Apr 18, 2006 | May 11, 2006 | May 15, 2006 | May 31, 2006 |
| $0.4000 S | Regular | Oct 18, 2005 | Nov 10, 2005 | Nov 15, 2005 | Nov 30, 2005 |
| $0.2000 S | Regular | Apr 18, 2005 | May 12, 2005 | May 16, 2005 | May 31, 2005 |
| $0.4000 S | Regular | Oct 19, 2004 | Nov 10, 2004 | Nov 15, 2004 | Nov 30, 2004 |
| $0.2000 S | Regular | Apr 20, 2004 | May 12, 2004 | May 14, 2004 | May 28, 2004 |
| $0.4000 S | Regular | Oct 23, 2003 | Nov 12, 2003 | Nov 14, 2003 | Nov 28, 2003 |
| $0.2000 S | Regular | Apr 21, 2003 | May 13, 2003 | May 15, 2003 | May 30, 2003 |
| $0.4000 S | Regular | Oct 17, 2002 | Nov 13, 2002 | Nov 15, 2002 | Nov 29, 2002 |
| $0.2000 S | Regular | Apr 15, 2002 | May 13, 2002 | May 15, 2002 | May 31, 2002 |
| $0.4000 S | Regular | Oct 18, 2001 | Nov 13, 2001 | Nov 15, 2001 | Nov 30, 2001 |
| $0.2000 S | Regular | Apr 18, 2001 | May 11, 2001 | May 15, 2001 | May 31, 2001 |
| $0.4000 S | Regular | Nov 02, 2000 | Nov 14, 2000 | Nov 16, 2000 | Nov 30, 2000 |
| $0.2000 S | Regular | Apr 17, 2000 | May 11, 2000 | May 15, 2000 | May 31, 2000 |
| $0.4000 S | Regular | Nov 02, 1999 | Nov 10, 1999 | Nov 15, 1999 | Nov 30, 1999 |
| $0.2000 S | Regular | Apr 19, 1999 | May 12, 1999 | May 14, 1999 | May 28, 1999 |
| $0.4000 S | Regular | Oct 29, 1998 | Nov 18, 1998 | Nov 20, 1998 | Nov 30, 1998 |
| $0.2000 S | Regular | Apr 21, 1998 | May 13, 1998 | May 15, 1998 | May 29, 1998 |
| $0.4000 S | Regular | Nov 10, 1997 | Nov 18, 1997 | Nov 20, 1997 | Nov 28, 1997 |
| $0.2000 S | Regular | Apr 25, 1997 | May 13, 1997 | May 15, 1997 | May 30, 1997 |
| $0.4000 S | Regular | Nov 04, 1996 | Nov 13, 1996 | Nov 15, 1996 | Nov 29, 1996 |
| $0.2000 S | Regular | Apr 18, 1996 | May 14, 1996 | May 16, 1996 | May 31, 1996 |
| $0.4000 S | Regular | Nov 07, 1995 | Nov 13, 1995 | Nov 15, 1995 | Nov 30, 1995 |
| $0.2000 S | Regular | Apr 18, 1995 | May 09, 1995 | May 15, 1995 | May 31, 1995 |
| $0.4000 S | Regular | - | Nov 10, 1994 | Nov 16, 1994 | Nov 30, 1994 |
| $0.2000 S | Regular | - | May 10, 1994 | May 16, 1994 | May 31, 1994 |
| $0.4000 S | Regular | - | Nov 08, 1993 | Nov 15, 1993 | Nov 30, 1993 |
| $0.2000 S | Regular | - | May 10, 1993 | May 14, 1993 | May 28, 1993 |
| $0.4000 S | Regular | - | Nov 10, 1992 | Nov 17, 1992 | Dec 01, 1992 |
| $0.2000 S | Regular | - | May 11, 1992 | May 15, 1992 | May 29, 1992 |
| $0.4000 S | Regular | - | Nov 08, 1991 | Nov 15, 1991 | Nov 30, 1991 |
| $0.2000 S | Regular | - | May 09, 1991 | May 15, 1991 | May 31, 1991 |
| $0.3000 S | Regular | Nov 05, 1990 | Nov 08, 1990 | Nov 15, 1990 | Nov 30, 1990 |
| $0.2000 S | Regular | Apr 18, 1990 | May 09, 1990 | May 15, 1990 | May 31, 1990 |
| $1.2400 S | Regular | Nov 08, 1989 | Nov 10, 1989 | Nov 16, 1989 | Nov 30, 1989 |
| $0.2000 S | Regular | Apr 20, 1989 | May 04, 1989 | May 10, 1989 | May 31, 1989 |
| $0.2000 S | Regular | Oct 27, 1988 | Nov 04, 1988 | Nov 10, 1988 | Nov 30, 1988 |
| $0.1000 A | Regular | - | May 03, 1988 | May 09, 1988 | May 27, 1988 |
| $0.2000 A | Regular | Apr 24, 1987 | May 04, 1987 | May 08, 1987 | May 29, 1987 |
| $0.2150 A | Regular | - | May 13, 1986 | May 19, 1986 | May 30, 1986 |
| $0.1600 A | Regular | - | May 09, 1985 | May 15, 1985 | May 30, 1985 |