Capital Southwest Corporation (CSWC) is a leading publicly traded business development company that specializes in providing customized financing solutions for middle-market enterprises. With a diversified investment portfolio that spans debt and equity across critical sectors including healthcare, technology, and manufacturing, CSWC aims to deliver attractive risk-adjusted returns to its investors. The company leverages its extensive industry knowledge and strategic networks to not only foster operational efficiencies within its portfolio but also drive sustainable growth, positioning itself as a vital partner in the dynamic business environment.
| Revenue (TTM) | $237.21M |
| Gross Profit (TTM) | $237.21M |
| EBITDA | $215.78M |
| Operating Margin | 87.60% |
| Return on Equity | 11.20% |
| Return on Assets | 6.21% |
| Revenue/Share (TTM) | $4.06 |
| Book Value | $16.61 |
| Price-to-Book | 1.41 |
| Price-to-Sales (TTM) | 6.21 |
| EV/Revenue | 18.52 |
| EV/EBITDA | — |
| Quarterly Earnings Growth (YoY) | -17.80% |
| Quarterly Revenue Growth (YoY) | 9.10% |
| Shares Outstanding | $63.73M |
| Float | $61.77M |
| % Insiders | 2.78% |
| % Institutions | 29.08% |
Volatility is currently expanding
Many investors are growing increasingly complacent. I detail three very big mistakes that I am seeing a lot of investors make right now. I discuss why bonds may be riskier than they seem, historically cheap-looking high-yield securities may not be nearly as undervalued as they seem, and many investors are overpaying for outperformers.
DALLAS, Sept. 17, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced that the U.S. Small Business Administration (the “SBA”) has approved Capital Southwest SBIC II, LP's (“SBIC II”) request to increase its leverage commitment from $175 million to $250 million pursuant to recent legislation.
Capital Southwest and Golub Capital BDC both have high-quality portfolios and strong long-term underwriting track records. However, CSWC has crushed GBDC in the total return department over time. I detail the reasons why in this article and what BDC investors can learn from this case study.
Equity markets remain in a prolonged, robust bull run, demanding high selectivity for new opportunities. Infra and utility sectors are heavily dependent on AI, while energy and midstream appear overinflated due to war-related factors. High-duration assets are considered excessively risky in the current environment, favoring cash preservation instruments like high-quality CLOs and T-bills.
DALLAS, Sept. 02, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation (“Capital Southwest”) (Nasdaq: CSWC), an internally managed business development company focused on providing flexible financing solutions to support the acquisition and growth of middle market businesses, today announced an amendment to its senior secured credit facility (the “Corporate Credit Facility”). The amendment (a) increased commitments under the Corporate Credit Facility from $510 million to $595 million, (b) decreased the applicable margin from 2.15% to 2.00%, (c) removed the SOFR adjustment, (d) increased the uncommitted accordion feature that could increase the maximum commitments from $750 million to $1 billion, (e) reduced the unused commitment fees from a range of (i) 0.50%-1.00% to (ii) 0.50%-0.75% per annum, based on utilization, on the unused lender commitments, and (f) amended certain financial covenants. In addition, the end of the Corporate Credit Facility's revolving period was extended from August 2, 2027 to September 2, 2030, and the final maturity was extended from August 2, 2028 to September 2, 2031.
DALLAS, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Capital Southwest Corporation ("Capital Southwest" or the "Company") (Nasdaq: CSWC) today announced that, at its reconvened annual meeting of shareholders, shareholders voted to approve the Company's proposal to increase the number of authorized shares of common stock from 75.0 million to 135.0 million. The Company is grateful to its shareholders for their engagement and support throughout the process.
DALLAS, Aug. 27, 2026 (GLOBE NEWSWIRE) -- 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 regular quarterly 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.
Business development companies are engineered to move cash out the door: by statute, a BDC must distribute at least 90% of taxable income to shareholders, and the bulk of that income lands on your 1099 as ordinary, not qualified.
Capital Southwest is expanding its committed investments while adding portfolio companies, indicating gradual growth with increasing diversification. The loan book is mostly floating rate, but its debt is mostly fixed rate. This should lift spread yields in the hawkish rates environment expected over the next year. Credit quality is worth tracking as average ratings, non‑accruals, and PIK income are rising, but there is no cause for alarm yet.
Many BDCs have cut their dividends in the past 12-month period. However, for many (including those who have already cut), some form of damage is still in front of them. In my view, investing in BDCs for truly durable income is almost impossible.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on CSWC and any ticker you trade — then tracks every position and per-strategy win rate.
