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Capital Southwest Corporation (CSWC)

Financial Services | Asset Management | Dallas, United States | NasdaqGS
25.47 USD +0.07 (0.276%) ⇧ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 25.38 -0.09 (-0.094%) ⇩ (Aug. 28, 2026, 7:30 p.m. EDT)

Short-term:★★⯪☆☆Long-term:★★★☆☆Dividends:★⯪☆☆☆
Hot Take | Aug. 22, 2026, 3:24 a.m. EDT

The most critical issue here is the dividend sustainability. With a payout ratio exceeding 140%, the company is distributing significantly more cash than it earns, which is a classic sign of a yield trap where the high 10%+ yield is being funded by burning capital reserves. While the business itself shows resilience—posting strong operating margins and a recent spike in quarterly earnings growth—the multi-year price trajectory tells a different story. The stock has suffered a consecutive year of decline recently, and the market appears to be pricing in a structural deterioration in the investment vehicle's ability to generate returns, despite the attractive headline yield. Short-term momentum is flat, caught between defensive put buying and a lack of bullish catalysts, while the long-term outlook remains neutral due to the fundamental disconnect between the massive payout and the company's actual earnings power.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.012700
MSTL0.015461
AutoETS0.016233
AutoARIMA0.026575

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 62%
H-stat 4.50
Ljung-Box p 0.000
Jarque-Bera p 0.352
Excess Kurtosis 0.52
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-09-14
Last Dividend Date 2026-08-13
Debt to Equity Ratio 119.309
Revenue per Share 4.059
Market Cap 1,623,301,632
Trailing P/E 13.99
Forward P/E 10.91
Beta 0.73
Profit Margins 46.68%
Website https://www.capitalsouthwest.com

As of Aug. 22, 2026, 3:24 a.m. EDT: Speculators are positioning defensively with heavy put open interest at strikes below the current price (22.5 and 20.0), creating a significant floor. Call activity is concentrated at the money and slightly out-of-the-money, suggesting a neutral-to-slightly-bullish bias but lacking aggressive upside speculation. Implied volatility is elevated on the downside relative to the upside, indicating fear of a drop rather than excitement about a rally.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.78% 11.30% 11.73% 11.80%
Dividend History
Date Dividend Yield %
2026-08-14 0.193000 0.775723
2026-07-15 0.193000 0.805845
2026-06-15 0.253000 1.094291
2026-05-15 0.193000 0.818838
2026-04-15 0.193000 0.804502
2026-03-13 0.253000 1.181139
2026-02-13 0.193000 0.846120
2026-01-15 0.193000 0.813659
2025-12-15 0.253000 1.149477
2025-11-14 0.193000 0.927885
2025-10-15 0.193000 0.948403
2025-09-15 0.253000 1.131485
2025-08-15 0.193000 0.859305
2025-07-15 0.193000 0.845379
2025-06-13 0.640000 3.099274
2025-03-14 0.640000 2.950668
2024-12-13 0.630000 2.899218
2024-09-13 0.640000 2.569249
2024-06-14 0.630000 2.487169
2024-03-14 0.630000 2.657107
2023-12-14 0.630000 2.694611
2023-09-14 0.620000 2.822030
2023-06-14 0.590000 3.084161
2023-03-14 0.580000 3.407755
2022-12-14 0.570000 3.246014
2022-09-14 0.500000 2.745744
2022-06-14 0.630000 3.358209
2022-03-14 0.480000 2.045164
2021-12-14 0.970000 3.876898
2021-09-14 0.540000 2.061069
2021-06-14 0.530000 1.988743
2021-03-12 0.520000 2.362562
2020-12-14 0.510000 3.061225
2020-09-14 0.510000 3.573931
2020-06-12 0.510000 3.556485
2020-03-13 0.510000 4.006285
2019-12-19 1.250000 5.896226
2019-09-13 0.500000 2.334267
2019-06-13 0.490000 2.267469
2019-03-14 0.480000 2.234637
2018-12-13 0.460000 2.274975
2018-09-14 0.440000 2.332980
2018-06-25 0.890000 4.847494
2018-03-14 0.280000 1.626016
2017-12-14 0.260000 1.554094
2017-09-14 0.240000 1.482396
2017-06-13 0.210000 1.309227
2017-03-13 0.450000 2.826633
2016-12-13 0.170000 1.094656
2016-09-13 0.110000 0.738255
2016-06-16 0.060000 0.433213
2016-03-11 0.040000 0.278940
2015-05-12 0.036711 0.203751
2014-11-12 0.036711 0.274878
2014-05-13 0.036711 0.285716
2013-11-13 0.036711 0.307979
2013-05-15 0.036711 0.297047
2013-03-13 0.252386 2.296449
2012-11-13 0.036711 0.391622
2012-05-22 1.614354 20.667374
2012-05-15 0.036711 0.357465
2011-11-10 0.036711 0.470039
2011-05-13 0.036711 0.426261
2010-11-10 0.036711 0.390171
2010-05-12 0.036711 0.426124
2009-11-12 0.036711 0.516200
2009-05-13 0.036711 0.576456
2008-12-17 0.198238 2.019259
2008-11-12 0.036711 0.450708
2008-09-22 0.027533 0.206185
2008-05-13 0.036711 0.331265
2007-11-13 0.036711 0.347798
2007-05-11 0.018355 0.119067
2006-11-13 0.036711 0.326267
2006-05-11 0.018355 0.212085
2005-11-10 0.036711 0.449998
2005-05-12 0.018355 0.253673
2004-11-10 0.036711 0.503846
2004-05-12 0.018355 0.263153
2003-11-12 0.036711 0.654348
2003-05-13 0.018355 0.316149
2002-11-13 0.036711 0.860222
2002-05-13 0.018355 0.278624
2001-11-13 0.036711 0.640005
2001-05-11 0.018355 0.333660
2000-11-14 0.036711 0.730599
2000-05-11 0.018355 0.349338
1999-11-10 0.036711 0.585014
1999-05-12 0.018355 0.243898
1998-11-18 0.036711 0.476194
1998-05-13 0.018355 0.194171
1997-11-18 0.036711 0.514473
1997-05-13 0.018355 0.283682
1996-11-13 0.036711 0.571433
1996-05-14 0.018355 0.338976
1995-11-13 0.036711 0.842112
1995-05-09 0.018355 0.519470
1994-11-10 0.036711 1.111119
1994-05-10 0.018355 0.509544
1993-11-08 0.036711 1.052640
1993-05-10 0.018355 0.555545
1992-11-10 0.036711 1.212131
1992-05-11 0.018355 0.792064
1991-11-08 0.036711 1.797766
1991-05-09 0.018355 0.930214
1990-11-08 0.027533 1.714283
1990-05-09 0.018355 0.909073
1989-11-10 0.113803 5.391294
1989-05-04 0.018355 1.052611
1988-11-04 0.018355 1.073804
1988-05-03 0.009178 0.547964
1987-05-04 0.009178 0.588256
Additional Data
dividendRate 2.56
dividendYield 10.08
exDividendDate 2026-09-15
trailingAnnualDividendRate 2.321
trailingAnnualDividendYield 0.09137796
lastDividendValue 0.193
lastDividendDate 2026-08-14
dividendDate 2026-09-30

Info Dump

Attribute Value
52 Week Change 0.117105246
Address1 8,333 Douglas Avenue
Address2 Suite 1100
All Time High 28.41
All Time Low 0.344163
Ask 32.76
Ask Size 2
Average Daily Volume10 Day 498,480
Average Daily Volume3 Month 650,334
Average Volume 650,334
Average Volume10Days 498,480
Beta 0.727
Bid 18.34
Bid Size 2
Book Value 16.607
City Dallas
Compensation As Of Epoch Date 1,798,675,200
Country United States
Crypto Tradeable 0
Currency USD
Current Price 25.47
Current Ratio 73.93
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 25.74
Day Low 25.45
Debt To Equity 119.309
Display Name Capital Southwest
Dividend Date 1,790,726,400
Dividend Rate 2.56
Dividend Yield 10.08
Earnings Call Timestamp End 1,785,855,600
Earnings Call Timestamp Start 1,785,855,600
Earnings Growth 0.287
Earnings Quarterly Growth 0.322
Earnings Timestamp 1,785,787,200
Earnings Timestamp End 1,793,649,600
Earnings Timestamp Start 1,793,649,600
Ebitda 215,778,000
Ebitda Margins 0.90967005
Enterprise To Ebitda 8.99
Enterprise To Revenue 8.178
Enterprise Value 1,939,826,560
Eps Current Year 2.23833
Eps Forward 2.334
Eps Trailing Twelve Months 1.82
Esg Populated 0
Ex Dividend Date 1,789,430,400
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fax 214 238 5701
Fifty Day Average 24.1454
Fifty Day Average Change 1.3246002
Fifty Day Average Change Percent 0.05485932
Fifty Two Week Change Percent 11.710525
Fifty Two Week High 25.74
Fifty Two Week High Change -0.27000046
Fifty Two Week High Change Percent -0.010489528
Fifty Two Week Low 19.37
Fifty Two Week Low Change 6.0999985
Fifty Two Week Low Change Percent 0.3149199
Fifty Two Week Range 19.37 - 25.74
Financial Currency USD
First Trade Date Milliseconds 322,151,400,000
Five Year Avg Dividend Yield 10.25
Float Shares 61,770,864
Forward Eps 2.334
Forward P E 10.912596
Free Cashflow 92,710,000
Full Exchange Name NasdaqGS
Full Time Employees 36
Fullday Change 0.0699997
Fullday Change Percent 0.275589
Fullday Price 25.3763
Gmt Off Set Milliseconds -14,400,000
Gross Margins 1.0
Gross Profits 237,206,000
Has Pre Post Market Data 1
Held Percent Insiders 0.02779
Held Percent Institutions 0.28902
Implied Shares Outstanding 63,733,867
Industry Asset Management
Industry Disp Asset Management
Industry Key asset-management
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,786,665,600
Last Dividend Value 0.193
Last Fiscal Year End 1,774,915,200
Last Split Date 1,443,657,600
Last Split Factor 2,724:1000
Long Business Summary Capital Southwest Corporation is a business development company. The firm specializes in credit and private equity and venture capital investments in lower middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, industry consolidation, recapitalizations and growth capital investments. The firm does not invest in startups, publicly traded companies, real estate developments, project finance opportunities, oil and gas exploration businesses, troubled companies, turnarounds, and companies in which significant senior management is departing. In lower middle market, the firm typically invests in growth financing, bolt-on acquisitions, new platform acquisitions, refinancing, dividend recapitalizations, sponsor-led buyouts, and management buyout situations. The investment structures are unitranche debt, subordinated debt, senior debt, first and second lien debt, and preferred and common equity. The firm makes equity co-investments alongside debt investments, up to 20 percent of total check and only makes non-control investments. The firm is industry agnostic, but it prefers to invest in industrial manufacturing and services, value-added distribution, healthcare products and services, business services, specialty chemicals, food and beverage, tech-enabled services and SaaS models. The firm seeks to invest in energy services and products, industrial technologies, and specialty chemicals and products. Within energy services and products, the firm seeks to invest in each segment of the industry, including upstream, midstream and downstream, excluding exploration and production, with a focus on differentiated products and services, equipment and tool rental, consumable products, and drilling and completion chemicals. Within industrial technologies, it seeks to invest in automation and process controls, handling and packaging equipment, industrial filtration and fluid handling, measurement, monitoring and testing, professional tools, and sensors and instrumentation. Within specialty chemicals and products, the firm seeks to invest in businesses that develop and manufacture highly differentiated chemicals and products including adhesives, coatings and sealants, catalysts and absorbents, cosmeceuticals, fine chemicals, flavors and fragrances, performance lubricants, polymers, plastics and composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, specified high performance materials for fire protection and oilfield applications. It may also invest in exceptional opportunities in building products. The firm seeks to invest in the United States and North America. The firm seeks to make investments ranging from $5 million to $25 million in securities. Its typical financing size is between $5 million and $75 million, target hold size is between $5 million and $45 million, and the firm is willing to backstop up to $55 million with an active network of co-investors. It seeks to invest in firms with minimum EBITDA between $3 million and $25 million. In addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. It prefers to take a majority or minority stake. The firm has the flexibility to hold investments for very long periods in its portfolio companies. It may also invest through warrants. The firm prefers to take board participation in its portfolio companies. Capital Southwest Corporation was founded on April 19, 1961 and is based in Dallas, Texas.
Long Name Capital Southwest Corporation
Market us_market
Market Cap 1,623,301,632
Market State CLOSED
Max Age 86,400
Message Board Id finmb_19477
Most Recent Quarter 1,593,475,200
Net Income To Common 109,468,000
Next Fiscal Year End 1,806,451,200
Non Diluted Market Cap 1,618,840,221
Number Of Analyst Opinions 5
Open 25.598
Operating Cashflow -304,867,008
Operating Margins 0.75818
Payout Ratio 1.4147999
Peg Ratio 12.54
Phone 214 238 5700
Post Market Change -0.0936985
Post Market Change Percent -0.3678779
Post Market Price 25.3763
Post Market Time 1,787,959,805
Previous Close 25.4
Price Eps Current Year 11.37902
Price Hint 2
Price To Book 1.5336906
Price To Sales Trailing12 Months 6.8434258
Profit Margins 0.46679002
Quick Ratio 73.199
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change 0.0699997
Regular Market Change Percent 0.275589
Regular Market Day High 25.74
Regular Market Day Low 25.45
Regular Market Day Range 25.45 - 25.74
Regular Market Open 25.598
Regular Market Previous Close 25.4
Regular Market Price 25.47
Regular Market Time 1,787,947,201
Regular Market Volume 607,710
Return On Assets 0.062140003
Return On Equity 0.11213
Revenue Growth -0.04
Revenue Per Share 4.059
Sand P52 Week Change 0.20204377
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Shares Outstanding 63,733,867
Shares Percent Shares Out 0.0763
Shares Short 4,865,824
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 5,233,200
Short Name Capital Southwest Corporation
Short Percent Of Float 0.0784
Short Ratio 6.95
Source Interval 15
State TX
Symbol CSWC
Target High Price 29.0
Target Low Price 21.0
Target Mean Price 25.3
Target Median Price 25.5
Total Cash 14,986,000
Total Cash Per Share 0.235
Total Debt 331,511,008
Total Revenue 237,206,000
Tradeable 0
Trailing Annual Dividend Rate 2.321
Trailing Annual Dividend Yield 0.09137796
Trailing Eps 1.82
Trailing P E 13.994505
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 23.02625
Two Hundred Day Average Change 2.4437485
Two Hundred Day Average Change Percent 0.106128804
Type Disp Equity
Volume 607,710
Website https://www.capitalsouthwest.com
Zip 75,225