Highest-materiality recent filing
Regular quarterly dividend $0.58/share paid in monthly installments of $0.1934 in July, August, September 2026.
Capital Southwest expands ATM equity program capacity to $2.0B from $1.0B
Entered Sixth Amendments on May 19, 2026, raising maximum ATM offering to $2.0 billion.
Capital Southwest Q4 pre-tax NII $35.2M ($0.59/sh); portfolio grows to $2.1B
Pre-tax NII $35.2M ($0.59/sh) vs $34.6M prior qtr; total investment income $57.8M.
Capital Southwest prelim Q4 NII $0.57-$0.58/sh; NAV $16.67-$16.72
Preliminary pre-tax NII $0.59-$0.60 per share for fiscal Q4 ended March 31, 2026.
Capital Southwest declares $0.1934 monthly regular and $0.06 supplemental dividends for Q2 2026
Monthly regular dividends of $0.1934/share for April, May, June 2026; total $0.58/share for quarter.
CSWC Q3 FY2026 pre-tax NII $0.60/shr; NAV $16.75; dividend $0.64
Pre-tax net investment income of $34.6M ($0.60/shr), up from $34.0M prior quarter; total investment income $61.4M.
Capital Southwest: 2025 dividends $2.56/share, 100% ordinary income, 26.11% qualified
Total dividends $2.56 per share for tax year 2025, 100% ordinary income including net short-term capital gains.
Capital Southwest prelim Q3 NII $0.63-$0.64, NAV $16.72-$16.77, non-accruals 3.2%
Preliminary pre-tax net investment income $0.59-$0.60 per share for quarter ended Dec 31, 2025.
Capital Southwest declares monthly regular dividends for Q1 2026 and quarterly supplemental dividend
Monthly regular dividend of $0.1934 per share declared for January, February, and March 2026.
Capital Southwest Q2 FY2026 NII $34M ($0.61/sh); NAV $16.62; issues $350M 5.95% notes due 2030
Pre-tax NII $34.0M ($0.61/share); total investment income $56.9M vs $55.9M prior quarter.
Capital Southwest prelim Q2 FY2026 NII range $0.56-$0.57/sh, NAV $16.60-$16.64
Prelim pre-tax net investment income $0.60-$0.61/sh; net NII $0.56-$0.57/sh for quarter ended Sep 30, 2025.
Capital Southwest issues $350M 5.950% notes due 2030; refinances higher-rate debt
Issued $350M of 5.950% notes due 2030 with net proceeds of ~$343.6M after discount and underwriting costs.
Capital Southwest prices $350M 5.950% notes due 2030; to redeem $150M and $71.9M notes
Underwritten offering of $350M aggregate principal of 5.950% Notes due 2030; closing expected Sept 18, 2025.
Capital Southwest declares $0.1934/mo regular and $0.06 supplemental dividends for Q4 2025
Regular monthly dividends of $0.1934 per share for October, November, and December 2025.
Capital Southwest Q1 FY2026 pre-tax NII $32.7M ($0.61/sh); NAV $16.59
Pre-tax net investment income $32.7M ($0.61/share), up from $28.5M in prior quarter.
Capital Southwest shareholders approve all proposals at 2025 annual meeting
All 6 director nominees elected with 92-96% of votes cast in favor (excluding broker non-votes).
Capital Southwest prelim Q1 NII $0.58-$0.59/sh; NAV $16.55-$16.65
Pre-tax NII per share estimated at $0.60-$0.61; net NII at $0.58-$0.59 for quarter ended June 30, 2025.
Capital Southwest shifts to monthly dividends, declares $0.64 total for Q3 FY2025
Transition from quarterly to monthly regular dividends starting July 2025.
CSWC Q4 pre-tax NII $28.5M ($0.56/sh); total dividends $0.64/sh; NAV $16.70
Adjusted pre-tax NII $31.3M ($0.61/sh) excluding $2.8M CEO departure costs; LTM regular dividend coverage 110%.
Capital Southwest declares $0.58 regular and $0.06 supplemental dividend for June quarter
Regular dividend of $0.58 per share declared for quarter ending June 30, 2025.
Capital Southwest receives second SBIC license from SBA, adding $175M debenture capacity
Wholly owned subsidiary Capital Southwest SBIC II, LP granted SBIC license by U.S. Small Business Administration.
Capital Southwest prelim Q4 NII $0.54-$0.55; adj NII $0.59-$0.60, NAV $16.65-$16.75
Preliminary pre-tax NII $0.55-$0.56/sh, net NII $0.54-$0.55/sh for Q4 ended Mar 31.
Capital Southwest increases credit facility by $25M to $510M
Total commitments under revolving credit facility increased by $25M from $485M to $510M.
Capital Southwest CEO Bowen Diehl steps down; Michael Sarner named successor
Bowen Diehl resigned as President, CEO, and director effective Feb 17, 2025; will serve as advisor for 12 months.
CSWC Q3 pre-tax NII $0.64/share; total dividend raised to $0.64 for March qtr
Pre-tax NII of $0.64/share ($30.7M); total investment income $52.0M.
Capital Southwest: 2024 dividends of $2.53/share are 100% ordinary income
Total dividends paid in 2024: $2.53 per share, 100% classified as ordinary income (including net short-term capital gains).
Capital Southwest prelim Q3 NII $0.62-$0.64/sh, NAV $16.57-$16.62
Pre-tax NII estimate $0.63-$0.64 per share; net investment income $0.62-$0.63 per share for Q3 fiscal 2025.
SBA issued 'green light' letter inviting Capital Southwest to submit application for a second SBIC license.
Capital Southwest issues $230M 5.125% convertible notes due 2029
Issued $230M aggregate principal of 5.125% Convertible Notes due 2029, including full over-allotment exercise.
Capital Southwest updates ATM program to new shelf; $412.2M of $1B capacity remains
Entered Fifth Amendments to equity distribution agreements with Jefferies, Raymond James, Citizens JMP, and B. Riley.
CSWC Q2 FY2025 pre-tax NII $0.64/shr; declares $0.63 total dividend
Pre-tax NII $0.64/shr ($30.0M); total investment income $48.7M, down from $51.4M prior quarter.
Capital Southwest increases revolving credit facility by $25M to $485M
Added $25M commitment from JA Mitsui Leasing Capital Corporation.
Pre-tax net investment income of $31.3M ($0.69 per share) for quarter ended June 30, 2024.
All six director nominees elected: votes for ranged from 15.8M to 16.5M; broker non-votes 14.4M.
Capital Southwest preliminary Q1 NII $0.68-$0.69/sh, NAV $16.55-$16.65
Pre-tax net investment income estimated at $0.68-$0.69 per share; net investment income $0.62-$0.63 per share.
Capital Southwest increases ATM equity offering capacity to $1.0B from $650M
Maximum ATM offering increased to $1.0B from $650M; ~$471M remains available as of May 21, 2024.
CSWC Q4 pre-tax NII $0.68/sh, total dividend $0.63; NAV $16.77
Pre-tax net investment income $29.8M ($0.68/sh) for Q4 ended Mar 31, 2024; total portfolio $1.5B.
Capital Southwest enters $150M-$400M SPV credit facility with Deutsche Bank
Initial commitments of $150M, increasing to $200M by June 20, 2024, with accordion option up to $400M.
Mr. Sarner resigned from his positions of Chief Financial Officer, Chief Compliance Officer and Secretary of the Company, effective immediately.
the Board also promoted Chris Rehberger, Executive Vice President of Finance and Treasurer of the Company, to the positions of Chief Financial Officer, Treasurer and Secretary of the Company, effective immediately.
The Board also appointed Mr. Sarner to the Board to fill the vacancy on the Board created by Mr. Diehl’s transition, effective immediately, for a term expiring at the Company’s 2025 annual meeting of shareholders.
Bowen S. Diehl notified the Board that he was stepping down as the President and Chief Executive Officer of the Company and as a director of the Board.
On February 17, 2025, the Board appointed Michael S. Sarner, the Chief Financial Officer, Chief Compliance Officer and Secretary of the Company, to succeed Mr. Diehl as the President and Chief Executive Officer of the Company, effective immediately.
Max materiality 0.75 · Median 0.55 · Most common event earnings