Capital Southwest Corporation (CSWC)
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CSWC Company Profile
Discover essential business fundamentals and corporate details for Capital Southwest Corporation (CSWC) to support your stock research and investment decisions.
Sector
Financial Services
Industry
Asset Management
IPO Date
17 Mar 1980
Employees
27.00
Website
https://www.capitalsouthwest.comCEO
Michael Scott Sarner
Description
Capital 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 packaging equipment, industrial filtration and fluid handling, measurement, monitoring, and testing solutions, professional tools, and sensors and instrumentation. Specialty chemicals and products: This segment targets businesses involved in the development and manufacture of highly differentiated products such as adhesives, coatings, sealants, catalysts, absorbents, cosmeceuticals, fine chemicals, flavors, fragrances, performance lubricants, polymers, plastics, composites, chemical dispensing and filtration equipment, professional and industrial trade consumables and tools, engineered solutions for HVAC, plumbing, and electrical installations, and specified high-performance materials for fire protection and oilfield applications. Additionally, the firm considers exceptional opportunities within building products. Beyond direct investments, Capital Southwest allocates capital to syndicated first and second lien term loans in the upper middle market. The criteria for these syndicated loans include: First Lien: Companies with EBITDA over $30 million, closing leverage exceeding 4x, an investment hold size between $5 million and $7 million, and an investment yield greater than 6.5%. Second Lien: Companies with EBITDA surpassing $50 million, closing leverage above 6x, an investment hold size between $5 million and $7 million, and an investment yield exceeding 9%. The firm's investment sizes typically range from $5 million to $25 million for securities generally. Specifically, equity investments can range from $5 million to $50 million, while debt investments typically fall between $5 million and $20 million. Co-investment transaction sizes can extend up to $40 million. While its equity co-investments are exclusively non-controlling, the firm generally maintains flexibility in taking both majority and minority positions across its investment portfolio. Capital Southwest has the capacity to hold investments for extended periods and may also utilize warrants as an investment mechanism. The firm prioritizes obtaining Board representation in its portfolio companies. Capital Southwest Corporation was established on April 19, 1961, and is headquartered in Dallas, Texas.
CSWC Financial Timeline
Browse a chronological timeline of Capital Southwest Corporation corporate events including earnings releases, dividend announcements, and stock splits.
Dividend declared on 15 Sept 2026
A dividend of $0.25 per share was announced, adjusted to $0.25. The dividend will be paid on 30 Sept 2026.
Dividend declared on 14 Aug 2026
A dividend of $0.19 per share was announced, adjusted to $0.19. The dividend will be paid on 31 Aug 2026.
Upcoming earnings on 5 Aug 2026
EPS estimate is $0.55, while revenue estimate is $61.42m.
Dividend declared on 15 Jul 2026
A dividend of $0.19 per share was announced, adjusted to $0.19. The dividend will be paid on 31 Jul 2026.
Dividend declared on 15 Jun 2026
A dividend of $0.25 per share was announced, adjusted to $0.25. The dividend was paid on 30 Jun 2026.
Dividend declared on 15 May 2026
A dividend of $0.19 per share was announced, adjusted to $0.19. The dividend was paid on 29 May 2026.
Earnings released on 13 May 2026
EPS came in at $0.57 surpassing the estimated $0.56 by +1.79%, while revenue for the quarter reached $57.76m , missing expectations by -6.51%.
Dividend declared on 15 Apr 2026
A dividend of $0.19 per share was announced, adjusted to $0.19. The dividend was paid on 30 Apr 2026.
Dividend declared on 13 Mar 2026
A dividend of $0.25 per share was announced, adjusted to $0.25. The dividend was paid on 31 Mar 2026.
Dividend declared on 13 Feb 2026
A dividend of $0.19 per share was announced, adjusted to $0.19. The dividend was paid on 27 Feb 2026.
Earnings released on 2 Feb 2026
EPS came in at $0.64 surpassing the estimated $0.59 by +9.03%, while revenue for the quarter reached $61.45m , beating expectations by +5.72%.
Dividend declared on 15 Dec 2025
A dividend of $0.25 per share was announced, adjusted to $0.25. The dividend was paid on 31 Dec 2025.
Dividend declared on 14 Nov 2025
A dividend of $0.19 per share was announced, adjusted to $0.19. The dividend was paid on 28 Nov 2025.
Earnings released on 3 Nov 2025
EPS came in at $0.57 falling short of the estimated $0.58 by -1.72%, while revenue for the quarter reached $52.40m , missing expectations by -8.63%.
Dividend declared on 15 Sept 2025
A dividend of $0.25 per share was announced, adjusted to $0.25. The dividend was paid on 30 Sept 2025.
Dividend declared on 15 Aug 2025
A dividend of $0.19 per share was announced, adjusted to $0.19. The dividend was paid on 29 Aug 2025.
Earnings released on 6 Aug 2025
EPS came in at $0.59 matching the estimated $0.59, while revenue for the quarter reached $77.88m , beating expectations by +43.36%.
Dividend declared on 13 Jun 2025
A dividend of $0.64 per share was announced, adjusted to $0.64. The dividend was paid on 30 Jun 2025.
Earnings released on 14 May 2025
EPS came in at $0.54 falling short of the estimated $0.62 by -12.90%, while revenue for the quarter reached $28.08m , missing expectations by -46.73%.
Dividend declared on 14 Mar 2025
A dividend of $0.64 per share was announced, adjusted to $0.64. The dividend was paid on 31 Mar 2025.
Earnings released on 3 Feb 2025
EPS came in at $0.63 surpassing the estimated $0.62 by +1.61%, while revenue for the quarter reached $26.61m , missing expectations by -49.46%.
Dividend declared on 13 Dec 2024
A dividend of $0.63 per share was announced, adjusted to $0.63. The dividend was paid on 31 Dec 2024.
Earnings released on 28 Oct 2024
EPS came in at $0.66 matching the estimated $0.66, while revenue for the quarter reached $38.42m , missing expectations by -22.09%.
Dividend declared on 13 Sept 2024
A dividend of $0.64 per share was announced, adjusted to $0.64. The dividend was paid on 30 Sept 2024.
Earnings released on 5 Aug 2024
EPS came in at $0.63 falling short of the estimated $0.66 by -4.55%, while revenue for the quarter reached $52.07m , beating expectations by +5.97%.
Dividend declared on 14 Jun 2024
A dividend of $0.63 per share was announced, adjusted to $0.63. The dividend was paid on 28 Jun 2024.
Earnings released on 14 May 2024
EPS came in at $0.66 matching the estimated $0.66, while revenue for the quarter reached $26.77m , missing expectations by -43.50%.
Dividend declared on 14 Mar 2024
A dividend of $0.63 per share was announced, adjusted to $0.63. The dividend was paid on 29 Mar 2024.
Earnings released on 29 Jan 2024
EPS came in at $0.70 surpassing the estimated $0.66 by +6.06%, while revenue for the quarter reached $48.57m , beating expectations by +5.72%.
Dividend declared on 14 Dec 2023
A dividend of $0.63 per share was announced, adjusted to $0.63. The dividend was paid on 29 Dec 2023.
Earnings released on 30 Oct 2023
EPS came in at $0.69 surpassing the estimated $0.65 by +6.15%, while revenue for the quarter reached $42.78m , beating expectations by +2.00%.
Dividend declared on 14 Sept 2023
A dividend of $0.62 per share was announced, adjusted to $0.62. The dividend was paid on 29 Sept 2023.
Earnings released on 7 Aug 2023
EPS came in at $0.65 surpassing the estimated $0.64 by +1.56%, while revenue for the quarter reached $30.28m , missing expectations by -21.85%.
Dividend declared on 14 Jun 2023
A dividend of $0.59 per share was announced, adjusted to $0.59. The dividend was paid on 30 Jun 2023.
Earnings released on 22 May 2023
EPS came in at $0.65 surpassing the estimated $0.62 by +4.84%, while revenue for the quarter reached $24.51m , missing expectations by -32.12%.
Dividend declared on 14 Mar 2023
A dividend of $0.58 per share was announced, adjusted to $0.58. The dividend was paid on 31 Mar 2023.
Earnings released on 30 Jan 2023
EPS came in at $0.62 surpassing the estimated $0.57 by +8.77%, while revenue for the quarter reached $11.89m , missing expectations by -60.32%.
Dividend declared on 14 Dec 2022
A dividend of $0.57 per share was announced, adjusted to $0.57. The dividend was paid on 30 Dec 2022.
Earnings released on 31 Oct 2022
EPS came in at $0.52 falling short of the estimated $0.53 by -1.89%, while revenue for the quarter reached $16.60m , missing expectations by -34.55%.
Dividend declared on 14 Sept 2022
A dividend of $0.50 per share was announced, adjusted to $0.50. The dividend was paid on 30 Sept 2022.
Earnings released on 1 Aug 2022
EPS came in at $0.49 surpassing the estimated $0.48 by +2.08%, while revenue for the quarter reached $8.46m , missing expectations by -62.26%.
Dividend declared on 14 Jun 2022
A dividend of $0.63 per share was announced, adjusted to $0.63. The dividend was paid on 30 Jun 2022.
Earnings released on 23 May 2022
EPS came in at $0.50 surpassing the estimated $0.48 by +4.17%, while revenue for the quarter reached $25.04m , beating expectations by +16.00%.
Dividend declared on 14 Mar 2022
A dividend of $0.48 per share was announced, adjusted to $0.48. The dividend was paid on 31 Mar 2022.
Earnings released on 31 Jan 2022
EPS came in at $0.51 surpassing the estimated $0.47 by +8.51%, while revenue for the quarter reached $19.08m , missing expectations by -7.49%.
Dividend declared on 14 Dec 2021
A dividend of $0.97 per share was announced, adjusted to $0.97. The dividend was paid on 31 Dec 2021.
Earnings released on 1 Nov 2021
EPS came in at $0.43 falling short of the estimated $0.44 by -2.27%, while revenue for the quarter reached $18.72m , missing expectations by -9.20%.
Dividend declared on 14 Sept 2021
A dividend of $0.54 per share was announced, adjusted to $0.54. The dividend was paid on 30 Sept 2021.
Earnings released on 2 Aug 2021
EPS came in at $0.43 falling short of the estimated $0.44 by -2.27%, while revenue for the quarter reached $20.16m , beating expectations by +8.50%.
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