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Capital Southwest Corporation is a business development company specializing in credit and private equity and venture capital investments in middle market companies, mezzanine, later stage, mature, late venture, emerging growth, buyouts, recapitalizations and growth capital investments. It 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 buyouts 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% of total check and only makes non-control investments. 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 and 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. The firm seeks to make investments ranging from $5 to $25 million in securities. It seeks to make equity investments ranging from $5 million to $50 million and debt investments between $5 million and $20 million and co-invest in transaction size up to $40 million. It prefers to invest in companies with revenues approaching above $10 million, profitable operations, historical growth rate of at least 15 percent per year. Within the lower middle market, it seeks to invest in with less than $15 million in EBITDA and also opportunistically invests in the upper middle market, generally defined as companies with EBITDA in excess of $50 million. In addition to making direct investments, the firm allocates capital to syndicated first and second lien term loans in the upper middle market. Criteria for Upper Middle Market Syndicated 1st Lien is EBITDA Size more than $30 million, Closing Leverage greater than 4 times, investment hold size between $5 million and $7 million, investment yield greater than 6.5%. Criteria for Upper Middle Market Syndicated 2nd Lien is EBITDA Size more than $50 million, Closing Leverage greater than 6 times, investment hold size between $5 million and $7 million, investment yield greater than 9%. It prefers to take a majority and minority stake. The firm has the flexibility to hold investments for very long period 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.

Capital Southwest Dividend Announcement

• Capital Southwest announced a quarterly dividend of $0.63 per ordinary share which will be made payable on 2024-12-31. Ex dividend date: 2024-12-13
• Capital Southwest annual dividend for 2024 was $2.53
• Capital Southwest annual dividend for 2023 was $2.42
• Capital Southwest's trailing twelve-month (TTM) dividend yield is 13.95%
• Capital Southwest's payout ratio for the trailing twelve months (TTM) is 140.31%
• Capital Southwest's dividend growth over the last five years (2018-2023) was 4.20% year
• Capital Southwest's dividend growth over the last ten years (2013-2023) was -2.91% year

Capital Southwest Dividend History

Ex-Div dateDividend amountDividend typePay date
2024-12-13$0.63quarterly2024-12-31
2024-09-13$0.64quarterly2024-09-30
2024-06-14$0.63quarterly2024-06-28
2024-03-14$0.63quarterly2024-03-28
2023-12-14$0.63quarterly2023-12-29
2023-09-14$0.62quarterly2023-09-29
2023-06-14$0.59quarterly2023-06-30
2023-03-14$0.58quarterly2023-03-31
2022-12-14$0.52quarterly2022-12-30
2022-09-14$0.50quarterly2022-09-30
2022-06-14$0.63quarterly2022-06-30
2022-03-14$0.48quarterly2022-03-31
2021-12-14$0.97quarterly2021-12-31
2021-09-14$0.54quarterly2021-09-30
2021-06-14$0.53quarterly2021-06-30
2021-03-12$0.62quarterly2021-03-31
2020-12-14$0.61quarterly2020-12-31
2020-09-14$0.51quarterly2020-09-30
2020-06-12$0.51quarterly2020-06-30
2020-03-13$0.51quarterly2020-03-31
2019-12-19$2.10quarterly2019-12-31
2019-09-13$0.50quarterly2019-09-30
2019-06-13$0.39quarterly2019-06-28
2019-03-14$0.48quarterly2019-03-29
2018-12-13$0.46quarterly2018-12-31
2018-09-14$0.34quarterly2018-09-28
2018-06-25$0.89quarterly2018-07-02
2018-03-14$0.28quarterly2018-04-02
2017-12-14$0.26quarterly2018-01-02
2017-09-14$0.24quarterly2017-10-02
2017-06-13$0.21quarterly2017-07-03
2017-03-13$0.45quarterly2017-04-03
2016-12-13$0.17quarterly2017-01-03
2016-09-13$0.11quarterly2016-10-01
2016-06-16$0.06quarterly2016-07-01
2016-03-11$0.04quarterly2016-04-01
2015-05-12$0.10quarterly2015-05-29
2014-11-12$0.10quarterly2014-11-28
2014-05-13$0.10quarterly2014-05-30
2013-11-13$0.10quarterly2013-11-29
2013-05-15$0.40quarterly2013-05-31
2013-03-13$2.75quarterly2013-03-28

Capital Southwest Dividend per year

Capital Southwest Dividend growth

Capital Southwest Dividend Yield

Capital Southwest current trailing twelve-month (TTM) dividend yield is 13.95%. Interested in purchasing Capital Southwest stock? Use our calculator to estimate your expected dividend yield:

Capital Southwest Financial Ratios

P/E ratio13.07
PEG ratio-0.21
P/B ratio1.36
ROE10.79%
Payout ratio140.31%
Current ratio59.12
Quick ratio59.12
Cash Ratio59.12

Capital Southwest Dividend FAQ

How much is the next Capital Southwest dividend?
Capital Southwest's board of directors will review the company's financial performance, cash flow, future investment needs, and other relevant factors to determine the next Capital Southwest dividend. The next Capital Southwest dividend will be released in March, June, September, or December.
When is Capital Southwest dividend paid?
Capital Southwest pays dividends on a quarterly basis. The specific dates may vary each year but are generally around March, June, September, and December. However, please note that the exact timing and amount can vary, and companies may also decide to change their dividend policy based on their financial health and other considerations.
What dividend does Capital Southwest pay?
The specific amount of Capital Southwest dividend can vary from quarter to quarter and year to year, based on a variety of factors including the company's financial performance, the global economic situation, and the decisions of its board of directors. In the above table you can find Capital Southwest's dividend history.
Does Capital Southwest stock pay dividends?
Yes, Capital Southwest does pay dividends to its shareholders. However, the specific amount and frequency of these dividends can vary based on a variety of factors, including the company's financial performance, the global economic situation, and the decisions of its board of directors. In the above table you can find Capital Southwest's dividend history.
How much dividend does Capital Southwest pay?
Capital Southwest paid $2.53 in 2024, $2.42 in 2023, $2.13 in 2022, $2.66 in 2021, and $2.14 in 2020.
How often does Capital Southwest pay dividends?
Capital Southwest typically pays dividends on a quarterly basis. This means that dividends are usually distributed 4 times a year. The specific payout dates may vary each year but generally fall around March, June, September, and December.
What is Capital Southwest's dividend yield?
The current dividend yield for Capital Southwest is 13.95%. The dividend yield is calculated by dividing the annual dividend payment by the price of the stock. Both of these numbers can fluctuate daily due to changes in the stock price and any updates to the dividend payment. Use the dividend calculator on this page to calculate Capital Southwest's exact dividend yield.
When does Capital Southwest go ex dividend?
Capital Southwest's ex-dividend date for the latest dividend was on 2024-12-13. Capital Southwest typically goes ex-dividend a few weeks before the payment date. The specific dates can vary each year and for each dividend payment.
When is the next Capital Southwest dividend paid?
Capital Southwest pays dividends on a quarterly basis, typically around March, June, September, or December, but the exact dates can vary each year.
Will Capital Southwest increase its dividend?
Decisions about dividend payments are made by the company's board of directors and are based on a variety of factors. To understand whether Capital Southwest will increase its dividend, it's beneficial to look at the company's earnings, financial health, future business prospects, and the overall economic environment.
How much is Capital Southwest dividend per share?
Capital Southwest paid $2.53 per share in 2024 and $2.42 per share in 2023. The amount of dividend per share that Capital Southwest pays can vary each quarter based on a range of factors including the company's earnings, financial health, and decisions made by its board of directors.
Is Capital Southwest a dividend aristocrat?
No, the term "Dividend Aristocrat" is typically used to describe a company in the S&P 500 index that has increased its dividend payouts for at least 25 consecutive years.
Is Capital Southwest a dividend king?
No, a "Dividend King" is a company that has managed to increase its dividend payouts for 50 consecutive years or more, which is an even more selective group than the Dividend Aristocrats.
Is Capital Southwest a dividend stock?
Yes, Capital Southwest is considered a dividend stock. A dividend stock is a stock of a company that regularly pays out dividends to its shareholders.
Is Capital Southwest a good dividend stock?
Whether Capital Southwest is a good dividend stock depends on several factors and can vary depending on individual investment goals, risk tolerance, and the overall market conditions. Capital Southwest has a history of paying regular dividends, which can make it attractive to income-focused investors.

Other factors to consider when evaluating Capital Southwest as a dividend stock include its dividend yield, dividend growth, payout ratio, and the sustainability of its dividend payments given its earnings and cash flow. These factors can provide insight into the company's ability to maintain or increase its dividend in the future.
Does Capital Southwest pay dividends monthly?
Capital Southwest typically pays dividends on a quarterly basis.
Does Capital Southwest pay dividends quarterly?
Capital Southwest currently pays dividends on a quarterly basis.
Has Capital Southwest ever paid a dividend?
Yes, Capital Southwest has a history of paying dividends to its shareholders. Capital Southwest is known for its dividend payments, which have made it an attractive investment for income-focused investors.
How to buy Capital Southwest dividend stocks?
To buy Capital Southwest you need a brokerage account. Open an account with a reputable brokerage firm that offers access to the stock market. Consider factors such as fees, account minimums, and the availability of dividend reinvestment programs (DRIPs) if you wish to reinvest your dividends automatically.

Place an order: Use the brokerage's trading platform to place an order to buy Capital Southwest stock.

Remember that buying stocks involves risk, and it's important to carefully consider your investment goals, risk tolerance, and conduct thorough research before making any investment decisions.
When does Capital Southwest pay dividends 2024?
Capital Southwest pays dividends on a quarterly basis. 2024 dividend payments are in 2024-12-31. However, please note that the exact timing and amount can vary, and companies may also decide to change their dividend policy based on their financial health and other considerations.
Will Capital Southwest increase its dividend in 2024?
Decisions regarding Capital Southwest dividend increases are typically made by a company's board of directors based on various factors, including financial performance, cash flow, investment needs, and market conditions. For an up-to-date Capital Southwest dividend overview you can look into the above table of dividend history.
How Capital Southwest dividend works?
The Capital Southwest dividend works by distributing a portion of the company's profits to its shareholders on a per-share basis. Here's a general overview of how Capital Southwest's dividend process works:

1. Determination of Dividend: Capital Southwest's board of directors reviews the company's financial performance, cash flow, future investment needs, and other relevant factors to determine the amount and timing of dividend payments.

2. Dividend Declaration: Once the board approves a dividend, Capital Southwest publicly announces the dividend amount, currency, and the ex-dividend date. The ex-dividend date is the date on or after which the buyer of the stock will not be eligible to receive the upcoming dividend payment.

3. Record Date: The record date is the date on which the company checks its records to identify shareholders who are eligible to receive the dividend. Only shareholders on record as of this date will receive the dividend.

4. Payment Date: On the designated payment date, Capital Southwest distributes the dividend to eligible shareholders. The dividend is usually paid in the form of cash directly into the shareholder's brokerage account or through other designated payment methods.

5. Tax Implications: Dividends received from Capital Southwest are generally taxable as income. Shareholders may need to report dividend income on their tax returns and pay applicable taxes according to their jurisdiction's tax regulations.
How are Capital Southwest dividends paid?
Capital Southwest dividends are typically paid in cash directly to eligible shareholders. The payment process involves the following steps:

1. Record Date: Capital Southwest sets a record date, which is the date on which the company checks its records to determine the eligible shareholders. Only those who are shareholders on record as of this date will receive the dividend.

2. Payment Date: On the designated payment date, Capital Southwest distributes the dividend to eligible shareholders. The payment is usually made electronically, directly into the shareholder's brokerage account or bank account.

3. Currency: Capital Southwest declares the currency in which the dividend will be paid. Depending on the shareholder's location and the currency election made by the shareholder, the dividend will be converted to the appropriate currency during the payment process.
How many times does Capital Southwest pay dividends?
Capital Southwest typically pays dividends on a quarterly basis. The specific payment dates can vary each year and are usually announced when the company releases its financial results for each quarter.
What months does Capital Southwest pay dividends?
The general pattern is that Capital Southwest pays dividends around March, June, September, and December. However, the exact payment dates can vary each year and are typically announced when the company releases its financial results for each quarter.
Is Capital Southwest dividend safe?
The safety of Capital Southwest's dividend is subject to various factors and cannot be determined with certainty. It is influenced by the company's financial performance, cash flow, and the overall economic and industry conditions.

To assess the safety of Capital Southwest's dividend, it is crucial to analyze the company's financial health, debt levels, cash flow generation, and ability to sustain dividend payments over the long term. Additionally, monitoring the company's future earnings, cash flow projections, and management's commitment to dividend policies can provide valuable insights.

It is recommended to review Capital Southwest's financial reports, official announcements, and consult with financial advisors or experts who have access to the most current and comprehensive information about the company's financial situation.