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CSWC Dividend DRIP Calculator 2026
8.71% YieldFinancial ServicesCapital Southwest Corporation · NASDAQ
Price: $24.96 · Annual div: $2.17/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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$10,000 in CSWC → $48.0K in 10 years · $17.33/month
About Capital Southwest Corporation (CSWC) — Dividend Analysis 2026
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.
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This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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🌍 CSWC Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold CSWC.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 8.71% | 5.91% | $871 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 7.40% | 4.60% | $740 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 6.97% | 4.17% | $697 / yr |
| 🇬🇧 UK ISA | 0% | 8.71% | 5.91% | $871 / yr |
| 🇬🇧 UK Taxable | 8.75% | 7.95% | 5.15% | $795 / yr |
| 🇨🇦 TFSA | 0% | 8.71% | 5.91% | $871 / yr |
| 🇨🇦 CA Taxable | 25% | 6.53% | 3.73% | $653 / yr |
| 🇦🇺 Super (pension) | 15% | 7.40% | 4.60% | $740 / yr |
| 🇦🇺 AU Taxable | 30% | 6.10% | 3.30% | $610 / yr |
| 🇩🇪 DE Taxable | 26.375% | 6.41% | 3.61% | $641 / yr |
| 🇫🇷 FR Taxable | 30% | 6.10% | 3.30% | $610 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 CSWC Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $2.17/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 CSWC Dividend Payment Schedule
CSWC pays quarterly — 4 times per year. Next ex-div: TBD.
📊 CSWC vs Financial Services Benchmarks
How CSWC compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for CSWC sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ CSWC Insider Activity
When executives buy their own stock, it's a signal they believe in the dividend's sustainability.
| Insider | Title | Type | Date | Shares | Price | Total Value |
|---|---|---|---|---|---|---|
| A-Award | 2026-08-10 | 1,989 | — | — | ||
| A-Award | 2026-08-10 | 1,989 | — | — | ||
| A-Award | 2026-08-10 | 1,989 | — | — | ||
| A-Award | 2026-08-10 | 1,989 | — | — | ||
| A-Award | 2026-08-10 | 1,989 | — | — | ||
| Buy | 2026-06-30 | 210.962 | $23.70 | $5.0K | ||
| Buy | 2026-06-17 | 860 | $23.23 | $20.0K | ||
| A-Award | 2026-06-09 | 100,000 | — | — | ||
| F-InKind | 2026-06-10 | 9,588 | $23.54 | $225.7K | ||
| F-InKind | 2026-06-09 | 11,349 | $23.28 | $264.2K |
Insider transactions sourced from SEC Form 4 filings via Financial Modeling Prep. See disclaimer.
Analyst Price Target
Wall Street consensusAnalyst consensus price target via FMP. Not a guarantee of future performance. Past analyst accuracy varies.
Financial Health Scores
Altman Z-Score predicts bankruptcy risk. Piotroski F-Score measures financial strength across 9 criteria. High scores → lower dividend cut risk. Data via FMP financial statements.
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the CSWC dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Capital Southwest Corporation (CSWC) is currently trading at $24.96, 8% below its 52-week high. The current dividend yield is 8.71% based on an annual payout of $2.17 per share.
CSWC (Capital Southwest Corporation) — 8.71% Dividend Yield Analysis
Capital Southwest Corporation (CSWC) is a financial services stock currently trading at $24.96 with a dividend yield of 8.71%. The company pays an annual dividend of $2.17 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, CSWC has grown its dividend at a compound annual rate of 15.3%.
- Above-average yield (8.71%) may signal elevated risk — verify sustainability.
Auto-generated from live market data. For educational purposes only — not financial advice.