CAPITAL SOUTHWEST CORP — Form 8-K
Filed August 3, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Capital Southwest originated $222.3M in new commitments across 11 new and 16 existing portfolio companies during Q1 FY2027 (ended June 30, 2026). Pre-tax net investment income was $35.0M ($0.57/share), slightly down from $35.2M prior quarter. Board declared regular quarterly dividend of $0.58/share plus supplemental dividend of $0.06/share. Portfolio stands at $2.2B fair value with 99% first lien senior secured debt; non-accruals at 1.1% of portfolio ($23.4M fair value). NAV per share declined slightly to $16.61 from $16.69 prior quarter due to investment depreciation ($10.9M net realized/unrealized losses) and restricted stock grants, partially offset by $63.6M equity ATM issuance at $23.47/share.
Why this rating
Routine quarterly earnings with stable originations, consistent dividends, and solid portfolio metrics. No material business changes; stable BDC operations at scale.
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