Capital Southwest (FRA:SFW) Forward Dividend Yield %: 10.70% (As of Jul. 02, 2026)


FRA:SFW Capital Southwest Corp FRA:SFW
58 GF Score
Price €20.70
GF Value €22.16
Valuation Fairly Valued
! 8 Warning Signs
View Full Analysis

What is Capital Southwest Forward Dividend Yield %?

Capital Southwest FRA:SFW +0.68% 58 Forward Dividend Yield % is 10.70% as of Jul. 02, 2026. GuruFocus rates FRA:SFW with a GF Score™ of 58/100 and a GF Value™ of €22.16 (Fairly Valued). The stock has 8 warning signs investors should review. Among 1,106 Asset Management companies, Capital Southwest ranks better than 83.18% on this metric.

As of today (2026-07-02), the Forward Annual Dividend Yield of Capital Southwest is 10.70%.

As of today (2026-07-02), the Trailing Annual Dividend Yield of Capital Southwest is 10.70%.

FRA:SFW's Forward Dividend Yield % is ranked better than
83.18% of 1106 companies
in the Asset Management industry
Industry Median: 6.095 vs FRA:SFW: 10.70

Capital Southwest's Dividends per Share for the three months ended in Mar. 2026 was €0.55.

During the past 12 months, Capital Southwest's average Dividends Per Share Growth Rate was 8.40% per year. During the past 3 years, the average Dividends Per Share Growth Rate was 8.90% per year. During the past 5 years, the average Dividends Per Share Growth Rate was 11.20% per year. During the past 10 years, the average Dividends Per Share Growth Rate was 25.50% per year.

During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Capital Southwest was 113.90% per year. The lowest was -46.00% per year. And the median was 4.45% per year.

The growth rate is calculated with least square regression.

For more information regarding to dividend, please check our Dividend Page.

Capital Southwest  (FRA:SFW) Forward Dividend Yield % Explanation

Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities. Studies by Elroy Dimson, Paul Marsh, and Mike Staunton of Princeton University (2002) found that a market-oriented portfolio, which included reinvested dividends, would have generated nearly 85 times the wealth generated by the same portfolio relying solely on capital gains.

Dividends may also qualify a lower tax rate for investors.

In dividends investing, Payout Ratio and Dividend Growth Rate are the two most important variables for consideration. A lower payout ratio may indicate that the company has more room to increase its dividends.

You can find the stocks that owned most by Gurus here. Or you can check out Warren Buffett's highest dividend stocks here.

Capital Southwest Forward Dividend Yield % Related Terms

FRA:SFW vs BTT, QQQX, NFJ: Forward Dividend Yield % Comparison

For the Asset Management subindustry, Capital Southwest's Forward Dividend Yield %, along with its competitors' market caps and Forward Dividend Yield % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Capital Southwest Forward Dividend Yield % vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Capital Southwest's Forward Dividend Yield % distribution charts can be found below:

* The bar in red indicates where Capital Southwest's Forward Dividend Yield % falls into.


FRA:SFW
58GF Score
Capital Southwest Corp FRA:SFW
Forward Dividend Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Capital Southwest Forward Dividend Yield % Calculation

Dividend Yield measures how much a company pays out in dividends each year relative to its share price.

Capital Southwest Recent Full-Year* Dividend History

Amount Ex-date Record Date Pay Date Type Frequency Forex Rate
USD 0.2534002026-06-152026-06-152026-06-30Cash DividendmonthlyUSD:EUR 0.856000
USD 0.1934002026-05-152026-05-152026-05-29Cash DividendmonthlyUSD:EUR 0.856000
USD 0.1934002026-04-152026-04-152026-04-30Cash DividendmonthlyUSD:EUR 0.855000
USD 0.2534002026-03-132026-03-132026-03-31Cash DividendmonthlyUSD:EUR 0.865000
USD 0.1934002026-02-132026-02-132026-02-27Cash DividendmonthlyUSD:EUR 0.846000
USD 0.1934002026-01-152026-01-152026-01-30Cash DividendmonthlyUSD:EUR 0.851000
USD 0.2534002025-12-152025-12-152025-12-31Cash DividendmonthlyUSD:EUR 0.854000
USD 0.1934002025-11-142025-11-142025-11-28Cash DividendmonthlyUSD:EUR 0.865000
USD 0.1934002025-10-152025-10-152025-10-31Cash DividendmonthlyUSD:EUR 0.859000
USD 0.2534002025-09-152025-09-152025-09-30Cash DividendmonthlyUSD:EUR 0.852000
USD 0.1934002025-08-152025-08-152025-08-29Cash DividendmonthlyUSD:EUR 0.859000
USD 0.1934002025-07-152025-07-152025-07-31Cash DividendmonthlyUSD:EUR 0.857000

* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.

Capital Southwest's Forward Annual Dividend Yield (%) for Today is calculated as

Forward Annual Dividend Yield=Forward Full Year Dividend/Current Share Price
=2.6029248/20.70
=12.57 %

Current Share Price is €20.70.
Capital Southwest's Dividends per Share for the forward twelve months is calculated as €0.2169104 * 12 = €2.6029248.

Capital Southwest's Trailing Annual Dividend Yield (%) for Today is calculated as

Trailing Annual Dividend Yield=Most Recent Full Year Dividend/Current Share Price
=2.192805/20.70
=10.59 %

Current Share Price is €20.70.
Capital Southwest's Dividends per Share for the trailing twelve months (TTM) ended in Today is €2.192805.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Dividend Yield % of 10.70% mean?
Capital Southwest (FRA:SFW) has a Forward Dividend Yield % of 10.70% as of Jul. 02, 2026. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on Capital Southwest and its competitors. According to the industry distribution chart, Capital Southwest ranks #186 out of 1106 companies in the Asset Management industry, placing it in the top 16.8%.
Is Capital Southwest's Forward Dividend Yield % too high?
Capital Southwest's current Forward Dividend Yield % is 10.70%. The Asset Management industry median Forward Dividend Yield % is 6.10. Capital Southwest's value of 10.70% is 75.6% above this industry median. Based on the distribution chart, Capital Southwest ranks #186 out of 1106 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Capital Southwest has a GF Score™ of 58/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Capital Southwest's Forward Dividend Yield % compare to BTT and QQQX?
According to the Asset Management industry distribution chart, Capital Southwest ranks #186 out of 1106 companies for Forward Dividend Yield %. This places Capital Southwest in the top 17% of its industry — outperforming the majority of peers. The industry median Forward Dividend Yield % is 6.10. Capital Southwest's value of 10.70% is 75.6% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Dividend Yield % for an Asset Management company?
The median Forward Dividend Yield % among Asset Management companies is 6.10, based on 1,106 companies in the industry. Companies in the top quartile (top 25%) have a Forward Dividend Yield % significantly above this median, while those in the bottom quartile fall well below. However, Forward Dividend Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Capital Southwest's current Forward Dividend Yield % of 10.70% is 75.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Dividend Yield % mean?
A high Forward Dividend Yield % can signal that a stock is expensive relative to its fundamentals. Forward dividend yield is the ratio of company's expected dividends to the share price. View historical data on Capital Southwest and its competitors. For the Asset Management industry, the median Forward Dividend Yield % is 6.10 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Capital Southwest's current Forward Dividend Yield % is 10.70%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Capital Southwest stock overvalued right now?
Based on GuruFocus' analysis, Capital Southwest (FRA:SFW) is currently considered Fairly Valued. The stock's GF Value™ is €22.16, compared to a current price of €20.70 — trading 6.6% below its estimated fair value. The current Forward Dividend Yield % is 10.70% and 75.6% above the Asset Management industry median of 6.10. Capital Southwest's overall GF Score™ is 58/100 with 8 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Dividend Yield % calculated?
Forward Dividend Yield % is calculated from a company's financial statements. For Capital Southwest (FRA:SFW), the current Forward Dividend Yield % is 10.70% as of Jul. 02, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Capital Southwest (FRA:SFW) Overvalued in 2026?

Based on GuruFocus' analysis, Capital Southwest stock appears to be undervalued. The current stock price of €20.70 is trading 6.6% below its estimated GF Value™ of €22.16. GuruFocus considers Capital Southwest to be Fairly Valued.

Key valuation signals for FRA:SFW:

  • Forward Dividend Yield %: 10.70%
  • GF Value™: €22.16 vs. price of €20.70 (6.6% below fair value)
  • GF Score™: 58/100 with 8 warning signs
  • Industry Position: 75.6% above the Asset Management median (#186 of 1106)

No single metric tells the full story. See the FRA:SFW stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Capital Southwest Business Description

Other Exchanges CSWC:USA
Address 8333 Douglas Avenue, Suite 1100, Dallas, TX, USA, 75225
Capital Southwest Corp is a U.S.-based investment company that specializes in providing customized financing to middle market companies across various industries. The company's investment objective is to produce attractive risk-adjusted returns by generating current income from debt investments and capital appreciation from equity and equity related investments. It focuses on providing flexible financing solutions through partnerships with business owners, management teams, and financial sponsors. The company's portfolio may include senior debt, second lien, and subordinated debt, preferred stocks, common stocks, and warrants. The primary source of revenue comprises interest income and dividend income from investments made as well as management fees.
58GF Score

Get the complete analysis for FRA:SFW

Forward Dividend Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€20.70
Price
€22.16
GF Value